Finance & Administration. Business Operations. Veteran & Military. Higher Education. Accomplished professional with over 20 years of comprehensive finance and management experience in higher education. Strong background in budgeting, financial management and quality assurance with an outstanding history of managing projects from initial conception, through development, to implementation. Established record of bringing mission-critical projects in on schedule and within budget. Especially skilled at strategic planning, budget controls and problem resolution. Outstanding communication talents with proven ability to build and lead highly efficient teams, to train and mentor personnel, and to convey complex concepts in understandable terms.
Oracle Financial Reporting Advanced Microsoft Office/Apple
Oracle Finance/Human Resource systems Advanced Outlook
Oracle Grants Management/Reporting Advanced Social Media Twitter/LinkedIn/Facebook
Alice (Award Life Cycle Endowments/Gifts) Intermediate Web development/HTML Extraordinary
Brio Query Financial Reporting/Analysis Leader Program - 2014
01/2016 to Current
Sr. Financial AnalystYALE UNIVERSITY CAREER
Financial Planning & Analysis Responsible for developing, analyzing, reviewing, and monitoring long-term plans and annual operating and capital budgets for various units and activities within the University.
Perform high level analytical and database skills to monitor and report on trends, identify areas for consolidation, savings, and maximization of return on investment.
Analyze and report to inform and advise decisions made by University leadership, including the Officers and the Yale Corporation Finance Committee.
02/2008 to 03/2014
Business Operations AssociateYale Univeristy
Provide operational and technical support to business offices within the Professional Schools & Other Academic Units.
Manage or assist with other projects as assigned from Business Operation Leadership Team.
Utilize a high level of discretion and independent judgment through a wide range of responsibilities.
Assist departments with financial management of their funding streams, support of human resources and facilities management, understanding and utilization of the underlying functional processes, statistical and analytical reporting, long-range planning, development and implementation of policies and procedures, establish service-level expectations, and ensure compliance with all applicable federal, state and University guidelines.
Accountant IIDepartment of Internal Medicine – Bridgeport, CT
07/1995 to 09/1998
Accountant IDepartment of Anesthesiology
Financial Assistant III
Control Room Operator; University Security.
Masters of Science: Education Administration Southern Connecticut State University - Education Administration
Bachelors of Science: Justice & Law Administration Western Connecticut State University - Justice & Law Administration
YBT (Yale Budgeting Tool) Budgeting/Analysis Leading through Change -:
Workday Human Resources/Finance Business Management Institute -:
Event Planning/Management InsideOut Coaching -:
Building Strategic Relationships -:
Honors & Awards Yale Veterans Network, Co-chairperson Yale Office of Diversity & Inclusion April 2014-June 2016 Establishment and launch of the Affinity group for faculty and staff to recruit/retain and rebrand Yale as an employer of choice for Military and Veterans. Sustainability Achievement Award Yale Office of Sustainability 2013 Finance/Business Operations honored for its group efforts move Yale to its sustainability goals Certificate of Appreciation - Julie R. Grant, Associate Vice President Business Operations 2012 Outstanding and lasting contribution to the Business Operations Accounts Payable Special Interest Group Service Recognition Award Richard C. Levin, President Yale University 2011 15 years of service to Yale University Sustainability Achievement Award Yale Office of Sustainability 2007 Recognition for contribution to Yale's Sustainability Leaders Program Honorable Discharge United States Army, Connecticut National Guard War Campaign Medal Recipient -2003
Masters of Science : Education Administration Bachelors of Science : Justice & Law Administration YBT (Yale Budgeting Tool) Budgeting/Analysis Leading through Change - : Workday Human Resources/Finance Business Management Institute - : Event Planning/Management InsideOut Coaching - : Building Strategic Relationships - :
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