Heidi Chu Email & Phone Number

San Francisco Bay Area

San Francisco Bay Area

- Oversee a multimillion-dollar financial portfolio of state funding, student tuition, chancellor funding, gift and endowments, and Dean’s tax - Responsible for financial planning of all Dean’s Office funds and Dental Center Operations, which includes preparing the consolidated forecast and plan for the annual budget using PLUS as the subject matter expert- Coordinate and lead annual budget planning meetings for 18 Dean’s Office units, and manage each unit’s budget reports- Perform complex financial modeling and analysis of operational costs, including analysis of the faculty payroll shadow model, department’s KPI analysis, student class size scenario planning, and department payroll- Maintain P&Ls for the various Dental Center cost centers as well as provide guidance to Departments for their clinic financials - Designed and implemented additional departmental reporting requirements to ensure the greatest level of transparency and compliance, particularly in regards to faculty compensation, account code usage, and function code usage- Drove successful rollout of the faculty compensation shadow model, including the roster and schedule for all departments- Participated, provided guidance, and represented Dentistry in campus-wide committees, including development of the Financial Management Dashboard and the General Ledger Verification Advisory Committee

San Francisco Bay Area

- Responsible for financial planning of Dean’s Office gifts, endowments, student scholarships, and post-award management, which includes preparing the consolidated forecast and plan for the annual budget using UPlan and PLUS- Coordinated and lead annual budget planning meetings for 12 Dean’s Office units, and managed each unit’s budget reports- Designed and implemented key reports used by multiple Departments and Dean’s Office units, including clinical profit and loss statements, and Tableau dashboards to track key metrics, including clinic A/R aging, gift and endowment payouts and spending, Dean’s commitments, and clinic production and operational costs- Monitored financial transactions through monthly reporting and ledger verifications, ensured best practices and compliance with university policies, and ensured proper fund management for both the Dean’s Office and Predoctoral Clinics- Collaborated with and assisted School of Dentistry departments, students, faculty, staff, campus central offices, and outside vendors with School functions, inquiries, and issues

San Francisco Bay Area

- Maintained monthly, quarterly, and annual budget and projections for both the Dean’s Office units and Predoctoral Clinics- Prepared revenue and spending trend analysis of moderately complex financial services for the Dean’s Office and clinics- Assisted with developing and implementing business process changes such as the Predoctoral Clinic department recharges and the new Dental Center operation configuration- Completed a variety of ad hoc projects, including preparing reports to help department managers in their operational decisions, utilizing Visual Basic in Excel to develop macro-driven workbooks, and developing models to determine student instrument kit fees

San Francisco Bay Area

- Prepared monthly, quarterly, annual, and ad hoc revenue, expense, and fund allocation transfers in PeopleSoft- Prepared monthly, quarterly, and annual reports to track department financials, including the monthly GL verification- Coordinated and prepared reimbursements for students, staff, and faculty- Prepared purchase orders, invoice payments, and check requests- Completed a variety of ad hoc projects, including preparing reports for the Grants Analyst and Associate Dean of Administration, acting as delegate for students, staff, and faculty for reimbursements and corporate card payments

San Francisco Bay Area

- Prepared federal and multi-state tax returns for high net worth individuals, trusts, partnerships, and corporations- Conducted quarterly and year-end tax strategy planning for high net worth individuals - Performed tax credit studies for large corporations, which consisted of interviewing client personnel, analyzing relative workpapers and returns, and scripting memos- Conducted in-depth state and local tax research for advisory services to multinational corporations- Facilitated the integration and coaching of tax interns and Associate 1s in the tax department and conducted internal trainings as a K-1 subject matter expert

Irvine

- Audited thousands of transactions made by UCI employees by data mining monthly departmental reports using Excel- Collaborated with external departments to facilitate ad hoc and large-scale projects

Irvine

- Utilized FileSite, BNA, and Prosystems to prepare individual, trust, and corporate tax returns- Attended to tax department needs by processing quarterly estimates and vouchers for clients, making phone calls to the FTB and states for notices received on behalf of clients, compiling documents for IRS audits, and creating organization charts for clients - Researched tax issues using CCH and RIA to compile codes, regulations, and rulings for client inquiries

Irvine

- Analyzed, gathered, and organized information from federal and state K-1s to process into the 4D server- Helped prepare work papers, book to tax reconciliations, and organized other components of the federal tax returns, such as the trial balance and balance sheet, for partnership funds

Irvine