Prior Duty: As a licensed Agent of New York Life Insurance & Annuity Company I offer a variety of Products that can help you meet a number of insurance and financial needs including but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies.Please contact me to help you analyze your needs and recommend appropriate solutions.

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Project Accounting District 10 North California Region 2008-2013, ReviewedCooperative Agreement set up contributors account, reviewed appropriations, allotments,encumbrances and expenditures performed all aspects of financial billing; andmonitored reports analyzed the appropriateness of expenditures; and account receivablestransactions monitored accounting transactions and the records. Monitored systemreports; and monitored all statutory and legal requirements have been satisfied.Liaison to the Bank of America and set up and monitored Electronic Fund Transfer,performed reimbursements payments for Capital Outlay Project, State Transportation Improvement Projects for about 2500 Caltrans Delivered project. (Collections)

Multi tasks in multi Division, Financial Aid analyst; performed borrower account on defaulted loan program, analyzed payment history and issued invoices / refund as applied. Account payables, reviewed and issued claims schedules, analyzed and calculated Business Expense Claims. Reimbursed fund to the Department of education for Paul Douglas Teachers Scholar ship Programs, account receivables; batching checks, delivered to the Bank, monitored Electronic Bank Records, Post to the General Ledger, reconciled cash accounts. Calculated Commission money market Accounts. Worked with State Treasurer Office on remittance and worked closely with State Controller Office to release (warrants) financial Aid Rosters to the school and collect unclaimed warrant, prepared Plan of Financial Adjustment. Prepared year end closing, Assumed out of class temporary supervisory position at the Account Receivables Unit.

Trainings Certificates and Accomplishments:Certificate of Completion; Training Webinar for California State employees, Departmentof Personnel Administration June 9, 2011Certificate of Completion; Sexual Harassment Prevention Training for California StateManagers and Supervisors, State Personnel Board June 8, 2011Certificate of Completion; Communications Skills, CPS Human Resources Services,September 23, 2009Certificate of Completion; Conflict Management, CPS Human Resources Services,September 24, 2009Certificate of Completion, Legislative Budget Analyst, California Department ofTransportation, October 9, 2008Certificate of Completion; Project Management Fundamentals, California Student AidCommission, October 22, 2007 to January 31, 2008Certificate of Appreciation, California Student Aid Commission, October 9, 2002, October 10, 2003 and November 11, 2004Certificate of completion of Financial Accounting System, California Student AidCommission, June 15, 2003 Certificate of completion of Oracle Accounting System, California Student Aid Commission, May 15, 2002 Certificate of Governmental Fund Accounting, Department of Finance,June 15, 1992Certificate of Function and Process of Control Agencies, Department of Finance, June 5, 1991Certificate of California State Accounting and Reporting System, Department of Finance, June 21, 1991