James Weinstock, Mba Email & Phone Number

Irvine, California, United States

Coordinate and implement the logistics, finances, and activities of the $15 Million Conte Center, working closely with Projects and Cores to facilitate operations and meetings.Coordinate and implement the training / educational activities of the Center. These include leveraging existing University resources (e.g., the NIH-funded ICTS) to enable career.

Irvine, California

• Manage the federal contracts and grant post-awards for the 17 Physiology labs as well as in charge of restricted budget creation for the department’s $16,000,000 state and federal funding in addition to overseeing the.
• Coordinate fiscal close duties with staff to ensure accounts are prepared properly for end of fiscal year
• Provide monthly financial projections to faculty to ensure grants are spent appropriately and within policy
• Verify and approve purchases as Fiscal Officer to ensure expenses hit the correct account
• Payroll manager for the department to ensure salaries are hitting appropriate accounts
• Educate the staff on UC operational, fiscal, and other types of policy to ensure compliance

Irvine, California

• Managed the financial administration and reconciliation of the Department of Dermatology accounts (Fiscal Officer) which included monthly financial reporting (variance, profit/loss, payroll analysis) as well as all.
• Supported the Chief Administrative Officer on FP&A of the department’s fourteen-million-dollar budget
• Regularly caught accounts payable and payroll errors during monthly financial reconciliation
• Analyzed financial data and creates ad-hoc reports using Tableau for department executives
• Created charge/cost reports to make pricing adjustments to reduce costs and increased revenues
• Verified and approves purchases as Fiscal Officer to ensure expenses hit the correct account

Irvine, California

• Led a team of four disbursement administrators that calculated payments and filed taxes for class action lawsuits as well as officiated accounts receivable and accounts payable duties
• Managed a record one-hundred-thousand claimant disbursement with zero errors
• Reconciled eight hundred bank accounts monthly to ensure no fraudulent activity
• Carried out the training for incoming disbursement team members to ensure quality of disbursements
• Maintained databases in Microsoft Excel and Access using queries to keep track of claimants in the lawsuits

Irvine, CA

• Prepared the payment calculations and taxes for class action lawsuits and processed the corresponding State and Federal tax returns guaranteeing that all timelines were met
• Maintained a record number of executed disbursements monthly
• Audited all disbursement pre-calculations presented by the project managers to ensure accuracy of projects
• Developed the department’s operation manual to ensure quality training of future team members

Irvine, California

• Orchestrated class action lawsuit cases from inception through monetary disbursement
• Operated Excel, SQL and Microsoft Access to manage databases that calculate monetary disbursements and taxes
• Tracked claimant responses using SQL and Microsoft access databases
• Read, analyzed, and summarized legal court documents
• Corresponded with attorneys and other clients on a daily basis
• Distributed relevant project information to all departments within the company

Master Of Business Administration - Mba

Activities and Societies: Member of Beta Gamma Sigma, The International Business Honor SocietyGraduated top 20% of class

Bachelor Of Arts - Ba, Economics