Results-driven Finance and Systems professional with over 5 years in financial transformation and accounting systems integration. Develops scalable financial architectures that align technology with business goals. Manages global financial systems and improves forecasting accuracy through cross-departmental collaboration. Oversees budgets exceeding $30M across diverse sectors, including higher education and nonprofit.
Overview
6
6
years of professional experience
Work History
Finance Manager
Minerva University
San Francisco
02.2024 - Current
Serve as the primary contact for financial operations within the university, coordinating resources and establishing centralized authority across 5 departments while overseeing 70% of total budget management.
Articulate complex financial analyses and actionable recommendations through formal presentations and comprehensive written reports, ensuring clarity and alignment with organizational goals.
Analyze financial data to identify trends, variances, and opportunities, facilitating informed decision-making and improved financial performance.
Manage Bill.com and QuickBooks to oversee budgets, facilitate timely purchases, verify receipt submissions, and ensure accurate expense allocation across budget categories.
Partner with academic and administrative teams to design, implement, and test advanced financial tools that enhance scenario planning and financial analysis capabilities.
Lead research and development of sophisticated financial models for key strategic initiatives, generating data-driven insights that inform decision-making and operational strategy.
Develop and implement policies for financial aid and work-study programs, introducing process efficiencies that streamline the review of 1,000+ financial aid applications and optimize work-study allocation.
Evaluate financial aid applications to determine final Expected Family Contribution (EFC) outcomes with accuracy and compliance.
Global Finance Account Coordinator
LinkedIn
Sunnyvale
07.2022 - 02.2024
Conducted monthly financial forecasts and accruals to identify trends and inform strategic decision-making.
Developed annual budgets and business objectives in collaboration with stakeholders.
Supervised and reconciled 36 General Ledger accounts across global sites.
Managed accounts payable and receivable to ensure financial accuracy and compliance.
Tracked and resolved client purchase order discrepancies while communicating with vendors for timely fulfillment.
Monitored weekly operations across 36 sites to support operational efficiency and enhance service delivery.
Facilitated team communication and developed customer messaging to improve retention.
Supported local payroll management and financial audit processes effectively.
Finance Representative
African American Community Service Agency
San Jose
01.2020 - 12.2022
Reconciled bank statements and managed multiple accounts, ensuring financial accuracy and integrity.
Executed journal entries and accounting procedures, facilitating timely month-end closings for multiple entities.
Managed accounts receivable and payable, ensuring accurate financial tracking and timely reporting.
Collaborated with Executive Director and Board of Directors to develop and manage annual budgets, aligning financial resources with organizational goals.
Monitored grant activities, prepared regular reports for FIRST 5 Santa Clara County to ensure compliance and transparency.
Oversaw and communicated progress on $500,000 grant from County of Santa Clara, ensuring compliance and transparency throughout the funding period.
Conducted statistical analyses, coordinated internal and external audits, and led special projects.
Processed daily inventory transactions to maintain accurate records.
Education
San Jose State University
San Jose, CA
Skills
Financial analysis and budgeting
Financial modeling tools
Data reporting and validation
ERP workflow automation
SAP and QuickBooks proficiency
Billcom and Smartsheets expertise
Advanced Microsoft Excel skills
Verbal and written communication
Key Achievements
Reduced financial aid processing time by 20% through optimized policy design and workflow automation.
Enhanced forecasting accuracy by 15% by reconciling and standardizing global accounts for LinkedIn financial teams.
Drove digital transformation by introducing dynamic budgeting tools to track multi‑entity expenditures in real time.
Managed $500K county grant, achieving 100% regulatory adherence
Led compliance success by maintaining perfect audit outcomes for federal and county programs.