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SUMMARY OF QUALIFICATIONS

*Versatile finance and administrative professional with over 10 years experience


managing accounting functions in higher education, non-profit, and construction
sectors; including 5 years in the State of Florida University System.
*Expertise in the administration of federal, state & private foundation funding
including: budget formulation, reporting, accounting, compliance, policy interpr
etation and audits.
*Technical knowledge of data management and tracking systems including: installa
tion of fund accounting software packages and training of users; custom design o
f database system in Microsoft Access for construction job costing.
*Strong analytical and organizational skills with meticulous attention to detail
.
*Proven track record of managing multiple entities with a high volume of activit
y and implementing changes that increased departmental efficiency.
*Effective written, verbal, and interpersonal skills with ability to cultivate a
nd manage productive client relationships and use tact and good judgment in reso
lving work challenges.
*Professional development in fundraising through cultivation of relationships wi
th donors, identification of funding opportunities, and submission of research g
rant proposals.
*Additional experience in the areas of facilities and operations support, meetin
g and event planning, development, special project coordination, and academic ad
vising.
PROFESSIONAL EXPERIENCE
University of Central Florida, Orlando, Florida
College of Medicine
Coordinator (Temporary Assignment) May, 2009 - May, 2010
*Financial and Administrative Management: Maintained fiscal responsibility for s
pecial projects including basic accounting and PeopleSoft functions and preparat
ion of budgets and forecasts. Prepared purchase requisitions, travel reimburseme
nt requests, and interfaced with Finance Department to ensure accurate budget re
cords. Acted as Executive Assistant to Health Science Campus Operations Director
. Coordinated meetings and site tours and maintained calendar and communications
.
*Facilities and Operations Support: Administered University Towers Expansion and
renovation project ($55k) to create additional space for new faculty and staff.
Prepared listing and valuation of 6th floor inventory. Coordinated receiving, m
oving, and storing of furniture and equipment. Addressed calls related to buildi
ng issues and prepared work orders for building property manager. Assembled and
coordinated emergency evacuation team. Assisted with selection and purchase of m
edical related art work and visual displays. Assisted with set-up for events. Ha
ndled arrangements for Dean's in-house luncheon with students following White Co
at Ceremony.
*Special Projects Coordination: Facilitated set-up of temporary Anatomy Lab for
first year medical students. Initiated communications with the College of Health
and Public Affairs, Environmental Health & Safety, and Physical plant in all ma
tters related to scheduling and maintaining space in HPA1. Arranged logistics wi
th campus parking and transportation services; reserved parking for visiting fac
ulty, negotiated contract and schedule for COM dedicated shuttle service. Reduce
d original cost estimate of shuttle by 50%. Arranged purchase, delivery, set-up
of dissection tables, cadavers, and lab equipment. Coordinated set-up and testin
g of IT support.
UCF Center for Lifestyle Medicine
Coordinator Administrative Services January, 2008 - May, 2009
*Financial and Administrative Management: Coordinated all scheduling and communi
cations for the Chairman and Director of Research. Maintained fiscal responsibil
ity, operating budgets, personnel & payroll.
*Marketing & Fundraising: Assisted in fundraising campaigns for medical research
and endowed professorships resulting in pledges of $250,000. Planned and hosted
luncheons meetings and tours for prospective partners and donors throughout the
Central Florida philanthropic community. Helped develop and produce promotional
materials. Updated the Center website. Assisted with securing funding through s
ponsored research grants.
* Contracts and Grants Administration: Prepared and submitted grant proposals, i
ncluding budget formulation, negotiation of contracts and compliance.
*Advising: Assisted in the preparation of class syllabi, course packs, and exams
. Responded to inquiries from prospective and first year students in the MS Heal
th Sciences: Clinical & Lifestyle Sciences program. Advised displaced students w
hen academic program was suspended. Coordinated transition of continuing student
s to Department of Health Professions.
*Research: Provided administrative support for clinical research studies. Assist
ed in publication of academic papers and abstracts.
UCF Facilities Planning and Construction
Accounting Coordinator 1999 - 2001
*Designed construction cost tracking system in Microsoft Access for project mana
gers which significantly improved budget compliance.
*Worked with accounting staff to administer Public Education Capital Outlay fund
s for all major construction projects and set up procedures to reconcile departm
ent ledgers with the university accounting system.
*Trained staff accountant and student interns.
Anne Arundel County Employees Federal Credit Union, Millersville, Maryland
Chief Financial Officer 1996 -1997
*Compiled and produced financial information for monthly Board of Directors meet
ing, including member service use, investment performance and loan activity.
*Implemented operational changes and internal controls to meet requirements of t
he Supervisory committee audit and NCUA (Federal compliance agency) audit.
*Established procedures for daily balancing and reconciliation of ATM machines a
nd MOST network.
*Recommended and implemented changes to the recording of member transactions in
order to simplify daily balancing of general ledger and cash accounts.
Baltimore Metropolitan Council, Baltimore, Maryland
Accounting Manager 1993 -1996
*Administered federal, state and private foundation funding for transportation,
economic development and map software applications in the Baltimore metropolitan
area.
*Prepared and presented financial reports to the management team.
*Assisted in the development of $4 million annual budget for Board approval.
*Developed internal controls, which contributed to agency's first "clean" audit.
*Selected and implemented fund accounting software package, improving job costin
g and tracking of federal grant requirements.
*Trained accounting staff on new system.
*Managed cash flow and short term investments.
University of South Florida, Facilities Planning & Construction, Tampa, Florida
Accounting Coordinator 1992 -1993
*Administered Public Education Capital Outlay funds for all major construction p
rojects and minor renovations on five branch campuses totaling approximately $86
million. Prepared financial reports for Vice President and Board of Regents.
*Acted as key advisor to the Director on all financial matters, including budget
forecasts and contingency plans.
*Developed and implemented accounting policies and procedures in compliance with
state regulations.
*Evaluated existing accounting system and implemented changes providing costs tr
acking system for project managers through local area network, improving budget
compliance.
*Coordinated budgeting and purchasing matters with the University community incl
uding Finance & Accounting, Purchasing, Physical Plant and all academic departme
nts.
*Supervised Senior Computer Support Specialists
Knickerbocker & Associates Real Estate Investment Corporation, Lomita, Californi
a
Controller 1990 -1992
*Automated company's accounting system, significantly improving accounting contr
ols, cash management and profit/loss projections.
*Trained users on new accounting system within four months of the conversion.
*Projected and managed cash flow and prepared operating budgets and financial st
atements for multiple entities.
*Provided account service to investors, maintained investor capital accounts and
assisted in writing private placement memorandum.
*Managed loam portfolios, escrows and foreclosures.
*Reviewed partnerships and corporate tax returns and ensured proper filing of al
l tax reports including state and federal.
*Supervised project accountants and accounting clerks.
Partnership Controller 1989 -1990
*Prepared monthly financial statements, cash flow projections, accounts payable,
accounts receivable, bank reconciliations and lender loan draws for 15 partners
hips.
Professional Media Services, La Jolla, California
Media Developer 1987 -1989
*Sold national advertising in numerous consumer and trade publications for 13 we
stern states.
*Delivered team and solo conference room presentations to major ad agencies on w
est coast. Consistently exceeded sales quotas.
PCL Construction Services, Irvine California
Project Accountant 1986 -1987
*Coordinated accounting functions for the largest and most demanding constructio
n projects. Worked directly with owners, lenders, auditors, project managers, su
perintendents and subcontractors.
*Administered subcontracts, purchase orders, insurance, bonds and lien releases.

EDUCATION
*Bachelor of Science, Business Administration - Finance
California Polytechnic University, San Luis Obispo, California 1986.
*Advanced Accounting Courses, 15 units (to meet Maryland State CPA requirements)
Anne Arundel Community College, Annapolis, MD 1996.
*Certificate in Proposal Writing
Rollins College Philanthropy & Nonprofit Leadership Center 2007.
*Volunteer Grant Proposal Writer, BETA Center, Orlando, FL 2007.

TECHNOLOGY
*Proficient in computer applications including Microsoft Access database managem
ent, Word, Excel, PowerPoint, Publisher, Adobe, SharePoint, GroupWise, UCF Peopl
eSoft and F & A applications, and fund accounting systems.