Financial Analyst Director

Elisa Black

Phone Number: 510-***-****

Email: ad1ejm@r.postjobfree.com

Experience

University of California, San Francisco 2021- 2023

Financial Analyst (2023-2023)

• Created monthly financial reports through Myreports

• Provided support on ad projects under the supervision of the Financial Director

• Gathered and summarized financial and/ or resource data

Gift Processor (2021-2023) & (2019-2020)

•Provides subject matter support for the Departmental and Development office staff regarding gifts and donations with currently more than 5000 active Regents and Foundation funds in the Advance database including Pace and current use funds, Endowment Funds, Funds functioning as Endowments.

•Responsible for ensuring that donor's intent and UC policies and procedures are followed, that the appropriate funds are credited, and correct type of new fund is created and complex gift handling.

•Performs daily reconciliation ensuring that the batch totals match bank deposits and those in the Accounting system, compare the bank batches to the daily summary reports ensuring that deposits are accurately reflected in bank records, review lock box submittals ensuring that all deposits are true gifts and not misdirected monies, such as patient payments or continuing education payments.

•Monitor and reconcile gifts posted to suspense(unallocated funds) that are waiting for additional signed gift agreement, a conflict of interest form, waiting for the donor to determine where to allocate the funds.

•Ensure all gift documentations, including correspondence from the donors is loaded into the document management system and accurately indexed at the entity level and gift levels.

PG&E 2019-2019

Billing Analyst

•Coded invoices, vouchers, expense reports, check request, etc. with correct codes conforming to standard procedures to ensure proper entry into the financial system.

•Handles vendor correspondence via phone or email

•Attaches the corresponding purchase orders to incoming invoices with all supporting documentation

• Resolves problems associated with processing of invoices and purchase orders

•Prepares batch check runs, wire transfers, and ACH transactions

•Assist with monthly status reports, and monthly closings

Wells Fargo 2018-2019

Receptionist

•Receiving visitors at the front desk by greeting, welcoming, directing and announcing them appropriately

• Answering, screening and forwarding incoming phone calls

•Book meeting room, set up meeting with necessary stationary and equipment

•Organize catering for meeting, sort and distribute incoming mail, prepare outgoing mail for pick-up or courier, organize courier deliveries.

Skills: MS Word, Excel, Power Point, Outlook and Internet Research, CRM, Bearbuy, Reimbursement, Procurement, Customer Service, Clerical/ Administrative, Time Management, Adaptable, Team Player, Effective and articulate interpersonal and written skills, Data Entry, Analytical, Problem solve

Education

Honolulu Community College Honolulu, HI

Liberal Arts

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