Experience

Public Health Institute

• United States
• Non-profit Organizations
• 500 - 600 Employee

• Financial Analyst I

  • Jan 2022 - Present

  Experience in financial planning, reporting, and analysis • Excellent in analyzing and reconciling financial data and generating financial reports • Thorough knowledge of finance policies, practices, and systems • Ability to gather, organize, and perform financial analysis assignments with limited supervision • Ability to present information in a clear and concise manner both in writing and verbally • Broad understanding of General Ledger account analysis • Familiarity with ERP software (PeopleSoft and Lawson experience preferred) • Proficient in the use of Microsoft Office and common desktop/web applications • Demonstrated initiative and problem-solving skills • Excellent oral and written communication skills • Ability to work as a member of team and to establish effective working relationships with coworkers and management • Good computer skills, including Microsoft Word, Excel, Access, Outlook, and the Internet • Some experience with federal audit and compliance requirements for non-profits preferred • Experience using Resource Planning (ERP) software and PeopleSoft preferred.



Uplift Family Services

• United States
• Mental Health Care
• 200 - 300 Employee

• Financial Analyst I

  • Sep 2018 - Feb 2022

  -Develop and produce client flex fund expenditure and summary reports -Review and interpret contracts for billing requirements Prepare line items costs by engineering the regional and occupancy pool statements to combine with project statements to get contract budget detail for cost reimbursement programs on a monthly basis and complete required county forms -Regularly analyze agency's billing and funder reports to identify any variances and resolve -Provide financial analysis, drawing conclusions and formulating recommendations to ensure efficiencies requirements -Analyze monthly reimbursement reports and contract terms to provide guidance for program and funding source based payment application and error resolution -Set-up monthly billing templates, calculate timely and accurate monthly claims



RFI communications and Security Systems

• San Jose

• Accounting Specialist AR

  • Aug 2015 - Sep 2018

  -Undertake the organization’s collection calls on day to day basis -In charge of all rating, billing, and collections -Carry out account analysis and research on behalf of the company -Thorough knowledge of bill of lading contracts, pricing and rate publications -Provide accurate aging report -Identify what needs to be changed in the accounts receivable processes of the organization and implement -such adjustments without delay, but in agreement with the top management of the organization -Forward accounts statement to the company’s vendors -Reconcile the accounts receivable to the general ledger -Relate with the company’s customers to enable easy resolution of all outstanding payment issues -Resolve all inquiries requested by customers after proper investigation -Process all credit card payments of the vendors -DSO (Days sales outstanding) reduced from 40 plus to less than 30 days -Calculate and post receipts to appropriate general ledger accounts and verify details of transactions, such as funds received and total account balances



VIVE Church

• United States
• Religious Institutions
• 1 - 100 Employee

• Finance internship

  • Jan 2015 - Dec 2015

  • Executed weekly processing and accounting of donations • Recorded weekly transactions in the church donation database • Worked on innovative finance project • Helped managed roughly over $100,000 in monthly accounts receivables • Executed research and development of an efficient system for reporting expense claims to help CFO save time and cut cost. • Presented innovative research to enhance weekly processing of expense claims more efficiently to CFO and President of the organization • Helped develop detailed spreadsheets to identify statistic trends and forecast 2016 income • Collaborated in team projects, responsible for planning and reporting on financials