Work History

On the Job Experiences

Accounting Analyst, SUNY Potsdam, Business Affairs, Potsdam, NY   June 2021 – Present

• Reconciliation of various accounts

  • Student Accounts daily cash activity

  • Bank including paper checks and Bank Mobile timeout disbursements

  • Collection Fund

  • Undistributed accounts

• Submit cash in bank balance to SUNY, Monthly

• Distribute banner revenue collections twice monthly through BI

  • Research revenue distribution discrepancies and correct within Banner

• Monitor Collection Fund using BI, for items that need to be receipted in, Monthly

• Create and distribute monthly cash reports

• Monitor Dorm Tax and Finance Activity using Banner, SFS, and BI

  • Record RMRs for Dorm revenue returned to campus in Banner

• Prepare and submit URAS reports to SUNY, Quarterly

  • Upload trial balance to BI, Quarterly

  • Answer questions asked by SUNY Administration

• Prepare and submit New York State Sales Tax report, Quarterly

• Complete New York State Sole Custody reporting, Yearly

• Closeout fiscal year and open the new year in Banner system

• Prepare and process journal entries to defer and recognize revenue in Banner

• Prepare and complete quarterly journal entries in Banner for URAS

• Complete all Banner journals including those suspended during the feed to finance process.

• Banner Implementation Lead

  • Attend, participate and present at virtual meetings

  • Work with Ellucian experts

  • Create new detail codes

  • Create new activity codes

  • Create new rule codes

  • Assist with the creation of new financial aid fund codes

  • Input correct bank information related to the new chart of accounts.

  • Verify the new chart of account information that had been uploaded

  • Test system for internal accounting errors, including daily reports

• Assist office co-workers and others across campus as needed

• Attend various meetings - Weekly

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Office Assistant 1, SUNY Canton, Student Accounts, Canton, NY     May 2019 – June 2021

• Provided excellent service to students for Student Accounts, Financial Aid, & Billing

• Worked with students one-on-one with financial aid and Billing issues

• Additionally advised students where to go for assistance outside of the One Hop Shop

• Participated in Department and full One Hop Shop meetings

• Navigated Federal & State websites for Financial Aid data on students

• Reviewed TAP pay status as well as checked if income verification has been completed

• Distributed office mail upon arrival

• Posted charges and payments on student & campus accounts

• Monitored student account reports, as well as added and remove holds

• Sent emails to students with forms that are needed for Financial Aid review

• Completed credit card reconciliation

• Validated and updated third party spreadsheet for improved communication and tracking

• Utilized BDMS, scan and index Roo Express and Housing change forms

• Coordinated with Bank Mobile on uncashed and returned refund checks

• Contacted students utilizing Mongoose as needed

• Responded to student messages that come in via the JivoChat feature on our website

• Gave kudos on student's accounts via the starfish platform (RooSuccess)

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Merchandiser & Secretary, BBU, Canton, NY                                  Mar. 2009 – Feb. 2020

• Placed orders received through emails and phone calls

• Managed Accounts Receivable and Payables and collect payments for Cash Accounts

• Assembled product orders, loaded truck, and delivered products while using a handheld computer

• Stocked shelves and checked product codes, removing out-dates

• Conducted physical inventory of products, completed & filed miscellaneous paperwork

• Worked closely with Managers and their staff

• Trained new employees and supervise a staff of two

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Academic Recovery Mentor, SUNY Canton, Canton, NY                  Jan. 2019 – May 2019

• Met weekly with Academic Recovery students

• Created a time management strategy and provided tips for success to students

• Advised students on course selections for future semesters

• Produced Tutortrac reports monitoring students tutoring hours weekly

• Tracked students’ progress throughout the semester

• Acted as a resource for students when different needs arise

• Attended collaborative meetings with fellow Mentor’s

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Administrative Assistant, TRiO SSS, SUNY Canton, Canton, NY    Aug. 2016 – Apr. 2019

• Entered student visits and run weekly reports in TutorTrac software

• Used Banner screens to monitor TRiO students’ progress

• Maintained student folders and specific Banner screens

• Collaborated with the Director on the annual APR report

• Ordered and inventoried office supplies; (Staples, Amazon Smile, S&B, and Central Printing),

• Generated meeting agendas and maintained staff calendars, with a variety of appointments

• Utilized the campus EMS scheduling system when reserving space

• Updated TRiO Facebook page

• Sent mass emails, text messages, and postcards to students and prospective students

• Answered phone calls, transferred phone calls, make phone calls

• Ensured staff and student payroll is submitted within the appropriate time frame

• Supervised TRiO FWS student employees

• Tracked reporting records using TutorTrac reports exported to Excel

• Produced mail merge acceptance and thank you letters with Word

• Coordinated travel arrangements for staff members to attend conference training

• Employed Starfish to monitor TRiO students

Accounting Assistant, Parkway Ford/Penske Services, Ogdensburg, NY June 2015 – Nov. 2015

• Compiled sales data using an Excel spreadsheet

• Maintained general ledger, after completion of data entry

• Entered invoices and printed manual checks from monthly/weekly statements

• Filed and organized paperwork

• Performed monthly reconciliation of various accounts