Adrian Meza Email & Phone Number

Los Angeles, Ca, Us

Los Angeles, Ca, Us

Los Angeles, Ca, Us

Provide strategic planning and sound analysis to C-Level Management across all divisions and grant contracts for financial and operating decisions, while ensuring a coordinated budgeting process, fiscal compliance, and continued mental health program viability through the development and analysis of non-profit program budgets. - Directed the implementation of a new budget model that seamlessly integrates the organization’s current technologies with Workday ERP, HR, Payroll, and Adaptive Budget Planning software to optimize budgeting process.- Collaborate with county & state government funding officers to ensure accuracy of grant funds disbursement. - Coordinate, direct, prepare, and execute annual financial external and internal audits and funding agency oversight reports for over $30M in mental health funding.- Collaborate with the CFO, CEO, and COO to prepare and execute multi-year and long-range budgets, while guiding current and future annual auditing projects. Identify opportunities for process improvement to impact the productivity and efficiency of financial operations. - Analyzed predecessor’s financial models to uncover over $1M in unutilized funds across all grants.- Provide detailed financial reports, analysis, and recommendations to support the organization’s strategic planning and financial decisions. - Produce budget scenarios for contract and grant funding, renewal and reapplication proposals.- Work directly with program managers and/or outside government contract officials to address and resolve issues and problems regarding contract fiscal limitations, regulatory compliance, reporting/documentation support requirements, and audit preparation/corrective action.

Oakland, California, Us

Collaborated with the Senior Leadership Team, Board of Directors, and the Time-Share External CFO to ensure that the organization’s budgets, financial reporting, and all financial systems complied with Generally Accepted Accounting Principles (GAAP), IRS regulations, and best practices for non-profit organizations. - Oversaw the development and reconciliation of short-and long term budgets, financial models, and worked in collaboration with the CEO, the Director of External Affairs, the Program Director, and the Managing Director to develop grant budgets. - Directed financial system/tools upgrades and changes in collaboration with the Data Manager. - Streamlined the organization’s budget vs. actual reports, developing an automated system to monitor the organization’s cash position. - Managed all accounting functions including oversight of the contracts with outsourced bookkeeping services, development and monitoring of the grant allocation system, improvement of reporting formats, and evaluation and approval of bi-weekly payroll transmission. - Supervised the tracking and inventory of the organization’s financial assets, ensuring the protection/safeguarding of assets through insurance policies. - Directed the oversight of the organization’s lines of credit and cash reserves. - Prepared and analyzed monthly financial statements, and presided over quarterly Finance Committee meetings with the Board of Directors and CEO to convey the current financial health of the organization overall. - Worked in partnership with the Time-shared External CFO and bookkeeping services to prepare materials for the annual audits. - Drafted and streamlined an innovative matrix of financial policies and accounting procedures, assuring all policies were regularly updated to include current organization processes. - Managed Executive expectations and provided recommendations based on intermittent budget shortfalls.

Los Angeles, Ca, Us

Oversaw the direction and execution of the annual budget in excess of $9M for the UCLA Alumni Association, a 501(c)(3) organization affiliated with UCLA. Funding sources consisting of gift/endowment funds, state funds, agency funds, sales/service funds, and self-supporting funds. - Reversed a million-dollar operating deficit through expenditure reductions, efficient fund utilization/retrieval, salary cost-sharing, and revenue increases via business development program with WME | IMG (William Morris Endeavor). - Monetized programs in concert with WME | IMG leading to increased sponsorship revenue of 28%.- Unified unrelated databases via SQL/VBA/Access/Excel to provide scalable reporting.- Spearheaded the annual external audit and distilled University data for the auditors (Moss Adams).- Served as the principal adviser to over 60 departmental staff and 50+ Support Groups pertaining to University policies, procedures, finance, and guidelines.- Supervised staff providing direction, assistance, professional development, and cross training.- Prepared and presented quarterly consolidated financial statements to the Finance Committee and UCLA Alumni Association Board of Directors.- Collaborated with Program Managers and Project Coordinators to develop financial and operations policies.- Automated internal general ledger system including chart of accounts, accounting periods, close and accounting reports.

Los Angeles, Ca, Us

Served as the lead analyst for the Advancement Services and External Affairs organization, managing expenditures for the organization’s annual $95M budget.- Created a dynamic reporting system for varying UCLA Centennial Campaign budget scenarios, leading to the finalized $125M multi-year Chancellor's budget. - Assisted organization staff with operational and financial inquiries. - Collaborated with Senior Executive Finance Director on review and submission of the organization’s annual $95M budget. - Assisted staff from all six departments with questions regarding completion of their duties.- Established SQL-based reporting to create live working documents for organizational leadership.- Oversaw the maintenance of Alumni Scholarships General Endowment, reconciling decades of untracked scholarship outflows to bring the endowment into financial compliance.

Los Angeles, Ca, Us

Spearheaded the systematic tracking of all Life Sciences division commitments and allocations while monitoring the verification of FY parameters in excess of $9M. - Analyzed market trends and reconciliation for academic salaries and administrative compensation throughout the division.- Assisted with, reviewed, and verified the accuracy of all department’s budget submissions.- Conducted cost-benefit analysis to determine the value and impact of proposed department projects and programs. - Evaluated Life Sciences departments proposals, ensuring regulation compliance between budgetary, personnel, and financial needs. - Forecasted the Life Sciences departments future financial needs, and defended budget recommendations against management.

Los Angeles, Ca, Us

- Temporary position as manager of American Indian Studies - Interdepartmental Program responsible for training incoming Academic Coordinator in all the financial, budgetary and personnel processes- Hire staff and academic personnel in compliance with University and State requirements and enter into the employee database.

Los Angeles, Ca, Us

Managed all matters regarding UCLA Office of Contracts and Grants, Federal Funds, Extramural Fund Management, Accounts Payable, Purchasing, Travel, Insurance and Risk Management, Cashiering & Banking and Tax Services- Coordinated complex budgets for extramural government and private contracts, grants, and gifts.- Provided the Grant Program Director with financial reports and deliverables for grant applications. - Calculated and provided Center Director with frequent projections for Center expenses and international, national and local events and activities.- Prepared and submitted detailed financial reports to UCLA and outside funding sources.

Los Angeles, Ca, Us

• Manage the administrative and fiscal functions of the UCLA Center on Everyday Lives of Families which was funded by an extramural grant with an annual budget of $2 million. Principal duties and responsibilities include budgetary management and analyses, grant administration, event coordination, facilitate hiring and payroll.• Assist the Director in overseeing budget allocations, expenditures, and projections for projects and personnel. Help coordinate and establish policies and procedures for 30+ personnel including faculty, post- doctoral fellows, students, staff.• Draft creation of new budget during grant renewal proposal