Kerrina O'Connor, Msf Email & Phone Number

-Research tax laws and provide best option for clients-Prepare federal and state income tax for individuals and business-Bookkeeping for small businesses-Penalty Abatements

Coral Springs, Florida, Us

• Organize financial records for individuals and small businesses• Prepare Individual Federal and State, Corporate, Partnership, Non Profit Tax Returns• Prepare and Review Financial Statements (Income Statements and Balance Sheet)• Create Adjusting Entries on QuickBooks Online (QBO) and Desktop and performing bank reconciliations

Boca Raton, Florida, Us

Boca Raton, Florida, Us

Manage Financial spreadsheets for multiple projects on a monthly basis, monitoring resource expenses and budgets, while adhering to deadlines (Collective budget of over $3 million).Reconcile forecasts and actual expenses, using Pivot tables and VLOOKUP’s to make note of variances, in order to provide a more accurate forecast next month.Compare General Ledger to Spreadsheet Capital Expenditures, documenting and investigating variances. Identify and Correct inaccurate capital expenditure tasks to operating expenditure tasks, as it affects the budgets for the projects.Consolidation of quarterly data, to provide quicker access and legibility, into a new financial spreadsheet.Conduct meetings to make sure tasks and assets are properly allocated to each project.Auditing the locations of Tollgate/Milestone Documents, in order to aid in the approval of the next phase in a Project.

Miami, Fl, Us

Uphold Family Education Rights and Privacy Act (FERPA), when dealing with sensitive information.Award and/or cancel student’s awards as necessary (due to change in budget or other inconsistencies).Assist with Private Loans, Return to Title IV funds (R2T4) ,and Private Scholarship reconciliation. Monitor scholarship and private loan revenues and expenses; Forecast Bright Future’s Fund Budget. Research student records, check and wire logs for deposit and expense discrepancies. Contribute to the preparation of the financial aid fund budget.Request funds for Federal and State Funds (Loans, Pell grant, etc.); run query to determine the amount of federal aid disbursed on a daily basis (over $300 million in funds last year).Aided with inputting received amounts of Loans and Pell grant, from the Department of Education’s Common Origination and Disbursement (COD) website.R2T4: Calculate the amount of aid the student owes to government, based on student’s attendance. Answering over 500 emails dealing with Return to Title IV (R2T4) funds: inputting large amounts of data on excelComply with government time frame and deadline to return fund .Take care of over 100 Stale date checks; call student regarding the checks and suggest signing up for direct deposit. Deposit multiple scholarship checks: Awarding scholarship amounts, scanning checks and documents, adding data of sponsors, students, and amount of check to spreadsheet.Implementing Data Validation Conditional Drop Down Menu.

Miami, Fl, Us

Investigated possible fraudulent figures on students’/parent’s Tax Return Transcript.Suggested corrections as it pertains to the FAFSA application.Assisted students with their financial aid package on the phones, in person, and via chat. Attended to over 50 online chat services daily, with at least four chats from students at a time.Handled over 100 phone calls daily; Saw over 100 Front Interaction with students daily.Adapted to changing legislation pertaining to Financial Aid, explained the changes to students.Explained how financial aid works and a daily basis.Analyzed figures to be in accordance to Expected Family Contribution, student's budget, and Federal regulations.Calculated percentages such as origination fees, and/or scholarship tuition percentages.

Master Of Science (Ms), Finance, General

Bachelor Of Business Administration (B.B.A.), Finance, General