Summary
Overview
Work History
Education
Skills
Timeline
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Michelle Gonzales

Fremont

Summary

Proactive and goal-oriented professional with exceptional time management and problem-solving skills. Recognized for reliability and adaptability, with a rapid ability to acquire and apply new skills. Committed to utilizing these qualities to propel team success and make valuable contributions to organizational growth.

Overview

10
10
years of professional experience

Work History

Financial Operations Specialist

Everlaw
04.2022 - Current
  • Review legal contracts, purchase orders and billing exceptions on Salesforce to resolve client inquiries
  • Work closely with sales, legal, and customer success to ensure client retention while simultaneously collecting on delinquent balances
  • Generate monthly aging reports and submit to leadership
  • Provide unapplied payments reports daily to the AR team
  • Collect past due balances, large dollar amounts
  • Create credit memos, journal entries, complete write offs, and refund client overpayments
  • Oversee cash application accuracy and resolve payment disputes
  • Resolve unapplied payments, tag discrepancy amounts to correct GL account, add payments received to ACH and lockbox tracking sheet
  • Proficiency in using the following programs: Netsuite, Salesforce, Yaypay, Zendesk and Stripe
  • Connect with customers to resolve billing discrepancies such as: invoice disputes, account standing, delinquent balance, reconciliation, legal contracts and settlements, etc
  • Reconcile bank discrepancies related to ACH, wires, checks, and credit card payments
  • Run credit checks on potential customers on behalf of Sales and alert senior management of high-risk clients
  • Assist with month end close: follow up with customers who have unapplied payments, clear Zendesk tickets, complete bad debt write offs, submit portal invoices, confirm weekly bank reports match with payments received for that month

Direct Bill Analyst

EPIC Brokers
12.2019 - 03.2022
  • Research and resolve exceptions/discrepancies
  • Contact carriers for outstanding balances related to backpay and balance forwards
  • Audit missing and received commissions for end of year/end of month revenue accruals
  • Provide resolution to commissions/billing related inquiries such as credits, debits, and adjustments
  • Generate invoices for clients and make adjustments on invoice when needed
  • Retrieve and post cash receipts to monthly general ledger
  • Keep track of deposits, adjustments, journal entries and assist with any other AR backup requests
  • Compile and submit end of month reports to management that detail current and future cash flow
  • Follow up on policy renewals, commission due payments, client payouts, and bonuses
  • Assist with month end and end of year closing

Account Receivable Analyst

Two Nations Reglazing Inc.
07.2015 - 11.2020
  • Review invoices for proper approvals, coding, and discounts
  • Issue credits and refunds
  • Provide quotas of repairs and jobs to managers and corporate offices
  • Create disclosures/contracts for property managers to sign off on
  • Process invoices and collect past due balances, follow up on unpaid invoices
  • Send billing reminders to property managers and corporate offices
  • Create invoices and send apartment properties for payment
  • Reconcile payment discrepancies
  • Create expense reports and track monthly expenses for tax purposes

Intelligence Analyst

Sibylline at Paypal
02.2018 - 12.2019
  • Actively monitor multiple application systems to detect potential threats to employees, traveling employees and company assets
  • Work with corporate security teams and law enforcement agencies at a global scale to escalate threats
  • Conduct person of interest (POI) investigations through open source intelligence to confirm the identity of a suspect
  • Use programs such as Skopenow, CLEAR, and LexisNexis to further collect intelligence
  • Monitor geopolitical events worldwide and send mass notifications such as advisories, GSOC monitoring evaluations and welfare checks through Everbridge and VCC as necessary

Education

Bachelor of Arts - Political Science, Criminal Justice

The University of Texas At El Paso
El Paso, TX
05.2015

Skills

  • Bank reconciliation
  • Financial analysis and reporting
  • Revenue recognition
  • Relationship building and management

Timeline

Financial Operations Specialist

Everlaw
04.2022 - Current

Direct Bill Analyst

EPIC Brokers
12.2019 - 03.2022

Intelligence Analyst

Sibylline at Paypal
02.2018 - 12.2019

Account Receivable Analyst

Two Nations Reglazing Inc.
07.2015 - 11.2020

Bachelor of Arts - Political Science, Criminal Justice

The University of Texas At El Paso

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Michelle Gonzales