Renee Rowe Email and Phone Number

Implemented and maintained reconciliations related to postage, leases, in-kind donations, fixed assets, prepaid expenses, intercompany billingReconciled company bank accounts and charitable annuity investment accountsAssisted in preparing ad-hoc reports, monthly general ledger close, year-end audits and donor required reportsAnalyzed financial information to find trends, benchmarks, classification errors Provided timely information to end users during COVID to assist in critical decision makingAssisted in implementing new ERP deployment and participated in ongoing testing after roll out

Processed approximately 400 trades a month, valued at over $10 millionReviewed and interpreted the financial statements of companies in order to determine the viability of investments in those companiesDeliver superior customer service and seamlessly process transactions for High Net Worth clients ($250,000+) while mitigating risk

Ensured receivables from lenders, approximately $100MM/day, in the main operating account were sufficient to guarantee funding of accounts payable to schoolsConfirmed proper posting of transactions to the general ledger, performed month end closing,  prepared adjusting entries and assisted with annual internal and external auditsCollaborated with financial aid representatives at educational institutions to ensure that loan monies were recorded and distributed accurately to students Established relationships with associates in other departments to facilitate problem solvingAssisted in the automation of accounting department

Processed 401(k) transactions for participantsTrained new employees on plan detailsAssisted with special projects related to pension benefits