Dana Baker: in San Diego, CA

*Analyzed and troubleshot complex billing transactions, utilizing bank statements, merchant services statements and billing software *Investigated and corrected discrepancies between year-end sales totals *Created detailed, analytical spreadsheets to report findings and solutions *Reconciled operating, checking, payroll, ACH, & donation accounts for multiple companies and exported reports (QuickBooks, Quicken, Excel) *Prepared, customized the fixed assets balance sheet portion by project *A/R: Entered detailed invoices, received payments, and made deposits *A/P: Received vendor invoices, wrote checks in accounting software, mailed physical payments, and organized and filed receipts *Meticulously matched physical receipts to credit card statements for six cards, assigned charges to the proper accounts, and recorded payments *Posted General Journal entries and verified accuracy of previous posts *Daily accounting projects as assigned (temporary 7-week assignment)

*Analyzed lengthy, detailed applications to determine eligibility/awards *Interpreted strict federal/state regulations re finances, academics, etc. *Analyzed complex documentation regarding taxes, income, citizenship *Gave frequent, thorough presentations on regulations and processes *Designed/created organizational systems, spreadsheets, reports *Provided thoughtful, effective customer service in person/via phone *Exercised sound professional judgment in solving unique cases *Produced and presented workshops for students on credit, budgeting *Met with military veterans regarding VA educational benefits and fully processed applications *Served as the FYSI (Foster Youth Success Initiative) Liaison for all foster youth students *Collaborated with colleagues and local agencies to organize events *Attended conferences, trainings, and webinars re regulations, software

*Performed full-cycle A/R, including: -Created all invoices (QuickBooks Pro), sent out per client preference -Calculated complicated costs (varying by client, job type, location) -Monitored A/R aging schedule and contacted clients via phone, email -Researched and responded to all internal/external invoicing inquiries -Logged all company/client billing communication -Designed/maintained spreadsheets for client preferences *Created new processes that increased company efficiency *Worked directly with the CFO re pricing, complex cases *Consistently met deadlines within fast-paced environment

*Provided friendly and accurate customer service in both Borders and the Seattle's Best Coffee cafe within *Performed all opening/closing/service duties for the cafe *Often worked alone serving large volumes of customers *Scored 100% on secret cafe evaluation