Experienced Financial Analyst with a specialization in CIP projects. Over three years in experience in managing all capital planning, tracking, and forecasting for San Diego Zoo Wildlife Alliance. Works closely with internal stakeholders from project start to close out, ensuring accurate cash flow forecasting as well as compliance to GAAP and construction audit guidelines
Overview
6
6
years of professional experience
Work History
Financial Analyst II, Capital
San Diego Zoo Wildlife Alliance
01.2022 - Current
Serve as liaison between CFO and VP of Construction and Architecture for all major capital projects
Review change orders, invoice packages, and work directly with CM as adviser to ensure that all documentation is complete and consistent
Track and maintain forecasts for $80m in major and minor CIP, including managing carryover
Assist business partners throughout the organization with prioritizing and preparing their 3-Year Capital Plan
Work closely with Fixed Asset Accountant during project creation and close out, ensuring that all proposed projects meet requirements for capitalization
Manage preliminary notice process by ensuring documentation of all notices and subsequent collection of contractor and subcontractor lien releases
Financial Analyst
San Diego Zoo Wildlife Alliance
04.2019 - 01.2022
Prepared monthly variance analyses for the San Diego Zoo, San Diego Zoo Safari Park, and overhead departments
Led monthly financial reviews for Zoo & Park leadership
Assisted business partners throughout the organization with updating their monthly forecasts and entering annual budgets
Co-managed an external investment consultant RFP from start to finish; responsibilities included developing questionnaire, guiding external submitters through the BidNet process, and working with the Board of Trustees to make a selection
Education
Master of Arts - Economics
San Diego State University
San Diego, CA
12-2018
Bachelor of Science - Economics
Santa Clara University
San Diego
06-2015
Skills
Microsoft Excel
Microsoft Word
Microsoft PowerPoint
Financial and operational reporting
Variance Analysis
Budget support
Documentation skills
Stakeholder communication
Cash flow management
GAAP compliance
Capital forecasting and reporting
Timeline
Financial Analyst II, Capital
San Diego Zoo Wildlife Alliance
01.2022 - Current
Financial Analyst
San Diego Zoo Wildlife Alliance
04.2019 - 01.2022
Master of Arts - Economics
San Diego State University
Bachelor of Science - Economics
Santa Clara University
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