Summary

Profile Statement

Energetic, creative professional diverse financial experience. Self-starter comfortable dealing with ambiguity. Demonstrated good leadership, cross-functional communication and interpersonal skills. Effective business collaborator and problem-solver. Strong analytical skills and attention to detail. Experience in spreadsheet modeling, high-level presentations, SQL, VBA, Excel, Access, and PowerPoint.

Core Competencies

  • business analysis
  • project management
  • account reconciliations
  • reporting and presentations
  • business partnering
  • query construction
  • complex financial calculations

Work History

Work History
Dec 2011 - Present

Associate Director for Finance & Accounting

Pepperdine University

Under the Associate Vice President, responsible for a broad array of business functions related to the operations of the University’s newly organized construction and facilities maintenance departments.

  • Partner with management to analyze and implement changes related to departmental realignment.
  • Manage staff to prepare and analyze financial reports regarding expenses, revenues, and commitments to forecast financial status for operating, renewal/replacement (R&R), and construction project budgets at approximately $12M, $7M, and $10M respectively annually.
  • Prepare, analyze, and review financial status reports with section leads or project managers regarding operating, R&R, and construction project budgets.
  • Project manager for a University-wide space management initiative. Manage vendor relationships and kick start administrative committee for potential scheduling software implementation.
  • Manage audits and reconciliations as follows for all operating, R&R, and construction budgets:
    • reconciliation to the University’s financial reporting system;
    • audit and execution of purchase orders, change orders, invoices;
    • record and reallocate all credit card and travel and entertainment card transactions;
    • track of all insurance certificates and preliminary notices;
    • audit contracts and coordinate lien releases with vendors to perform financial close-out;
    • maintenance of files for operating, R&R, and construction project expenditures.
Oct 2008 - Nov 2011

Accountant

Pepperdine University

Under the Associate Vice President, forecasted, tracked and reconciled all construction expenditures on campus. Served an integral role in the process, shepherding projects from inception through closeout.

  • Developed, constructed and maintained financial database in Microsoft Access to track and forecast construction projects up to $32M in budget. Analyzed and disseminated cost data trends to project managers. The custom-built database tracks anticipated expenses and consequent effects on project budgets. Other features include project status updates, vendor evaluations, transaction reconciliation to University financials, and custom report creation for administration.
  • Augmented original database scope and cultivated database expansion based on user input and changing departmental needs. Created mechanism for quantitative vendor assessment.
  • Executed automatic monthly recurring report generation. Created data output to enable automated cross-departmental updates to Hyperion software. Enabled one-click documentation distribution.
  • Coordinated department spending and payroll decisions to maintain balanced budget of $1M.
  • Assisted with cash flow projections for the $400M University Campus Life Project.
Apr 2007 - Sep 2008

Senior Accountant, Grants & Sponsored Programs

University of San Francisco

Under the Associate Vice President, worked independently to administer all grants from award to closeout. Created close collaborative working relationships with users across campus including faculty, advancement, budget managers and program administrators.

  • Managed $10M in University grants. Controlled grant processes from award to closeout, maintaining compliance with university and contributor regulations, both federal and private.
  • Prepared year-end audit schedules and compiled annual grant portfolio analysis.
  • Acted as primary liaison with external auditors for all grant activity.
  • Complied with reporting requirements from federal and other stakeholders.
  • Functioned as the principal contact and subject matter expert on fiscal policy and grant regulations for faculty and principal investigators. Maintained close communication to ensure grants were fully expended and agency objectives and reporting requirements were satisfied. Creatively resolved issues.
  • Performed journal entries and account reconciliations for all grants to preserve the integrity of expenses and revenues.
  • Audited grant data daily. Posted journal entries, labor redistributions, interest accruals, indirect cost recoveries, cost share expenses, revenue accrual, reclassifications and corrections for mispostings. Investigated errors and educated University community on appropriate fiscal procedures.
Jan 2005 - Mar 2007

Coordinator, Grants and Contracts

University of Illinois

Under the Director, collaborated on many joint projects including a yearlong Facilities and Administrative Rate Proposal study that generated approximately $78M in recoveries on $400M sponsored projects. Worked independently on other assignments including fringe benefits calculations and recharge rates.

  • Developed the Facilities and Administrative Rate Proposal (short-form) for the Springfield campus. Facilitated a change in methodology from salary and wage basis to modified total direct cost with administrators and faculty to increase sponsored project recoveries by 17%.
  • Interviewed 113 departments to review an aggregate total of $700M expenditures from the base year data. Coordinated remedy of 800 incorrect account strings to correctly classify $2M expenditures.
  • Conducted space audits for 21 Urbana-Champaign campus departments. Selected sample data of around 200 rooms to survey. Communicated discrepancies; submitted 125 changes to Facilities & Services for processing.
  • Calculated annual fringe benefit rates for Urbana campus, health, life & dental, termination, worker’s compensation, and retirement for $32M sponsored projects recoveries.
Aug 2003 - Dec 2004

Office Manager

Don Moyer Boys & Girls Club

Under the Executive Director, I was in charge of all administrative functions for the office and four full-time and 20 part-time staff. Highlighted responsibilities: budget forecasting, payroll and tax payments, accounts payable, accounts receivable, maintenance of personnel records, and material preparation and minute keeping for monthly Board of Director and committee meetings.

May 2002 - Aug 2002

Audit Intern, Non-Profit Division

Crowe Horwath LLP

Summer audit internship. Completed audit procedures on site for higher education clients of the firm.

Education

Education

Skills

Skills

Microsoft PowerPoint

PeopleSoft, Banner

Microsoft Project

Reporting: Hyperion

Reporting: Simpler, Oracle Discoverer, Business Objects

Microsoft Publisher

Microsoft Word

Microsoft Excel

Microsoft Access

Certifications

Certifications
Jul 2007 - Sep 2015

Registered Certified Professional Accountant

State of Illinois Department of Financial and Professional Regulation