Summary
Overview
Work History
Skills
References
Timeline
Generic

ERIKA BOUIE

Summary

With over 8 years of budget management experience, I am a results-driven individual that would like to be at an organization where I can fully utilize my training, relationship building, and management skills while significantly contributing to the agency’s success.

Overview

12
12
years of professional experience

Work History

Case Manager

California In Home Supportive Services
05.2022 - Current
  • Processed purchase orders following financial procedures for approving invoices.
  • Allocated expenses using agency cost-sharing allocations.
  • Leveraged financial records and reports to develop comparisons of prior year expenditures with current year budget execution plans.
  • Independently perform a variety of functions in the capacity of case manager and co-owner duties, administrative projects, reimbursement projections, Daily KOS reports, monthly revenue reports, quarterly summaries, and budget formats
  • Performed annual review to ensure the allotted time is sufficient to cover all recipients' care needs and all care goals are met
  • Creating initial health evaluation and individualized plan of care by assessing treatment needs; developing, monitoring, and evaluating treatment plans and progress; facilitating interdisciplinary approaches; monitoring staff performance
  • Developed appropriate care plans for at-risk individuals and high-risk families.
  • Obtained authorizations for treatments and services to present clients with lower-cost but equally effective plans.
  • Maintained logs and electronic client records following department and agency policies for effective monitoring.

Finance Officer

Bouie's Trucking, Training, and Transportation
07.2019 - 01.2024
  • Conducted financial analysis to identify potential areas of improvement and cost savings.
  • Performed budgeting, forecasting, and variance analysis on a monthly basis.
  • Developed and maintained detailed financial models for long-term strategic planning purposes.
  • Prepared quarterly reports on the company's financial performance against budgets and forecasts.
  • Reviewed contracts to ensure compliance with applicable laws and regulations.
  • Managed accounts receivable and payable processes while ensuring accurate recording of transactions in the general ledger system.
  • Evaluated existing internal controls to ensure their effectiveness in safeguarding assets from loss or misappropriation.
  • Identified discrepancies between actual results versus projected results; investigated causes of variances; developed corrective action plans as needed.

Manager

First Tech Federal Credit Union
06.2016 - 05.2022
  • Provide support to a team of highly motivated, results-oriented employees through effective leadership practices; ensure adequate staffing levels to maintain efficient team performance
  • Reconcile and report any discrepancies to Identify a productive way to manage and mitigate risk within CXC (including identifying theft, overdrafts, etc)
  • Maintain up-to-date knowledge of products and services offered by the financial institution to optimize deposit-building opportunities among both business and personal financial relationships and accounts
  • Actively evaluate the member interaction to determine satisfaction level, de-escalating / troubleshooting or escalating as appropriate to address each member’s unique needs identify and offer the best products and services to meet the member’s financial needs, including partner services.
  • Handled escalated customer service concerns to preserve customer satisfaction and maintain long-term business relationships.
  • Provided clear business insight and market knowledge to drive solutions to meet customers' business objectives.
  • Generated sales audit reports to track and review performance.
  • Researched competitors and customer business models for sales strategy development.

Analytics and Recruitment Specialist

California Department Of Justice
03.2017 - 03.2018
  • Developed or implemented recruiting strategies to meet current or anticipated staffing needs.
  • Assisted in employee recruitment, testing, interview processes, and hiring
  • Tailored recruitment strategies for different types of vacancies by adjusting wording, social media paths and key websites.
  • Attended conferences, workshops and special events to recruit qualified candidates for company.
  • Created and implemented employee retention strategies.
  • Launched innovative incentive programs to achieve low turnover rate in highly competitive market.

Legal Support Program Analyst

California Department Of Justice
03.2016 - 03.2017
  • Reviewed employment applications, candidate backgrounds, skills, compensation needs and other qualifications.
  • Facilitated job application processes for qualified candidates.
  • Provided hiring status updates to HR and managers for comprehensive oversight.
  • Created and maintained positive relationships with hiring managers and HR business partners.
  • Monitored applicant tracking system actions to support hiring deadlines and streamline candidate experiences.
  • Worked with senior leadership to develop comprehensive recruitment strategies for long-term implementation.

Contracts and Purchasing Analyst

California Department Of Justice
03.2015 - 03.2016
  • Suggested cost-effective methods to efficiently allocate resources.
  • Monitored budget execution work, including obligations incurred and actual expenditures of funds.
  • Compiled current budget data from estimated revenues, expenses and prior budgets.
  • Completed monthly operational reviews to check budget compliance and identify areas in need of adjustment.
  • Investigated program discrepancies and made adjustments as necessary.
  • Managed budgets and implemented quality assurance efficiency procedures.

Case Manager

IPS Services
02.2012 - 05.2015
  • Ensuring staff results by communicating performance expectations; planning, monitoring, and appraising job results; coaching, counseling, and disciplining employees
  • Performed budget formulation work involving review and preparation of budget estimates and financial plans.
  • Determined and tracked budget expenses with accuracy and transparency.
  • Effectively using KPIs and reports to analyze and determine necessary actions to identify gaps in the business and taking action to resolve
  • Partnering with other business units to resolve member issues, grow member relationships; actively participate in cross-functional meetings
  • Serving as a liaison between the client and social, financial, health, and legal services
  • Worked with clients, family and friend support networks, and health care professionals to put custom care plans in place
  • Recorded clients’ progress including charting referrals, home visits, and other notable interactions as well as doing
  • Random check-ups at day programs and adult day facilities to assure progress and making adjustments as needed to improve outcomes in clients.

Skills

  • Coaching, mentoring, supervision
  • FI$Cal subject matter expert
  • Microsoft Word, Excel, PowerPoint
  • Strong contract and purchasing expertise
  • Excellent trainer
  • Staff training/development
  • Adherence to quality customer service standards
  • Quantitative analysis expertise
  • Regulatory requirements
  • Documentation compliance
  • Proficient typing ability

References

References available upon request.

Timeline

Case Manager

California In Home Supportive Services
05.2022 - Current

Finance Officer

Bouie's Trucking, Training, and Transportation
07.2019 - 01.2024

Analytics and Recruitment Specialist

California Department Of Justice
03.2017 - 03.2018

Manager

First Tech Federal Credit Union
06.2016 - 05.2022

Legal Support Program Analyst

California Department Of Justice
03.2016 - 03.2017

Contracts and Purchasing Analyst

California Department Of Justice
03.2015 - 03.2016

Case Manager

IPS Services
02.2012 - 05.2015

Similar Profiles

CREATE PROFILE
ERIKA BOUIE