Alba Moreno
San Diego,Ca
Summary
Detail-oriented Senior Budget Analyst proficient in monitoring costs, investigating variances and processing data files. Excellent multitasking, problem-solving and interpersonal abilities. Prepared to bring 9 years of related experience and take on a new professional challenge.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Budget Analyst II
San Diego State University I
06.2016 - Current
- Procure campus Purchase Orders within a team of three, preparing 50K invoices per year
- Key asset in testing of Oracle Financials for patch-to-current releases
- Assist department's faculty/staff to Identify discrepancies and make corrections in a timely manner
- Utilize Oracle E-Business Suite to process invoices, credits, stop payments, accounts payables, accounts receivables, sales orders, purchase orders, bill payments
- Provide upper management with Forecasts, Profit and Loss Reports
- Conduct Employee Reimbursements, recurring payments, abatements etc
- Track and reconcile Accounts Payable credit card purchases
- Working knowledge of Capture and Verifier for invoice processing
- Audit Procurement Credit Cards
- Process Checks, EFT, Credit Cards, Wire payments batches
- Responsible for researching and resolving payments issues with students, parents, faculty / staff and vendors using high level customer service
- Receive and Request payments from Accounts payable and Vendors
- Keep records accurate with daily back-ups, including but not limited to Abatements, Uncleared, Vendors, 3rd
- Resourceful and accurate when processing Wire Transfers for main campus and College of Extended Studies
- Reconciliation of Parking Payroll Deductions for the State and Auxiliaries such as Associated Students Foundations and Aztec Shops, including Refunds
- Payment Processing for Tuition Housing, Admissions, Graduation, transcripts and 3rd. party requests
- Efficiently prioritized competing tasks while meeting deadlines under high-pressure situations.
- Managed calendars for multiple executives, effectively arranging appointments and preventing scheduling conflicts.
- Coordinated various events, such as conferences and workshops, ensuring smooth execution and attendee satisfaction.
- Managed travel arrangements for executives including flights, accommodations, and transportation logistics.
- Reviewed monthly operations to assess compliance with budgets and determine necessary adjustments for future plans.
- Compiled statistical data after each month-end closing.
- Created and updated expenditure reports in Oracle, Adaptive, Concur.
- Assisted in the preparation of annual budgets, working closely with department heads to gather necessary information.
Operations Service Manager
Citibank
08.2012 - 06.2016
- Interview and hire qualified candidates, train current staff on company policies and operational procedures
- Effectively lead, with ethics and integrity, a team of up to 4 FTE
- Then, through the use of efficient training techniques, while embracing diversity and inclusion, I helped employees develop soft, technical, and transferrable skills in the workforce with respect to business operations, banking, and finance
- Increased client retention rates through proactive communication channels designed specifically for relationship-building purposes.
- Successfully managed change implementation projects in response to evolving market demands or internal requirements.
- Coached and mentored employees to foster personal growth opportunities while encouraging professional development within their roles as service operations managers.
- Directed daily operations activities, ensuring smooth workflow across all departments involved in delivering services to customers.
Business Owner
IFAALK INC
04.2013 - 09.2015
- As a business owner, I was responsible for the financial department
- Activities included reviewing bank statements, budget expenditures, credit card activity and cash register receipts
- Handled purchase orders, accounts payable, accounts receivable, sales orders, profit and loss statements, forecast, cash flow and payroll approval using workday.
- Established strong customer relationships through excellent communication and attentive service.
- Strengthened company reputation by consistently meeting or exceeding customer expectations in terms of quality products/services offered.
- Consulted with customers to assess needs and propose optimal solutions.
- Managed financial operations to ensure fiscal responsibility, including budgeting, forecasting, and financial reporting.
Branch Manager
Wells Fargo Bank
12.2006 - 10.2013
- Interviewed and hired qualified candidates and trained staff over 21 FTE on company policies and operational procedures
- Maintained compliance by managing all store operations to ensure sales transactions, customer payments and collection activities were completed in accordance with the operating procedures and all applicable laws
- Increased store profitability through customer relationship development, community involvement, marketing, soliciting new business sources, employee training and managing all store operating expenses
- Coach, led and developed all team members to maximize their performance potential
- Directed, prioritized, delegated and supervised the work of all store employees
- Collaborated in recruitment efforts for position openings
- Prepared and analysed company reports and informed upper management with status
Education
M.S. - Educational Leadership
San Diego State University
01.2020
Bachelor of Science - Business Administration, Management
San Diego State University
01.1998
Skills
- Budget Planning
- Report Preparation
- Monthly Reporting
- Budget Forecasting
- Microsoft Excel proficiency
- Invoice Processing
Phone
cell, (213) 926-4201
References
Available upon request.
Skills
Oracle base, PeopleSoft, Cah-Net, Ascot, Adaptive, Capture and Verifier, Excel, Microsoft Office Suite, Google Docs, Banner, Online Syllabus, Service Now. Demonstrated financial leadership as part of the Senior Management initiatives for long term strategy and operational planning of the organization.
Certification
- Contracts & Procurement Certified Program 2024- 06
Languages
Spanish
Full Professional
Timeline
Budget Analyst II
San Diego State University I
06.2016 - Current
Business Owner
IFAALK INC
04.2013 - 09.2015
Operations Service Manager
Citibank
08.2012 - 06.2016
Branch Manager
Wells Fargo Bank
12.2006 - 10.2013
Bachelor of Science - Business Administration, Management
San Diego State University
- Contracts & Procurement Certified Program 2024- 06
M.S. - Educational Leadership
San Diego State University
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