Billie Jo Weis

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.

College financial planning experience:

VICE PRESIDENT OF CLIENT SERVICES

MY COLLEGE PLANNING TEAM (JAN2019- CURRENT)

FAFSA/CSS PROFILE SPECIALIST

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

Other accounting/tax experience: 

SENIOR REVENUE ACCOUNTANT

SYMANTEC CORP, CUPERTINO, CA (2002-2005)

MONTHLY REBATE ACCRUAL

ANALYZED THE REDEMPTION % OF INDIVIDUAL PROMOTION

BOOKED MONTHLY RESERVES FOR OBSOLETE INVENTORY

G/L ACCOUNTING SUPERVISOR

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

SENIOR ACCOUNTANT

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

SENIOR GENERAL LEDGER ACCOUNTANT

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

SENIOR STAFF ACCOUNTANT

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

BS Accounting

CERTIFIED PUBLIC ACCOUNTANT (CPA) (through 2004, currently inactive).