Efficient, committed, and dedicated professional with a proven track record of success. Thrives in any work environment and possesses strong analytical and problem-solving skills. Adapts to new challenges and consistently delivers results.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Financial Coordinator
Colorado State University
03.2023 - Current
Accounting services, including procurement processes, accounts receivable, and payable for 100-plus accounts
Fiscally based problem-solving and decision-making based on institutional best practices
Financial compliance monitoring, reporting, and documentation
Documenting and communicating discrepancies with appropriate personnel
Contract and lease development and oversight
Budget development, strategic financial planning, and resource management
Support for internal and external accounts
Training development and delivery on policies and procedures
Cross-trained multiple accounting positions with varying levels of responsibility, including supervisors
Accounting Support Specialist
Colorado State University
06.2019 - 03.2023
Basic Accounting Principles - Determine that CSU and federal rules and regulations are being followed from a department level
Financial Transactions: As division fiscal officer, determine if there are violations of fiscal rules and follow-up to ensure compliance
Create new procedures to avoid issues in the future
Reconcile monthly transactions and human resource reports to determine if accounts are in good standing
Prepare and distribute financial statements to 18 stakeholders
Review statements with stakeholders and make suggestions to course correct budgets
Implement new procedures for VPR Division to create efficiencies and better internal controls
Act as lead worker to include training new employees/students on processes including Kuali financial documents, travel processes, and year-end documentation
Communicate any new processes/procedures or any financial reminders to division, as needed
Provides backup for vacant positions and audit accounts for compliance to university procedures
Correcting as necessary
Procurement Card Transaction Management- verify transactions are allowable and are reallocated in a timely manner
Train new and current card users as needed to maintain compliance
Ensure procurement card approval process provides appropriate checks and balances
Monitor lease payment account balances for more than twenty tenants at two different research facilities
Review lease agreements for payment compliance
Contracts - Work with stakeholders to prepare requisitions and manage purchase orders on complex multiyear agreements for items such as Kuali Research Module, compliance and protocol services and research software licenses
Monitor progress of purchase orders to prevent service interruptions
Supervision - Supervise the work of a subordinate whose primary function is travel, relocation and guest speaker reimbursements
Temporary Accounting Support - Colorado State University
Express Employment Professionals
09.2018 - 05.2019
Accounting support for busy Office of the VP for Research office
Helping with day to day financial transactions in Kuali Financial System
Accounts Receivable, some Accounts Payable, Lease payment tracking and other duties, as needed
Shore Excursions Coordinator
Crystal Cruises
12.2016 - 07.2018
Coordinated excursion programs and negotiated net rates with worldwide ground operators
Tracked and adjusted inventory of pre-reserved shore excursions to maximize excursion revenue in each port
Work closely with travel agents, guests and onboard staff to create a customized private excursion experience
Ship Representative
Crystal Cruises
10.2015 - 12.2016
Drafted contracts and processed required immigration documentation
Verified, coded and processed invoices with Accounts Payable relating to onboard entertainment personnel reimbursements
Calculated and prepared payroll documentation for international onboard entertainment personnel
Coordinated staterooms and travel for all entertainment personnel
Director, Onboard Programs - Instructors Division
Compass Speakers and Entertainment, Inc.
07.2013 - 06.2015
Manage representation of enrichment personnel in the luxury cruise market and recruit personnel for this unique division of the cruise industry
Launch new enrichment programs as needed
Enrichment Coordinator
Princess Cruises
12.2007 - 04.2013
Recruit and schedule a variety of daytime enrichment as needed for 17 vessels sailing worldwide concurrently
Maintain open communication between Entertainment, Fleet Personnel & onboard management
Maintain communication between entertainment department and multiple recruitment agencies
Ensure lecturers adhere to policies and procedures set forth by company
Maintain communication with the Entertainment department regarding scheduling of all Guest Entertainers/Guest Lecturers onboard
Maintained personnel files and rotations as set forth by the entertainment department
Scheduled travel and accommodations as needed
Resolved travel issues and assisted stranded personnel domestically and internationally to reach their destinations
Process and maintain payroll
Supervisor, Fleet Personnel
Princess Cruises
08.2003 - 06.2004
Manage a staff of manning agents to make sure they are accomplishing the duties required of them
Review requests from crew members wanting to be re-employed after leaving the company along with shortening or extending contract lengths
Communicate budgetary issues to senior management
Counsel manning agents as needed to successfully complete their required tasks
Guest Entertainer Administrator
Princess Cruises
02.2003 - 09.2003
Maintain communication with the Entertainment department regarding scheduling of all Guest Entertainers onboard
Maintained personnel files and rotations as set forth by the entertainment department
Scheduled travel and accommodations as needed
Resolved travel issues and assisted stranded personnel domestically and internationally to reach their destinations
Process and maintain payroll
Youth Staff Administrator
Princess Cruises
01.2002 - 02.2003
Maintain communication with all vessels, crew members and recruitment offices needed for the youth staff onboard
Maintained personnel files and rotations as needed based on number of children sailing on each voyage on all vessels
Scheduled travel and accommodations as needed
Resolved travel issues and assisted stranded personnel domestically and internationally to reach their destinations
Manning Agent, Fleet Personnel
Princess Cruises
03.2001 - 01.2002
Review incoming rotations from recruiting offices and compare to Fleet Personnel rotations
Coordinate replacement crew with recruiting offices based on gender, experience, nationality breakdown and availability
Update personal data, payroll information, join/leave movements and flight requests in database
Send weekly rotations to vessel and recruiting offices
Send flight telex to vessels and port agents
Coordinate arrangements for unexpected leavers off own will, compassionate grounds, medical grounds and disciplinary grounds: update database, arrange flights and advise any cost to be paid, request replacement
Reservations Sales Agent
Princess Cruises
08.2000 - 03.2001
Creating and updating cruise reservations
Collecting payments as needed
Answering any questions about the cruise industry or Princess Cruises in particular
Education
Bachelor of Science - BS - Project Management
Capella University
03.2028
Skills
Customer Relationship Management (CRM)
Accounts Payable & Receivable
Accounts Receivable (AR)
Multitasking and organization
Customer support
Training and mentoring
Leadership
Strong work ethic
Team management
Work Planning and Prioritization
Collaborative teamwork
Certification
Accounting fundamentals II
Accounting Fundamentals I
Timeline
Financial Coordinator
Colorado State University
03.2023 - Current
Accounting Support Specialist
Colorado State University
06.2019 - 03.2023
Temporary Accounting Support - Colorado State University