Dedicated professional with extensive experience and training in budget, financial, business operations, and personnel management seeking a challenging position that will fully utilize my skills and abilities.
Skills
Budgeting and financial management
Financial modeling and data analysis
Advanced database querying capabilities
Project planning and implementation
Effective communicator and listener
Resourceful and results-oriented
Experienced personnel manager
Business operations management
Critical analysis and problem solving
Ability to partner across functional areas
Budget and financial systems expert user
Microsoft Excel power user
Work History
University of Wisconsin Extension Budget Director | Madison, Wisconsin | December 2007 - Current
Managed planning and development of $238M annual operating budget.
Directed budget staff in annual operating budget planning, development and implementation
processes.
Fostered and maintained effective budget liaison role with UW System budget and
financial offices, campus partners, and other public related agencies.
Facilitated review and completion of annual financial Inter-Institutional Agreements between UW
Extension and campus partners in conjunction with Provost office.
Coordinated appopriate distribution of annual budget and institutional billing allocations.
Provided support and guideance to budget managers on developing, maintining, and analyzing
budget and finances as well as ensuring they remain within constraints.
Trained and informed staff on use of budget systems, system enhancements, and budget related
financial processes and procedures.
Developed various ad hoc database queries and dashboards to facilitate routine budget and
financial processes, reporting, and executive management requests.
Implemented process improvements including streamlining the collection of municipal services
payments reducing both time on task and workload.
Led institutional implementation of Compensation Administration Tool (CAT) launched in 2015.
Provided institutional representation at regular budget meetings and on committess including the
Budget, Planning, and Forecasting Advisory Committee.
University of Wisconsin Milwaukee - Center for International EducationBusiness Manager | Milwaukee, Wisconsin | November 2000 - November 2007
First to occupy position for newly formed center of operations including international student
recruitment and admittance, study abroad program, and international academic and outreach
program offices.
Managed 15+ employees including permanent staff of 3 program assistants and 2 financial
assistants and 10+ student and temporary employees.
Conducted all hiring, training, performance reviews, employee status changes, and time and
leave reporting functions for supervised employees.
Oversaw all business functions including budget, financial, human resource, facility, and day to
day operations.
Coordinated and managed annual budget request process.
Prepared various monthly, quarterly, annually and ad hoc budget and financial reports including
detailed monthly revenue and expense reports for Program Directors.
Assisted in development and management of $700K Department of Education grant award
including proposal completion, pre-award setup, and post-award reporting.
Provided grant award effort reporting involving both Center staff and institutional faculty partners.
Facilitated internal institutional policy and procedure audit reviews.
Developed numerous new business procedures and processes including acquisition of Merchant
Account to enable on site acceptance of credit card payments for outreach program events
and program gifting purposes.
Identified and implemented process improvements including working with Business Services,
Bursar's, and Financial Aid office personnel to develop new process for managing study abroad
program payments within the Peoplesoft student financial system resulting in students being able
to submit study abroad program payments in the same manner as tuition payments.
Southport BankBranch Manager | Kenosha, Wisconsin | November 1999 - November 2000
Hired at time of new bank branch acquisition by Southport Bank and played instrumental role in branch location opening ranging from the planning to completion stage and including acquiring and setting up new equipment, negotiating and finalizing new vendor contracts, overseeing branch remo deling, and preparing grand opening festivities.
Directed day to d ay retail operations ensuring adequate branch coverage, adherence to ap propriate open and close procedures, and completion of routine financial and sales reporting.
Managed branch personnel functions including staff hiring, training, coaching and performance review for 5 customer service representatives and 1 personal banker.
Oversaw the sale of bank products, new account generation, level of customer service, and teller activities.
Ensured branch compliance with regulatory requirements such as the Bank Secrecy and Anti Money Laundering acts; and with bank procedures and policies such as appropriate recording of drop box deposits.
Managed all internal and external audit reviews.
Provided Personal Banker services in order to ensure sales coverage was available at branch at all times.
Showed repeated success at meeting monthly and annual sales goals.
Education
Master of Urban PlanningUniversity of Wisconsin MilwaukeeMilwaukee, WI
Bachelor of Arts Political ScienceUniversity of Wisconsin MilwaukeeMilwaukee, WI
Accomplishments
Completed University of Wisconsin Extension Leadership Academy Program - Class II, 2009-2010
Received University of Milwaukee Non-Represented Classified Staff Outstanding Service Award October 2007
Received University of Wisconsin-Milwaukee Non-Represented Classified Staff Outstanding Service Award October 2003
