Objective

A resourceful professional with an experienced financial management background seeking to contribute an exceptional work ethic, managerial skills, deft & proven problem solving skills in a business development capacity with an emphasis in process and project management.

Summary of Qualifications

• Dynamic & interactive supervisory skills as well as remarkable ability to think independently, build consensus, utilize analytical skills and create results in process and deadline driven environments.

• Extraordinary flexibility that stems from solid experience in finance including but not limited to project development & management as well as responsibility for and simultaneously handling multiple funding sources (general state funds, sponsored federal & state research funds, endowments, etc.)

• Extensive knowledge of coordinating project management in order to help achieve milestone and/or deliverables to Senior Managers accordance to internal and external polices.

Experience

City College of San Francisco June 1, 2014 – June 30, 2023

Principal Grant Accountant

· Responsible for maintenance and development and implementation of accounting policies and procedures regarding categorical and competitive grants. Policies include compliance with Federal OMB 133, State compliance and local and private contribution requirement.

· Oversees BANNER General Ledger system, as it pertains to grant/contract accounting, which includes the Grants and Contracts module.

· Documents all system logic and procedures.

· Manages the Restricted General fund, Child Development fund, and Internally Designated

· Fund, day to day accounting operations from budgeting to reporting and compliance.

· Establishes guidelines regarding administration of grants, including budgeting, appropriating, reporting and billing.

Operating check run and ACH payment.

Deposit all sources of payment in Company; record and post to various funds.

· Develops reporting requirements and standards for internal and external reporting including progress reports to Project Directors and Senior Management. External reporting includes reports to Grantor and Audit Schedules in compliance with Federal OMB 133 and 110.

· Responsible for staff development. Evaluates and mentors grant accounting staff.

· Prepares portions of the Restricted Fund and Child Development Funds of the Schedule of Federal and State Assistance at year end.

University of California, San Francisco February 2005 – June 2012

Financial Manager/Controller

• Supervising a team of staff at the Department of Radiation Oncology & acting on behalf of the Director of the Department of Radiation Oncology in her absence. Part Human Resources Coordinator from Hiring, Selection, Team Development & Management to continuous training and support.

• Core tasks included maintaining journal databases for the department while preparing as well as approving daily financial transactions. Fostering exceptional time management and organizational skills so the department continuously retained its expanded authorities for letter-of-credit, no-cost extensions, and re-budgeting capabilities. Overseeing budgets for each fund and demonstrating sound judgment to accurately meet the 90-day submission deadlines. Reviewing and verifying all personnel transactions to ensure proper funds are available to support faculty and staff in the department at large.

• Utilizing financial guidelines & regulations knowledge to assist the department in time sensitive cost transfers of debit federal & federal flow through. Analyzing financial data generated from WebLinks systems to construct templates for efficiency as well as budget reports for each source of funding while supporting and communicating with faculty of an array of personalities professionally.

Acting as a resource for the research & funding team of the Department of Anesthesia in the School of Medicine to ensure university policies, government regulations, and sponsor agency restrictions and regulations are being followed on sponsored project funds. Wearing multiple hats as the direct supervisor of staff – serving as human resource support including training and management of the team while providing professional budget development consultation and administrative support for grant proposals & renewals.

• Providing comprehensive and consistent care for grants, contract, and all funds receive including the preparation of annual and quarterly financial reports that adhere to constantly changing policies. Generating monthly reports and direct assistance to faculty while corresponding with the Chairman of the Department and Directors in the School of Medicine regularly to follow up on financial requests and reports.

• Leading the department in preparing, processing as well as approving a vast range of accounting forms to correspond to financial transactions (travel vouchers, check requests, meeting expenses, financial journals, cost transfers, budget journals), and maintaining a database as a part of a campus PeopleSoft pilot program.

University of California, San Francisco July 1999 – February 2005

Financial Analyst/Principle Accountant

• As a core analyst in the School of Pharmacy’s Project Grants, consistently analyzed data to provide critical projections and balances of funds to Principal Investigators of multiple funds. Tasks include acting as a liaison for Principal Investigator to navigate through bureaucracies as well as internal & external parties as well as generating special financial reports, regular monthly status reports & critical data to ensure compliance of fund distribution and use.

• Reviewing approving portfolio summaries, purchase orders, check requests, travel and meeting vouchers, etc. Process monthly recharge activities and assist principal analyst in developing recharge methodologies and verifying daily Pan System for Payroll Appointment/Distribution data for accuracy.

• Leading HR initiatives in full cycle recruiting including creating job descriptions, internal interview processes, hiring, training & development as well as enforcing personnel policies. Daily and direct supervision of Administrative & Office Assistants, Temps, & Student Aides. Training faculty assistants and educating faculty with policy & process of funding cycles. Providing back up support to faculty and staff in the absence of the Department’s Financial Manager.

University of California, San Francisco Past – July 1999

Financial Analyst Steps I, II, III (Consecutive Inter-department Promotions)

• Reviewing payroll transactions and running projected reports for Principal Investigators in the School of Pharmacy. Core tasks included but not limited to serving as key support to Principal Contracts and Grants Analysts with administrative support & updating pre-award materials for Principal Investigators (PIs), Co-PIs, Collaborators and Key Personnel in crucial grant proposal preparations.

• Responsible for approving reimbursements, receiving and distributing monthly ledger reports, reconciling a multitude of School of Pharmacy Dean’s Office accounts on a monthly basis as well as monitoring transactions to process adjustments accordingly. Reconciling non-federal accounts, processing and maintaining logbooks, databases, & reports for various types of UC Reimbursements Forms. Resolving discrepancies on General Ledgers with Central Accounting & Purchasing. Increasing accountability & responsibility for all general office appointments in School of Pharmacy by maintaining HR file, preparing new hire & termination packets for department personnel as well as monitoring office staff’s monthly timesheets.

Summary of Qualifications

• Remarkable ability to think independently, build consensus, utilize analytical skills and create results in a process and deadline driven environment -- which has led to continuous professional growth resulting in efficiently managing diverse staff while interacting with a variety of personalities internally and externally at the University of California, San Francisco

• Extraordinary flexibility that stems from dynamic experience in finance including but not limited to project development & management as well as responsibility for and simultaneously handling multiple funding sources (general state funds, sponsored federal & state research funds, endowments, etc.)

• Extensive knowledge of awards, extramural funds management as well as thorough & continuous experience with government & private agency policies & guidelines. (Knowledge of Cost Accounting Standards, A-21 and OMB-110 including costs principles & a strong familiarity with various federal grant/contract types, such as R01, T32, R29, K08, etc.)

Professional Development & Community Involvement

• Fluent in English & Chinese

• Multilingual Women’s Advocate at the Asian Women’s Shelter

• Labor & Employee Relations Training

• National Council of University Research Administrators (NCURA) Certified

• Research Administration Program (RAP) training

• Essentials of Communicating with Diplomacy

• Principles & Process of Accounts Payable and General Ledgers

• University of California, San Francisco Supervisor Training Program

• University of California, San Francisco Guide to Performance Evaluations

• University of California, San Francisco Budget & Resource Management

• University of California, San Francisco Recharge Basics & Beyond

• Online Financial Database Systems/Online Journal Entry Training

• 80 WPM, MyAccess, PeopleSoft, WebLinks, MyExpense, Excel I & II, Microsoft Access 97 Level I, and II, Microsoft Outlook, Microsoft Office, FileMaker Pro Level I, II, & III, Adobe Pro, Mac & PC Savvy, Banner, Argos.

Education:

University of Southampton-- --Bachelors Degree in Business Administration

Language:

Fluent in English & Chinese

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