Experience

• 

  University of California, Davis

  • Davis, CA

  • Assistant Director, Operating Budget

    • Jul 2018 - Present
    • Davis, CA

• 

  University of California, Berkeley

  • Berkeley, California

  • Budget Director/Chief Financial Officer College of Letters & Science

    • Aug 2014 - Jul 2018
    • Berkeley, California

    • Coordinate the annual budget process for the campus's largest academic unit ($430M operating budget, 770 permanent faculty, 18,875 students)• Direct analysis and policy development in coordination with Campus Budget Office and implement new policies within the College• Interact with senior and executive management (Executive Dean, Divisional Deans, Assistant Dean and campus budget officials) on matters concerning campus requests, as well as division and departmental needs• Provide detailed analytical material, reviews processes, and recommend changes in resources in support of divisional needs• Supervise team of 4 Budget Officers and 3 financial analysts who advise and support the deans and departments of Arts & Humanities, Biological Sciences, Math & Physical Sciences and Social Sciences• Oversee management of College of Letters & Science Deans’ Office resources, and develop strategies, policies and procedures for financial management

• 

  University of California, San Francisco - School of Medicine

  • United States
  • Higher Education
  • 200 - 300 Employee

  • Budget Manager, School of Medicine Dean's Office

    • Jan 2011 - Aug 2014

    ● Supervised budgeting and oversight of all School of Medicine Dean’s Office central funds● Coordinated development, implementation and monitoring of Dean’s Office and ancillary budgets ● Developed and maintained quarterly Dean’s Office budget variance reports and analysis● Developed and maintained quarterly and ad hoc financial reports for School leadership● Documented, tracked and coordinated funding of Dean’s financial commitments● Reviewed funding sources to determine most appropriate use of State, gift, endowment, professional fee and discretionary funds, adjusting payroll and transfers as necessary● Maintained database of historic and new commitments ● Developed annual commitments budget and short- and long-term revenue and expense projections

  • Budget Analyst, School of Medicine Dean's Office

    • Jan 2009 - Jan 2011

    Assisted multiple School of Medicine departments with development and review of annual Consolidated Budget; reviewed quarterly variance and ad hoc reports to identify potential risks or problems

• 

  University of California, San Francisco

  • Costing Policy Analyst, Office of Budget & Resource Management

    • Aug 2006 - Jan 2009

    Provided analysis and technical expertise in support of campus F&A rate proposal development and costing policy compliance. Integrated financial, payroll, space, equipment and other data into CRIS system and create annual models of the F&A rate calculation. Conducted ongoing costing studies and analyses to ensure data integrity. Produced quarterly and annual financial reports. Developed ad hoc analyses using general ledger and data warehouse data.

• 

  University of California, San Francisco - School of Medicine

  • Finance Manager, Graduate Medical Education

    • Jan 2004 - Aug 2006

    Performed ongoing oversight, reconciliation and billing related to centralized funding of resident salaries and benefits, involving state, federal and Medical Center funds as well as private contracts for over 600 FTE. Collected and integrated data from multiple sources in MS Access to develop monthly billing and reporting documentation, as well as ad hoc reports.

• 

  University of California

  • Accounting Manager

    • Jul 2001 - Jan 2004

    Managed the Accounting Operations of the Information Resources and Communications unit of UC Office of the President

• 

  Federal Reserve Bank of San Francisco

  • Sr. Financial Analyst

    • Sep 1992 - May 2000

    Financial analysis and reporting for Bank's fee-based services (Funds Transfer, Check Processing, etc.); development of District's annual budget and budget documentation for Board of Governors.