Manage a team of accountants, financial analysts, and program coordinators who support the staff and faculty in the College of Nursing and Health Innovation (CONHI).Review and approve monthly financial statements of accounts.Approve travel and expense, invoices, and vouchers to ensure allowability, correct funding, and accounting codes are applied.Assist the College Business Officer with budget meetings to help staff and faculty understand the budget process, transfers, and monthly reporting. Approver of all faculty and staff human resource and payroll forms within the college.Provide training for CONHI staff and faculty on the appropriate process of form submissions.Partner with senior leadership to ensure business operations and policies meet UTA requirements.

Delivering excellent coaching and training that inspires, motivates, and invigorates individuals to pursue their best life. We do this through integrity, compassion, commitment, and engagement with all persons we encounter. Our Lift, Launch, and Lead Program is a comprehensive life coaching journey designed to help clients overcome stagnation, conquer overwhelming behaviors, and make positive life, career, and relationship choices.

Manage and maintain dispatch for an executive transportation company.Provide quotes, create reservations, and maintain schedules.Onboarding and training of all new chauffeurs to driver software.Accounts payable and receivable for all financial transactions.Management of the office to include, vetting chauffeurs, maintaining and updating policies, and marketing.

Execute administrative, operational, and financial oversight including fundraising, networking with community stakeholders, and case management. Identify, prepare, and submit grants to sustain capital, technical, and programming funds. Hire, train, and manage volunteers. Implement client assessment/intake processes and provide client referrals to partnering organizations. Lead employment counseling and job readiness training and individual/family counseling. Plan and host special events. Received sub-awardee grant in 2004 to facilitate the inception/ongoing success of the organization. Implemented Relapse Prevention and Anger Management classes for the Salvation army, serving 40 individuals each week. Host training, seminar, and workshops for the Salvation Army, Cornerstone Assistance Program, Jail Facilities, and more. Integrated job placement programs for homeless clients. Maintained 501c(3) status for 11+ years within multiple states.

Direct financial operations, assist leadership in the management of a $65M budget, and provide administrative leadership for the finance and accounting team. Human Resource: Effectively supervise a team of financial analysts and accountants that support a department of approximately 300 individuals. Performed an in-depth needs and opportunity analysis to determine the culture and training needs of the staff. Provided mentoring for staff that led to employee cross-training and advancement.  Organizational Planning: o Provide strategic review and analysis of pre-and post-awards, including guidance on document submission, regulatory requirements, liaison with current and proposed funders, and submission of annual and final reports. o Create and manage an annual budget for review and approval by university leadership to ensure finances are aligned with department and organizational goals.o Review financial processes and recommended and implemented new systems to improve workflows necessary to maintain operational effectiveness. Financial Planning and Advising: Analyze financial records and perform department audits, collaborate with department leadership for review, and create annual budgets providing guidance and advice for aligning with the organization’s goals. o Manage financial data for faculty productivity and collections including monthly, quarterly, and annual reports.o Manage revenue review process, monitor budget, and fiscal performance, and implement fiscal control processes.o Develop multi-year cash flow projections, identify financial risk, present findings, and make recommendations to leadership.

Direct strategic operational initiatives, manage a $10M budget and provide administrative leadership for the research center. Lead fiscal and resource planning/administration, human resources (HR) functions, policy administration, and program coordination. Assist with the overall vision and expertise to exponentially scale the center from the ground up. Human Resources Leadership: Oversee recruitment, interviewing, hiring, visa management, salary analysis, employee development, and performance. Provided administrative leadership to support staff. Implement training, faculty promotion/tenure, resource allocation, and corrective actions.Management of administrative staff and coordination for educational programming. Operational Initiatives: Assist with strategic planning and leadership of the Center, providing administrative leadership to staff and faculty ensuring annual goals were achieved. Streamlined processes and procedures using Six Sigma Yellow Belt training, created a new order entry process, and new recruitment process.Planned and hosted the first International Brain Symposium held at the University (alongside the Center Chair).Represent the department for all administrative and financial issues at institution-wide meetings. Financial Management: Manage department revenue; maintain financial records, collaborate with department leadership for review and creation of annual budgets providing guidance and advice for alignment with the organization’s goals. Manager of financial analyst and inventory control clerk.Set up internal controls, prepare/analyze financial reports, and ensure successful financial management for the department. Provide strategic review and analysis of pre-and post-awards, including guidance on document submission, regulatory requirements, liaison with current and proposed funders, and submission of annual and final reports.

Assistant to VP of IT Department providing administrative support Heavy calendar management to include arranging varied monthly and bi-weekly meetings, as well as conference call, screening and greeting visitors and callsInitiate and process travel and expense vouchers Collaborate with various hospital staff, construction liaisons and other contractors on projects related to the IT needs and installation of the New Parkland HospitalAttend and record minutes for conference calls and various meetings as neededManage and ordering of office supplies for designated areasInput and update IT equipment needs for New Parkland Hospital into TMS Enterprise system Take the lead to work IT Department Project Managers on various items pertaining to requests for New Parkland HospitalWork with outside vendors to ensure processing of applications, request for proposals, and scheduling requests are answered timely and efficiently.Collaborate with other IT Department administrative staff on joint efforts and project

Managed a $700K operational budget and oversaw Case Managers and staff at the Orange County Transition Center. Coordinated the referral process with the New York Department of Corrections and Community Supervision. Resolved/maintained reentry records required by NYSDCJS contract and operational manuals. Updated the Policy and Procedure Manual every year.⬥ Coordinated community services for all reentry clients and developed a close relationship with the NYS Department of Corrections and other community agencies.⬥ Led bi-weekly case conferences with staff, NY State Parole, and treatment providers to monitor program performance.⬥ Provided outreach for inmates by attending resource fairs and other events within federal and state correctional facilities.⬥ Prepared/submitted grants to secure capital, technical, and program funding.⬥ Identified staff training opportunities and facilitated educational/safety venues for program participants, staff, and the community.⬥ Hosted quarterly and annual event to integrate community stakeholders with clients to facilitate treatment services.

Contributed expertise to the investment of public funds from local and national municipalities alongside the Senior Vice President. Liaison between municipalities and provider banks for all required documents and services. Prepared correspondence, invoices, presentations, and marketing material; ensured settlement of funds for each transaction; and created/sent proposals for prospective clients.

Contributed expertise to the investment of public funds from local and national municipalities alongside the Senior Vice President. Liaison between municipalities and provider banks for all required documents and services. Prepared correspondence, invoices, presentations, and marketing material; ensured settlement of funds for each transaction; and created/sent proposals for prospective clients.

Client liaison with Charles Schwab and other asset custodiansPrepared and reviewed client quarterly reports Opened new accounts and facilitate transfer of assets Assisted office with review of compliance procedures to ensure integrity with SEC and other regulatory agencies

Assistant to senior brokers providing executive assistant supportOpened and maintained accounts for clientsProvided new product information to increase service to clientsAssisted clients with financial planning through development of customized portfolio strategiesBranch Boardroom Leader responsible for establishing programs for staff team building and motivation.Made travel arrangements (domestic and international), processed time and expense reportsHandled personal travel and some personal bankingScreened calls and assisted clients, set up conferences and meetings as requiredProvided customer service to prospective and ongoing clients