Leann Lopez Email and Phone Number
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Experienced Analyst with a demonstrated history of working in the financial services industry. Skilled in Microsoft, Leadership, and Customer Service with a strong business development mindset. A professional with a Master of Science in Organizational Development and Leadership and a Bachelor of Business Administration (BBA) focused in Financial Planning and Services from University of the Incarnate Word.
Maximus
View- Website:
- maximus.com
- Employees:
- 11162
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Sr. ConsultantMaximus Oct 2023 - PresentUnited StatesConsult with Higher Education Institutions on Indirect Cost Rates and Service Centers.- Provide direct financial leadership and support for assessing allocation rates, composition of cost pools and for new allocations.- Work with Group and project finance teams to develop, administer, and implement policies, process improvements, methodologies, and cost allocations.- Prepare the annual incurred cost submission in real-time, reviewing for unallowable costs, and reconciling the submission to the general ledger.- Develop cost impacts for proposed changes to cost accounting practices.- Establish and assures adherence to schedules, work plans, project performance requirements, and deadlines.- Responsible for creating and maintaining very complex MS Excel spreadsheets including; modeling, formulas, pivot tables, etc.- Provide training as needed to other teams within the institution related to government compliance. -
Finance ManagerThe University Of Texas At Austin Aug 2022 - Sep 2023RemoteManages one employee and responsible for over 100 service/recharge centers across campus throughout the year. We provide in-depth knowledge of university, state, and federal policies governing service/recharge centers, core facilities, and pass-throughs including rate development and reviewing transactions to ensure compliance. Including requirements associated with engaging with external entities. Other tasks include reviewing and approving new account and billing format requests, and annual budget submissions for 18-accounts.Led the calculation of The University’s (UT) Facilities & Administrative (F&A) indirect cost rate proposal for FY22-23. My responsibilities included space and equipment validation, identifying rental/lease payments on federal awards, and various cost allocations.Holds responsibility for completing Interdepartmental Eliminations, Schedule of Expenditures of Federal Awards, Net Asset Notes, and other various tasks as needed for the Universities Annual Financial Reporting. -
Senior Financial AnalystThe University Of Texas At Austin Jul 2021 - Aug 2022Provides in-depth knowledge of university, state, and federal policies governing service/recharge centers, core facilities, and pass-throughs including rate development and reviewing transactions to ensure compliance. Including requirements associated with engaging with external entities. Other tasks include reviewing and approving new account and billing format requests, and annual budget submissions for 18-accounts.Co-created and presented training material on Service Center rate proposals. Provides additional support and one-on-one training to department contacts and/or department new hires.Provides monthly balance reviews to Council of University Business Officers (CUBO) members and Service Center contacts, which determines a center’s financial health and helps with determining a plan of action in the case of a surplus or deficit. Results are also shared with department leadership to make strategic decisions. -
Financial AnalystThe University Of Texas At Austin Jul 2017 - Jun 2021My responsibilities include reviewing rate proposals for service centers across campus, creating/updating documentation for areas of responsibility, and providing monthly balance reviews to determine the financial health of all service center accounts. In addition, I assist with budget reviews by analyzing proposed budgets in comparison to historical data. -
AnalystLmi Nov 2015 - Jul 2017San Antonio, TexasI was government contracted to analyze, interpret, and audit client submissions for occupancy rights and proposals with a high level of accuracy. I collaborated with a team to research and resolve discrepancies for a quality control program established to standardize processes for GSA. -
Office AssistantAd-Lite Electric Aug 2015 - Nov 2015My responsibilities included assisting with communications by answering the telephone, checking voicemails, and checking emails. I organized and reorganized files such as invoices and purchase orders, kept track of payments and deadlines (accounts receivables and payables), and reviewed payroll amounts.
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Classroom AssistantEducation Service Center, Region 20 Oct 2013 - May 2015I was responsible for registering potential GED and ESL students through verbal communication, benchmark testing, and data entry. I managed the number of hours each student completed of class time for progress testing. Other responsibilities included filing, organizing, grading, tutoring students, data analysis, inventory, and warehouse work.
Leann Lopez Education Details
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3.3 (3.6 In Major)
Frequently Asked Questions about Leann Lopez
What company does Leann Lopez work for?
Leann Lopez works for Maximus
What is Leann Lopez's role at the current company?
Leann Lopez's current role is Sr. Consultant at Maximus Higher Education Practice.
What is Leann Lopez's email address?
Leann Lopez's email address is le****@****xas.edu
What schools did Leann Lopez attend?
Leann Lopez attended University Of The Incarnate Word, University Of The Incarnate Word.
Who are Leann Lopez's colleagues?
Leann Lopez's colleagues are Edward Parker, Senina Lewis, Bindu Punhani, Rashawn W., Aquila Jones, Alejandra Sandoval, Rebecca Ramirez.
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Leann Laila Lopez
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Leann Lopez
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Leann Lopez, MPA
Unlimited Contracting Officer At Air Force Operational Test & Evaluation CenterAlbuquerque-Santa Fe Metropolitan Area3teamafrl.com, wearependulum.com, radius.com2 (925) 4XXXXXXX
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