College financial consultant
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I review FAFSAs/CSS Profiles, award letters, assist with appeals.
i prepare budgets for families and go over any asset/income/tax strategies to help families understand how they can lower their EFC and pay for college.
I have 20 years in accounting and 5 years in college financial planning.
VICE PRESIDENT OF CLIENT SERVICES
MY COLLEGE PLANNING TEAM (JAN2019- CURRENT)
DEVELOP CUSTOMIZED COLLEGE FUNDING BUDGET PLANS FOR FAMILIES INCLUDING INCOME/ASSET AND BORROWING STRATEGIES TO REDUCE THE NET PRICE FAMILIES PAY FOR COLLEGE
ASSISTS FAMILIES WITH SUCCESSFUL FINANCIAL AID APPEALS
PUBLISHED IN COLLEGIATE PARENT MAGAZINE, THE PENNY HOARDER, ACCOUNTING TODAY AND THE CHICAGO TRIBUNE
SYMANTEC CORP, CUPERTINO, CA (2002-2005)
ANALYZED THE REDEMPTION % OF INDIVIDUAL PROMOTION
BOOKED MONTHLY RESERVES FOR OBSOLETE INVENTORY
PERFORMED MONTH-END CLOSE PROCESS, INVOLVING POSTING OF JOURNAL ENTRIES, SUB-LEDGERS, REVERSALS, MONITORING G/L INTERFACE
PREPARED QUARTER END AND EXTERNAL AUDIT SCHEDULES INCLUDINGBALANCE SHEET AND P&L FLUCTUATION ANALYSIS
SHORELINE COMMUNICATIONS INC., SUNNYVALE, CA (2000-2002)
MANAGED THE MONTHLY FINANCIAL CLOSE, PREPARED JUDGMENTAL JOURNAL EN- TRIES, ACCRUALS, PERFORMED B/S ANALYSIS AND RECONCILIATIONS
CREATED EFFICIENCY BY SHORTENING CLOSE TO 3 DAYS MANAGED PAYROLL
GAINED EXPERIENCE IN A SMALL COMPANY START-UP ENVIRONMENT
MARCHFIRST (USWEB/CKS), SANTA CLARA, CA (1999-2000)
SUCCESSFULLY PARTICIPATED IN THE RAPID TRANSITION OF THE MERGER BETWEEN USWEB/CKS AND WHITMAN HART
SUPERVISED AND TRAINED STAFF ACCOUNTANTS RELATED TO MERGER MAINTAINED A COMPLETE G/L, ANALYZED AND RECONCILED INDIVIDUAL ACCOUNTS
BROWN ADAMS LLP CPA’S, PALO ALTO, CA (1996-1999)
PREPARED, REVIEWED AND FINALIZED TAX RETURNS FOR INDIVIDUALS, CORPORA- TIONS, NONPROFIT ORGANIZATIONS AND PARTNERSHIPS
SUPERVISED AND PARTICIPATED ON A WIDE VARIETY OF AUDITS INCLUDING THE AREAS OF PLANNING, FIELDWORK AND FINAL PREPARATION OF FULL DISCLOSURE FINANCIAL STATEMENTS
CERTIFIED PUBLIC ACCOUNTANT (CPA) (through 2004, currently inactive).
