As Director of Financial Planning and Analysis, I lead the annual budgeting process across the entire organization, managing a projected revenue of over $47MM. I oversee a high-performing FP&A and Finance team, ensuring alignment with organizational goals. By conducting thorough monthly, quarterly, and annual budget evaluations with senior leadership, VPs, and Board members, I drive informed decision-making and strategic financial planning. I also develop precise financial forecasts, monitor variances, and proactively address funding gaps, enabling the organization to adapt to program shifts seamlessly. My role includes maintaining multiple budget iterations and ensuring they are aligned with actual funding levels. Additionally, I empower the Development team with detailed financial insights, facilitating strong donor and grantor relationships, and I serve as the key authority on budget approvals for both programmatic and administrative expenses.

In my role as Deputy Director of Finance, I guided the Finance team in executing daily accounting and finance operations, directly supporting the VP of Finance and Chief Operating Officer. I introduced a new class and expense account structure that significantly improved financial reporting and alignment with organizational needs. Additionally, I reengineered the entity allocation process to optimize intercompany grant funding, enabling more efficient financial operations across NextGen’s various entities. I also redesigned the grant tracking and reporting process, providing budget managers with a user-friendly tool that enhanced financial visibility and compliance. My responsibilities included delivering detailed financial reports tailored for leadership, Board members, and external stakeholders, which strengthened transparency and decision-making across the organization.

As Finance Manager at NextGen America, I played a pivotal role in shaping the organization’s financial strategy by leading the development of the 2021 and 2022 budgets, totaling $41.7M. I ensured these budgets were aligned with organizational priorities and departmental needs. I was responsible for producing accurate and timely financial forecasts for Directors, Board Members, and external stakeholders, which improved fiscal discipline and transparency. My role also involved standardizing the organization’s reporting package, creating a more streamlined and iterative process. I maintained rigorous control over budget allocations across NextGen’s entities, ensuring funds were appropriately distributed and accounted for. Additionally, I managed bi-weekly payroll operations, ensuring timely and accurate processing, which contributed to improved employee satisfaction and payroll accuracy.

As Budget Manager at NextGen Climate Action, I provided essential support during the annual budgeting process for all departments and related entities. I worked closely with senior management to identify and escalate risks, such as funding gaps, noncompliance issues, and process errors, which resulted in improved financial stability and compliance. I led the independent expenditure reporting process, collaborating with digital media vendors to track ad spend and ensure timely submission of reports to the FEC, thus maintaining compliance with regulatory requirements. Additionally, I prepared complex journal entries and assisted in the monthly close process, contributing to the accuracy and reliability of the organization’s financial records.

During my tenure as a General Ledger Accountant at Seiler LLP, I ensured that all financial transactions were accurately accounted for, playing a crucial role in month-end closing activities and account reconciliations. My responsibilities included analyzing grant reports, Form 990s, and other financial data to ensure compliance with foundational funding requirements. I coordinated workflows between the Family Office and client headquarters, ensuring timely processing and payment of high-stakes transactions. Additionally, I compiled and analyzed financial data to create detailed reports that tracked spending and forecasted future expenditures, providing valuable insights for strategic financial planning.

As a Staff Accountant at Seiler LLP, I managed the accounts payable and receivable functions for two of the firm’s largest clients, with balance sheets totaling over $35B. I was responsible for processing over 300 invoices monthly, ensuring timely and accurate payments. My role included performing monthly account reconciliations for over 45 entities, maintaining comprehensive and accurate financial records. I also managed and reviewed employee expense reports, identifying trends and implementing cost-control measures. In addition to my accounting duties, I provided in-house and on-call services as the client-facing Staff Accountant, spending over 28 hours weekly at client offices to ensure seamless financial operations. My responsibilities extended to organizing approvals and coordinating the timely submission of Form 1099 documents for vendors, ensuring compliance with tax regulations.

• Helped manage the firm's portfolios across a range of investment banking software, including Morningstar Office and iRebal. • Compiled financial data for the firm's day to day operations.• Revised ClearPath's weekly market reports, validated the data presented, and reviewed the information provided to the clients of the firm.• Researched potential clients largely involved in the tech and biotech spaces in the San Francisco Bay Area.• Supplied necessary information to advisors to facilitate clientele connections and ultimately the growth of the firm. • Managed the firm's social media and connections via LinkedIn and Twitter.

• Educate 43 students ranging from ages 5 to 14 in subjects that include math, science, and literature.• Recognize the need of certain students, overcoming language barriers and challenging students to work to their full potential.• Communicate with teachers, parents, and principles, identifying what students need the most assistance with. • Maintain a stimulating yet educational environment that students can look forward to on a daily basis.