Over twenty three years of professional experience in Financial management positions. Experienced and goal-oriented Accountant with knowledge and background in the University environment. Proven experience working with team-based organizations. Works well with diverse groups of people and personalities.
Proficient MS Office Applications including Excel, Access, Word, and Outlook
05/2015 to 11/2015
ADMINISTRAVE ASSOCIATEThe University of Arizona, Health Sciences － Tucson, AZ
Responsible for the following: Act as main point of contact and front desk support for centralized UAHS development.
Coordinate and schedule meetings and visits among staff, faculty and donors.
Maintain and manage all electronic and physical donor, prospect and departmental files.
Work closely with special events staff to plan development events and provide on-site support, as needed.
Take notes, prepare and distribute minutes for internal meetings.
Prepare donor briefings for UAHS leadership and development staff.
Prepare communications, including thank-you letters, acknowledgements and presentations.
Assist gift processing specialist with batches, copies and deliveries.
Maintain calendars for assigned staff and prepare travel itineraries, reservations and background materials.
Prepare all purchasing, travel, p-card and reimbursement documents for UA Foundation.
Manage and update development content on UAHS, College, Center and Departmental websites.
Assists development team in the development and publishing of social media communications.
Proofread and edit internal and external communications.
Enter contact and action items into Raiser's Edge.
Conduct ad hoc prospect and donor research, as necessary.
Oversee general office systems, supply orders and equipment maintenance.
Open and review incoming mail and route to correct member of staff.
Run errands on and off campus, as necessary.
Manage large mailings originating from the Development Office.
Monitor or oversee the monitoring of a variety of account expenditures; maintain and reconcile detailed budgets for various accounts; advise and/or determine which expenditures are within budget guidelines; inform management of irregularities and proceed with corrective action.
Approve/authorize expenditures or actions for administrative and operational needs, sometimes requiring higher level signatures.
Page 2 Organize and/or prepare departmental administrative and financial reports; analyze, summarize and interpret information; recommend action to be taken.
Prioritize workload to meet work unit operations.
Evaluate and recommend operational changes to work unit to ensure effectiveness and compliance with University policies and regulations.
Coordinate business affairs, personnel matters and may interpret policies and procedures.
Serve as liaison to faculty, staff, students, alumni, outside agencies and the public concerning information or complaints.
07/2013 to 05/2015
ACCOUNTANT The University of Arizona, College of Medicine － Tucson, AZ
Responsible for the following: Managing financial accounts, which include reconciling accounts, and preparing and analyzing monthly financial reports for the Business Manager.
Monitor account transactions and balance for assigned sub-units.
Monitor personnel funding lines paid by administration accounts.
Monthly financial reports.
P-card transaction reconciliation for multiple department cards and card holders.
UA foundation Raiser's Edge deposits.
Capital Asset and Surplus Property record management.
Special projects as assigned.
07/1997 to 07/2013
ACCOUNTANT The University of Arizona, College of Agriculture and Life Sciences － Tucson, AZ
Responsible for the following: Managing financial accounts, which include reconciling accounts, and preparing and analyzing monthly financial reports for the Department Head.
Maintain accounts for nine grants (worth 1.8 million dollars).
This includes processing the paper work.
Assist the Department Head with planning for the needs of staff, supplies, and services.
Control expenditures in accordance with budgeted amounts; review and authorize purchase of supplies, services and equipment within the limits.
Advise faculty on financial matters, personnel, benefits and payroll concerns.
Prepare financial documents such as budget transfers, travel and expense reimbursements, internal billings and purchase requisitions.
Assist faculty in preparing grant paperwork for submission and process.
Submit scholarship awards for students, and prepare Notice of Appointments for Graduate Teaching Assistants.
Ordering supplies for faculty.
Reconcile monthly department credit card statements.
Manage annual budget rollover process.
Coordinate and approve on line time sheets and prepare on line payroll documents, such as summer and winter session faculty payment requisitions.
Handle personnel matters, such as creating and managing on line job postings, preparing hiring and recruitment documents, classification, and ensuring compliance with UA policies and procedures.
Assist with Department events, such as Career Development Event Day and State Leadership Conference.
Coordinate travel and hotel arrangements for faculty.
Initiate Facilities work order requests and estimates.
Maintain filing system for all financial, personnel and payroll documents.
01/1995 to 01/1997
ACCOUNTING SPECIALISTThe University of Arizona, Financial Management － Tucson, AZ
Responsible for the following: Review and approve disbursement vouchers, on line requisitions, internal billing, travel documents, PET's and other daily work.
Perform preliminary review for journal entries, general error corrections, and RBC's.
Review accounts by minor fund group and review budget shells used by Budget Office.
Process invoices for payment at the University of Arizona, Accounts Payable office.
Batch, data entry, and validation of all documents in every position.
01/1992 to 01/1995
ACCOUNTING SPECIALISTThe University of Arizona － Tucson, AZ
Responsible for the following:.
Review, approve, and disapprove travel reimbursements, POs, Check Requests and process for payment.
01/1989 to 01/1992
ACCOUNTING ASSISTANTJim Click Nissan － Tucson, AZ
Responsible for the following: Accounts payable Accounts receivable Reconcile daily deposits Reconcile accounts Assist in the preparation of the monthly financial statement Reconcile bank statements.
01/1987 to 01/1989
Accounting AssistantGrand Prix Motors － Tucson, AZ
Responsible for the following: Accounts payable Accounts receivable Assist in the preparation of the monthly financial statement Reconcile accounts.
01/1985 to 01/1987
Accounting AssistantBeaudry Motor Company － Tucson, AZ
Responsible for the following: Title clerk Process new, used, and wholesale title work Control of car inventory Process bank contracts Complete process of all vehicle deals Reconcile account Jacobs-Cline Society, Student Organization: I assist the treasurer.
Department of Agricultural Education
*FFA Honorary Award
*College of Agriculture and Life Sciences Outstanding Staff Award
*Alpa Tau Alpha Honorary Membership
Accounts payable, Accounts receivable, administrative, ad, balance, benefits, billing, billings, budgets, Budget, content, contracts, credit, Excellent customer service, data entry, Detail oriented, edit, equipment maintenance, special events, filing, Financials, financial, financial reports, general office, grants, hiring, inventory, Process invoices, Leadership, leadership and development, letters, Managing, materials, meetings, Access, Excel, mail, MS Office Applications, Office, Outlook, Word, Works, Take notes, payroll, personnel, plan development, policies, POs, presentations, problem solving skills, purchase requisitions, purchasing, Raiser's Edge, reconciling, recruitment, research, Teaching, validation, websites