KELLY TUCKER, MBA

Cell: 619-***-**** l ad2jg5@r.postjobfree.com I Lakeside, CA

Professional Profile

More than 20 years of accounting, fund management, financial analysis including 10 years of project management experience. Developed and implemented critical new business processes, procedures and systems in diverse organizational cultures. Known for having strong organization, budgeting, analytical skills, multi-tasking, problem-solving and decision-making abilities that will be beneficial to any organization.

Key Strengths/Attributes

Fund Accounting

Contract Management

Cost and Accural Accounting

Cash Flow Management

Annual Budget Process

Financial Reporting & Analysis

Project / Grant Award Management

Earned Value Management (EVM)

Lead Month End Close Process

General Ledger Entries and Review

Account Reconciliation

Profit and Loss (P&L) Statements

GAAP

Six Sigma Green Belt Certified

Advanced MS Office Skills

Experience

University of California, San Diego La Jolla, CA Aug 2003 – December 2023

FINANCIAL ANALYST May 2017 – December 2023

UC San Diego, Center for Western Weather and Water Extremes (CW3E), Climate, Atmospheric Science & Physical Oceanography, a Division of Scripps Institution of Oceanography

Financial Reporting

●Provided all aspects of financial reporting needed for the Center and prepares preliminary budgets. Oversaw fiscal management and analysis CW3E sponsored projects, currently totaling approximately $20 million annually and employing approximately 50 staff, post-docs and researchers. CW3E is projected to double in 2-3 years.

●Performed complex financial reporting to include center budget status, budget development, trend analysis, creates and compiles financial reports which track spending patterns, captures statistics, identifies potential issues, and proposes solutions

●Provide management-level direction and advice on financial issues based on historical spending patterns and projected expenditures. Maintains accurate historical financial records by award for CW3E and updates these records quarterly.

●Provides monthly financial updates on each of the 27 awards, Director's accounts, and overall Center budget ensuring all awards are completely spent out and leaving no funding to be reclaimed.

●Tracks historical and current fiscal year spending for the center overall, by awards and by major cost category.

●Provide award budget projections and Center wide fiscal projections.

●Assist Executive team, program and project managers in evaluation of overall financial status and needs. Works within the UCSD system to resolve budget inaccuracies, inconsistencies and identify charges that are unclear from the reporting system.

●Developed and implemented creative solutions to complex financial problems and issue affecting research within the limitations and structures of the University financial system and agency policies and federal laws.

●Train new and current staff in aspects of budgets, purchasing, express card, travel, disbursements, and usage of computerized and web-based accounting programs as is needed for CW3E executive team and project managers to execute their jobs.

●Provides department support in the areas of business process analysis and design, system or procedure testing and implementation, documentation, security, workflow, and customer feedback. Develops methods to extract information out of current financials systems for necessary financial reporting and tracking. Integrate within

CASPO business office to share and learn new financial tracking methods in the financial systems. Share methods with other financial analysts and CAPSO business office as necessary. Implements new methods.

●Serves as the Center's financial operations point of contact for the network of national and international sub-awardees, university and commercial partners and funding agencies. Funding sources include various federal (NOAA, NIST, USACE, USBR, NASA), state (DWR, SCWA) agencies as well as commercial and private entities.

●Applies professional concepts to perform moderate to complex financial or resource analysis to understand past performance and determine present and future performance and / or resource allocations. Work closely with the Principal Investigator (PI), on the overall status of funding and expenditures. With the fund manager and PI identifies over-commitment of funds, under resourcing awards, anticipating and planning for future financial needs.

●Provides complex financial reporting to include budget development and trend analysis, creates and compiles financial reports which track spending patterns, captures statistics and identifies trends

●Performs analytical studies and prepares complex ad hoc reports and tracking constantly shifting resources.

●Involved with the pre-award process, developing budgets and gathering information for consultants and sub-awards. Reviewing packets are complete prior to submittal to contract and grants.

SR. BUSINESS SOLUTIONS ANALYST & BUSINESS OFFICER Jan 2014 –May 201

UC San Diego, The Office of Operational Strategic Initiatives

Business Analysis

●Conduct independent review and analysis of issues, proposals and programs relating to campus strategic planning efforts.

●Review project proposals for strategic planning actions and ensure alignment with overarching objectives.

●Perform detailed analysis of the current processes and recommend alternate business processes to satisfy core business objectives. Lead teams to implement the recommendations.

●Evaluate and analyze opportunities to enhance or streamline campus-wide business processes that have broad impact for students, faculty, and employees.

●Anticipate and articulate strategy to meet future needs, mitigate potential challenges and manage stakeholder expectations.

Business Officer

●Department Security Administrator (DSA), Human Resources, Safety Coordinator, Procurement, Financial Reporting, time keeper, Payroll & Personnel Entries/Updates, asset management, IT Support, oversee permanent budget, process recharges and journal entries.

●Development Memorandums of Understanding (MOU) and contracts for customers internal to UC San Diego and external to the University of California.

Project Management

●Manage unique, complex, and often confidential special projects as requested, including documentation, scheduling, meeting preparation, enforcement of project deadlines and budgets.

●Provide project leadership and innovative solutions to complex problems; maintain accountability for project objectives and timelines.

●Plan and support change management efforts across UC San Diego.

●Develop project timelines, establish milestones, create presentations and reports for use by multiple campus departments.

●Lead meetings with project team members to determine design specifications, timelines, resource needs and priorities.

CYBERINFRASTRUCTURE FINANCIAL ANALYST AND PROJECT ANALYST Feb 2010-Jan 2014

UC San Diego, Scripps Institution of Oceanography, Cecil H. and Ida M. Green Institute of Geophysics & Planetary Physics

Performed budget management and schedule/cost performance analysis in support of the executive management team of the Ocean Observatories.

Project Financial Reporting

●Provide monthly financial reporting of multiple funds to the SIO Business Office, Contracts and Grants department and Project Sponsor.

●Create, review and manage all sub-awards to ensure the project is within scope and cost. Review, categorize and process all invoices for the program.

●Provide financial analysis and reports using Earned Value methods to report cost and schedule variances. Review, analyze and process all contract modifications from the Project Sponsor.

Project Analyst

●Assist in internal and external audits, including Business System Reviews with UCSD Internal Audit, Ocean Leadership (project sponsor) and National Science Foundation (NSF).

●Develop complex program development budget, including funding requests to private, state and federal agencies as appropriate.

●Monitor the Earned Value Management (EVMS) and Microsoft Project software. Analyze data and justify/explain variances between planned budget/schedule/deliverables and actual expenses

SR. ADMIN ANALYST/ BUSINESS PROCESS MANAGEMENT ANALYST Nov 2005- Feb 2010

UC San Diego, Auxiliary and Plant Services (A&PS), UC San Diego

Business Process Support

Software Implementation

Financial Support

SR. ADMINISTRATIVE ANALYST/ ECEC BUSINESS MANAGER Aug 2003-Nov 2005

UC San Diego, Auxiliary and Plant Services (A&PS), UC San Diego

Managed the fiscal operations of the Early Childhood Education Center.

TELCOM ACCOUNTANT Aug 2002-June 2003

SAIC, San Diego, CA

Prepared periodic and year-end financial statements for 12 locations in the Telecommunications department.

SUPERVISOR OF ACCOUNTING CA July 2000 – Aug 2002

Viejas Casino, Alpine

Responsible for providing financial/ accounting support for several departments within the organization.

Education

M.B.A. Business Administration, University of Phoenix, San Diego, CA

B.A. Communications, California State of University, Chico, CA

Skills

Proficient with MS Word, MS Excel, MS PowerPoint, Google Drives, Access, Microsoft Project, Project Server and QuickBooks.

UC San Diego Tools: UCPATH, Oracle Financial cloud, Kuali, Maximo, Concur, Legacy systems and Mac OS and attended Business Officers Institute (BOI).

Contact this candidate