Raquel Borges Email & Phone Number

Huntington Beach, Ca, Us

Huntington Beach, California, United States

Pomona, Ca

•Project management and process improvement; administrator for the university's travel and expense program, corporate card program, P-card program and university's financial services and treasury leader for other business related projects and/or process improvement efforts.•Member of the IT Governance Committee to provide insight as it relates to university fiscal responsibility and executive senior leadership perspectives. •Assists and works closely with the CFO in all facets of his position to assist with his performance and responsibilities, assuring timely development, implementation and completion of all departmental projects, processes, policies and reports; often attending meetings on behalf of the CFO. •Directs workflow in the CFO office and throughout the UFST department, including the coordination of objectives and assignments.•Specializes in developing and implementing, or enhancing, processes that contribute to streamlining operations, centralizing processes, while reducing costs.•Manages the sales of the University's real estate parcels.•Provides supervision, training, instruction to staff; manage conflict, and implement corrective action and when necessary, recommends disciplinary action.•Engages with outside consultants on behalf of the CFO to conduct University business, ensuring uninterrupted workflow. Such as, contributing to annual audit process by completing letters of confirmation, spreadsheets, reconciliations, and other requests submitted by the University's external auditors.•Assists CFO and Board Committees (Audit & Finance); draft guidelines and development of processes; prepare and submit subscription agreements, account opening documents, direction letters, prepare wire transfers for rebalancing funds, reallocating funds and capital calls, and any other investment related document, as requested.•Performs other duties and special ad-hoc projects, as needed, assigned or directed.•Maintains the highest level of confidentiality.

Pomona, California

· Work closely with the CFO in all facets of his position to assist with his performance and responsibilities. · Prepare, compose and transcribe correspondence, spreadsheets, expense reports, and agendas. · Scheduling high priority meetings, handling multi-lined calls, overseeing executive calendars, and travel arrangements. · Prepare accounting-based projects, create booklets, as needed, for: financial statements, internal reports, quarterly reports, wire transfers, tax returns, annual budget, certified auditor's confirmation letters, and handle legal invoices. · Take and draft minutes for Board and Committee meetings. · Maintain an extensive filing system, both in-office and out-of-office at Iron Mountain. · Prepare insurance renewal applications for over 10 different insurance policies. · Assist CEO and Finance Committee with all investment manager related items: prepare and submit subscription documents, account opening documents, direction letters, transferring funds for rebalancing, reallocating, capital calls, and any other investment related document, as requested. · Transition Project: Managed the preparation, researching and importation of 70,000 Film Projects into our company's new software system. This saved the organization money by not having to hire external help. · Conducted Unclaimed Property Searches annually, collecting funds from State Controller of California · Ad-hoc projects, such as, weekly import of data from another company's software system into ours. · Prepare Third Party Litigation Class Action Claims, as requested. · Provide back-up assistance, as needed, to the CEO and COO.

Executive Mba

Bachelor Of Business Administration - Bba, Business Administration And Management

Activities and Societies: Cum Laude, Departmental Honors for the College of Business and Public Administration

Lean Six Sigma Green Belt Certification

Business Administration