Daniel B. Email & Phone Number

-Produce financial reports for owner-Identify anomalies on financials-Produce various other reports-Supervisor for accounting & administration staff-Organize staff’s workflow and maintain system of checks and balances-Edit routing of account and item codes as needed-Make adjusting entries as needed-Monitor staff’s usage of company credit card-Pay bills-Payroll and Benefits administrator-Meet with business partners-File sales and use tax, 1099 forms, etc. and work with external CPA for annual tax return-File any other forms for compliance-Reconcile bank and credit card accounts and conduct month end close-Troubleshoot accounting system-Place orders and create purchase orders in system-Attend meetings with distributors to set up services for customer-Assist IT staff-Assist shipping and receiving staff

Rancho Santa Margarita, California, Us

-Determine payout amounts for company's contracted installers for our products; record invoices, payments, and payout reports in software-Identifying fraud by installers-Reconcile incoming credit card payments, chargebacks, refunds for in-home installation customers and upsold products; compare with merchant service reports-Reconcile all corporate credit card payments in CA-Assign expense accounts to corporate CC payments and credits-Keep track of credit card payments for storage units, marketing tools, vendors, and advertisers no longer used; communicate with and cut checks to pay service providers-Collect funds from customers in rare instances

Kearny, New Jersey, Us

-Micromanage certain relevant inflows and outflows of funds within company's centers across US-Create internal reports from AR and AP data used by CEO, CFO, and regional managers for real estate purposes-Exhibit changes in centers' selling performance over time, breaking down inflows by tracking changes in market rent in surrounding area, changes in promotions given by general managers, among several other criteria, to identify underperforming managers, centers, or regions-Create graphs to better illustrate some of these trends-Verify that lease agreements created by general managers align with company policy, enter agreements into software to pull data for future reports, and make adjustments for any amendments-Schedule meetings with managers to review aging reports and make notes for month end

Kearny, New Jersey, Us

- Use accounting software to keep track of accounts receivable, cash inflows and clients’ history with the company, as well as provide general assistance to the staff accountants-Reconcile deposit info, enter company's incoming check and wire payments into software-Audit rent rolls and other info from centers needed for internal financial reports-Process client's notices to vacate and work with finance dept to ensure security deposits are refunded correctly

Irvine, California, Us

- Gather and analyze data on housing security and homelessness among students at UCI- Hold events to increase awareness and reduce housing insecurity

- Work in teams to provide consulting services and engage with some of Orange County's largest nonprofits, such as United Way, as well as social enterprises and a developing business, to assist the community- Meet with clients regularly to devise research driven solutions to organizational and operating issues to achieve better social impact such as: - Developing a ranking system to allocate a nonprofit's clients to different community colleges - Designing a marketing plan for Health Tree Pharmacy to generate one million dollars in three years (paid project)

Irvine, California, Us

- Mentor undergraduate economics students in research, academic planning, and studying- Main topics were intermediate economics, probability and statistics, and econometrics

Irvine, Ca, Us

- Prepared data for use in multiple regression in economics graduate students' research- Reviewed and formatted spreadsheets so that specific data is accessible

Master Of Science - Business Analytics

Computer Science / Database Administration, Unfinished

Bachelor Of Arts - Ba, Business Economics