Daniel Perper Email & Phone Number

New York, New York

• Prepare client invoices, apply discounts and write offs, utilize templates to format invoicing, and submit invoices across electronic billing platforms.
• Utilize reporting and inquiry tools and implement problem solving skills to respond to information requests by Chief Financial Officer, clients, attorneys, and legal administrative assistants.
• Develop and format client reporting spreadsheets.
• Configure electronic billing profiles and communicate with clients to maintain timekeeper rate spreadsheets and compliance with billing guidelines.
• Monitor AR and tracked invoice status and proactively follow up with clients and LAA’s to resolve aging.

59 Chambersbrook Rd Branchburg, NJ

• Prepared invoices daily using QuickBooks and submitted to various clients using JP Morgan Collector/Ariba for service calls, installations, events, and recurring revenue for all three east coast offices.
• Assisted the controller in resolving all past due invoices and ensuring cash flow for all services performed.
• Created a spreadsheet that analyzed profit and loss statistics for every service call to optimize profits and standardize procedures, and presented statistics to the President of the company on a monthly basis.
• Calculated and recommended a monthly service contract price for a large client using past sales along with YTD data to forecast service volume and pricing while maintaining profitability.
• Communicated with clients to review and resolve any billing discrepancies.

Skillman, New Jersey

• Analyzed financial data points from thousands of United States mutual funds, hedge funds, and ETFs, and reported changes for clients through the Bloomberg Terminal to potential investors.
• Contacted primary company contacts directly in order to obtain new statistics and benchmarks the fund is following.
• Researched through financial statements and prospectuses for information and data to update to the terminal prior to a client’s request.
• Created spreadsheets and populated data fields from information sent by clients using complex Excel techniques.

Bayville, New Jersey

• Prepared invoices for all clients monthly & resolved billing discrepancies.
• Created a database using Microsoft Access to organize client information and appointments for easier billing and to display revenue and business statistics for each month.
• Reviewed all journal entries and created adjusting journal entries to ensure an accurate balance sheet & profit and loss statement using Quickbooks.
• Assisted in year end tax work for Atlantic Neurofeedback Center.
• Created spreadsheets to keep track of accounts receivable for Atlantic Neurofeedback Center.
• Organized client and research files for more effective business operations.

B.A, Economics

Bachelor Of Arts (B.A.), Economics