Rational Budget Analyst 8 years of experience enhancing operations for organizations through information systems solutions. Proven track record of transforming specific business goals related to growth and efficiency improvements into new system designs. Knowledgeable innovator known for recommending new technologies to enhance existing systems and introduce new systems.
Overview
14
14
years of professional experience
Work History
Capital Budget Analyst
Tolleson Union High School District
08.2017 - Current
Prepare and manage budgets for capital projects, ensuring alignment with the district's financial goals and compliance with regulations.
Analyze financial data related to capital investments, identifying variances and recommending corrective actions.
Prepare detailed financial reports, including budget forecasts, expenditure reports, and variance analyses for stakeholders.
Ensure all budgeting activities comply with district policies, state regulations, and accounting standards.
Work with various departments, including facilities, maintenance, and administration, to develop and monitor capital budgets.
Assist in preparing documentation and data for audits, ensuring accuracy and completeness.
Admin. Assistant Finance Services
Tolleson Union High School District
08.2016 - 08.2017
Assist the Chief Financial Officer with coordinating schedules, meetings, and activities
Prepare agendas items for board meetings
Generate requisitions for purchase orders
Process budget-related documents
Responsible for weekly deposits to the treasurer
Maintain deposit records and reconcile biweekly in Visions
Reconcile and analyze bank deposits.
Support other departments when needed
Business Analysis Sr. Spec II
J.P. Morgan Chase
12.2010 - 07.2016
Assist the Mainstream Customer Assistance Support department with daily reporting of loan statuses, workflow, and daily production
Create and analyze daily performance reports to determine staffing needs
Perform root cause analysis and develop presentations to share findings and solutions with management leadership
Write process and procedure documentation for daily tasks
Reassign loans of agents who are on leave or no longer with the company to other agents in the assigned line of business.
Education
Bachelor of Science - Business Administration
Trident University
05.2026
High School Diploma -
Independence High School
01.1999
Skills
Financial Planning and Analysis
Strategic Planning
Team Collaboration and Leadership
Project Management
Financial Reporting
Process Improvement
Interpersonal Skills
Analytical Thinking
Accomplishments
Enhanced Budget Allocation: Successfully restructured the budget allocation process, leading to an increase in funding for under-resourced schools.
Cost Reduction: Identified and implemented cost-saving measures that reduced operational expenses without compromising educational quality.
Long-term Planning: Assisted in the creation of a 5-year capital improvement plan, aligning budget priorities with district goals and ensuring sustainable growth.
Policy Implementation: Implemented new budgeting policies and procedures that enhanced compliance and accuracy across the district1.
Timeline
Capital Budget Analyst
Tolleson Union High School District
08.2017 - Current
Admin. Assistant Finance Services
Tolleson Union High School District
08.2016 - 08.2017
Business Analysis Sr. Spec II
J.P. Morgan Chase
12.2010 - 07.2016
Bachelor of Science - Business Administration
Trident University
High School Diploma -
Independence High School
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