Emily Wu
Financial Consultant
Santa Fe Springs,CA
Summary
Results-driven professional; known for ability to complete job duties in a timely and accurate manner; a good team player.
Overview
23
23
years of professional experience
Work History
Delegate Fiscal Lead
Los Angeles County Office of Education
09.2018 - Current
- Monitor and advise on the allowable and optimal utilization of grant funds allotted to delegate agencies.
- Provide technical assistance on applicable laws, codes and regulations including federal and state program regulations and polices to the Head Start/Early Head Start and State Preschool programs.
- Provide monthly cost reports review, Tier II monitoring, Execution Rate analysis, RAA/BARs, QIPs, Quarterly Reports, and Audit Report.
- Review delegate agencies' funding applications and provide technical assistances to ensure completion with accuracy and timeliness.
- Provide fiscal expertise to program and facility staff via IAP meetings and emails.
- Train new staffs on the job and make presentations at Community of Practice (COP).
- Support team projects by preparing necessary materials and documentation for smooth execution.
Budget Analyst
Los Angeles County Office of Education
01.2014 - 08.2018
- Analyzed budget proposals to ensure alignment with organizational financial goals and compliance regulations.
- Developed comprehensive financial reports, facilitating informed decision-making for department heads and stakeholders.
- Monitored expenditures against budgets, identifying variances and recommending corrective actions to maintain fiscal responsibility.
- Collaborated with cross-functional teams to forecast future budget needs based on historical data and projected trends.
Senior Accountant
Los Angeles County Office of Education
08.2012 - 01.2014
- Led month-end closing processes, ensuring timely and accurate financial reporting.
- Managed preparation of financial statements in compliance with GAAP standards.
- Oversaw reconciliation of general ledger accounts, identifying discrepancies for resolution.
- Streamlined budgeting processes, enhancing forecast accuracy and resource allocation.
Accountant
Los Angeles County Office of Education
05.2007 - 08.2012
- Managed monthly financial statements, ensuring accuracy and compliance with regulations.
- Developed and implemented budgeting processes to enhance financial planning.
- Conducted regular audits, identifying discrepancies and implementing corrective actions.
- Prepare monthly Cash Flow statement for higher management within the Division.
- Used advanced software to prepare documents, reports, and presentations.
Senior Systems Specialist
Los Angeles Office of Education
10.2005 - 04.2007
- Conduct analysis and evaluation of complex management systems.
- Heavily involved in the functional area system testing.
- Develop worksheets, daily on-line and batch HR migration status reports including graphs, charts, and tables.
- Closely monitor the progress of the migration project
- Attend daily management meetings and gather data and information
- Interface with all levels of management
- Train, supervise, and evaluate assigned staff.
Systems Specialist
Los Angeles County Office of Education
02.2004 - 10.2005
- Responsible for auditing, reconciling, reporting and payment of employee/employer contribution to CalSTRs.
- Validate report coding, update detailed report and process data into HRS system.
- Provide assistance to CalSTRs, district personnel, and certificated members by verifying information related to membership, retirement, payroll reporting, service credit, and related issues.
- Identify discrepancies and made related calculations and adjustments to members records.
Accounting Analyst
Northrop Grumman
10.2002 - 02.2004
- Analyzed financial statements, ensuring compliance with accounting standards and regulations.
- Coordinated monthly closing processes, enhancing accuracy and timeliness of reports.
- Developed budgeting models, supporting strategic planning and resource allocation.
- Mentored junior analysts, fostering skill development and knowledge transfer within the team.
- Participate in the upgrade and implementation of Oracle Financial System.
- Prepare complex documents such as Contract Closeout.
Education
MBA - Business Administration
Cal State University
Long Beach, CA05-2002
Bachelor of Arts - Sociology
Sophia University
Tokyo, Japan03-1995
Skills
- Fluent in English, Chinese, and Japanese
- Experienced in RAA/BAR System, OPRA, Excel, Word, PowerPoint, PC Labor, PC Budget, and HR System
Timeline
Delegate Fiscal Lead
Los Angeles County Office of Education
09.2018 - Current
Budget Analyst
Los Angeles County Office of Education
01.2014 - 08.2018
Senior Accountant
Los Angeles County Office of Education
08.2012 - 01.2014
Accountant
Los Angeles County Office of Education
05.2007 - 08.2012
Senior Systems Specialist
Los Angeles Office of Education
10.2005 - 04.2007
Systems Specialist
Los Angeles County Office of Education
02.2004 - 10.2005
Accounting Analyst
Northrop Grumman
10.2002 - 02.2004
MBA - Business Administration
Cal State University
Bachelor of Arts - Sociology
Sophia University
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