Experience

Vallecitos Water District

• United States
• Utilities
• 1 - 100 Employee

• Principal Financial Analyst

  • Sep 2014 - Present

  • Budget development and management – Collaborate with the General Manager and Chief Financial Officer to develop, review and present $100 million operating and capital budgets for Board adoption. • Revenue Forecasting – Developed a sophisticated financial model which incorporates over 250,000 lines of data from various sources to create a complex rate/revenue forecasting model. • Financial Reports – Provide robust modeling and reporting to facilitate executive-level decision making. HIGHLIGHTS: • Created complex excel models by consolidating over 270,000 lines of data from multiple databases resulting in robust reporting of key performance indicators and metrics. • Developed a sophisticated rate model to forecast over $50M in revenues from our 22,000 customers for long-term financial planning to include allocating cost of goods sold. • Implemented enhancements to our financial system by optimizing several processes resulting in streamlined reporting, saving about 10 hours of manual labor per month. • Enhanced annual revenue by more than $100k by auditing our billing system to identify and correct unbilled/under billed accounts. Show less



Scripps Research

• United States
• Research Services
• 700 & Above Employee

• Financial Data Management Analyst

  • Oct 2009 - Sep 2014

  Leveraged data mining and forecasting skills to develop and enhance financial reporting for executive leadership team. Ensured ongoing fiscal stability by analyzing revenues, expenditures, and cash flows for $310M grant. Ensured contractual compliance by analyzing actual results vs. required milestones and communicating variances. Partnered with Accounting to create audit schedules and account reconciliations to support month and year-end close for financial statement preparation. HIGHLIGHTS: • Ensured ongoing fiscal stability by analyzing revenues, expenditures, headcount, and cash projections for $310M grant collaboration between Scripps Research and the State of Florida. • Decreased reporting time by 10% by creating an excel coding system in our capital asset module reducing the need to manually input data. • Streamlined processes by 25% resulting in more accurate and timely data for annual tax reporting by mining data from various ERP databases and linking to Excel. Show less



City of Chula Vista

• United States
• Government Administration
• 400 - 500 Employee

• Fiscal and Management Analyst

  • Dec 2005 - Jul 2009

  Developed and managed budget for 5 departments by monitoring budget to actuals, tracking headcounts and variances and reporting results to department heads. Spearheaded extensive Fiscal Impact Analysis model to evaluate effect of city-wide development projects by identifying potential revenue and expenditure streams and discounted cash flows while assessing variables including interest rates, property values, and economic trends. Managed the work of 4 departmental analysts. HIGHLIGHTS: • Saved the City $1.7M annually by conducting process review and analysis of positions, budgets, and capital resources to identify fiscal opportunities. • Saved $60k annually by partnering with IT team to create customized reports incorporating data from diverse databases, resulting in improved reporting accuracy and efficiencies. • Spearheaded our $900M Chula Vista Bayfront Project by analyzing finances, including capital costs, future revenue, and expenditures, and defining project’s net present value and profitability by discounting future cash flows to develop the projects ROI. • Secured $250K savings in tight budget situation by recommending deferred raises for 750 employees as part of incentive pay strategy. • Developed and presented annual $250M Operating and Capital budgets to Mayor, City Council, Executive staff, and citizen. Show less



City of Carlsbad

• United States
• Government Administration
• 500 - 600 Employee

• Management Analyst

  • Apr 1998 - Dec 2005

  Fulfilled multiple roles of increasing authority in Finance, HR, and Public Works to include comprehensive accounting, budgeting and financial analysis duties. Collaborated with IT to oversee key financial data system and reporting upgrades to ensure full integration. Monitored and accrued critical revenue streams and participated in year-end Comprehensive Annual Financial Reporting (CAFR) process. Created position budgeting program that assisted in headcount tracking and justifications. Conducted cash flow analysis for Carlsbad Municipal Water District to project and set future rates. HIGHLIGHTS: • Developed and presented $250M Operating and Capital budgets to Mayor, City Council, Executive staff and citizens of Carlsbad. • Handpicked to serve on city-wide teams, including Strategic Initiative Teams (SITs) charged with researching and analyzing new city programs and policies. • Major contributor to developing and presenting a 2-day Employee Customer Service Workshop to 500 City employees as a member of Carlsbad’s SIT. • Earned multiple letters of recognition from Executive Leadership Committee and the City Manager for outstanding performance, service and dedication to the City. • Earned MBA while working full time. Show less