Diane Duarte
Long Beach,CA
Summary
Highly motivated and goal-driven Financial Analyst skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy. Experienced in qualitative and quantitative analysis, contract management and forecasting. Tech-savvy in use of spreadsheets, accounting and financial management software.
Overview
39
39
years of professional experience
Work History
Associate Regional Director, SBDC
Long Beach City College
07.2021 - Current
SBDC Financial Analyst
Long Beach City College
08.2016 - 06.2021
Grants Senior Accounting Technician
Long Beach City College
12.2010 - 07.2016
- Manage LA Network SBDC federal, state and private grants, and other categorically restricted funds over $18MM;
- Lead annual development of grant budgets and grant renewal cost proposals and assists executive director with completion of grant applications;
- Work closely with SBDC associate and executive director, and interface with LBCC fiscal staff and seven sub-recipient service center directors to achieve Lead Center objectives;
- Translate day-to-day operations into posted expenditures that comply with all SBDC requirements and federal, state and local government regulations, including audit standards;
- Prepare draw-down reimbursement requests quarterly and close-out reporting;
- Lead and perform network service centers' financial on-site and desk reviews, documents findings and writes corrective action;
- Examine service center invoices and back-up documentation and provides guidance to network directors regarding budget and spending;
- Participate with associate director in monthly director check-in calls to monitor compliance and deliverables;
- Train sub-recipient directors and their staff as needed;
- Revise or write draft sub-recipient contracts for new grant funding;
- Participate in and respond to audits;
- Train and supervise Grants Senior Accounting Tech (LTE), student interns (1-3),
- Participate in establishing operational plans and objectives.
Grant Manager / Accounting Technician
City of El Monte City Hall
04.1992 - 07.2009
- Prepared department budget of $5MM;
- Assisted development of HUD Grant Action Plan;
- Managed expenditures and executed reimbursement for Federal Grant Funds to include CDBG, HOME, ESG, EDI, EDA, and Section 108 loans;
- Performed program reviews for 19 subrecipients;
- Contributed in developing a subrecipientadvisory board and served as an evaluating member for selecting sub-recipients annually;
- Approved invoices and applied proper allocation ensuring regulatory compliance;
- Managed deferred loan portfolio over $6MM and instituted loan subordination processes and determined ratios and bank criteria;
- Evaluated and approved loan subordination requests;
- Tracked statistical data for Housing programs and prepared recurring federal reports and analysis;
- Participated in annual audit;
- Held meetings to discuss financial dispositions of programs;
- Communicated with various personnel and outside agencies to include City Attorney, developers, escrow and financial institutions
Business Manager/ Box Office Manager
Wiltern Theatre
04.1985 - 11.1987
- Executed and maintained all financial transactions and data;
- Compiled budget and P&L forecasts;
- Made financial recommendations;
- Reviewed and approved contracts and purchases;
- Was a signatory on all bank accounts and solely accountable for all receipts and disbursements;
- Coordinated and monitored entire execution of event ticket sales;
- Supervised a staff of eight and established a rapport with clients, promoters, and other industry persons.
Education
San Diego State University
San Diego, CAGlendale Community College
Glendale, CACypress Community College
Cypress, CALong Beach Community College
Long Beach, CAAccomplishments
- Spotless Biennial SBA Financial Examinations -SBDC 2014, 2016, 2018, 2020
- Spotless Program Review Moss-Adams -SBDC 2015, 2017
- ASBDC L.A. Region California State Star Award 2016
Industry Trainings
- ASBDC Leadership Institute, Managing an SBDC Network for New SBDC Network Leadership (2019)
- SBDC Program Management (ASBDC Conference 2019)
- SBDC Grants Management (ASBDC Conference 2019)
- SBDC Proposal Checklist (ASBDC Conference 2018)
- SBDC Updated Financial Examination Requirements (ASBDC Conference 2016, 2019)
- SBDC Submitting Error-Free SBDC Budget Proposal (ASBDC Conference 2017)
- SBDC Project Officer Training Materials (ASBDC Conference 2017)
- SBDC On-site Monitoring (ASBDC Conference 2017)
- SBDC Reporting Requirements (ASBDC Conference 2016)
- SBDC Back to Basics Grants Management (ASBDC Conference 2015)
- SBDC Introduction to the OMNI Circular (ASBDC Conference 2015)
- SBDC Financial Reporting (ASBDC Conference 2014)
- SBDC California Statewide Conference (2016, 2018)
Interests
I enjoy hiking and being outdoors, music, reading, ceramic design, travel
Timeline
Associate Regional Director, SBDC
Long Beach City College
07.2021 - Current
SBDC Financial Analyst
Long Beach City College
08.2016 - 06.2021
Grants Senior Accounting Technician
Long Beach City College
12.2010 - 07.2016
Grant Manager / Accounting Technician
City of El Monte City Hall
04.1992 - 07.2009
Business Manager/ Box Office Manager
Wiltern Theatre
04.1985 - 11.1987
San Diego State University
Glendale Community College
Cypress Community College
Long Beach Community College