Dynamic finance professional that has a strong background in all aspects of accounting, budget, procurement and financial management practices. Over 18 years of experience in higher education. Excellent skills in financial reporting, budget forecasting, management and team-building. Successful at managing multiple assignments while meeting tight deadlines. Fluent in English and Spanish Provides excellent customer service Dependable and willing to do whatever is needed to meet established goals.
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Manage project implementation of UTShare HCM/FMS PeopleSoft for UTB
Ensure completion of key milestones for UTShare project according to project plan
Supervise project team of 22 employees
Conversion Data analysis & Validation
Maintain content for project website, organize meetings
Draft communications outlining project activities
Prepared various models to maximize revenue state appropriation utilizing THECB formula funding models for public universities in Texas
Direct support to Accounting & Finance office for financial reporting
Direct support to Budget Office for resource planning and administration
Manage the tuition and fee setting process for institution including calculating fee increases ensure tuition tables are set appropriately for student account billings
Developed UTB 2.0 right sizing targets for budget, staffing and facilities
Assist with capital planning including calculate space needs utilizing THECB space model
Manage $5.1M H.E.A.F fund for institutional capital projects and/or equipment needs
Assist VPBA with the identification of fiscal resources for institutional needs
Developed financial analysis reports and presentations by applying acquired financial principles.
Data analysis Trend analysis - Enrollment, Student Demographics, Institutional profile, Revenue & Expenditures Semester Credit Hour, CBM state reporting - Texas Higher Education Coordinating Board.
Prepared various models to maximize revenue from state appropriations
Manage the tuition and fee setting process for institution including calculating fee increases ensure tuition tables are set appropriately for student account billings
Manage operating budgets ranging 58.7 M to 129.1M from FY1998- FY2007
Assist Department/Account managers with manging operating budgets, financial reporting and budget setup
Develop revenue and expenditure estimates for annual operating budget
Prepare and submit Legislative Appropriations Request (LAR)
Review USAS/ABEST reconciliation
Prepare fiscal presentations for executive management.
Develop procedures for managing budgets, resource allocation, revenue generation and cost management
Maintain expert knowledge of practices and procedures for budget management and development, grants accounting, cost management and audit
Ensure 100% compliance of to all regulations and policies, UTSystem Regents Rules.
Identify/Develop metrics, benchmarks and best practices in higher education
Prepare general ledger entries for all funds
Prepare financial reports for Grants/Contracts Monitor expenditures and prepare entries for month end and year end close.
Prepare financial schedules to complete Annual Financial Report Implementation Team - Colleague - DataTel Student Accounts Receivable/Billing
Reconciliation of 50+ accounts with an operating budget of $2 million
Provide accounting support to Senior Accountants.
Knowledge of generally accepted accounting principles, code of federal regulations, OMB Circulars and UT System Board of Regents rules.
Member of Alpha Kappa Psi Professional Business Fraternity - Kappa Rho Chapter
President, Outstanding Pledge - Alpha Kappa Psi -Kappa Rho Chapter
Recipient of Who's Who Among Students in American Colleges and Universities
College Course work - 10 credit hours
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