Experience

Jesuit School of Theology of Santa Clara University

• United States
• Higher Education
• 1 - 100 Employee

• Assistant Dean Finance and Administration

  • Nov 2022 - Present

  United States



Private Elevator Company

• India

• For-Profit Business Consultant

  • 2019 - Present

  Performed data-driven analyses of business practices and proposed robust strategic recommendations to improve business efficiency. • Audited and updated all accounts to bring company finances from 12 months behind to current. • Increased monthly cashflow from $40,000 to $300,000 through in-depth analysis of expense invoices and vendor payments. • Updated customer data filing system and created digitized backup and updated manual check-writing system to automated digital process in… Show more Performed data-driven analyses of business practices and proposed robust strategic recommendations to improve business efficiency. • Audited and updated all accounts to bring company finances from 12 months behind to current. • Increased monthly cashflow from $40,000 to $300,000 through in-depth analysis of expense invoices and vendor payments. • Updated customer data filing system and created digitized backup and updated manual check-writing system to automated digital process in order to maximize efficiency. • Ensured full compliance with all Federal, State, Local, and Union rules and regulations for business, payroll and retirement. Show less



University of San Francisco

• United States
• Higher Education
• 700 & Above Employee

• Senior Director of Administration, School of Law

  • Feb 2015 - Dec 2018

  San Francisco, California Served as key member of executive leadership team for School of Law at USF, a private Jesuit University with $390M endowment. Partnered with Dean of the School of Law to strategically manage budget administration and allocation, finance, cross-departmental communications and collaboration, and faculty/staff coordination. Prepared and submitted annual budgets of $29M in alignment with School vision and enrollment projections. Established all budgetary controls and tracked all revenue and… Show more Served as key member of executive leadership team for School of Law at USF, a private Jesuit University with $390M endowment. Partnered with Dean of the School of Law to strategically manage budget administration and allocation, finance, cross-departmental communications and collaboration, and faculty/staff coordination. Prepared and submitted annual budgets of $29M in alignment with School vision and enrollment projections. Established all budgetary controls and tracked all revenue and expenditures against objectives. Approved all financial documents for accuracy. Drove all monthly and fiscal year-end closing reporting and activities. Created effective parameters for financial aid and scholarship awards. • Conducted audit of banking processes and discovered $1.1M in unused funds; successfully collaborated with CFO to reallocate funds directly to School of Law in Dean’s Discretionary Fund. • Subject Matter Expert for all financial, operational and HR issues for new SoL programs and grant applications up to $500K. • Provided financial support for launch of new LLM in Taxation academic program – increased budget from $200K to $850K to secure physical space and advertising. • Partnered with Director of Technology to oversee school-wide Information Technology maintenance and projects, including successfully implementing new wireless internet across 2 SoL buildings. • Collaborated with USF Facilities Department to oversee and provide budget recommendations for all facility operations. • Liaised with University business departments to establish new endowment funds and allocate spending income. • Performed broad spectrum of HR duties – from employee goal setting, performance evaluations, HR compliance, policy and paperwork, to hiring, terminations, job postings, and creating interview committees for faculty and staff. • Enforced compliance with University policies in all aspects of budget management and control. Show less



Chester Consulting Group

• Information Technology & Services
• 1 - 100 Employee

• Consultant and Project Manager – General Construction

  • Apr 2014 - Feb 2015

  San Francisco Bay Area Planned and led all aspects of Modular home construction/ renovation projects, creating and implementing project schedule for renovation, repair, and upgrade of homes. Managed the sourcing and oversight of external contractors for structural renovation of framing, finishing, fencing, foundation, roofing, HVAC and electrical systems, and new cement wrap around patios. ◘ Successfully completed the construction projects on time and $40,000 under budget.



University of California Office of the President

• United States
• Education Administration Programs
• 700 & Above Employee

• Director Endowment & Investment Accounting

  • 2001 - Mar 2014

  Oakland, California Oversaw all financial accounting operations for cash, endowments, and investments totaling $86B. Managed monthly investment account reconciliations and general ledger close. Directed, trained, and mentored 5 direct reports. Formulated monthly, quarterly, and annual financial reports and statements while managing financial data, conducting financial analysis, forecasting, and general administration. Worked with AVPs, department heads, vendors, and internal/external stakeholders. Ensured… Show more Oversaw all financial accounting operations for cash, endowments, and investments totaling $86B. Managed monthly investment account reconciliations and general ledger close. Directed, trained, and mentored 5 direct reports. Formulated monthly, quarterly, and annual financial reports and statements while managing financial data, conducting financial analysis, forecasting, and general administration. Worked with AVPs, department heads, vendors, and internal/external stakeholders. Ensured compliance with university standards and government/tax regulations. • Transformed department into a cohesive, streamlined operation through new standardized processes, KPIs, and effective employee management and development. • Created monthly reconciliation process for investment accounts, improving accountability and fiscal-year-end reconciliation. • Replaced antiquated legacy mainframe systems with a single, client-server-based online accounting and reporting system, attaining measurable improvements in efficiency and accuracy. • Delivered several business-critical IT projects, including new $3.5M module-based endowment and investment accounting systems (EIAS, EIAOnline, and FUNDRIVER Online). • Coordinated and processed $117.4M bond issuances for Capital Equipment (Cap Equip) and Cross Campus Collaboration (C3) loans to 8 Campuses under UC Strategic Investment Program to fund student housing, research equipment, and more. • Established segregated investment funds and accounts for the investment of $576M in UCOP, UCLA, and UCSD Century Bond proceeds in the Regents Total Return Investment Pool (TRIP). • Facilitated allocation of additional $567M of non-operating unrestricted cash flow funding from Short Term Investment Pool (STIP) to TRIP investment for 6 campuses, growing UC TRIP investment participation from 9 to all 10 UC campuses. • Received letter of commendation from Office of General Council for significant assistance with $1M fund litigation case. Show less

• Assistant Controller – Business & Finance Department

  • 2000 - 2001

  San Francisco, California Oversaw financial accounting, analysis, and reporting for USF’s $134M operating and capital budgets, capital assets, and $150M endowment fund. Prepared and submitted quarterly/semi-annual/annual endowment asset valuation reports, income statements, and federal/state/payroll tax statements. Managed/maintained reporting requirements and key relationships regarding University operations, as well as community, private, public, county, state and federal government requirements. • Directly… Show more Oversaw financial accounting, analysis, and reporting for USF’s $134M operating and capital budgets, capital assets, and $150M endowment fund. Prepared and submitted quarterly/semi-annual/annual endowment asset valuation reports, income statements, and federal/state/payroll tax statements. Managed/maintained reporting requirements and key relationships regarding University operations, as well as community, private, public, county, state and federal government requirements. • Directly supervised, trained, and evaluated up to 4 employees. • Commended for preparing all analysis and supporting documentation leading to successful placement of California Educational Facilities Authority (CEFA) tax-exempt bond financing for University’s 2000 and 1996 bond placements. • Provided fiscally sound leadership, endowment fund accounting, and maintenance for millions of dollars in pooled investment, endowment, charitable remainder and life income trust funds. • Oversaw design, development, implementation, and support of a 27-node LAN network information system. Show less