Finance and budget management professional overseeing multimillion-dollar grant appropriations, budget controls, and personnel actions in higher education. Manages financial reporting, purchasing workflows, and compliance requirements. Serves as liaison between university leadership, business offices, and agency partners.
Overview
34
34
years of professional experience
Work History
BUDGET AND FINANCE MANAGER NM Forest & Water Restoration Institute
New Mexico Highlands University
Las Vegas, New Mexico
01.2023 - Current
Coordinate the budgetary and financial activity for the institute’s state appropriation and grant funding totaling over $13 million. (State Funds, Federal workplans, Infrastructure funds and other sponsors)
Advised Director, Deputy Directors, and Program Managers on budget management, Banner Self Service processes, and purchasing procedures.
Administer budget action requests, personnel actions, and approve purchases, travel requests.
Supervised Administrative Coordinator, overseeing purchasing and travel activities to streamline operations.
Tracked and advised on personnel actions for thirty full-time and seasonal employees, ensuring compliance and efficiency in staffing.
Function as the business liaison between the NMFWRi, university business offices and the Forest service.
BUSINESS MANAGER, SENIOR School of Forestry
Northern Arizona University
Flagstaff, Arizona
06.2010 - 12.2022
Oversaw financial management at School of Forestry, managing two state appropriations, fifteen revenue-generating accounts, fifty-five grant accounts, and thirty-five foundation funds to ensure fiscal stability.
Analyze and provide budgetary direction for the School of Forestry budgets, capital assets, and staffing plans.
Preparation of annual budgets, financial reports, audit reporting, and grant reporting to outside sponsors.
Work with Faculty Principal Investigators to ensure strict compliance with outside grant funding budgets.
Acted as liaison with CEFNS, Comptroller's office, Budget Office, and Purchasing to facilitate seamless financial operations.
Managed purchase orders, travel logistics, invoicing, and cash receipts, while serving as Purchasing Card liaison to streamline procurement processes.
Coordinate personnel documents: Process faculty contracts, Graduate Assistantships, and all employee personnel actions.
FINANCE MANAGER Foundation and Development
Fort Lewis College Foundation
Durango, Colorado
01.2006 - 02.2010
Prepared budgets, analyzed, and presented financial data, and prepared reports for the Executive Board.
Managed Foundation chart of accounts for over five hundred funds, ensuring accuracy and compliance.
Reconciled investment and annuity accounts, and processed General Ledger entries to maintain financial integrity.
Prepared all requested schedules and documentation for auditors. Oversaw the annual financial audit.
Processed college transfers, check requests, scholarship payments, and tracked Gift in Kind inventory to support financial operations.
ADMINISTRATIVE ASSOCIATE Department of French & Italian
University of Arizona
Tucson, Arizona
04.2002 - 07.2004
Supported administrative functions for business and personnel matters to help with office operations.
Helped supervise office staff and student workers to keep daily work running smoothly.
Reviewed and approved payroll, purchase orders, and travel reports, and updated departmental website.
Suggested improvements for organizational resources and operating and capital budgets to improve departmental efficiency.
BUSINESS MANAGER Information Technology Services
Northern Arizona University
Flagstaff, Arizona
12.2001 - 04.2002
Advised Administration on financial activity, ensuring alignment with ITS department goals.
Managed four state appropriations that exceeded $11.8 million.
Tracked salary vacancy savings for 153 FTEs, providing Administration with updated sources and uses.
Fiscal manager for thirty-five purchasing cardholders. Audited logs for documentation and policy adherence.
Processed departmental purchase orders, travel arrangements, outside billing, and vendor account reconciliations to support operational efficiency.
Processed and tracked all university hardware and software maintenance contracts for IT purposes.
Provided advice on state financial policy, prepared documentation for audits and tracked capital assets.
ACCOUNTANT, SENIOR Campus Events and Activities
Northern Arizona University
Flagstaff, Arizona
07.1997 - 12.2001
Projected, revised and tracked all budgets and financial activity for Campus Events and Activities.
Reviewed and approved financial documents, travel requests, purchasing card activity, and security requests to ensure compliance and accuracy.
Analyzed trends and provided actionable recommendations to departmental administration for informed decision-making.
Compiled expenses, produced invoices, and tracked revenue for facility rentals and conferences to maintain accurate financial records.
Processed all personnel activity and oversaw departmental payroll documentation.
Supervised office staff, approved time off and administered performance appraisals.
ACCOUNTANT ASSOCIATE Cline Library
Northern Arizona University
Flagstaff, Arizona
08.1994 - 07.1997
Coordinated financial activities and reports to ensure accurate budgeting and compliance within the library.
Reconciled complex vendor accounts for accuracy and contractual discount purposes.
Trained and monitored clerical accounting staff to maintain continuity and efficiency in financial processes.
Acted as liaison to outside vendors, NAU Foundation, accounts payable, and purchasing departments to facilitate smooth operations.
BOOKKEEPER/LEAD RESEARCHER
Market Timing Report
Tucson, Arizona
10.1992 - 05.1994
Managed business accounts and conducted monthly bookkeeping for small business to ensure accurate financial records.
Modernized bookkeeping procedures for Quickbooks and created user manual for streamlined operations.
Researched and compiled data for a 150-year financial database utilized in economic time series analysis.
Education
BACHELOR OF SCIENCE - Business Economics
University of Arizona
Tucson, Arizona
05-1994
Skills
ndaBudget management
Grant Management & Administration
Financial analysis
Financial reporting
Procurement strategy
Budget forecasting
Personnel management
Office and Financial software expertise
Committees/ Awards
2025 Present NMHU University Budget Committee, 2025 Present NMFWRi Institutional Advisement Committee, 2019 NAU Organizational Growth and Effectiveness Initiative Finance Services working group., 2018 NAU President's Achievement Award Northern Arizona University, 2017 - 2020 National Extension and Research Administrative Officer Council, 2015 Supervisors Academy, Northern Arizona University
Volunteer
2024, Present, Arboretum of Flagstaff, Treasurer and Executive Board Member
2019, Present, Coconino Human Society volunteer
2017, 2018, Pine Forest Charter School Finance Board
2016, 2018, Pine Forest Charter School Foundation, Treasurer
Timeline
BUDGET AND FINANCE MANAGER NM Forest & Water Restoration Institute
New Mexico Highlands University
01.2023 - Current
BUSINESS MANAGER, SENIOR School of Forestry
Northern Arizona University
06.2010 - 12.2022
FINANCE MANAGER Foundation and Development
Fort Lewis College Foundation
01.2006 - 02.2010
ADMINISTRATIVE ASSOCIATE Department of French & Italian
ASSISTANT DIRECTOR OF BUDGET PLANNING & FINANCE at COLUMBIA UNIVERSITY GRADUATE SCHOOL OF ARTS & SCIENCESASSISTANT DIRECTOR OF BUDGET PLANNING & FINANCE at COLUMBIA UNIVERSITY GRADUATE SCHOOL OF ARTS & SCIENCES