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 development activities for Center trainees (grant-writing and presentation skills workshops, monthly meetings where trainees present their work, seminars and symposia). Coordinate the call, review and administration of seed grants designed to attract new investigators to the field of developmental vulnerabilities and mental health.

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 student assistants• 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• Provide operational and financial support to the Chief Administrative Officer and Department Chair

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 Academic Affairs and HR duties• 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• Directed and supervised the student administrative assistant in weekly duties and projects• Compiled yearly State of the Department reports with the Chief Administrative Officer and Chair

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