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Financial Services Business Finance

Location:
Costa Mesa, CA
Posted:
January 20, 2024

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Resume:

CASEY HAMM

Cell: 714-***-****

email: ad2xma@r.postjobfree.com

Education

Masters in Psychology

Grand Canyon University 2015

Bachelors of Science in Accounting University of Arizona – Eller College of Management 2010

Experience

University of Arizona May 2015-November 2023

Director, Business-Finance

●Assists with strategizing, planning, and annual budget allocations.

●Manages budget, involving revenues from multiple sources.

●Monitors and adjusts the annual budget as necessary during the fiscal year.

●Supports in analyzing budget needs in departments and units.

●Requests and prepares budget allocations and reports for departments and units.

●Directs the collection and management of data and the preparation of financial reports and analyses.

●Implements, and maintains accurate local and program fee reporting relevant to the needs of the college.

●Monitors the expenditure of funds and ensures adherence to policies and procedures.

●Aids in modeling and forecasting prospective revenues and expenditures under various assumptions and scenarios.

●Serves as Axiom ambassador, and FinMod Liaison for the college.

●Participates in training, professional development, and mentorship for departmental staff in college.

●Serves as the fiscal officer liaising as necessary with UA administration offices including UA Financial Services Office (FSO) and the UA Office of Budget and Planning and departments.

●Serves as the supervisor of the Business Administrator of the Dean’s office.

●College liaison between department staff to resolve financial problems and provide informed guidance.

●Lead for college wide development of onboarding and orientation project. Goal of the project was to increase retention and improve the organizational process of onboarding entirely.

●Lead annually the Employee Appreciation Luncheon committee. Provided employee recognition through this event including presentation of Staff Excellence Awards and Staff Advisory Choice Award.

Business Manager, Sr

●Organize, implement, and report on faculty commitments (current, future, start-up, salary, and relocation allocations).

●Prepare and manage annual budget incorporating multiple funding resources.

●Monitor personnel funding plans to ensure consistency with permanent and temp budget plans and budgets.

●Prepare financial reports, analyze financial data, and manage planning information for forecasting.

●Departmental liaison between department staff to resolve financial problems and provide informed guidance.

●College expert and main point of contact with Arizona Online. Manage the funds and ensure units have accurate budgets and are expensing according to plans ensuring proper and efficient expenditures of online resources.

●Main point of contact and expert on program fee policies/procedures.

●Responsible for managing the Responsibility Centered Model. Created the RCM Allocation Model for the entire college for use when working with Assistant Dean of Finance on college-wide decision making and planning.

●Responsible for budget line management across college. Ensuring units have budget in appropriate accounts/lines. Responsible for Dean’s office line management. Review/approve unit budget transfers and process Dean’s office budget transfers.

●Point person for faculty recruitment transactions including review of RPOs, position funding and hiring transactions.

●Plan for future financial implications for faculty retirements and hiring to forecast and budget temporary budgets for units.

●Manage and report GTS, Fellowship, and Seed Grants to ensure proper spending in a timely manner.

●Fiscal officer on temporary teaching, online, and program fee accounts and secondary delegate on all other accounts.

●Ensure timely processing of summer instructors, accurate pay, and proper policy.

●Responsible for daily transactions including salary increases point, approving all job changes college wide. End of year rollover point on Faculty MSS Transactions during rollover, including approving Job Changes, MSS Exceptions, New Hires and Terminations for 9/12 returns, sabbaticals, promotions, and leaves.

●Lead for college wide development of onboarding and orientation project. Goal of the project was to increase retention and improve the organizational process of onboarding entirely.

●Develop and facilitate monthly staff workshops to promote professional development college wide.

●Design trainings for software and other programs used campus wide as part of college wide quality improvement training for staff.

●Serve annually on the Employee Appreciation Luncheon committee. Provided employee recognition through this event including presentation of Staff Excellence Awards and Dean’s Choice Award.

●Generate tools to assist staff become more success in their jobs including college business webpage.

Budget Analyst

●Monitored incoming revenue (summer/winter, ICR, outreach, Honors, Online) and makes appropriate transfers to units.

●Generated financial and budgetary reports for Assistant Dean, Business-Finance.

●Monitored and cleans budget lines.

●Compiled Financial and HR data for Assistant Dean, Business-Finance.

●Researched to find answers to questions regarding accounts and budget analysis.

●Maintain records of budgets and financial data.

●Reconciled Procurement card.

●Assisted with payroll.

●Assisted with the review of business transactions.

●Update policies and procedures.

●Monitor financial reports and dashboards.

Arizona Department of Revenue

Corporate Field Auditor May 2011– May 2015

●Conduct accurate and timely examination of application of tax laws, rules and regulations, policies, and procedures in a consistent manner to taxpayers.

●Fully document audits to support the department’s position and maintain audit file in an orderly manner

●Research complicated issues; explain audit adjustments in accordance with the Arizona and Federal tax laws, rules, regulations, department policies & court cases.

●Educate taxpayers in tax law, rules & regulations and ensure taxpayer compliance through audit process.

●Prepare detailed audit reports including findings, detailed explanations of adjustments including computation.

●Support all adjustments using Court cases, Arizona Revisited Statutes and Administrative Code

●Travel to and participate in multi-jurisdictional audits nationwide.

Field Collector

●Educate taxpayers of their rights under the Taxpayer Bill of Rights and made recommendations of improving record keeping staying in compliance.

●Performed in-depth analysis of taxpayer’s financials including evaluation of real and personal assets, to determine taxpayers’ ability to pay, suggest options of offers-in-compromise or repayment plans, based on taxpayers’ financial ability.

●Obtained current licensing information from taxpayers.

●Was responsible for the collection of delinquent business tax liabilities (Transaction Privilege, Withholding and Corporate) owed to the State of Arizona through phone calls, correspondence and field visits to taxpayers’ businesses, places of employment, and residence.

●Recorded case documentation and research tax compliance on integrated case management system

●Resolved complex collection cases and determined appropriate use of administrative enforcement which included issuing of tax liens, levies, subpoenas, conducting seizures and recommend cases to the Arizona Attorney General Office.



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