SUMMARY of QUALIFICATIONS

I have over 20 years of developed expertise in various facets of accounting, operations, budget, organizational and departmental strategic planning, facilities, capital improvement, compliance/auditing, purchasing/procurement, human resources, information technology, enrollment management and auxiliary services Industry experience spans healthcare, aerospace, waste management, consulting, construction and higher education Primary responsibilities have included financial, operational management and systems improvements at complex levels, utilizing leadership, analytical, accounting, budget, and cash management, strategy planning and operational skills My core competencies include leadership, analytical, problem solving, managing operations, communication, visionary, team building/teamwork, adaptability, strategy planning and decision making

Areas of Expertise

PROFESSIONAL EXPERIENCE

Consultant

confidential

• Perform comprehensive compliance for accounting, financial, budget and information technology
• Provide financial/cost/revenue analyses, forecasting and planning for clients
• Provide solutions for continuous process improvement in cost proficiency
• Provide expertise in various types of financial models

Director of Budget and Resource Planning

confidential

• Developed, implemented and monitor the university's annual operating and capital budgets
• Provided management and direction of the university's budget and reporting staff and their board approved projects
• Provided continual strategic planning coordination with departments, alignment of departmental core functions and recommending creation or changes to operational department policies, procedures and methodologies for overall continuous improvement for effectiveness and efficiency
• Provided an analysis of complex financial, operational and administrative data/information to provide consultation and recommendation of strategic planning coordination with departments to the President's Cabinet for alignment of the strategic framework
• Provided leadership in development of financial modeling and communicating potential outcomes and results on new programs and services through a resource planning decision support system to the President's Cabinet
• Provided different types of communication, intricate models and enterprise wide systems to move throughout the hierarchy of the university for translations of assumptions and strategies into a line-item operating and capital budget
• Provided leadership in the management and reporting of comparing budget to actual performance and trending data for forecasting using multiple integrated complex databases for dashboards and metric reporting through-out the university
• Provided leadership in the implementation and management of the University's Procurement Card, daily and monthly financial operations
• Assists in creating a continuous improvement process for utilization of the university's resources
• Accomplishments
• Implementation and training of ERP System Budget Module
• Implementation and creation of the Strategic Planning Calendar
• Implemented and created the Budget resource processes, procedures and training
• Established a line-item operating and capital budget book for approval by the Board of Trustee
• Implemented the University's Procurement Card Program

Project Senior Accountant

confidential

• Managed daily and monthly activities of multi-million dollar Facilities Financial Management department
• Developed and managed capital project budgets
• Prepared Facilities Management Board agenda project cash flow projections
• Developed complex reports to reflect construction cost analysis for decision-making of the Vice Chancellor and Chancellor
• Provided management of policies and procedures relating to budget preparation, purchasing and accounting
• Provide financial approval on all purchase orders, requisitions, check requests, reimbursements, billings, journal entries and contracts
• Developed and managed the process of review payments of invoices and payment applications
• Act as liaison between Real Estate and Facilities Management Department, TCCCD executives, departments and external vendors
• Provided all financial project close-out and approval for Facilities Capital Projects
• Managed project coordinating staff
• Provide vendor contract and financial compliance

Accomplishments

• Created and implemented Budget development and management process and procedure
• Created and implemented Fixed Asset Capitalization process and procedure
• Created and implemented Accounts Payable process and procedure for the Facilities Management department

Senior Project Manager

confidential

• Managed daily and monthly activities of multi-million dollar Facilities Financial Management department
• Developed and managed capital project budgets
• Prepared Facilities Management Board agenda of project cash flow projections and project status
• Developed complex reports to reflect construction cost analysis for decision-making of the Vice Chancellor and Chancellor
• Provided management of policies and procedures relating to budget preparation, purchasing and accounting
• Provide financial approval on all purchase orders, requisitions, check requests, reimbursements, billings, journal entries and contracts
• Developed and managed the process of review payments of invoices and payment applications
• Act as liaison between Real Estate and Facilities Management Department, TCCCD executives, departments and external vendors
• Provided all financial project close-out and approval for Facilities Capital Projects
• Managed project coordinating staff
• Provide vendor contract and financial compliance

Financial/Accounting/Operation Consultant

confidential

• Managed the month-end and yearly closing of the financials
• Collaborated and teamed-up with comptrollers, vice presidents and other executives to implement recommendations from internal audits
• Designed and navigate various system conversions for information technology and accounting departments
• Conducted training on system and procedural changes
• Completed special projects as assigned

Assistant Controller

confidential

• Managed multiple cost centers, created and managed amortization schedules
• Managed the month-end and yearly closing
• Created and Consolidated Financials
• Performed account reconciliations, handled daily cash receipts, banking activities
• Managed fixed assets maintenance for all cost centers
• Managed the Accounting staff and four off-site regional controllers in the execution of project duties
• Served as liaison with the outsourced information technology company for the organization
• Completed operational and financial special projects for Chief Financial Officer and Chief Controller

Senior Staff Accountant

confidential

• Account Reconciliation
• Managed the month-end and year-end close
• Overseer Fixed Assets
• Maintained Amortization Schedule
• Financial Reporting to Stakeholders
• Reimbursement Manager
• IHS Homecare, Grand Prairie, Texas - June 1995 to April 1998

TECHNICAL SKILLS

Microsoft Windows based software packages including: