Robert Lee Email & Phone Number

Santa Ana, Ca

•Maintained and reconciled trust funds including identifying discrepancies and performing the necessary adjustments to correct issues•Created a process to remove overages from cases using the Escheatment Report•Performed all month-end and year-end reports and journal vouchers•Tested and resolved issues related to the implementation of CAS 4.0 including the accounting of service fees between offices•Created custom reports to track the number of newly created cases, checks deposited, and checks issued to measure performance•Created and maintained a Revenue Report to track monthly revenue changes•Worked with IT to find methods of extracting data from CAS in order to create reports that were not previously available on CAS

City Of Industry, Ca

• Investigate price discrepancies in order to maintain an accurate database of over 40,000 items• Prepare and audit sales reports for internal use and submission to vendors on a weekly to monthly basis• Create monthly purchase receipts reports for use by purchasing and accounting departments• Utilize sales and purchasing reports to determine key items and forecast future profit based on prior trends• Setup and audit contract pricing for customers to ensure the company maintains a suitable profit margin• Reconcile company items with vendor price lists to create and issue price increase notices to customers• Log and update special vendor programs including information on discounts and deviated pricing• Calculate vendor bill backs and customer rebates to be collected/paid on a quarterly basis

Santa Ana, Ca

• Cross-referenced 2008 Comprehensive Annual Financial Report (CAFR) electronically and on master copy• Prepared 2009 CAFR Statement of Compensated Absences utilizing data from over 20,000 employees• Assembled customized Audit Report packages distributed to more than 50 key personnel• Desk checked multiple special projects for possible calculation and typo errors

Irvine, Ca

• Researched and selected popular search terms for article titles and keywords to increase user page views • Organized over 4,000 images by corresponding site, size, and issue to improve efficiency of uploading files • Actively participated in and moderated online forums by creating and contributing to discussion boards• Built and edited more than 100 articles that met company quality standards and were published on the Internet

Master'S Degree, Accounting

Bachelor Of Arts (B.A.), Economics, Accounting