Roanne Go
San Dimas,CA
Summary
Detail-oriented Budget Analyst successful at controlling expenses by conducting comprehensive analyses of diverse data and making accurate projections. Knowledgeable about accounting functions, fiscal requirements and capital expenditures. Detail-oriented Senior Budget Analyst proficient in monitoring costs, investigating variances and processing data files. Excellent multitasking, problem-solving and interpersonal abilities. Prepared to bring [Number] years of related experience and take on a new professional challenge. Skilled [Job Title] offering [Number] years of creating metrics, tracking projects and collaborating on development of optimal budget requirements. Excellent relationship-building, problem-solving and communication skills with analytical and adaptable nature.
Overview
12
12
years of professional experience
Work History
interim budget supervisor
pasadena unified school district
01.2023 - Current
- Organizes, designs, and directs the work of business services staff in keeping accounting records for all the district’s financial transactions
- Leads and engages in creating and updating procedures to ensure compliance with the law, to enhance departmental efficiency, and to align with other department’s activities
- Plans and organizes the preparation of Interim Reporting and Budget Development process.
budget analyst
pasadena unified school district
01.2018 - 01.2023
- Administers and monitors budget, revenue, and expenses throughout the fiscal year; develops projections in order to authorize or extend financial commitments; recommends reallocation of funds as necessary
- Reviews expenditures and other requisitions for compliance with applicable standards, rules, regulations, and approved budgets
- Applies and interprets California School Accounting Manual (CSAM) guidelines to the day-to-day activities and transactions in the district
- Process various journal entries such as reclassification of expenditures, cash receipt journal, accruals, unearned revenue, corrections, chargeback transactions, interdepartmental transfer, and any other adjusting journal entries
- Forecasts multi-year revenues and expenditures and performed a comprehensive analysis of categorical programs
- Work closely with the management during the preparation of fiscal year’s Interim Reports, Budget Development, Year-end closing, and audit season.
junior accountant
pasadena unified school district
01.2016 - 01.2018
- Reconciled, maintained, and aligned school sites and department’s budget in the accounting system
- Coordinated with the principals and head departments to analyze their projected budget and current budget
- Assigned position control number for each personnel requisition request and work closely with Payroll Department and Human Resources to maintain and update personnel information including additional pay such as overtime, stipend or longevity increase
- Prepared various financial reports and documents including summary report, encumbrance and expenditure report, budget inquiries, projections, program or grant revenues, journal vouchers, budget transfer documents, trial balances, daily cash deposits, requisitions, and expenditure transfers/adjustments
- Deposited cash and checks to multiple bank accounts and recorded cash receipts journal.
staff accountant
creative bus sales, inc.
01.2013 - 01.2016
- Maintained and reviewed General Ledger accounts and business transactions of the organization and applied Generally Accepted Accounting Principles (GAAP) that includes analytical work and thorough review of financial records
- Assisted and helped the Controller and Accounting Manager in the preparation of month end schedules and reports to support financial statements
- Maintained and recorded Fixed Asset additions and disposals, accumulated depreciation, and depreciation expenses
- Reviewed and reconciled cash receipts transactions and apply customer’s payments in accounting system
- Assisted Human Resources Department with payroll related items such as calculating the employees’ insurance deductions, recording insurance premiums and employer’s contributions, recording salaries & wages expense and taxes, and recording payroll accruals
- Reconciled bank accounts in a monthly basis (Checking and Merchant accounts)
- Maintained Lease Schedule
- These include creating an invoice for new leases, tracking and updating the system for monthly payments, determining the termination of the lease, and any other changes involving rentals.
Education
Bachelor of Science Business Administration – Accounting -
CALIFORNIA STATE POLYTECHNIC UNIVERSITY, pomona
01.2012
Skills
- Interim Reporting
- Budget Development and Monitoring
- Accounts Receivable and Accounts Payable
- Payroll Reconciliation
- Cash Management
- Grant Management
- Capitalization and Depreciation
- Balance Sheet Journals and Reconciliation
- General Ledger Analysis and Review
- Monthly and quarterly Reporting
- Year-end closing
- Audit Management
- Staff Training and Supervision
- Customer Relations
- Procedure Creation
- Salary and Benefits Projection
- Multi-Year Projection
- Position Control
- Audit preparation
Computertechnologyexperience
- Best Advantage
- PeopleSoft
- Human Resources Systems (HRS)
- Fiscflow
- PC Products
- Systems 2000
- QuickBooks Pro
- Microsoft Office (Excel, Word, Power BI, Access, PowerPoint, Outlook)
- MacBook
- Windows
Professionaloverview
Spirited and talented professional with eleven years of extensive background in financial and government accounting. Demonstrated strong analytical and problem-solving skills with the ability to make well thought out decisions. Ability to handle multiple tasks and priorities while working under deadlines. Highly detail-oriented and organized with excellent follow through and time management. Collaborated extensively with auditors during preliminary and year-end audit process. History of delivering eleven years of unparalleled customer service and training team members to strive optimum customer satisfaction.
Timeline
interim budget supervisor
pasadena unified school district
01.2023 - Current
budget analyst
pasadena unified school district
01.2018 - 01.2023
junior accountant
pasadena unified school district
01.2016 - 01.2018
staff accountant
creative bus sales, inc.
01.2013 - 01.2016
Bachelor of Science Business Administration – Accounting -
CALIFORNIA STATE POLYTECHNIC UNIVERSITY, pomona
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