Edward Sacks Email & Phone Number

Trenton, Nj

I am a contract - consultant working full-time with the Office of the Public Guardian for Elderly Adults of New Jersey. In that capacity, I was recruited to help the State's clients manage their financial affairs I prepared and drafted extensive financial reports and charted bank accounts to determine eligibility for Medicaid benefits. I was trained and supervised by a team of legal and clerical staff finalizing final accountings and preparing court documents. I respond to in house, legal counsel,care managers and family inquiries regarding our final accountings, estate matters, and our client's final arrangements. I prepare summaries of fiduciary fees, services and commissions and I manage and coordinate the final allocation of client fiduciary trust balances.

Central New Jersey

Prepares scanned and uploads database records for Medsave.Uses Oracle open office and Windows 7

East Brunswick, New Jersey

Assist borrowers in acquiring loans. Analyze and assess the creditworthiness of potential borrowers to see if they qualify for a Commercial or Residential Loan.

Pennington, Nj

Determine Cost Basis research for Merrill Lynch clients.

Princeton, Nj

Detail oriented Bank Reconciliations for the American Red Cross -New Jersey

Membership Committee member, volunteer member active in developing and implementing strategies and programs that increase group visibility of this regional staffing organization. To help unemployed professionals gain employment by contacting owners and Human Resources departments of local businesses to encourage and promote the New Jersey Department of Labor website for potential employees

Prepares form 1040 federal and state tax returns.

Leads district in prospects for potential new client groups.Enrolls prospective clients in Accident, Disability and Cancer Supplemental Insurance programs.Service clients with program of benefits and reconcile policy accounts.

Identifies assigned areas and records global positioning system readings for address listings.Determines and records housing type per Federal guidelines.

Prepares multi facility Oracle Balance Sheet from month-end reportwriters.Processes change maintenance on Bills of Materials into BPCS system. Executes Hyperion Essbase Profit and Loss reports.

Sales by Territory Pivot Table reports responsible for faster and improved Commission disbursement.Designs departmental Budgets for expense control which reduced operational expense 25%.Executes AS/400 Database Queries for Sales and Management analysis which identified a 10% cost of production savings.Reviews Inventory discrepancies which was instrumental in reducing levels by 30%.Documents general journal entries and Balance Sheet Account analysis for external audits and operational productivity.Maintains Fixed Asset annual recording, Capital budget and reconciliation.

Organizes and managed the entire three-year plan, budget, actual and trend processes.Prepares Rentals Flash and Net Unit Inventory reports.Participates in the development and implementation of an upgraded general ledger, accounts payable, and capital asset system.Calculates bonuses for call center and field sales generated.

Establishes Sales AS/400 Database information tracking system.Processes Accounts Payable, Billing and Order Entry.Implementes a Returned to Vendor Procedure.

Performs maintainance deletions,transfers,additions and retirements on Corporate Capital Asset Database for a over 100 legal entity firm.Designes Queries and Dyl280 queries for Asset Tracking.

Mortgage Loan Originator Program, Mortgages, A

Prepared for NMLS and S.A.F.E examinations to become Mortgage Loan Orginator.Completed an in-depth study of mortgage fundamentals.

Accounting

Tax Preparation Certificate

Certificate, Rpg Programming

Certificate of RPG Programming

B.A., Accounting

Student of Accounting and Economics.