Alfredo Gonzalez

Senior Accountant at TCWGlobal (formerly TargetCW)
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Contact Information
us****@****om
(386) 825-5501
Location
Lakeside, California, United States, US
Languages
  • Spanish Native or bilingual proficiency
  • English Native or bilingual proficiency

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Bio

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Credentials

  • Excel for Corporate Finance Professionals
    LinkedIn
    May, 2022
    - Nov, 2024
  • How to Work Smarter, Not Harder: Save Time and Money and Increase Productivity
    LinkedIn
    May, 2022
    - Nov, 2024
  • Accounting Foundations: Understanding the GAAP (Generally Accepted Accounting Principles)
    LinkedIn
    Apr, 2022
    - Nov, 2024
  • Managing Anxiety in the Workplace
    LinkedIn
    Apr, 2022
    - Nov, 2024
  • Thriving @ Work: Leveraging the Connection between Well-Being and Productivity
    LinkedIn
    Apr, 2022
    - Nov, 2024
  • Lean Six Sigma Green Belt
    GoLeanSixSigma.com
    Apr, 2018
    - Nov, 2024
  • Accounting Manager
    San Diego State University
    Feb, 2018
    - Nov, 2024
  • Lean Six Sigma Yellow Belt
    GoLeanSixSigma.com
    May, 2017
    - Nov, 2024

Experience

    • United States
    • Staffing and Recruiting
    • 200 - 300 Employee
    • Senior Accountant
      • Dec 2022 - Present

      >Monitor and maintain operating account reconciliations>Review AR and communicate with clients to ensure collection of such>Reconcile US and Canada invoices from multiple benefit carriers and submit for processing >Analyze system reports and resolve billing errors>Collaborate with internal departments to improve accounting procedures>Perform various accounting and administrative duties as needed

    • Accountant I
      • Sep 2021 - Dec 2022

      > Invoice review and reconciliation from multiple benefits carriers> Audit claims for various teams to ensure accuracy and improvement> Work cohesively with internal departments to research and resolve billing discrepancies> Review accounting system reports and identify any billing errors> Monitor AP and communicate with clients > Perform various accounting and administrative duties as needed

    • Accounting Manager
      • Aug 2016 - Oct 2022

      > Accounting Manager: Bookkeeping, Accounts Receivable, Accounts Payable, Collections > Performed monthly financial audits, statement analysis & projections to meet the firm’s goals > Established an effective billing process using automated systems > Executed legal case management and updates on the application process > Review & Drafted contracts, service agreements & business legal compliance > Enforced process optimization and training of new staff and interns Show less

    • United States
    • Events Services
    • 1 - 100 Employee
    • Accounting Analyst
      • Jan 2019 - Apr 2020

      > Performed general accounting entries and reconciliations > Assess accounting procedures, offered recommendations and implemented new SOPs > Monitor business performance metrics and prepare monthly reports > Report and resolve inventory discrepancies, cancellations and adjustments in POS system > Coordinate the preparation of internal and external financial statements > Cash flow management A/R & A/P > Overseeing the operations of the accounting department and delegating projects Show less

    • United States
    • Law Practice
    • 1 - 100 Employee
    • Accounting Intern
      • Apr 2016 - Aug 2016

      > Identified problems, resolved them and implemented a way for the firm to standardize their procedures and optimize their workflow > Implemented legal case management procedures > Improved accounting software Xero, data migration & account synchronization > Accounting Audit – bookkeeping, reconciliation of accounts, collections, invoices, CPC > Enhanced Client Intake and Retention Process Strategies > Identified problems, resolved them and implemented a way for the firm to standardize their procedures and optimize their workflow > Implemented legal case management procedures > Improved accounting software Xero, data migration & account synchronization > Accounting Audit – bookkeeping, reconciliation of accounts, collections, invoices, CPC > Enhanced Client Intake and Retention Process Strategies

Education

  • San Diego State University-California State University
    Bachelor’s Degree, International Business/Trade/Commerce
    2013 - 2016

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