Responsible for providing financial leadership, guidance and oversight of financial operations through strategic decision support, budget management and planning, fiscal stewardship and compliance and data analytics.

Certified Public Accountant offering accounting and bookkeeping services, business consulting, financial statement preparation, income tax planning and tax return preparation for individuals, partnerships, corporations, and not-for-profit entities.

• Provide high-quality contract and grant management in support of faculty and Principal Investigators consistent with University, federal and other relevant regulations and policies, including oversight of compliance and reporting.• Administer and monitor contract and grant awards for 40 faculty and researchers, including compliance with regulations, terms and conditions, and financial management and reporting.• Research policies and develop best practices regarding unit workflow and procedures across campus teams.• Provide analytical and financial support for contract and grant administration and budget development, including management of funds post-award, and close out activities for federal, state, local and private sponsors. • Analyze general ledger data, budget, Principal Investigator generated data, and other information to ensure accounting accuracy throughout each fund’s lifecycle and ensure forecasting and projecting precision for a timely and accurate closeout.

• Provide tax planning services and preparation of tax returns for individuals, partnerships, and corporations.• Audit, review and compile financial statements.

Assist with the overall accounting and financial reporting operations of the College including: generation of complex accounting entries, management of general ledger reconciliation, oversight over accounts receivable, financial reporting and analysis, audit and financial statement preparation; regulatory, GAAP and tax compliance in support of the financial and business service functions of the College.• Perform accounting, analysis, reporting and audit preparation, in areas such as: investments, deferred gift funds, loan funds, plant funds and endowment funds. Assist in researching tax issues and in assuring College tax compliance including preparation of the annual 990 tax return and other regulatory filings.• Assist in the management of the annual audit process, including providing necessary data to auditors.• Oversee the general ledger reconciliation process to ensure accuracy of financial statements.• Ensure the accurate and timely management of accounts receivable aging and reconciliation.• Assist in monthly, year-end and ad-hoc financial reporting and analysis.• Coordinate monthly and year-end closings.• Document procedures & internal controls to ensure compliance with regulatory and College guidelines related to accounting transactions.• Assist in developing policies related to fiscal management as needed, and train personnel on policies and procedures.• Establish and maintain financial systems and controls which verify the integrity of all systems, processes and data.• Influence and manage positive and effective cross-functional relationships with co-workers, Dept and Program Managers, vendors and students within a diverse multi-cultural environment.• Perform other projects/duties as needed.

• Serve as Salesforce.com and FundEZ system administrator; partner with developers to integrate database functionality with day-to-day office work.• Reconcile Salesforce.com and FundEZ weekly and at month-end to verify data alignment.• Supervise Accounting Assistant and Data Entry Consultant. Provide leadership to Administrative Assistant.• Manage program budgets for OSF’s network of fifty public schools, and provide monthly financial activity, budget, donor, and contact reports to schools.• Build capacity of school leadership (principals and administrative staff) around financial management via formal training and one-on-one coaching.• Project-manage OSF relationship with seven schools.• Craft and enforce organization-wide finance and administration policy and update operations manual with policy changes.• Create organization-wide procedure manual and reference binder of tools and forms.• Participate in cross-functional team to devise strategies for fund development, with a focus on fiscal accountability and donor stewardship. • Represent Finance and Administration department in meetings with internal and external client and stakeholders (with Director of Finance and Administration and in Director’s absence).

· Provide day-to-day bookkeeping for OSF and its network of forty Oakland public schools. · Conduct extensive pre-audit of electronic and paper files, and prepare documents and reports for annual audit. · Administer OSF's database/project management application. · Draft and enforce organization-wide finance and administration policy. · Build capacity of school leadership (principals and administrative staff) around financial management via formal training and one-on-one coaching. · Project-manage OSF relationship with seven schools. · Provide leadership for Administrative Assistant and Data Entry Consultant, and represent Finance and Administration department in meetings with clients (with Director of Finance and Administration and in Director's absence). · Participate in cross-functional team to devise strategies for fund development, with a focus on fiscal accountability and donor stewardship.

• Provided general support to office staff, including answering phones, making photocopies, maintaining RSVPs for events, providing on-site logistical support for events, and ordering and distributing supplies.• Entered donor/contact data into Salesforce.com and provided tax-deductible thank you letters to donors.• Performed accounts receivable and accounts payable functions.