MANAGER, FINANCE (UNIVERSITY IT) 04/2023– 06/2024
SENIOR FINANCIAL ANALYST (UNIVERSITY IT) 11/2019-04/2023 Oversee financial and administrative management of Pinnacle, Enterprise Technology, Alumni and Development Applications Platform Transition (ADAPT) and System Governance Group (SGG) budgets ranging from $6M-$80M+, leveraging complex forecasting, data analysis, and tight controls to ensure success. Lead and execute multiple unit and cross‐functional projects/teams, using data analysis and evidence-based insights to make decisions on processes, projects, and programs to boost operational efficiency and capability
Develop and refine complex financial analysis/forecasting functions through Tidemark software, managing all budgets, accounting, long-range planning, and more with a dedication to accuracy Leverage exper‐level complex analysis skills to manage detailed, high-level and high-dollar transactions across multi-dimensional accounts, preparing and reiving all transactions and documentation with the highest attention to detail
Analyze large datasets to identify trends and formulate evidence-based solutions for cost reduction initiatives
Optimized Purchase Order accrual processes, reducing year-end workload through a shift to a monthly model and process updates
RESEARCH ADMINISTRATOR 3 08/2017 – 11/2019 Administered planning, forecasting, reconciling, and monitoring of pre- and post-awards for multiple research portfolios.
Prepared complex proposals within sponsored and non‐sponsored research guidelines, overseeing submission processes
Spearheaded project budget finalization, obtaining cost-sharing commitments to support research portfolios
Partnered and collaborated with the Office of Sponsored Research to assess, evaluate, and set up awards, facilitating all cost sharing and cost transfers with integrity and 100% accuracy Researched and interpreted complex university and government policies to understand, maintain, and enforce compliance across the board, relentlessly pursuing any errors to bring all operations/policies into good standing
RESEARCH ADMINISTRATOR 2 09/2015 – 08/2017 Assisted with budgeting, reviewing, and approving expenditures, and assisting with the preparation and review of proposals and grants according to established policy. Supported budgeting, expenditure approval, and proposal preparation, maintaining compliance. Facilitated submission processes, ensuring completeness and compliance with relevant policies and regulations
Supervised post‐award spending and commitment activity, ensuring 100% accuracy and compliance
ADDITIONAL EXPERIENCE
Town of Hillsborough, Budget Analyst (contractor) | Veolia North America, Project Controller | Arcadis, Project Engineer
BOARD EXPERIENCE
Vice‐Chair ‐ Measure T Citizens’ Bond Oversight Committee ‐ South San Francisco Unified School District‐ 08/2023- Present Provide leadership and support in overseeing the responsible allocation of bond funds for designated purposes.
Collaborate with committee members to evaluate and report on the appropriate use of Measure T funds.
Board Chair – South San Francisco Housing Authority 05/2023- Present Led and directed the activities of the Housing Authority Board, guiding strategic decision-making and policy formulation.
Oversaw housing initiatives and community welfare programs to ensure effective implementation.
Vice‐Chair /Commissioner ‐ South San Francisco Housing Authority 10/2021-05/2022 Assisted the Board Chair in decision-making processes, contributing to strategic planning and policy development.
Contributed to overseeing housing initiatives and community welfare programs.
DEI Committee Member ‐ South San Francisco Unified School District 05/2021-02/2024 Contributed insights and expertise towards fostering diversity, equity, and inclusion within the school district community.
Collaborated on initiatives aimed at creating an inclusive and supportive educational environment.
EDUCATION
LIBERTY UNIVERSITY | DOCTOR OF BUSINESS ADMINISTRATION IN FINANCE MOREHEAD STATE UNIVERSITY | Master of Business Administration SAN FRANCISCO STATE UNIVERSITY | Master of Engineering
SAN JOSE STATE UNIVERSITY | Bachelor of Science in Aerospace Engineering
CERTIFICATIONS
STANFORD MANAGEMENT ACADEMY
STANFORD TECHNICAL LEADERSHIP PROGRAM (STLP)
STANFORD CERTIFIED PROJECT MANAGER
CERTIFIED SCRUM MASTER
SIX SIGMA BLACK BELT PROFESSIONAL