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Work Background
UC Davis HealthChief Administrative Officer
Apr. 2017I serve as the Chief Administrative Officer for two basic science departments in the School of Medicine. In this role, I am entrusted with overseeing the financial management of various funding sources, including state funds, indirect cost returns, discretionary funds, extramural grants, recharge funds, and private grants and gifts. My responsibilities encompass short and long-term planning to align with departmental objectives and optimize resource allocation. A crucial aspect of my role involves establishing and maintaining effective reporting mechanisms for department chairs, ensuring timely updates on fiscal matters, personnel management, and other critical administrative areas. By enforcing compliance with University policies and regulations, I consistently uphold the highest standards across administrative operations within both departments. In addition to financial oversight, I play a pivotal role in overseeing faculty compensation plans, appointment renewals, merit evaluations, and promotion processes. Moreover, I am responsible for the development and administration of academic and staff employees, including recruitment, hiring, classification, evaluation, discipline, and layoffs. Navigating complex policies has also been part of my remit. Within the realm of infrastructure management, I oversee capital projects, as well as space and equipment allocation for laboratories. This involves maintaining accurate equipment and space inventories, managing renovations and relocations, and ensuring optimal utilization of resources. Recognizing the importance of fostering collaboration and interdisciplinary initiatives, I offer my expertise to other departments and schools as needed. As a liaison, I continue to facilitate effective communication and collaboration between departments, the Dean's Office, campus offices, and external agencies. I serve as a valuable resource, representing the School on various committees, workgroups and advisory boards.
UC Davis Health SystemAnalyst VI, SOM, Dean's Office
Apr. 2016 - Apr. 2017
California State University, SacramentoAccounting Manager
Jun. 2013 - Dec. 2015Sacramento• Oversees all aspects of accounting department, providing direct supervision to all staff, maintaining consistency and adherence to policies, procedures, and compliance with federal, state and audit regulatory requirements. • Reviews revenue sources to identify and evaluate Unrelated Business Income Tax (UBIT). Works with various departments and personnel to help educate on when UBIT can be triggered.
• Responsible for overseeing preparation and filing of various reports to various governing bodies: monthly and quarterly sale and use tax payments as required by the California Board, Independent Contractor bi-weekly filing as required by the EDD, Nonresident Withholding quarterly filing returns as required by the Franchise Tax Board and quarterly attendance and fiscal reports as required by the California Department of Education.
• Collaborates with direct reports and executive team to document, develop and implement new policies and procedures to maintain compliance with current requirements, regulations and standards.
Objective Systems IntegratorsStaff Accountant
May. 2011 - Dec. 2012Folsom, CA• Processed invoices and weekly check run for A/P
• Performed month-end close duties including entering journal entries, bank reconciliations, fixed assets and prepaid expenses schedules and entries, payroll entries and re-evaluation entries for 5 countries.
• Prepared monthly overhead schedule and input journal entries for 5 countries which includes several Forex transactions and adjustments.
• Filed monthly, quarterly, and annuals sales & use tax returns, property tax returns and other various tax returns as required. • Prepared support documentation schedules and play an active part in external audits.
• Provided office management and support to all staff (30+), assisted in managing various aspects of the office including services provided.
• Reorganized Chart of Accounts to create a streamlined chart across all departments. Created several spreadsheets and monthly entries to properly account for expense/salary costs on accounting of certain departments profitability.
Timbre Technologies, Inc.Staff Accountant
Mar. 2008 - May. 2011Fremont, CA• Prepared monthly financial statements and assisted with preparing quarterly board presentations.
• Performed month-end close duties and furnished financial statements to management for review.
• Prepared monthly and custom reports for department managers and senior staff (purchasing, sales, A/R, A/P, budgeting, etc.). • Key contributor to semi-annual budget process by working with management to provide and review historical activities and trends.
• Headed annual fixed asset audit. Improved the process to track fixed assets by creating an accurate database.
• Processed and approved all purchase orders to ensure cost conscious spending and improved cost savings.
• Prepared support documentation for both internal and external audits.
• Provided office management and administrative support to all staff (60+), assisted in managing facilities and operations for the building, managed all vendor contracts, and sat on both the safety committee and the event committee.
• Reorganized the manufacturing parts inventory to streamline annual physical counts.
Washington Association of Community and Migrant Health CentersStaff Accountant
Apr. 2006 - May. 2007Olympia, WA• Prepared statistical, financial, accounting and auditing reports and tables pertaining to cash receipts, expenditures, accounts payable and receivable, and profits and losses.
• Processed payroll, 403 (b) contributions, and all required quarterly tax reports.
• Solely responsible for processing all A/R, A/P, and Payroll transactions.
• Provided administrative support to directors’ as necessary while smoothly and effectively running the office.
• Human Resource responsibilities including medical, dental, 403 (b), hiring/termination documentation, Cobra and counseling
Almond & Associates BellevueAccountant
Feb. 2001 - Apr. 2003Tacoma, WA*Processed payroll for 400+ employees across multiple locations. *Processed A/P, A/R, various tax returns, monthly commission calculations, and ad-hoc duties as assigned.
*Prepared and entered journal entries, performed bank reconciliations
*Assisted Controller in preparing financials for 5 entities
*Supervised front office staff
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