Seasoned management professional who excels in establishing excellent working relationships with customers, employees, vendors and contractors.
Budgeting and finance
Senior Budget Analyst, 01/2000 to Current San Diego State University – San Diego, CA
University Budget & Finance - Senior Budget Analyst - 8+ years Manage and prepare the published University Budget document and the submission of the SDSU budget to the Chancellor's office for inclusion in the California State University budget to the Department of Finance.
Distribute initial budgets to all divisions on campus (President's Office, Athletics, Academic Affairs, Business & Financial Affairs, KPBS, Student Affairs and University Relations & Development).
Responsible for tracking and monitoring institutional accounts and providing analysis and recommendations on any issues that may arise during the fiscal year.
Responsible for the allocation and distribution of the University's compensation increase programs per the various management and bargaining unit agreements.
Knowledge of fiscal planning, budgetary systems and organizational management techniques using fund accounting principles.
Provide campus training sessions - "Budget 101" - it provides an overview of the California State, the Cal.
Senior Budget Analyst, 01/1999 to 01/2000 Chesapeake Public Schools – Chesapeake, VA
Assisted the Director of Budget in the administration/preparation of the school operating and categorical (grant) budgets.
Coordinated all position control responsibilities of the Budget Office.
Acted as the liaison with the Center for Human Resources in the area of staff recruiting (using Peoplesoft Human Capital Management system).
Associate Budget Analyst, 03/1995 to Current California State University Monterey Bay – Seaside, CA
Founding Staff Member - 4.5 years Held several positions, which included assistance in Enrollment Management, Academic Resources Office, Office of the Vice President for Academic Affairs (fiscal management responsibilities) and the University Budget Office.
Performed technical budget analysis work required to administer the State University budgetary program and assisted with the consultative budget service to campus officials.
As well as, provided the CSU with timely University budgets in the required FIRMS format.
Collected data, established and updated databases, assisted in the development of fiscal policies, prepared various budget management reports and defined objectives, using spreadsheet, statistical, database management and graphic application software.
Provided assistance with the annual budget development, mid-year analysis, and the multi-year financial plan.
Administrative Assistant, 01/1991 to 01/1993 Biosym Technologies – San Diego, CA
Provided administrative and technical support in the response center for worldwide sales offices.
Software licensing responsibilities in support of our custom scientific software packages used by universities nationwide and internationally, as well as other research organizations.
Administrative Assistant, 01/1986 to 01/1990 Swett & Crawford – Los Angeles, CA
Provided administrative assistance to the CFO/Controller.
Responsible for the salesperson annual incentive bonus program.
Responsible for daily cash transfers in support of the cash management/treasury investment program.
Responsible for cash balances, investment balances, weekly cash flow projections.
Responsible for monthly financial report dissemination to over 30 offices nationwide.
Bachelor of Science: Criminal Justice Administration, 1983 California State University - Long Beach
Fundamentals of Leadership and Management, CSU Professional Development, February, 2013.
Command Leadership Spouses Course, US Navy, Newport, RI, April, 2011.
Web Design for Graphic Professionals Certificate, UCSD, San Diego, April, 2009.
California Real Estate Broker's License, 2006.
California State University Financial Officer's Association Western Association of Colleges and Business Officer"s National/California Association of Realtor's National Notary Association
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Companies Worked For:
San Diego State University
Chesapeake Public Schools
California State University Monterey Bay
Swett & Crawford
California State University
Job Titles Held:
Senior Budget Analyst
Associate Budget Analyst
Bachelor of Science : Criminal Justice Administration , 1983
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