QUALIFICATIONS / ESSENTIAL SKILLS

. BBA & MBA in Finance with Audit and Financial, Managerial, Intermediate,

Cost, Not-For-Profit, & Governmental Accounting courses.

. Life-long learner willing & able to take on complex problems & ever

increasing knowledge to achieve results.

. Leadership & professional experience in finance, accounting, & project

management.

. Strong initiation & objective communication skills that have achieved

results & created improvement for organizations, including a major campus

center renovation & campus wide internet bandwidth increase project.

. Organized, able to multi-task, quickly learn & apply knowledge, be

coachable, diligent worker, who values integrity & quality of work above

all.

. Responsible individual contributor who prioritizes creating value for the

team & the client's objective results.

. Desire to travel, be challenged & grow personally & professionally,

achieve the CFA, collaborate with interesting people, & help clients

create value.

EDUCATION

Masters in Business Administration in Finance (M.B.A.) Riverside, CA

La Sierra University September 2010 - September 2012

. GPA: 3.98 / 4.00 (Who's Who of American Colleges & Universities Award -

2012)

Bachelor of Business Administration with emphasis in Finance (B.B.A.)

Angwin, CA

Pacific Union College September 2006 - June 2010

- PUC-SIFE Vice President of Operations / Projects Director (2008-

2010)

- PUC-SA Student Senator/Quasi Senator (2007-2009)

- Film Club President (2007-2008)

California Real Estate Broker Courses Laguna Hills, CA

Allied Schools June 2006 - June 2010

. Passed Courses: RE Principles, RE Practice, RE Escrow, RE Economics, RE

Finance, RE Appraisal,

RE Property Management, & Legal Aspects of Real Estate.

. Held California Real Estate Salesperson License October 2007 - September

2011.

California Life, Accident, & Health Insurance

Kaplan Financial July 2012 - August 2012

. Currently holds California Accident & Health Agent & Life-Only Agent

Insurance License #0I02049.

WORK & LEADERSHIP EXPERIENCE

Training Associate Corona, CA

World Financial Group (Transamerica Financial Advisors) July 2012 -

January 2013

. Building a book of business & helping individuals & families save money &

make more money.

. Training to provide clients with financial planning & education in

personal finance.

. Licensed & active Life & Health/Accidental Insurance Agent.

SA Financial Vice President Angwin, CA/USA

Pacific Union College- Student Association April 2010- June 2010

. Developed 12 departmental budgets using zero-based budgeting for asset

creation ($320K).

. Managed all bank accounts (funds) & transactions including purchasing,

check writing, & ATM charges ($500K).

. Maintained & communicated current & future financial operations:

o Produced monthly P&L statement, budget v. actual (variance analysis),

balance sheet to PUC Admin & Senate.

o Improved accounting system controls, recordkeeping procedures, &

office upkeep for eliminating waste.

o Managed accounting transactions:

. Accounts Payable/Receivable, General Journal, General

Ledger, Accounting System Design & Management, Bank

Reconciliations, Budget Analysis, Decision Support,

Purchasing, payroll management, & records management.

o Voting member of the Pacific Union College Endowment Advisory

Committee ($22M)

o Developed, Campaigned, & wrote policy for major campus projects with

Admin (PUC VPs & President):

. Initiated Campus Center Renovation ($250K+) (Published in

ViewPoint - Winter 2011 p. 6-13) - Personally presented

to PUC Board of Trustees committee the project's concept &

funding.

. Campus-wide Bandwidth Increase Project (45MBPS to 500MBPS-

$100K+)

. Wrote Senate Bills ($67.5 K+) (Passed 15+) Quasi-Senator

(2007-2009), Sen./FVP (Spr. 2009-10)

. Consulted on Cafeteria Renovation planning committee with

Architect/Design Firm/ PUC VPs.

Student Financial Analyst (Financial Planning & Analysis Team Project)

Angwin, CA/USA

Pacific Union College - Napa County Airport, PUC Finance Course (FIN 463)

January 2010 - March 2010

. Provided the opportunity to do a 20-year prospectus (budget forecast) for

the Napa County Airport ($3.9M Fund).

. Conducted research & analysis of operations, budget revenues & expenses,

risks, consulted management,

discussed management's growth objectives, & collected private airport

industry data specific to operations.

. Produced three financial models for operational management with

assumptions for risk (forecasting/planning).

. Presented via PowerPoint findings, generated proforma, & assumptions

report to management.

Finance Director Angwin, CA/USA

Pacific Union College - Film Department September 2008 - June 2009

. Developed & led annual capital budget with department chair, faculty, &

staff ($20K).

. Managed QuickBooks-based accounting system, ran credit reconciliations, &

maintained records system.

Finance Director & Assistant Editor Angwin, CA/USA

Pacific Union College - Film Department / PUC-SA Video Yearbook

September 2008 - June 2009

. Procured equipment funding $5K from Student Senate.

. Developed the annual budget to reflect in-house production ($7K).

. Assisted in video production, editing, & product manufacturing (1,200

copies produced manually).

Summer Accounting Intern Redlands, CA/USA

E. Eugene Platt & Associates, CPAs June 2008 - September 2008

. Provided excellent accounting services: Bank reconciliations, G/L, G/J

for 13 clients (QuickBooks Accountant).

. Digitized client data into an online database, filed, scanned, made

copies, & ran errands (LaCerte).

. Produced loan amortization schedules & helped with individual tax

analysis (Excel).

Senior Class Treasurer Redlands, CA/USA

Redlands Adventist Academy - Senior Class August 2005 - June 2006

. Managed all cash transactions & recordkeeping.

. Helped run fundraising drives sales.

L.L.U.M.C. Volunteer - P.A.T.S. Redlands, CA/USA

Loma Linda University Medical Center - Pre Admissions Testing Services

March 2003 - August 2005

. Attended Volunteer Orientation (HIPAA).

. Escorted & directed patients to necessary departments, transported

specimens to lab, & created patient charts.

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