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Elmhurst
Billie Jo Weis

Billie Jo Weis

College financial consultant

Accounting / Finance

Elmhurst, Township of Elmhurst, Lackawanna

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About Billie Jo Weis:

I review FAFSAs/CSS Profiles, award letters, assist with appeals. 
i prepare budgets for families and go over any asset/income/tax strategies to help families understand how they can lower their EFC and pay for college.

I have 20 years in accounting and 5 years in college financial planning. 

Experience

College financial planning experience:

VICE PRESIDENT OF CLIENT SERVICES
MY COLLEGE PLANNING TEAM (JAN2019- CURRENT)

FAFSA/CSS PROFILE SPECIALIST

DEVELOP CUSTOMIZED COLLEGE FUNDING BUDGET PLANS FOR FAMILIES INCLUDING INCOME/ASSET AND BORROWING STRATEGIES TO REDUCE THE NET PRICE FAMILIES PAY FOR COLLEGE

ASSISTS FAMILIES WITH SUCCESSFUL FINANCIAL AID APPEALS

PUBLISHED IN COLLEGIATE PARENT MAGAZINE, THE PENNY HOARDER, ACCOUNTING TODAY AND THE CHICAGO TRIBUNE

Other accounting/tax experience: 

SENIOR REVENUE ACCOUNTANT
SYMANTEC CORP, CUPERTINO, CA (2002-2005)
MONTHLY REBATE ACCRUAL
ANALYZED THE REDEMPTION % OF INDIVIDUAL PROMOTION
BOOKED MONTHLY RESERVES FOR OBSOLETE INVENTORY
G/L ACCOUNTING SUPERVISOR
PERFORMED MONTH-END CLOSE PROCESS, INVOLVING POSTING OF JOURNAL ENTRIES, SUB-LEDGERS, REVERSALS, MONITORING G/L INTERFACE
PREPARED QUARTER END AND EXTERNAL AUDIT SCHEDULES INCLUDINGBALANCE SHEET AND P&L FLUCTUATION ANALYSIS


SENIOR ACCOUNTANT
SHORELINE COMMUNICATIONS INC., SUNNYVALE, CA (2000-2002)
MANAGED THE MONTHLY FINANCIAL CLOSE, PREPARED JUDGMENTAL JOURNAL EN- TRIES, ACCRUALS, PERFORMED B/S ANALYSIS AND RECONCILIATIONS
CREATED EFFICIENCY BY SHORTENING CLOSE TO 3 DAYS MANAGED PAYROLL
GAINED EXPERIENCE IN A SMALL COMPANY START-UP ENVIRONMENT
SENIOR GENERAL LEDGER ACCOUNTANT
MARCHFIRST (USWEB/CKS), SANTA CLARA, CA (1999-2000)
SUCCESSFULLY PARTICIPATED IN THE RAPID TRANSITION OF THE MERGER BETWEEN USWEB/CKS AND WHITMAN HART
SUPERVISED AND TRAINED STAFF ACCOUNTANTS RELATED TO MERGER MAINTAINED A COMPLETE G/L, ANALYZED AND RECONCILED INDIVIDUAL ACCOUNTS
         
SENIOR STAFF ACCOUNTANT
BROWN ADAMS LLP CPA’S, PALO ALTO, CA (1996-1999)
PREPARED, REVIEWED AND FINALIZED TAX RETURNS FOR INDIVIDUALS, CORPORA- TIONS, NONPROFIT ORGANIZATIONS AND PARTNERSHIPS
SUPERVISED AND PARTICIPATED ON A WIDE VARIETY OF AUDITS INCLUDING THE AREAS  OF PLANNING, FIELDWORK AND FINAL PREPARATION OF FULL DISCLOSURE FINANCIAL STATEMENTS 

Education

BS Accounting 

CERTIFIED PUBLIC ACCOUNTANT (CPA) (through 2004, currently inactive).

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