Experience

IDIQ
• United States
• Consumer Services
• 1 - 100 Employee
• Senior Financial Analyst

  • Feb 2023 - Present


NBS - Local Government Consultants

• United States
• Financial Services
• 1 - 100 Employee

• Financial Analyst (Special Tax and Assessment Administrator)

  • May 2019 - Feb 2023

  Temecula, California o District administration which includes: - Complex calculation of taxes and assessments for special districts that are placed on property tax bills, many of which are incredibly complex. - Government mandated reporting. - Direct interaction with clients and taxpayers. o Utilizes Excel, Word and company developed software.



University of California, Riverside

• United States
• Higher Education
• 700 & Above Employee

• Interim Operations Manager

  • Jul 2018 - Jan 2019

  Riverside, California · Produced fund analysis reports for the Dean, Assistant Dean, faculty and department directors. · Managed operating budgets involving multiple source funds and performed budget accounting. · Improved financial reporting tools and implemented processes which increased efficiencies. · Performed complex budget/resource analysis, including retrieving data from campus information systems, organizing and validating data and preparing reports. · Provided analytical support/policy analysis… Show more · Produced fund analysis reports for the Dean, Assistant Dean, faculty and department directors. · Managed operating budgets involving multiple source funds and performed budget accounting. · Improved financial reporting tools and implemented processes which increased efficiencies. · Performed complex budget/resource analysis, including retrieving data from campus information systems, organizing and validating data and preparing reports. · Provided analytical support/policy analysis to monitor expenditures. · Analyzed and processed fund allocations, expenditures and transfers in accordance with University practices. · Directly supervised Business Office team consisting of three full time and two part time employees. · Utilized: Excel, UCRFS, ePay, iTravel, eBuy, SuperDope Show less



Title365

• United States
• Insurance
• 200 - 300 Employee

• Finance and Accounting Manager

  • May 2012 - Feb 2018

  Newport Beach, CA · Responsible for a multitude of areas, including financial reporting, variance analysis, commissions and accounting. Worked extensively with management in providing reporting, analysis and issue resolution. · Managed and processed commissions with multiple programs and complexities. · Managed the budget process, including the creation of budget workbooks, with complicated Excel formulas, for ease of use in the field. · Created and loaded accounting journals, including complex… Show more · Responsible for a multitude of areas, including financial reporting, variance analysis, commissions and accounting. Worked extensively with management in providing reporting, analysis and issue resolution. · Managed and processed commissions with multiple programs and complexities. · Managed the budget process, including the creation of budget workbooks, with complicated Excel formulas, for ease of use in the field. · Created and loaded accounting journals, including complex calculations, for items such as revenue uploads, commission and payroll accruals, utilizing GAAP and within SOX compliance. · Created cost of sales analysis by salesperson for upper management. · Utilized: Excel, Workday, Great Plains, GP Management Reporter. Show less



CoreLogic

• United States
• Information Services
• 700 & Above Employee

• Business Line Continuity Officer

  • Jan 2011 - Jan 2012

  Santa Ana, CA • Responsible for ensuring business continuity plans were put in place in case of an on-site incident causing a business disruption. · Successfully completed plans for F&A departments, which were incomplete, to ensure incident readiness.

• Financial Reporting Manager

  • May 2008 - Jan 2012

  Santa Ana, CA · Managed the consolidation and reporting of financial results and variances for more than 100 entities. Also produced ad hoc reports, analysis and reconciliations for multiple F&A teams. · Created and modified financial reporting and analysis tools in a way that allowed upper management to view financials nearly instantaneously after financial input or structure changes. · Assisted Accounting with budget upload to Oracle Financials and Hyperion Financials (HFM) in order to meet… Show more · Managed the consolidation and reporting of financial results and variances for more than 100 entities. Also produced ad hoc reports, analysis and reconciliations for multiple F&A teams. · Created and modified financial reporting and analysis tools in a way that allowed upper management to view financials nearly instantaneously after financial input or structure changes. · Assisted Accounting with budget upload to Oracle Financials and Hyperion Financials (HFM) in order to meet deadlines. · Created trend reporting tools for the CEO, which provided a complete a detailed snapshot for cost analysis. · Completed variance analysis, including month over month and budget to actuals and created accounting journals to resolve issues discovered from variance analysis. · Worked utilizing GAAP and within SOX compliance. · Utilized: Excel, Essbase, Smart View, Discoverer, Oracle Financials, Hyperion (HFM), Word



First American Financial Corporation

• Senior Financial Analyst

  • Jan 2000 - Apr 2008

  Santa Ana, CA • Supported five regions involving extensive internal interactions from Vice President level down. · Created and modified financial reporting and analysis tools in a way that allowed regional management to view financials nearly instantaneously after financial input or structure changes. · Produced ad hoc reporting and financial analysis to provide the tools necessary for regional management to respond to inquiries from corporate management. · Acted as the liaison between the field and… Show more • Supported five regions involving extensive internal interactions from Vice President level down. · Created and modified financial reporting and analysis tools in a way that allowed regional management to view financials nearly instantaneously after financial input or structure changes. · Produced ad hoc reporting and financial analysis to provide the tools necessary for regional management to respond to inquiries from corporate management. · Acted as the liaison between the field and the accounting, accounts payable and accounts receivable teams, which resulted in the resolution of errors and miscommunications. · Completed variance analysis, including month over month and budget to actuals. · Produced monthly labor allocation reports for multiple projects which reduced cost allocation errors. · Improved the annual budget process by modifying the Excel template used which resulted in increased efficiency and accuracy in budget completion. · Responsible for the financial side of facility lease administration, which included reconciliation of landlord discrepancies, often producing cost savings, as well as tools for accounting to accurately amortize discounts, such as free rent. Show less