Summary
Overview
Work History
Education
Skills
Certification
Additional Information
Timeline
Generic

LEONEL LUA, MBA

San Diego

Summary

Results driven Business Administration professional with an MBA and 5+ years of experience supporting financial operations, compliance and process improvement across healthcare and private sector environments. Proven ability to enhance reporting accuracy, strengthen internal controls and support audit readiness. Experienced in managing budgets, analyzing data and collaborating cross functionally to improve operational efficiency and business performance.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Administrative Associate

Rady Children's Hospital
03.2024 - 08.2025
  • Managed financial transactions and reconciliations, ensuring compliance with internal controls
  • Improved reporting accuracy and audit readiness
  • Streamlined workflows across departments
  • Maintained audit documentation and reporting records

Team Lead

Target Property Management
01.2023 - 03.2024
  • Oversaw budgets, vendor management, and expense tracking to ensure financial accuracy and drive annual cost savings
  • Led compliance reviews and audits to mitigate risk
  • Improved operational workflows and efficiency
  • Coordinated with district, regional and state leadership and vendors

Service Rep/Admin

Kaiser Permanente
08.2014 - 12.2018
  • Processed high volume financial transactions in compliance driven environment
  • Supported audit preparation and reconciliation processes
  • Resolved billing discrepancies and improved service outcomes
  • Collaborated across teams to improve workflows

Education

Master of Business Administration -

Bachelor of Science - Business Management

Skills

  • Financial Reporting & Reconciliation
  • Budget Management
  • Audit & Compliance
  • Risk Mitigation
  • Data Analysis
  • Process Improvement
  • Project Coordination
  • Stakeholder Collaboration
  • ERP/CRM Systems
  • SQL
  • Project Management
  • Advanced Excel

Certification

  • Google Project Management Certificate
  • PMP (In Progress)
  • Google IT Support Certificate
  • Microsoft Office Specialist
  • Python Programming
  • Statistics for Financial Analysis

Additional Information

  • Project Management Institute (PMI), San Diego Chapter, Membership Survey Coordinator
  • Volunteer, Southbay Garden Network, 2025-Present

Timeline

Administrative Associate

Rady Children's Hospital
03.2024 - 08.2025

Team Lead

Target Property Management
01.2023 - 03.2024

Service Rep/Admin

Kaiser Permanente
08.2014 - 12.2018

Master of Business Administration -

Bachelor of Science - Business Management

LEONEL LUA, MBA