Experience

West Hills Community College District

• United States
• Education Administration Programs
• 1 - 100 Employee

• Budget Services Supervisor

  • Apr 2021 - Present

  Coalinga, CA Under the direction of the Director of Fiscal Services, performs a wide variety of complex and responsible research, reporting, and special project activities; performs complex and responsible accounting activities in the preparation and maintenance of financial or statistical records including budget development, centralized purchasing, travel, and fixed assets; monitor and audit construction and major maintenance project budgets.



College of the Sequoias

• United States
• Higher Education
• 400 - 500 Employee

• College Accountant

  • Oct 2017 - Nov 2021

  Visalia, California Area -Plan, prioritize and perform a variety of accounting and budgeting functions; communicate with a variety of District, County, state and federal offices and agencies regarding fiscal programs. -Provide technical support, training and general backup for accounting operations; plan, prioritize, assign and direct the work of accounting office staff -Coordinate District-wide accounting functions of assigned program or District operation -Prepare District-wide reports involving state… Show more -Plan, prioritize and perform a variety of accounting and budgeting functions; communicate with a variety of District, County, state and federal offices and agencies regarding fiscal programs. -Provide technical support, training and general backup for accounting operations; plan, prioritize, assign and direct the work of accounting office staff -Coordinate District-wide accounting functions of assigned program or District operation -Prepare District-wide reports involving state categorical programs and instructional grants. -Prepare monthly bank reconciliations -Review, interpret and implement federal, state, and District accounting and budget regulations; coordinate, prepare, analyze, audit and monitor financial and fiscal-related reports and claims -Prepare, monitor and analyze budgets for an assigned set of accounts; review and analyze budgets for compliance to District regulations -Maintain income records and monitor the collection of monies due; assure accounts receivable are billed accurately and collected in a timely manner -Maintain general and subsidiary ledger accounts; update control accounts; reconcile and balance accounts; create trial balance •Analyze and approve account transactions, assure fiscal documents are prepared and maintained in accordance with established requirements. •Provide a variety of information and resolve issues pertaining to financial, payroll or purchasing records as requested. •Assist in preparing the annual District budget by compiling information regarding transfers, expenditures, income, adjustments and payroll. •Analyze fiscal records and prepare a variety of district financial and statistical reports for audit preparation, administrative decision support, State and federal reporting. •Prepare certain required annual IRS filings •Prepare detailed District contracts, RFP’s and MOU’s; work closely with administrators to review proposed contract, RFP, and MOU language and content. Show less



West Hills CommunityCollege

• Senior Secretary

  • Aug 2016 - Oct 2017

  Lemoore, CA Responds to inquiries and conveys information about categorical programs. Interprets and conveys policies and procedures Organizes work by researching and setting up business and academic calendars and cycles, then establishing and sequencing deadlines and/or timelines Coordinates and performs administrative support for projects and events, integrating them with ongoing work routines. Provides administrative support to special processes including committees, advisory boards, and… Show more Responds to inquiries and conveys information about categorical programs. Interprets and conveys policies and procedures Organizes work by researching and setting up business and academic calendars and cycles, then establishing and sequencing deadlines and/or timelines Coordinates and performs administrative support for projects and events, integrating them with ongoing work routines. Provides administrative support to special processes including committees, advisory boards, and special subject group meetings. Prepares forms, revisions, and final documents to support proceedings. Takes notes and prepares meeting recollections. Composes original correspondence and forms on routine department matters. Maintains confidentiality of private and sensitive information. Prepares schedules and informs participants, confirming dates and times. Makes hotel, conference, and travel reservations. Prepares agreements and contracts for services used by and/or provided by the division. Processes and distributes contract documents for approval. Records, verifies, codes, and processes faculty, staff, and student or temporary help timesheets, including information for stipends and other compensable elements. Assists an administrator with development of organizational unit budget proposals, maintaining communications with work sections on status and information needs. Maintains approved budgets, transaction records, and audit trails, including those for capital outlay, special projects, and grant-funded activities. Oversees and reconciles expenditures and initiates budget allocation changes and reassignments of funds to and from various accounts, working with accounting staff to assure compliance with college processes and regulations. Oversees and prepares requisitions and claims for reimbursement. Resolve purchase order and contractual matters with vendors and other service providers. Maintains currency of knowledge and skills related to the duties and responsibilities. Show less



Fresno City College

• Higher Education
• 700 & Above Employee

• Financial Aid Assistant I

  • Aug 2015 - Jul 2016

  Fresno, California Area • Assist with the planning, implementation and coordination of Financial Aid services and programs • Provide information, assistance, and advice to students, parents, and the public throughout the financial aid process • Interview students regarding financial aid requirements • Analyze student need through recognized need analysis techniques • Evaluate financial aid applications and supporting documents for accuracy, clarity and completeness according to federal and state rules and… Show more • Assist with the planning, implementation and coordination of Financial Aid services and programs • Provide information, assistance, and advice to students, parents, and the public throughout the financial aid process • Interview students regarding financial aid requirements • Analyze student need through recognized need analysis techniques • Evaluate financial aid applications and supporting documents for accuracy, clarity and completeness according to federal and state rules and regulations to determine eligibility for financial aid • Analyze and determines student awards based on individual student characteristics and other related factors • Prepares financial aid award packages • Reviews student enrollment/registration prior to making payment to ensure proper coursework. • Monitors students’ academic progress to evaluate initial and continued financial aid eligibility. • Places administrative holds due to failure to meet academic requirements for financial aid. • Ensures proper communication of and compliance with District policies and procedures. • Interprets and implements federal and state guidelines with respect to financial aid programs and services • Develops and distributes processing and outreach materials • Organizes, participates, and conducts training and dissemination meetings, financial aid orientation, outreach programs, and workshops for current and prospective students, as well as the public, college/community groups and organizations, to explain financial aid regulations, requirements and application procedures • Reconciles records and collects data and statistics to prepare complex statistical and narrative reports for internal and state/federal agency use • Conducts research on financial aid related topics • Composes correspondence regarding financial aid issues • Analyzes financial aid statistical reports Show less



Brandman University

• United States
• Higher Education
• 300 - 400 Employee

• Student Services Specialist II

  • Jun 2013 - Aug 2015

  Hanford, CA •Act as liaison for students between Financial Aid, Business Office (Student Accounts), Military Student Services, Admissions, and Registrar (Records) Departments •Assist students in understanding Financial Aid, Business Office, Military Student Services, Admissions, and Registrar processes and issues and take action in resolution •Audit Student Accounts for Financial Aid, Student Accounts, and Military Services •Audit VA student’s certifications and notify if an amendment or… Show more •Act as liaison for students between Financial Aid, Business Office (Student Accounts), Military Student Services, Admissions, and Registrar (Records) Departments •Assist students in understanding Financial Aid, Business Office, Military Student Services, Admissions, and Registrar processes and issues and take action in resolution •Audit Student Accounts for Financial Aid, Student Accounts, and Military Services •Audit VA student’s certifications and notify if an amendment or adjustment is needed •Counsel students on Financial Aid responsibilities (i.e. SAP, unit requirements, and loans) •Create excel and work documents for office efficiency as needed •Research and track Student Account balances and send notifications •Assist with events as needed Show less



West Hills Community College

• Office Assistant

  • Jan 2011 - Jun 2013

  Coalinga, CA - Worked in various departments: Financial Aid, Grants, Business Office, Farm of the Future Financial Aid Office •Entered student data into database •Tracked Work Study funding and expenditures •Advised students on their financial aid options •Communicated with students via phone, email, or in person •Assisted students with FAFSA applications •Worked closely with Student Services Department •Led Financial Aid Workshops •Performed general office duties Farm the… Show more - Worked in various departments: Financial Aid, Grants, Business Office, Farm of the Future Financial Aid Office •Entered student data into database •Tracked Work Study funding and expenditures •Advised students on their financial aid options •Communicated with students via phone, email, or in person •Assisted students with FAFSA applications •Worked closely with Student Services Department •Led Financial Aid Workshops •Performed general office duties Farm the Future •Tracked expenditures for several business accounts •Recorded invoices •Worked closely with Business Office and Human Resources •Created excel spreadsheets for budget tracking •Ordered supplies •Created purchase order requisitions Grant Department •Order and track supplies •Research for upcoming grant opportunities •Create files •Proficient with scanning, copying, and faxing •Enter data into computer •Use UPS and U.S. postal mail to postage and sort mail •Answer phones and communicate effectively •Work closely with Business Office •Created formulas on Excel Spreadsheets/Enter data Show less