Huma K. Email & Phone Number
Who is Huma K.? Overview
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Huma K. is listed as Finance at The California Wellness Foundation, a company with 40 employees, based in Fullerton, California, United States. AeroLeads shows a matched LinkedIn profile for Huma K..
Huma K. previously worked as Accountant at The California Wellness Foundation and Accountant & Office Manager at Access California Services. Huma K. holds Certification, Project Management from California State University, Fullerton.
Email format at The California Wellness Foundation
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About Huma K.
Huma K. is a Finance at The California Wellness Foundation.
Huma K.'s current company
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Huma K. work experience
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Accountant & Office Manager
- Prepare the full cycle month-end and year-end close and consistently analyze financial data and present financial reports in an accurate and timely manner, monitor progress and changes.
- Ensure that effective internal controls are in place to ensure compliance with federal, state and local regulatory laws, and rules for financial and tax reporting.
- Ensure timely and accurate report and invoices deliveries to funders.
- Generate and review trend analysis reports for all assigned grants. Analyze grant expenditures and reconcile to general ledger.
- Monitor spending variances to budgets and assist in budget modifications. Maintain updated projections for all assigned grants.
- Responsible for grant audits and annual audits.
Appraiser Processor & Accounts Officer
- Prepare general accounting entries.
- Prepare month end closing reports.
- Prepare Bank Reconciliation reports.
- Maintenance of Account ledgers, trial balances and balance sheets.
- Establish new forecasting, tracking and management reporting system to improve availability and accuracy of financial data, triggering 15% increase in accuracy.
- Enter appraisal data into the central database.
Customer Service Specialist
- Provide customer service through inbound and/or outbound phone calls, email, chat, letter, fax, mail and sample fulfillment, data entry, surveys, validation of orders, and social media.
- Update reports, assist in the final testing of new surveys and processes, and some data analysis.
- Facilitate, analyze and resolve any customer issues, provide product support and/or investigate questions or follow up to resolve those concerns in an accurate and timely manner to ensure customer retention and loyalty.
- Serve as a company ambassador by delivering a high level of professionalism and quality through the delivery of exceptional customer service and support by utilizing strong verbal and written communication skills and.
- Troubleshoot and solve problem of customer's issues or concerns by providing solutions,recommendations, replacements, gathering of sensitive information, and empathetic approach at all times.
- Complete, maintain, and processes pertinent paperwork and records with a high attention to detail to ensure accurate data is entered in CRM, client systems, and other technology as needed.
Financial Analyst
- Developed annual budgets, monthly forecasts, and long term financial planning.
- Conducted quantitative analysis of financial data to forecast revenue and identified future trends.
- Prepared variance analysis using complex financial models to identify difference in actual and budgeted activity.
- Compiled and reviewed complex data to assess future financial needs of the institute from investment perspective.
- Developed comprehensive reports, abstracts, and charts to be presented to senior management and external regulatory bodies.
- Performed ad-hoc analysis and reporting.
Senior Relationship Manager
- Responsible for monitoring and maintaining reports of service standards - SOD (start of the day) and MSM (monthly service meeting)
- Responsible for assessing and handling customers' banking needs
- Responsible for obtaining and processing customer/account information and selling bank deposit and loan products and services
- Responsible for investigating and resolving customer inquiries and complaints
- Using profiling analysis tools, developed and maintained internal partner relationships to maximize cross-sell opportunities
- Resolved outstanding ORDB (operational risk dash board) issues
Colleagues at The California Wellness Foundation
Other employees you can reach at calwellness.org. View company contacts for 40 employees →
Javier Hernandez
Colleague at The California Wellness FoundationSanta Monica, California, United States, United States
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Marisabel Hernández
Colleague at The California Wellness FoundationUnited States, United States
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Hector Muralles
Colleague at The California Wellness FoundationLos Angeles, California, United States, United States
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Stephanie Gomez
Colleague at The California Wellness FoundationLos Angeles Metropolitan Area, United States
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Amber López
Colleague at The California Wellness FoundationLakewood, California, United States, United States
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Kay Mizushima
Colleague at The California Wellness FoundationLos Angeles Metropolitan Area, United States
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Ellen Pleitez, Cpa
Colleague at The California Wellness FoundationSouth Pasadena, California, United States, United States
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Tina Eshaghpour
Colleague at The California Wellness FoundationSan Francisco, California, United States, United States
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Armen Sarkisian
Colleague at The California Wellness FoundationLos Angeles, California, United States, United States
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Elizabeth Kernan
Colleague at The California Wellness FoundationOmaha Metropolitan Area, United States
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Huma K. education
Certification, Project Management
Master Of Business Administration - Mba, Banking, Corporate, Finance, And Securities Law
Bachelor Of Business Administration - Bba, Banking, Corporate, Finance, And Securities Law
Frequently asked questions about Huma K.
Quick answers generated from the profile data available on this page.
What company does Huma K. work for?
Huma K. works for The California Wellness Foundation.
What is Huma K.'s role at The California Wellness Foundation?
Huma K. is listed as Finance at The California Wellness Foundation.
Where is Huma K. based?
Huma K. is based in Fullerton, California, United States while working with The California Wellness Foundation.
What companies has Huma K. worked for?
Huma K. has worked for The California Wellness Foundation, Access California Services, Ez-Property, Alta Resources, and Nib Bank.
Who are Huma K.'s colleagues at The California Wellness Foundation?
Huma K.'s colleagues at The California Wellness Foundation include Javier Hernandez, Marisabel Hernández, Hector Muralles, Stephanie Gomez, and Amber López.
How can I contact Huma K.?
You can use AeroLeads to view verified contact signals for Huma K. at The California Wellness Foundation, including work email, phone, and LinkedIn data when available.
What schools did Huma K. attend?
Huma K. holds Certification, Project Management from California State University, Fullerton.
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