Experience

Rice Business - Jones Graduate School of Business

• United States
• Higher Education
• 200 - 300 Employee

• Accounting & Financial Analyst II

  • Aug 2023 - Present

  Supports a wide variety of accounting and reporting duties within the Jones Graduate School of Business. Duties include maintenance and validation of the accounting and organization data, providing detailed transaction reports in support of school-wide reporting. Primary liaison to Rice Research Accounting for sponsored grants. Serves as the school's Merchant Account Administrator and PCI compliance manager. Supports a wide variety of accounting and reporting duties within the Jones Graduate School of Business. Duties include maintenance and validation of the accounting and organization data, providing detailed transaction reports in support of school-wide reporting. Primary liaison to Rice Research Accounting for sponsored grants. Serves as the school's Merchant Account Administrator and PCI compliance manager.



Rice Management Company

• United States
• Investment Management
• 1 - 100 Employee

• Endowment Analyst

  • Mar 2022 - Aug 2023

  • Identifying trends and providing insights to aid in decision-making • Ensuring compliance with regulatory requirements and internal policies • Develop and maintain financial models to aid in forecasting and budgeting • Collaborating with team members to analyze data and create financial reports • Working with portfolio managers to ensure portfolio compliance and risk management • Reviewing and interpreting financial statements, making recommendations for improvements • Ensuring accuracy & compliance for high-volume investment accounts by performing regular crosschecking audits for unusual variations concerning invoices and payments in wide data entry • Managing and performing training for the financial system and process troubleshooting, along with procedural development and implementation Show less



BakerRipley

• United States
• Non-profit Organizations
• 700 & Above Employee

• Unmet Needs Coordinator

  • May 2020 - Mar 2022

  • Conducted detailed cost-benefit analysis for the program • Managed budget and distributed funds for over 100 client accounts on a weekly basis • Ensured accurate reporting information in documentation and records for client accounts • Provided robust modeling and reporting to facilitate executive-level decision-making • Served as the internal point of contact for case managers and program director for account information • Monitored expenditures to ensure budget compliance for each account and completion of transactions • Demonstrated strong analytical skills, supporting operations through the analysis of key performance indicators and trends • Acted as the department liaison for external vendors and shareholders, including landlords, property managers, and community contacts Show less



Grossmont Union High School District

• Education Management
• 700 & Above Employee

• Finance Technician

  • Nov 2014 - Nov 2019

  • Processed financial transactions & maintained accurate records of expenditures, receipts, and budget allocations • Prepared & analyzed financial reports, including monthly and annual budgets, financial statements, and cash flow projections • Coordinated with other departments & external vendors to ensure timely and accurate billing, invoicing, and payment of expenses • Conducted audits of financial records and reconciled accounts to identify errors, discrepancies, and compliance issues • Assisted in the development & implementation of financial policies, procedures, and internal controls to ensure compliance • Provided training to school staff and administrators on budget planning, expense tracking, and purchasing procedures • Resolved issues related to financial transactions, budgets, and reporting from staff, students, parents, and other stakeholders • Assisted in the preparation of grant applications and reports, ensuring compliance with grant requirements and deadlines Show less



Ashford University

• United States
• Higher Education
• 700 & Above Employee

• Financial Services Auditor

  • Dec 2007 - Jun 2013

  • Prepared audit plans, programs, and reports, including risk assessments, testing procedures, and recommendations • Analyzed financial data, including balance sheets, income statements, and cash flow statements, to identify trends • Collaborated with other departments and external auditors to gather and exchange information, and provided support • Developed and maintained audit documentation, including work papers, reports, and correspondence • Assisted in the development and implementation of financial policies, procedures, and internal controls • Provided training and guidance to university staff and administrators on financial audit matters, such as compliance requirements, internal controls, and risk management • Conducted follow-up audits and assessments to monitor the implementation of audit recommendations and ensure their effectiveness • Participated in meetings and committees related to audit and risk management, providing input and recommendations on financial matters affecting the university's operations and goals Show less