MARIA LOURDES IMASA
Antioch,USA
Summary
- Astute Finance Analyst offering many years of industry experience. Successful identifying risks and developing mitigation plans, strengthening controls and stimulating business decisions.
- Proven history of accuracy, efficiency, and proactivity. Proven skills in using complex strategies to identify and address business concerns. Knowledgeable about forecasting trends, improving processes and managing projects. Resilient, diligent and hardworking with a resourceful and conscientious nature.
- Effective at collecting data, applying financial analysis techniques and producing timely reports. Logical, insightful and objective with focus on accurate and efficient work. Familiar with GAAP and laws such as SOX.
- Finance analyst with proven excellence in industry. Effectively partnering with business leaders by preparing and presenting financial reports in support of strategic planning and long-range decision-making.
- Business-savvy Finance Analyst with reputation for detailed reporting abilities. Cross-functional team player skilled at partnering with business leaders to identify and implement process improvements to increase revenue.
- Seasoned Finance Analyst with background in executing financial and strategic analyses to support key operational metrics and business decision making. Strong knowledge of financial forecasting, reporting, and operational metrics tracking. Skilled in analyzing complex financial data, providing accurate financial recommendations and establishing financial models for decision support. Consistently improved efficiency of existing financial systems in previous roles.
- Resourceful Financial Analyst with progressive financial industry experience across auditing, financial controls, budgeting, accounting and tax specialties. Strong leader with excellent motivation and communication skills to build and manage high-performing teams.
Overview
17
17
years of professional experience
Work History
FINANCIAL SYSTEM ANALYST
UCSF, Faculty Practice Buss Operations & Analytics
03.2020 - Current
- Prepared the annual budget for the Department of FPO Analytics using the EPSi budgeting tool.
- Track and reconcile monthly general ledgers, identify discrepancies, and provide resolutions for errors.
- Create and manage over a million budget of Purchase Order contracts.
- Liaison between onboarding new employees, the department hiring manager, IT support, and HR.
- Manage general office operations.
- Create and review reimbursements.
- Developed and maintained the department website.
- Developed and implemented financial systems software to streamline accounting operations.
FINANCE ANALYST III
UCSF, DEPARTMENT OF UROLOGY
11.2018 - 03.2020
- Manage portfolios consisting of Federal, State, Industry, Non-Profit, Profit, Foundation grants, Endowment incomes, and Gift funds.
- Prepare monthly budget status reports of research studies, contracts, and grants.
- Reconcile monthly general ledgers.
- Resolve expense discrepancies to line up with sponsors' approved budget.
- Lead monthly financial meetings with Principal Investigators to discuss future and current personnel and non-payroll expenses.
- Coordinate with the pre-award team on award execution, annual progress reporting, extensions, and continuation.
- Communicate via email or telephone with research study sponsors, subcontractors, and collaborators from other universities and departments of UCSF.
- Liaise with the Controller's Office on award setup and interim, annual, and final financial reports.
- Administer payroll and non-payroll expenditure transfers to align with the approved budget.
- Review and approve reimbursement requests for faculty, staff, and outside individuals.
- Review and approve Bearbuy requests.
FINANCE ANALYST II
UCSF, DEPARTMENT OF OPTHALMOLOGY
SAN FRANCISCO, USA
11.2016 - 10.2018
- Create and review reimbursement requests for faculty, staff, and outside individuals.
- Ensure all requests are accurate and adhere to UCOP's policy.
- Train incoming staff on the reconciliation process and procedure.
- Responsible for maintaining the Access database for incoming checks.
- Deposit checks and prepare cash deposit journals for non-sponsored gifts.
- Prepare gift transmittal form for donations received.
- Prepare payroll, non-payroll, and cost transfer journals.
- Coordinate and process monthly invoices for PEDS and Ocular clinics.
- Review and reconcile faculty gift, endowment, and allocation accounts, ensuring all transactions comply with SAS-115 policy.
- Research and resolve match exception purchases and invoices, and prepare lien removals.
- Generate various ad hoc reports for the Department's Finance Manager.
- Prepare monthly financial reports for PIs on an as-needed basis.
PROCUREMENT ASSISTANT III
UCSF
SAN FRANCISCO, USA
09.2009 - 09.2014
- Provide purchasing guidelines to the department and train new employees using Bearbuy.
- Review procurement requests to ensure funds are available and proper justification has been obtained.
- Process purchase orders, blanket PO, capital equipment, and professional/ICA.
- Receive and process a variety of reimbursements and invoices using My Expense.
- Receive and process incoming checks.
- Maintain a log for sub-awards and subcontracts, incoming expenses.
- Assisted in reviewing and analyzing potential vendors to determine the most suitable for procurement of goods and services.
- Prepared purchase orders, requisitions, and other documents related to purchasing activities.
- Maintained accurate records of all purchases, invoices, and payments.
FINANCE ASSISTANT III
UCSF, DIVISION OF STROKE SCIENCE GROUP
SAN FRANCISCO, USA
08.2007 - 08.2009
- Provide purchasing guidelines to the department and train new employees using Bearbuy
- Review procurement requests to ensure funds are available and proper justification has been obtained
- Process purchase orders, blanket PO, capital equipment, and professional/ICA
- Receive and process a variety of reimbursements and invoices using My Expense
- Receive and process incoming checks
- Maintain a log for sub-awards and subcontracts, incoming expenses.
- Reimbursement, travel advances, and research subject fees.
- Schedule and triage the CTSI BREAD client by unit; notify client and consultant.
Education
A.A.S. - Computer Science
Sta. Catalina College
Skills
- Bearbuy
- Peoplesoft
- MyReports
- MyExpense
- MPM
- Microsoft Office
- Adobe Acrobat
Professionaldevelopmentandtechnicalskills
- Bearbuy
- Peoplesoft
- My Reports
- MyExpense
- MPM
- Microsoft Office (Word, Excel, Power Point, Outlook)
- Adobe Acrobat
Timeline
FINANCIAL SYSTEM ANALYST
UCSF, Faculty Practice Buss Operations & Analytics
03.2020 - Current
FINANCE ANALYST III
UCSF, DEPARTMENT OF UROLOGY
11.2018 - 03.2020
FINANCE ANALYST II
UCSF, DEPARTMENT OF OPTHALMOLOGY
11.2016 - 10.2018
PROCUREMENT ASSISTANT III
UCSF
09.2009 - 09.2014
FINANCE ASSISTANT III
UCSF, DIVISION OF STROKE SCIENCE GROUP
08.2007 - 08.2009
A.A.S. - Computer Science
Sta. Catalina College
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