Edgar Gutierrez Email & Phone Number

Riverside, Ca, Us

Utilized advanced professional skills to collaborate with division’s Financial and Administrative Officer (FAO), Chair, Resident Program Director, and various team members to develop multi-year budget forecasts for various departments such as the Psychiatry GME Residency program which incorporated diverse financial scenarios, revenue projections, and cost analyses.Worked closely with department heads and division’s clinical providers to evaluate financial activities and identify significant budgetary issues while providing recommendation for optimizing financial and resource outcomes.Established and maintained profit and loss statements, pro-formas, and other ad-hoc reports for division’s clinical providers to assist them in optimizing their medical operations which incorporated data from the school’s general ledger as well as clinic-related metrics such as wRVUs, patient volume, payor mix, cpt codes, and more.Reviewed and processed various financial and business functions for the division’s departments such as PANs, NCTs, BEAs, and SCTs to facilitate corrections and modifications as needed.Independently developed and created monthly financial reports to maintain reliable budgets, keep track of department spending as well as any on-going business projects, and for forecasting future expenses.Assisted in the facilitation and negotiation of various professional service agreements with outside affiliate organizations for the division’s clinical practice and residency program while ensuring that the negotiated rates are within healthy parameters to prevent financial losses.

Conducted comprehensive financial analysis, reporting, reconciliation, and auditing tasks, including datainput, reconciliation, and support for financial projections and funding reviews.Responsible for performing various financial tasks with the purpose being to manage transactions, ensurecompliance, and address any discrepancies to support effective resource allocation and financialoperations.Assisted in the financial management of a $15 million multi-year state grant used for the expansion ofthe Neuroscience Psychiatry program.

Responsible for independently maintaining SOM commitment database, implementing disbursementschedule, and facilitating timely fund transfersManaged the ledger reconciliation process for all departments of the SOM across multiple divisions while ensuring compliance with UCR and general fund accounting principlesAssisted in various resource analysis projects such as the reconciliation of different financial aidaccounts to ensure the timely process of any disbursed scholarship awards as well as ensuring that all staff/faculty salary budgets are up to date across the schoolTrained new staff and constituents on SOM/UCR policy and procedures while also assessing reports for flaws and/or omissions in order to ensure reported data is consistent with the general ledger and reliablefor immediate decisions.

Performed ad hoc analysis and analyzed complex data sets in order to identify and resolve any financial discrepancies.Responsible for independently assessing and analyzing operating budgets and subsequently processing the necessary payroll and non-payroll costing adjustments, upon approval from the respective unit manager.Assisted in the financial management of a $15 million multi-year state grant used for the expansion of the Neuroscience Psychiatry program.Independently developed and created monthly financial reports to maintain reliable budgets, keep track of department spending as well as any on-going business projects, and for forecasting future expenses.Corrected general ledger accounts by completing 2,000+ rows of non-cost transfer data to reconcile budgets for closing fiscal year.Processed the web recharge billing assessments of medical provider revenue accounts in order to disburse funds into agreed upon accounts. Managed and regularly updated a faculty development fund in the amount of over $200K that is utilized by departments and medical providers across the School of Medicine.

Riverside, California, United States

Processed application fee revenue and other deposits into the university’s cash collection system as needed.Extracted data from various applications and then utilized Excel to generate reports and gain meaningful information.Assisted with the workflow and productivity in different areas such as purchasing, entertainment, web recharge billing, and other transactions. Coordinated with the university’s departments and clients to research and resolve any payment/financial issues.

Riverside, California, United States

Efficiently processed large amounts of vendor invoices on a daily basis in a timely and professional manner. Verified details of transactions, such as funds available and account balances.Assisted in the reconciliation of general ledger accounts.Set up new vendors and assisted in the maintenance of the university’s vendor system.Created and maintained Excel logs to keep track of outstanding vouchers and any payment issues.

Riverside, California

Provided general support to staff and other surrounding departments as needed.Experience with data entry tasks involving invoices, purchase orders, void checks, and the distribution of large funds among different university departments. Scanning of various forms of documents such as Void Checks as well as Vendor Check Copies and their backups. Organized and managed the online database for Vendor Check Copies and various tax forms.

Moreno Valley, California

Assisted in the set up and coordination of public events.Collected, summarized, and analyzed information so that it may be logged.Prepared and filed/scanned various public/confidential documents.Monitored phones for several departments and provided any requested information in a polite and professional manner.Entered various forms of data into logs that required focus and precision.