Lead financial planning and administrative processes of Division: Oversee $25M in annual revenue and a $6M operating budget; manage multi-million dollar grants, conduct analyses and work within division and across Institution to improve systems. Supervise Development Services team of four. Lead government affairs for Institution: Monitor state and local legislation to identify funding opportunities; develop and maintain relationships with key elected officials and community leaders; represent the Institution on Advisory Boards, at public meetings, and in community groups.

Created and managed processes and systems to improve financial and administrative functions for Division of 30 employees including development, fundraising, membership, advocacy, and communications Managed all financials including budgeting, forecasting, creating multi-year financial models and conducting analyses; development of new system for tracking grants and corporate contractsOversaw hiring, development of job descriptions, position reclassifications and staff planning for Division of union and management employees; worked cross departmentally to ensure consistency in hiring practices

Developed financial resources, reports, and analyses for institutional $50M operating budget; Analyzed and tracked grant, endowment and contributed revenue; Provided training and guidance to program managers and directors on financial software, reports and budgeting protocols.

Created and managed project budgets, job estimates, financial summaries and reports; analyzed financial statements, conducted monthly reconciliations and investigated variances. Compiled research on projects and clients in order to write project proposals, outreach correspondence, and articles for website.

Analyzed data using STATA and develop reports on the “Walkable Urbanism” project; Developed criteria to qualify regions as Walkable Urban Areas (WUPs) including measures of affordability, accessibility, local job availability, social equity, and diversity.

Completed 10-week summer policy analysis project on the economic revitalization of downtown Sacramento, and provided recommendations to the Mayor and staff. Surveyed best practices research on comparable development strategies to maintain affordability and diversity of downtown areas while attracting new businesses and housing developments.

Managed the operations and financing of the “Results for Life,” congressional outreach campaign. Monitored congressional activities related to clinical laboratory industry and tracked any new legislation or regulatory changes with potential impacts. Composed position papers, fact sheets and articles for two monthly publications.