Summary
Overview
Work History
Education
Skills
Timeline
Generic

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, CA
05-2002

Bachelor of Arts - Sociology

Sophia University
Tokyo, Japan
03-1995

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
Emily WuFinancial Consultant