Excel ninja (and Google Sheets too!)
Community builder and advocate
Accounting professional with over 6 years of experience in higher education setting
Core gift of connecting others with resources
Emergenetics Profile: 36% Analytical, 36% Structural, 15% Conceptual, 13% Social
16 Personalities: "The Advocate" (INFJ-T)
Education & Training
University of Nevada Las Vegas Spring 2021 - Present
Graduate classes in Project Management, Public Administration
Leadership on Fire Fall 2018 Cohort
Creating Effective Organizations
Mental Health America Los Angeles Spring 2011 Cohort
Jump Start Fellow | Mental Health Recovery Specialist
University of Southern California
Elaine and Kenneth Leventhal School of Accounting Class of 2010
Bachelor of Science Accounting, Information Systems concentration
Long Beach City College
Associates in Arts - Business Transfer Class of 2008
Additional coursework in Social Work and Human Services
Emilio Aguinaldo College 2004 - 2006
Associate in Health Science Education (Pre-Nursing)
Higher Education Grant and Fund Accounting
Provide reliable and effective budget and accounting analysis for use in budget planning and administration.
Monitor $30M revenue and expenditures on Self-Supporting Accounts (non-state funds) and create action plans with departments when deficits occur.
Facilitate budgeting processes and systems to meet College and System requirements for annual and biennial plans that link strategic initiatives to budgets.
Conduct budget preparation training and assist departments with understanding their budgets.
Manage preparation of consolidated annual and biennial reporting.
Oversee the budget control process, including budget transfers.
Assist in fiscal year end closings and reconciliations.
Monitor Payroll Clearing account and process Payroll Accounting Adjustments as needed
Administer Employee Computer Loan Program, which includes, verifying employee eligibility, initiating loans, and reconciling the loan account on a monthly basis
Serve as Workday financial subject matter expert and assist with complex transactions
Prepare analysis reports for institutional planning
Participate in implementation and change management of new budget planning software (Anaplan)
Compile, review, and input budget request on state budget software, compare prior approvals, and maintain backup documentation
Managed and reconciled $2M annual state funding and $15M+ federal and foundation research funds
Provided custom financial and HR reports for faculty which includes payroll, projections, and carryovers
Implemented internal controls, developed policies, and facilitate training across Basic Sciences
Handled HR transactions for 100+ faculty, staff, students, and contingent workers
Initiated reclassifications and promotions, established new positions, and coordinated searches
Served as a strategic business advisor to the department chair
Promoting small businesses and community support through Support Washoe Facebook and Instagram accounts
Partnership with NV Karma Pantry
Facilitating weekly person to person donation
Connecting with community leaders through social media
Attending board meetings regarding various community issues
Supervised unit assistant(s) and intern(s) in creating meaningful work for developmentally disabled adults
Created, standardized, and managed confidential client charts
Tracked attendance and submitted billing documents
Coordinated community food pantry
Networked with other community organizations and identified fundraising opportunities
Mental health internship
Trained in person-centered care services, critical listening, and motivational interviewing
Observed work performance, identified barriers for community employment, and provided suggestions for community integration
Worked as part of a team in coordinating comprehensive patient-centered care services
Accompanied and assisted members in obtaining community resources and services
Outreached potential members and informed them of agency services
Past Volunteer Activities
USC Marshall Friends and Neighbor Day champion
Reading to Kids
Volunteer Income Tax Assistance (VITA) certified tax preparer
Viking Volunteers 400+ hours of volunteer service
Alpha Gamma Sigma Kappa honor society, Treasurer
Leaders Across Campus international students mentor
Dialect Tagalog (written, spoken)
Software Microsoft Office suite applications (Excel, Word, PowerPoint, Outlook, OneNote, Publisher)
Google Docs, Sheets, Calendar, Meet
Workday Financials and HCM, power user and subject matter expert
Anaplan model builder
Website publishing, Social Media
"Know Your Numbers" - presented over Zoom to over 50+ registered participants. Reiterated budget policies and procedures, documented step by step process for viewing balances for different fund types, and the new fringe benefit rates in effect for the new fiscal year.
"Self-supporting Budgets" - presentation open to employees who are involved with managing self-supporting (non-state) funds. I researched the related policies, reviewed the current budget input forms, and put together the presentation using PowerPoint. Due to gathering restrictions, I presented over Zoom to 30+ registered participants.
"Best Practices for Grants Management" - invited presenter at inaugural Sponsored Projects Academy. Documented practices that were currently in place for the department and what worked and what did not. Worked in conjunction with CASAT Senior Manager to deliver presentation to a class of 30 participants. Received positive feedback and established connection with other department managers and grant administrators.