▪ Extract, analyze, and prepare data from the University’s Financial Systems and Reporting systems to create and update reports for financial analysis regarding RVUs, revenues, expenses, account balances, variance reporting.▪ Assist Divisions and Core Administration on financial and budgetary preparation and oversight.▪ Provide information needed in high-level decision-making processes and strategic planning initiatives.▪ Serve in the annual operating and payroll budgeting process for timely and accurate completion of departmental operational budgets. Continuously monitor actuals versus budget expenditures to identify problematic trends for further analysis. ▪ Provide key support to the Business Plan process for assigned divisions, which includes working closely with divisional management and review business plan drafts for submission.▪ Work closely with the Faculty Practice Organization to ensure timely approval of submitted plans.▪ Provide succinct information and data presentation for appropriate levels within CUIMC.• Assist with overseeing and streamlining an incentive-based compensation plan for providers within the Department of Medicine, designed to enhance productivity and drive increased revenue by aligning performance with departmental goals.▪ Develop excel templates to automate numerous processes and reduce the amount of time spent on generating such reports and processes to improve overall productivity of Finance Operations.

▪ Assist in the Monthly, Quarterly, and Year-End Accounting, Financial Reporting, and Budgeting Process which includes: Variance Analysis, Reconciliation of Accounts, Bank Reconciliation and assemble reconciliation of Budget information.▪ Assist in implementing provider performance reporting that gives the faculty better insight into their quarterly financial performance.▪ Extract, analyze, and prepare data from the University’s Financial Systems and Reporting systems to create and update reports for financial analysis regarding RVUs, revenues, expenses, account balances, variance reporting.▪ Process reimbursements and invoices to maintain content relationships with vendors and employees.▪ Prepare accurate, adequately supported and adjusting journal entries and provide support to ensure an accurate general ledger.▪ Serve in the annual operating and payroll budgeting process for timely and accurate completion of departmental operational budgets.▪ Trained junior staff on all processes, guidelines, with the goal to improve the overall productivity of all finance operations conducted within the Department.

▪ Served as the sole point of contact for all procurement items within the Department.▪ Processed reimbursements and invoices to maintain content relationships with vendors and employees.▪ Prepared monthly, quarterly, and annual reports, including preparing and executing journal entries and verifying the accuracy of the entries.▪ Provided recommendations designed to help facilities reduce their healthcare delivery costs▪ Made recommendations about cost allocations based on guidelines of various projects and endowments.▪ Communicated findings and recommendations to various high-level management such as Department Administrators, CFO's, and Dean's Office.

• Processed, troubleshoot, and reconciled processes, including trades, corporate actions, cash expenses, derivatives, redemptions, and reimbursements across multiple accounting and custody platforms.• Prepared reports, researched data and performed a wide array of accounting transactions for mutual funds containing domestic and foreign equities, fixed income, and derivatives securities.• Participated on an oversight team, reviewing monthly fund accounting postings to ensure accuracy with trial balances and general ledgers. Summarized audit findings and presented them to senior management.• Generated and reviewed standard reports daily, weekly, monthly, quarterly, and annually for clients, auditors, and bank management. Ensured compliance with internal and client processes.• Reconciled numerous bank statements in various currencies tracking errors and eliminating overdraft charges for the funds.• Assured mutual funds' adherence to the guidelines set forth in the prospectus and compliance with SEC and other governing bodies.• Cultivated excellent long-term relationships with clients, maintaining ongoing communication and facilitating solutions to address concerns.

•Perform risk assessments for new clientele, including review and analysis of accounts for AML, financial viability, reputational risk, bankruptcy, and criminal records.•Act as direct liaison between internal groups including legal, audit and risk to ensure consistent understanding and application of regulatory requirements including the Bank Secrecy Act, Office of Foreign Assets Control Sanctions, and the USA PATRIOT Act.•Participated in the advocacy of a strong control environment; e.g. Existence of formal support for “check the box” activities or resolutions to discrepancies between teller transactions and reporting, accurate and timely reporting of SARs and CTRs, access controls over safety deposit boxes, and oversight of physical check procedures.•Monitor team members on identifying sales opportunities and referring customers to appropriate store employees or internal business partners to achieve both store and individual sales revenue goals. •Manage relationships with high net worth clients resolving complex, time-sensitive or recurring issues.•Recruit, interviewed, trained, and created conferences; Evaluate tellers in accordance with HR guidelines.

•Work closely with cross-divisional constituents to prepare and finalize the accuracy of daily and monthly financial reporting metrics; Assist with decisive actions with respect to the organization’s budget and outlook.•Full ownership over month-end close process, including balance sheet substantiation and identification, escalation and validation of noteworthy items.•Resolve formally approved and reviewed account discrepancies by posting journal entries to numerous Balance Sheet and Income Statement accounts (e.g., Cash & Cash Equivalents, Accounts Receivable/Payable, and Various Expenses).•Strive to maintain and improve standards for executing complex and extensive financial management tasks within targeted timeframes; Helped implement project management tools that increased overall efficiency of procedures.

• Coordinated and supervised the photography for a variety of events and special occasions.• Managed specified requests to edit, design, and enhance pictures to exceed customer needs.

• Gathered requirements and information from Managers, Technical Team and Business Users; experience with V-Lookups, Pivot Tables, using Microsoft Excel to prepare information used in team meetings, research, and analysis. • Compiled quarterly revenue reports and insights while developing dashboards with key performance indicators to drive incremental revenue.• Communicated data findings of financial reports, cost analysis, and revenue through financial presentations at management meetings with executive management, C-team, and SVP’s.• Assisted with recommendations from Asset Management team to improve operations through financial analysis of reports, which ultimately was communicated to front office.

• Prepared and sold a variety of customized merchandise to commercial accounts.• Resolved concerns with orders and took accountability to maintain good customer relations.• Processed cash and point of sale transactions and balanced sales receipts. • Ensured attention to detail and exceptional client service to drive store business.• Handled phone call inquiries and generated sales through demonstrated product knowledge of merchandise.