Experience

San José - Evergreen Community College District

• Higher Education
• 1 - 100 Employee

• Director of College Fiscal Services

  • Oct 2017 - Present

  - Provide leadership for all financial operations of the college which includes the design of systems,preparation/presentation of financial reports and budgets, preparation of documents for annualaudits, monitoring of revenues and expenditures, conducting financial analyses and developmentof internal controls.- In consultation with Vice President of Administrative Services and appropriate budgetary units,prepare annual budget for the college and establish control program and systems to assurecompliance with allocations. Prepare revisions to the budget as required.- Oversee all campus detailed accounts and records involving the collection of college funds andbursar activities; secure cash collecting and reconciliation system.- Serve as the primary fiscal resource person for college management of grants agreements andother external financial and service relationships.- Perform review of the college Business Services Office’s operations and processes, implementperformance improvements, and improve financial operational efficiency and effectivenessbetween the college and district. Show less

• Business Services Supervisor

  • Feb 2017 - Oct 2017

  - Oversees and prepares financial performance statements for the operating budget of theassigned campus/operating unit. Coordinates financial information flow with the District officeand participates with preparation of general ledger and other summary documents.- Facilitates data gathering and preparation of annual operating budget proposals for the campusor business unit. Distributes worksheets and receives information from administrators, faculty,and staff on personnel, programs, equipment and supply needs, projects, etc., then organizesinformation in accounts for further review.- Prepares budget transfers or journal vouchers for corrections and/or adjustments to the budget.Reviews expense requisitions for compliance, analyzes variances and resolves variances withDepartment Heads.- Receives, reviews, and approves purchase requisitions for appropriateness and budgetarycompliance. Verifies completeness of information, then forwards requests to a centralizedpurchasing office for action.- Acts as campus internal auditor to audit financial data and documents to assure accuracy,completeness and compliance with district policies and procedures and applicable governmentregulations. Develops and maintains document trails to support internal and external audits. Show less

• Budget Analyst

  • Jan 2016 - Feb 2017

  - Prepare, review, and input budget related to entries in the District financial systems. - Analyze and identify significant budget to actual variances for the current and prior fiscal years, and identify decision points for review by fiscal administrators. - Oversee the technical implementation of the budget process according to an established budget development calendar. - Work closely with the colleges to monitor expenditures and revenues as necessary to assure appropriate use of funds. - Monitor current status of various projects to assure continued financial viability and compliance with pertinent statutes and regulations such as Fifty Percent law. - Validate the available of funds for transactions related to employment costs. - Prepare financial date for quarterly report to the State and budget reports for the Board of Trustees; analyze budget information and prepare a variety of established and ad hoc reports. - Communicate with various internal departments and outside agencies to prepare or provide them with required reports. - Balance the budget in the District's budget and financial management systems, reconciling with Federal, State and local agency reports. - Coordinate with Human Resources to maintain, analyze, and revise personnel budget, including benefit rate tables; monitor and prepare reports related to benefit/personnel costs; prepare and process related corrections in respective database. - Research, analyze and recommend solutions to various complex budgetary and accounting problems. - Research financial data from various units and other funding sources including tuition and fees, grant and contracts, auxiliary enterprises, fundraising and other sources of revenue to support an integrated budget and resources planning model. Show less

• Business Services Supervisor

  • Jan 2015 - Jan 2016

  - Facilitates data gathering and preparation of annual operating budget proposals for the campus or business unit. Distributes worksheets and receives information from administrators, faculty, and staff on personnel, programs, equipment and supply needs, projects, etc., then organizes information in accounts for further review.- Prepares budget transfers or journal vouchers for corrections and/or adjustments to the budget. Reviews expense requisitions for compliance, analyzes variances and resolves variances with Department Heads.- Conducts special financial research or analytical studies to assist administrators in the formulation new policies and planning of new or revised programs.- Monitors the financial performance of special projects, funds, and grants, preparing mandated compliance reports as required.- Receives, reviews, and approves purchase requisitions for appropriateness and budgetary compliance. Verifies completeness of information, then forwards requests to a centralized purchasing office for action. - Oversees and prepares financial performance statements for the operating budget of the assigned campus/operating unit. Coordinates financial information flow with the District office and participates with preparation of general ledger and other summary documents.- Oversees and prepares periodic financial statements for fund/student accounts, grants, and other special programs. Reviews transactions, approves advances and loans for books and supplies, reconciles special accounts, and disburses checks to financial aid recipients or others.- Receives and verifies payroll and related information, forwarding on to a centralized payroll function for processing. Verifies budget line item codes, overtime, and payroll allocations such as paid time off. Show less



Laney College

• Higher Education
• 200 - 300 Employee

• Staff Services Specialist/Fiscal

  • Feb 2012 - Dec 2014

  In addition to prior duties preformed prior to promotion: Maintain repository of college fiscal data, state and federal statistics on fiscal and budget matters; develop as instructed by the Business Manager relevant reports, facts and information necessary for decision making. Responsible for fiscal data collection, reporting, analysis and preparing Excel spreadsheets for general funds and special project funds as assigned by the Business Manager. Monitor college expenditures by verifying budget coding on all payroll related documents and all purchase requisitions for goods and services. Performs a variety of functions pertaining to budget development. Process general fund requisitions for funds 1-10. Monitor all college travels and acts as the liaison to the District Office. Monitors all college independent contractor contracts. Show less

• Interim Supervisor, Administration & Business Support Services (out of class)

  • Apr 2013 - Aug 2013

  In addition to prior duties performed prior to working out of class: Plans, develops, coordinates, supervises and implements the daily activities of administrative and business support college wide. Maintains repository of college fiscal data, state and federal statistics on fiscal and budget matters; develops relevant reports, facts and information necessary for sound management. Prepares reports for the district, local, state and federal agencies as required; act as liaison with District and other personnel. Provides work direction for classified personnel assigned to administrative and business support services. Prepares actual pro-rata cost reports for each term for reconciliation of instructional assignment costs. Responsible for the Office of Administrative and Business Support Services in the absence of the Business and Administrative Services Manager. Show less



Laney College

• Higher Education
• 200 - 300 Employee

• Principal Accounting Technician

  • Aug 2011 - Nov 2011

  In addition to prior duties preformed prior to promotion: Maintain ledgers, journals, and a variety of financial records. Compile and organize data for the monthly expenditure reports. Maintain records for purchase orders and requisitions. Provides assistance to vendors and staff. Assist in developing and implementing a new District-wide financial data system; act as a liaison between the college and District Office in coordinating incoming and outgoing special funds. Prepares for college annual audits. Review faculty, classified and college work-study student time sheets to ensure accuracy. Provides additional support in the Business Office and acts as back-up to the Bursar's Office as needed. Maintains cash disbursement journal for all grants, loans and scholarships issued by the college. Show less



Laney College

• Higher Education
• 200 - 300 Employee

• Accounting Clerk II

  • Jul 2010 - Jun 2011

  Performs general cashiering duties: receiving, validating balances and reviews (for accuracy) all student fees and updates student payment records by fee type; prepares daily deposit. Distribute all financial and payroll checks. Receives, validate balances and reviews (for accuracy) all student fees and updates students' payment record by fee type. Prepares daily deposits using computerized invoicing system and ensure balanced daily to be inputted to the mainframe computer report at the end of the day. Maintains records and disburses all Financial Aid checks. Maintain records, disburses and balances petty cash weekly. Show less