Monica Heath Email & Phone Number

Denver, Colorado, United States

Denver, Colorado

Denver, CO

• Perform monthly closing procedures including bank reconciliation and generating financial statements.
• Manage accounting staff and oversee accounting system enhancements and training.
• Compile documents needed for external auditors and reply to all qualified requests.
• Present financial information to board members and assist in developing annual budget.

Denver, CO

• Handled accounts payable for the organization, entered journal entries, and generated 1099-Misc Tax Forms.
• Performed all tasks related to accounts receivable including processing payments, tracking outstanding invoices, and assisting in international wire preparation.
• Entered and balanced assessments received on a monthly basis to ensure accuracy and to assist in tracking compliance.
• Initiated ACH payment set up in accounting system to increase efficiency.

Denver, CO

• Audited client account ledgers for any billing discrepancies and to reconcile payments.
• Maintained comprehensive file to track billings and payments for two large national clients.
• Worked directly with attorneys to generate monthly invoices for clients.

United States

• Worked with higher education clients across the country to ensure compliance with Department of Education financial aid policies.
• Reviewed student files to determine whether awards were compliant with Title IV funding policies as part of a multi-year reconstruction project.
• Drafted internal policy documents for client preparing for an upcoming governmental audit.
• Acted as interim director of the financial aid office for a client needing assistance.

Denver, CO

• Supervised various accounting functions for the office including coding and submitting invoices for payment, processing check requests, and maintaining and balancing petty cash.
• Acted as liaison with the Accounting Department in Kansas City to ensure timely payment of attorneys and assistants.
• Balanced and corrected the monthly reports from vendors before submitting to accounting department for approval.

Chicago, IL

• Edited financial aid brochures for new and returning students.
• Assisted in the supervision and training of new financial aid counselors, including the incoming Assistant Director.
• Acted as liaison between the Office of College Aid and other university offices to ensure accurate and efficient processing of financial aid.
• Processed and organized all outside agency scholarship and tuition remission payments.
• Made necessary adjustments to financial aid decisions to prevent federal and institutional over-awards.

Master Of Accountancy, Accounting

Master Of Arts

Bachelor Of Arts