Experience

College of Engineering – Oregon State University

• United States
• Higher Education
• 100 - 200 Employee

• Financial Planning Manager

  • Jul 2018 - Present

  Responsible for administration and oversight of the College of Engineering’s financial operations and financial strategic planning. Oversee operational and programmatic budgets as well as complex financial transactions in all units of the college, including monitoring balances, providing budget projections, gathering and analyzing data, creating reports and completing the annual budget processes. Forecast and advise the Dean and other college leadership on the budgetary impacts of programmatic… Show more Responsible for administration and oversight of the College of Engineering’s financial operations and financial strategic planning. Oversee operational and programmatic budgets as well as complex financial transactions in all units of the college, including monitoring balances, providing budget projections, gathering and analyzing data, creating reports and completing the annual budget processes. Forecast and advise the Dean and other college leadership on the budgetary impacts of programmatic and other changes. Conduct revenue modeling and projections based on tuition, grants, fundraising, and other revenue sources. Show less Responsible for administration and oversight of the College of Engineering’s financial operations and financial strategic planning. Oversee operational and programmatic budgets as well as complex financial transactions in all units of the college, including monitoring balances, providing budget projections, gathering and analyzing data, creating reports and completing the annual budget processes. Forecast and advise the Dean and other college leadership on the budgetary impacts of programmatic… Show more Responsible for administration and oversight of the College of Engineering’s financial operations and financial strategic planning. Oversee operational and programmatic budgets as well as complex financial transactions in all units of the college, including monitoring balances, providing budget projections, gathering and analyzing data, creating reports and completing the annual budget processes. Forecast and advise the Dean and other college leadership on the budgetary impacts of programmatic and other changes. Conduct revenue modeling and projections based on tuition, grants, fundraising, and other revenue sources. Show less



Oregon State University

• Higher Education
• 700 & Above Employee

• Finance & Accounting Manager

  • Mar 2015 - Jun 2018

  Manage day-to-day operations of the finance and accounting functions within the Business & Engineering Business Center. Typical tasks include account payable, accounts receivable, transaction monitoring, procurement and payroll oversight for the College of Engineering. Serve as liaison between the college/units and central administration offices. Provide leadership and guidance to the financial, accounting and purchasing staff in the Business Center. Research and advise the BC Manager, Assoc… Show more Manage day-to-day operations of the finance and accounting functions within the Business & Engineering Business Center. Typical tasks include account payable, accounts receivable, transaction monitoring, procurement and payroll oversight for the College of Engineering. Serve as liaison between the college/units and central administration offices. Provide leadership and guidance to the financial, accounting and purchasing staff in the Business Center. Research and advise the BC Manager, Assoc. Deans, departments and principal investigators on issues including personnel, grants and contracts, procurement and general business practices. Work closely with central administration offices to participate in policy development and implementation at the college/department level.

• Finance Coordinator

  • Oct 2014 - Mar 2015

  Provide support to Business Center team by assisting with approvals of journal vouchers, invoices, and purchase orders. Create reports and supply analysis of expenditure and revenue transactions to multiple stakeholders including Department Head and Director on a routine basis. Assist principal investigators (PIs) with budget and budget justification preparation plus provide backup support for on-line proposal submission approvals. Supervise team of four grant accountants and provide aid when… Show more Provide support to Business Center team by assisting with approvals of journal vouchers, invoices, and purchase orders. Create reports and supply analysis of expenditure and revenue transactions to multiple stakeholders including Department Head and Director on a routine basis. Assist principal investigators (PIs) with budget and budget justification preparation plus provide backup support for on-line proposal submission approvals. Supervise team of four grant accountants and provide aid when needed. Serve on multiple workgroups across campus including grant lean process improvement and identifying professional development opportunities for staff within the Business Center.

• Fiscal Coordinator

  • Jun 2010 - Sep 2014

  Provide fiscal and accounting oversight for all Nuclear Engineering & Radiation Health Physics (NERHP) and Radiation Center (RC) funds including OSU Foundation totaling roughly $4 million in state funding and $6 million in grant funding per year. Administer the accounts receivable system generated by the service work performed by the Radiation Center including invoice preparation, record keeping and deposits. Reconcile funds on a periodic basis for Department Head/Director or principal… Show more Provide fiscal and accounting oversight for all Nuclear Engineering & Radiation Health Physics (NERHP) and Radiation Center (RC) funds including OSU Foundation totaling roughly $4 million in state funding and $6 million in grant funding per year. Administer the accounts receivable system generated by the service work performed by the Radiation Center including invoice preparation, record keeping and deposits. Reconcile funds on a periodic basis for Department Head/Director or principal investigators. Prepare/forecast budgets for state, foundation, and research funds. Advise principal investigators in research budget preparation. Track accounting errors and make appropriate reversal or correcting entries.

• Grant Accountant

  • Nov 2008 - Jun 2010

  Manage the budgets and spending of roughly 70 research grants which had roughly $5 million in research expenditures per year. Assist principal investigators in preparation of budgets, proposal/grant guidelines and grant spending. Interact with vendors to provide faculty/students equipment and supplies appropriate for research needs. Prepare routine reports to funding agencies, principal investigators, and as needed. Classify revenue and expenditures to correct funds and accounts. Track errors… Show more Manage the budgets and spending of roughly 70 research grants which had roughly $5 million in research expenditures per year. Assist principal investigators in preparation of budgets, proposal/grant guidelines and grant spending. Interact with vendors to provide faculty/students equipment and supplies appropriate for research needs. Prepare routine reports to funding agencies, principal investigators, and as needed. Classify revenue and expenditures to correct funds and accounts. Track errors and make appropriate reversal or correcting entries.



Westview Products, Inc

• Dallas, OR

• Support/Services Manager

  • Oct 2000 - Oct 2008

  Function as the primary bookkeeper with extensive use of QuickBooks Pro including payroll, AR/AP, invoices, contracts and general ledger. Perform monthly reconciliations of A/R, A/P and bank accounts. Assist with year-end close and file Washington state use taxes as needed. Create various reports/spreadsheets for management decision making. Manage payroll/401(k) information including time card entry, benefit plans, and serve as the main contact for HR questions. Provide IT support for small… Show more Function as the primary bookkeeper with extensive use of QuickBooks Pro including payroll, AR/AP, invoices, contracts and general ledger. Perform monthly reconciliations of A/R, A/P and bank accounts. Assist with year-end close and file Washington state use taxes as needed. Create various reports/spreadsheets for management decision making. Manage payroll/401(k) information including time card entry, benefit plans, and serve as the main contact for HR questions. Provide IT support for small office of networked computers and update company website as needed. Carry out secretary/mailing duties as needed. Show less Function as the primary bookkeeper with extensive use of QuickBooks Pro including payroll, AR/AP, invoices, contracts and general ledger. Perform monthly reconciliations of A/R, A/P and bank accounts. Assist with year-end close and file Washington state use taxes as needed. Create various reports/spreadsheets for management decision making. Manage payroll/401(k) information including time card entry, benefit plans, and serve as the main contact for HR questions. Provide IT support for small… Show more Function as the primary bookkeeper with extensive use of QuickBooks Pro including payroll, AR/AP, invoices, contracts and general ledger. Perform monthly reconciliations of A/R, A/P and bank accounts. Assist with year-end close and file Washington state use taxes as needed. Create various reports/spreadsheets for management decision making. Manage payroll/401(k) information including time card entry, benefit plans, and serve as the main contact for HR questions. Provide IT support for small office of networked computers and update company website as needed. Carry out secretary/mailing duties as needed. Show less