Experience

University of Minnesota - Carlson School of Management

• United States
• Higher Education
• 400 - 500 Employee

• Finance Professional 3

  • Jan 2016 - Present



University of Minnesota

• United States
• Higher Education
• 700 & Above Employee

• Accountant

  • Nov 2014 - Jan 2016



Wesleyan University

• Higher Education
• 700 & Above Employee

• Sr. Budget and Data Analyst

  • Sep 2012 - Oct 2014

  • Develop functional specifications for ITS programmers on modifications, enhancements or upgrades to existing processes, panels or reports or new development. Develop test scripts and test changes. Create documentation and train end users on system changes.• Maintain position and commitment accounting information in PeopleSoft HRMS and position budgets in the PeopleSoft Financials. Analyze audit reports, research discrepancies, and resolve issues. Review and approve job requisitions in the PeopleAdmin system. Track position vacancy savings and review and approve requests for temporary backfill.• Provide fiscal support for VP officer areas, such as Information Technology Services. Provide monthly reports to monitor operations and capital projects. Manage the accounting for multi-year contracts. Lead the budget planning effort by providing budget templates to VP and Directors. Implement approved budgets in the financial system.• Monitor budget performance. Analyze and report on variances. Analyze and project financial trends. Research, analyze and investigate budget issues. Recommend and implement solutions.• Review and approve budget transfers, GL journal entries, earnings redistributions and position commitment accounting changes. Assist with month-end and year-end activity by processing entries in the financial system.

• Budget and Data Analyst

  • Oct 2006 - Sep 2012

  • Monitor budget performance, analyze and report on variances, project financial trends.• Research, analyze and investigate complex budget problems.• Identify, analyze and provide information for planning and decision making. Synthesize financial data and present clear summary of findings to the Director.• Maintain position budget information in the position management system.• Communicate financial information to University faculty and staff at various levels.• Provide training on financial systems and reporting tools.• Collaborate with financial managers in various areas of the University on Budget matters.• Review and approve budget transfers, GL journal entries, earnings redistributions and position commitment accounting changes. Assist with month-end and year-end activity by processing entries in the financial system.



Legislative Program Review and Investigations Committee

• Summer Research Fellow

  • Jun 2006 - Sep 2006

  • Assisted the Committee staff with research needs related to their study of welfare reform in Connecticut. • Assisted the Committee staff with research needs related to their study of welfare reform in Connecticut.



University of Connecticut

• United States
• Higher Education
• 700 & Above Employee

• Graduate Assistant

  • Aug 2004 - May 2006

  • Assisted professors with research and classroom needs including running discussion sections for large lecture courses. • Worked with the Roper Center for Public Opinion Research, in conjunction with the Sociology and Political Science departments, archiving and analyzing data for the North American Jewish Data Bank. • Assisted professors with research and classroom needs including running discussion sections for large lecture courses. • Worked with the Roper Center for Public Opinion Research, in conjunction with the Sociology and Political Science departments, archiving and analyzing data for the North American Jewish Data Bank.



Charleston Carnegie Public Library

• Circulation Clerk

  • Jun 2003 - Aug 2004



State of Illinois Bureau of the Budget

• Budget Analyst

  • Sep 2002 - Apr 2003

  • Examined, analyzed and made recommendations regarding budget requests and assisted the governor’s office in negotiating budget and programmatic issues with state agencies. • Performed fiscal, statistical and other studies related to budgeting issues. • Responsible for these duties as they related to the Illinois Department of Natural Resources, the Illinois Prisoner Review Board and the Illinois Department of Human Rights. • Examined, analyzed and made recommendations regarding budget requests and assisted the governor’s office in negotiating budget and programmatic issues with state agencies. • Performed fiscal, statistical and other studies related to budgeting issues. • Responsible for these duties as they related to the Illinois Department of Natural Resources, the Illinois Prisoner Review Board and the Illinois Department of Human Rights.



Eastern Illinois University

• United States
• Higher Education
• 700 & Above Employee

• Graduate Assistant

  • Jan 2002 - Jun 2002

  • Assisted professors with research and classroom needs, primarily gathering materials for literature reviews, data collection and grading. • Assisted professors with research and classroom needs, primarily gathering materials for literature reviews, data collection and grading.