Sandy Jimenez
Santa Ana ,CA
Summary
Detail-oriented professional with demonstrated expertise in administrative management, financial analysis, and report preparation. Proficient in ensuring policy compliance, managing budgets, and analyzing financial data to support informed decision-making. Committed to maintaining the highest standards of professionalism and operational excellence.
Overview
4
4
years of professional experience
Work History
Management Aide
City of Santa Ana
Santa Ana, CA
09.2025 - Current
- Coordinated departmental meetings, ensuring timely communication of agendas and action items.
- Prepared detailed reports and presentations for management, streamlining information dissemination processes.
- Maintained detailed records of project milestones, deliverables, and deadlines to ensure timely completion of projects.
- Developed and delivered detailed quarterly budget reports, ensuring accurate tracking of expenditures and promoting financial transparency within the division.
- Analyzed financial performance against budget projections, identifying variances and providing actionable recommendations for cost control and efficient resource allocation.
- Facilitated collaboration with division heads to synchronize budget forecasts with organizational objectives.
- Managed the billing process for 27 OCTA grants, ensuring accurate and timely submission of invoices in compliance with grant guidelines and funding agency requirements.
- Received $14.8 million in OCTA grant reimbursements.
- Facilitated writing and preparation of detailed findings and explanations for OCTA grant reimbursements.
- Oversaw reconciliation of OCTA grant expenditures by verifying project costs, tracking expenses, and resolving discrepancies.
- Prepared detailed financial reports and documentation to support grant audits and ensure compliance with OCTA grant regulations.
- Facilitated collaboration among project managers, accounting teams, and funding agencies to enhance grant billing and reconciliation efficiency.
- Maintained meticulous records of grant-related transactions and prepared reconciliations to track fund allocation and usage for Public Works projects.
- Supported the development of grant budgets, forecasts, and expenditure tracking to ensure alignment with project goals and funding limits.
- Conducted analysis and formulated recommendations to optimize grant billing workflows.
- Managed the carry-forward process for project budgets, ensuring unobligated funds from the prior budget period were accurately carried forward to the next period
- Monitored and tracked carry-forward funds to ensure they were allocated to allowable costs in the subsequent budget period, maintaining alignment with fiscal year practices and project objectives
- Conducted fiscal reviews of staff reports to ensure accurate representation of financial data, compliance with organizational policies, and alignment with budgetary constraints.
- Evaluated the fiscal impact sections of staff reports, verifying the accuracy of financial projections, funding sources, and cost estimates.
Senior Accounting Assistant
City Of Santa Ana
Santa Ana
12.2022 - 09.2025
- Assisted in creating budget proposals and project plans. Supported preparation and maintenance of accounting and financial reports for various general and grant-funded accounts. Compiled and analyzed statistical data for effective budget planning.
- Managed preparation of city forms and paperwork for vendor payment and invoice processing.
- Generated detailed reports on service accounts, contracts, grants, fee receipts, entitlements, and accounts receivable, contributing to informed decision-making. Produced timely revenue and expenditure reports that enhanced management's financial oversight.
- Supported operational efficiency by guiding staff in the establishment and execution of new payroll processing, invoicing, and purchasing procedures.
- Reviewed agreements and contracts to determine contract terms, budget limits, insurance obligations, and authorized expenditures for accurate PO25 establishment.
- Assessed financial data and generated comprehensive reports on encumbrances and expenditures to support departmental budgeting.
- Compiled and analyzed project budget details to facilitate progress payment processing in accordance with construction contract requirements.
- Administered budget change orders and project initiation requests to uphold adherence to established agreements.
- Facilitated communication by providing information clarification and addressing inquiries from individuals.
Accounting Assistant
City Of Santa Ana
Santa Ana
03.2022 - 12.2022
- Processed invoices and maintained accurate financial records using accounting software.
- Assisted in monthly reconciliations to ensure financial accuracy and compliance.
- Addressed vendor inquiries and efficiently resolved discrepancies.
- Managed data entry processes, ensuring timely completion while upholding accuracy and protocol adherence.
- Maintained filing systems for financial documents to enhance organization and retrieval efficiency.
- Assisted in the preparation of monthly financial statements for timely and accurate reporting to management.
- Developed and submitted grant billing packages to ensure compliance with Caltrans standards and regulations.
- Evaluated grant expenditures and generated analytical reports to inform program managers of available funding and necessary reporting requirements.
- Assessed and reconciled Caltrans grant billings to ensure compliance with audit standards.
Education
Associate of Science - Business Administartion
Santa Ana College
Santa Ana, CA01.2025
Timeline
Management Aide
City of Santa Ana
09.2025 - Current
Senior Accounting Assistant
City Of Santa Ana
12.2022 - 09.2025
Accounting Assistant
City Of Santa Ana
03.2022 - 12.2022
Associate of Science - Business Administartion
Santa Ana College