
Senior financial and operations executive with 20+ years of experience in UCLA health sciences and academic research environments. Proven leader in managing complex financial portfolios, advising executive leadership, and driving strategic planning across multi-division institutes. Expertise includes budgeting, financial modeling, fund management across diverse sources, compliance, and organizational performance improvement. Work with cross-campus/functional teams to launch Depression Grand Challenge.
Develop, implement, and monitor Center annual budget of $500,000.
Manage financial and research administration portfolios exceeding $50M in sponsored funding.
Perform advanced financial analyses including projections, trend analysis, and variance reporting.
Coordinated annual faculty salary negotiations, monitored payroll, and processed corrections in UCPath.
Oversee business operations of UCLA Neuroscience Genomics Core.
Supervise, mentor, and motivate junior administrative staff.
Organized NIH training programs alongside speaker series and graduate classes.
Reviewed and approved purchase orders, check requests, travel reimbursements, and facility service requests.
Create budgets, forecasts, variance reports and multi-year financial plans
Track and analyze the clinical and basic science program spending against project performance
Work with the OVCR and the External Affairs/Neuroscience Development offices to monitor gift agreement, UCLA Foundation fund as well as Semel fund set-ups; ensure funds are spent according to donors' intent
Partner with the Semel Finance Office to generate ad-hoc reporting for the Chancellor and DGSOM leadership as well as monthly financial report to the Executive Committee
Prepare progress and financial presentations to the Deans, the Executive Committee and other leadership
Support the day-to-day research and clinical activities, adjust resources according to priorities
Developed and managed grant budgets
Recorded daily transactions of multiple grant accounts and reconciled expenses
Compared actual expenditures to projections and posted adjustments
Coordinated human resources and payrolls
Created figures, slides and other visuals for journals, textbooks, and conferences
Prepared material for presentation to audiences of varying size
Edited/proofread manuscripts submitted to medical journals and textbooks
Assisted in the planning, preparation and submission of grant applications