Chris
Gutierrez
Los
Angeles,
CA
ᴥ
(***)
***- 4086
ᴥ
*******@*****.***
ᴥ
https://www.linkedin.com/in/chgutierrez Well
versed
in
managing
budgets
and
forecasting
with
a
strong
passion
for
financial
detail
and accuracy.
Seeking
new
opportunities
in
the
fields
of
finance
and
accounting.
Strengths
in: Bachelor
of
Science,
Management
Science
2006–2010 University
of
California,
San
Diego
(La
Jolla,
CA)
§ Course
Work:
Financial
Accounting,
Corporate
Finance,
Microeconomics,
Macroeconomics,
Statistics, Business
Forecasting,
Financial
Markets,
Financial
Risk
Management Accounting
Certificate
2010–2013
University
of
California,
Los
Angeles
-
Extension
(Los
Angeles,
CA)
§ Course
Work:
Intermediate
&
Advanced
Accounting,
Auditing:
Financial,
Internal
Auditing,
Federal Income
Taxation,
Management
Accounting,
Ethics AARP,
Pasadena,
CA
2010–2015
Business
Operations
Analyst
(October
2013
–
June
2015)
§ Propelled
the
business
unit
to
meet
the
quarter
and
year- end
forecast
numbers.
Finished
the
year
at
2% under
spend
($1.2M
discretionary
budget). o Oversaw
financial
management
activities
and
reviewed
the
General
Ledger
on
a
weekly
basis, which
allowed
for
early
identification
of
posting
errors
and
variances. o Worked
directly
with
the
accounting
team
to
submit
journal
entries
for
reclasses,
prepaid
expenses, and
accruals.
Efforts
contributed
to
timely
completion
of
month- end
close
tasks. o In
conjunction
with
the
client
services
team,
lead
the
group’s
quarterly
expense
forecasts
in
CA. o Met
with
the
management
to
discuss
the
set
up
of
budget
to
actuals
reports
for
individual
teams. Customized
budget
to
actuals
reports
for
each
team,
which
resulted
in
an
increased
use
of
reports and
quicker
attention
to
variances. o Developed
chart
of
accounts
to
track
various
team
project
and
program
budgets.
Efforts
simplified budget
tracking
for
teams,
which
in
turn
lead
to
timely
delivery
of
accurate
information,
review
of expenses
during
project
and
program
debriefs,
and
timely
completion
of
quarterly
forecasts. o Well
versed
in
Navigator
(ERP),
JD
Edwards,
Oracle
Hyperion
System,
and
Concur
Expense
Systems.
§ Built
relationships
within
my
department
and
across
the
association,
to
have
the
information
and
resources necessary
to
meet
colleague,
partner,
and
vendor
needs
in
a
timely
fashion.
§ Worked
directly
with
procurement
to
identify
and
vet
potential
vendors,
submit
requisitions,
and
oversee purchase
orders.
Ensured
agreements
were
executed
in
compliance
with
terms
and
protocols.
§ Planned,
executed,
and
completed
special
projects
from
the
State
Director.
Project
examples
include: o Roles
&
Responsibilities:
Created
and
implemented
tools
and
templates
to
elicit
feedback
from
staff regarding
their
work
functions.
Developed
a
report
that
ensured
staff
had
a
shared
understanding of
duties
assigned
to
colleagues
in
CA.
Identified
gaps
regarding
structure
and
work
equity.
§ Budgets § Forecasting § GL
Review
§ Month
End
Close
Process § Client
&
Project
Support § Chart
of
Accounts
§ Bilingual
§ Communication
§ Variance
Analysis
§ Organization
§ Project
Management
§ Independence
SUMMARY
EDUCATION
PROFESSIONAL
EXPERIENCE
Chris
Gutierrez
–
*******@*****.***
-
(818)
439- 4086 Sr.
Program
Assistant
(September
2010
–
October
2013)
§ Provided
project
management
support
functions
to
a
myriad
of
advocacy,
education,
outreach,
and volunteer
programs
for
staff,
volunteers,
and
members.
§ Oversaw
logistics
for
programs
with
primary
responsibilities
including
identifying
venues,
managing contracts,
maintaining
vendor
relationships,
scheduling
travel
arrangements,
handling
billing
&
payment, marketing
and
promotion
of
events,
scheduling
catering,
and
renting
A/V
equipment. UCSD,
San
Diego,
CA
2008–2010
Administrative
Assistant/Research
Administration
§ Member
of
the
Office
of
Post
Award
Financial
Services
(OPAFS)
department
at
UCSD
-
assisted
in
the preparation
of
financial
reports
to
agencies,
monthly
billing,
and
check
deposits.
§ Facilitated
the
closing
of
various
grant
funds
through
alignments
and
allocations.
§ Converted
department
fund
files
into
digital
archives
by
scanning
and
indexing
individual
funds,
which allowed
staff
to
instantaneously
pull
any
of
the
4,000+
awards
that
OPAFS
managed.
§ Proficient
with
Microsoft
Word,
Microsoft
Excel,
Microsoft
Outlook,
Microsoft
PowerPoint,
Microsoft Publisher,
and
Social
Media
§ Fluent
in
English
&
Spanish
§ Recognized
by colleagues
across the
association
during
my
4+
years
with
99
awards sent in through
our internal
recognition
program
ADDITIONAL
SKILLS
&
RECOGNITION