Trinity Eyre-Day Email & Phone Number

• Oversee the quarterly and annual financial reporting for 501(c) (3) organization with annual revenues of $310+ million that receives more than 80% of federal funding and has foreign subsidiaries. Functions include managing fiscal year end and finalizing various annual overhead rates in the system. • Supervise the regulatory reporting process for the entity, inclusive of state and federal tax returns, benefit plan filings, Secretary of State and Attorney General Registrations, various Census and mandatory government reporting such as disclosure updates and the annual submission of the incurred cost claim.• Coordinate with actuaries, various external, government and agency auditors and tax return preparers on behalf of the institution and the Senior Vice President and Chief Financial Officer. Interact with Administrative Contracting Officer on provisional and final billing rates and CAS settlements.• Aid in collapsing the plan documents of eight non-audited benefit plans with multiple plan year ends to one wrap plan with a single plan year end. Implement the Uniform Prudent Management of Institutional Funds Act with 60+ years of endowment history. Research and aid in coordinating the exemption from annual property taxes in excess of $1.3 million. • Recipient of two RAND’s Silver Medal Awards during tenure. A medal award, an annual distinction reserved to approximately 34 of 2,000+ employees, recognizes important contributions to RAND. • Company representative of the Federally Funded Research and Development Center (FFRDC) Audit group. • Recipient of one of five scholarship awards to participate in the Premiere Partnership MBA program with Brandman University, a member of the Chapman University System. • Knowledgeable of Federal Acquisition Regulations, Cost Accounting Standards, Uniform Guidance/Single Audit Act, Generally Accepted Accounting Principles.

• Oversee the financial reporting, month-end close, and budget process for over 50 locations, including the Company’s largest profit center and various ancillary divisions. Regulate and enhance key processes. Monitor customer qualifications, credit card authorizations, and collection of receivables reducing bad debt write-offs by 95% from the prior year.• Automate the payables process reducing late fees and ensuring proper accruals to provide better estimates of expenses and cash flows. Restructure the Information Technology’s application table to promote controls over spending. Supervise the purchasing, payables, payroll and facility management functions for area with annual revenue exceeding $ 250 million. Establish and maintain relationships with vendors, dealerships, body shops, and insurance companies. • Forecast and conduct detailed cost benefit analysis for locations and fleet purchases to determine the terms needed to be profitable. Restructure process and refocus employees on the importance of rate, resulting in triple the profit margin from prior years.• Ensure corporate policies are known and exercised by employees to minimize liability and risk. Analyze and implement changes to policy to meet the needs of operations and maintain effective internal controls.• Oversee annual site audits of locations. Enhance training program and hold personnel accountable, resulting in a 90% audit pass rate over the past years versus a 3% pass rate when joined Hertz.

• Perform contract reviews and audits of third party administrators. Conduct site visits and analyze the operations of the Company’s broker-dealer network. Supervise various operational, financial and system audits and reviews; provide management with feedback and implement recommendations to strengthen control weaknesses to ensure compliance with Sarbanes Oxley.• Address system errors within the Company’s pricing tables. Part of team to initiate action plan and resolve issues. Project resulted in annual savings of $150K.• Assist in the Quality Assurance function of the $25 million policy administration replacement project, acting as a liaison between operations and information technology.• Assist with the external audit function; coordinate with the Legal department and act as a liaison for audits of regulatory agencies. Perform special projects, including gathering forensic evidence and analyzing business processes to compile financial statements to reflect the activities of a $53 million-dollar multi-company partnership. Aid Corporate Tax Director in supporting million dollar tax credits and avoided litigation from the partnership’s creditors.• Participate in data mapping and transfer of data pertaining to a block of business with annual revenues of $10+ billion. • Evaluate 1099 tax reporting and recognize need to streamline process; aid with implementation of new system resulting in annual savings of $200K.

Worked primarily in not for profit sector with Tracey Hensley (remarkable partner who is very sharp) out of the Downtown LA office. Also did some manufacturing work in "off season." Had clients like Azuza Pacific University, Shoah Foundation, CSU, Boy Scouts, Westmont College, Marymount College, LA County, John Wayne Cancer Institute, Internat'l Medical Corps, Santa Monica City College, KCRW, HUD, Turbodyne, DCH Group

Master Of Business Administration (M.B.A.), Finance

I was chosen by RAND to participate in Brandman's MBA program on the Westside and was awarded 1 of 5 Premier Partner Scholarships.

Business Of Arts, Business Economics With An Emphasis In Accounting

Education record

Valedictorian