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