ROSE M. TRINIDAD
San Francisco Bay Area,CA
Summary
Experienced finance professional with a decade-long track record in financial analysis, compliance, and post-award accounting within academic and healthcare sectors. Proven ability to manage high-volume financial transactions, conduct in-depth analysis, and ensure regulatory compliance. Skilled in collaborating cross-functionally to optimize financial processes and drive efficiency gains. Known for delivering exceptional client service, resolving complex issues, and maintaining meticulous records. Strong leadership in training and mentoring teams to achieve operational excellence. Seeking to leverage comprehensive expertise to contribute effectively in financial roles within the industry, driving financial excellence and strategic outcomes.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Finance Analyst (Remote)
STANFORD UNIVERSITY
02.2023 - Current
- Provide frontline support communication with campus clients for their financial transaction needs
- Manage high volume of incoming calls and support requests with the highest level of customer service
- Collaborate with other financial departments as necessary to provide appropriate solutions and alternatives for clients
- Follow through and follow up with clients on pending requests; as well as educate clients regarding financial policies and procedures
- Create detailed records of client interactions in Service Now ticketing system
- Contribute to the development and maintenance of desktop procedures and process documentation by identifying, documenting and reporting deficient processes, pain points and trends
- Develop and maintain reports/dashboard using Service Now and Cisco Data
- Run and analyze financial reports, often from multiple systems; assist in preparation of management information reports
- Participate in cross training on core functions in work area or unit; serve as a back-up to other functions
- Provide on-the-job coaching and training to other staff, as needed.
Finance Associate (Hybrid)
STANFORD UNIVERSITY
05.2022 - 02.2023
- Streamlined the process for usage of the Division Pcard and Tcard as well verifying the transactions
- Review transactions, support documents, journal postings, etc
- For accuracy, consistency, authorization and compliance
- Oversee and/or process a variety of complex financial transactions
- Monitor transactions in accounting systems for clearing, outstanding items and resolve discrepancies
- Prepare quarterly on-call pay for SOM Faculty at SHC-Valley Care
- Meet bi-weekly with finance managers to discuss financial information according to current needs
- Process payments to vendors and assist with other accounts receivable tasks
- Maintain accounting/finance departmental files and desktop procedures and process documents for area of responsibility
- Ensure compliance with University policies, federal regulations and requirements.
Lead Administrator
STANFORD UNIVERSITY
06.2019 - 05.2022
- Developed a new streamlined approach to faculty onboarding
- Lead talent acquisition initiatives including the interview process and onboarding for incoming School of Medicine Faculty
- Coordinate all logistical aspects of candidate visits which include - arranging of transportation and accommodations, scheduling meetings and interviews, and processing reimbursements
- Maintain detailed records documenting processes around search, recruitment, appointments, and promotions
- Act on behalf of the department manager or associate chief medical officer in regards to establishing priorities and resolving problems that are administrative in nature
- Lead staff and supervise day-to-day work of student and/or temporary workers as well as provide administrative support to new School of Medicine Faculty
- Create complex reports and spreadsheets which utilize specialized software and systems as well as oversee and/or process a variety of complex financial transactions
- Process and monitor routine financial transactions, which may include researching and resolving discrepancies
- Aid with facilities, space planning, and perform other projects as assigned.
Education Program Specialist
STANFORD UNIVERSITY
10.2011 - 06.2019
- Supported and worked in partnership with the Chief of Acute Care Surgery and Program Director for the Surgical Critical Care (SCC) Fellowship Program
- Led talent acquisition initiatives including the interview process and onboarding for incoming Surgical Critical Care fellows
- Developed and established a multi-disciplinary educational conferences for residents & fellows
- Monitored and documented work progress status of fellows, ensuring compliance with ACGME (Accreditation Council for Graduate Medical Education) and Stanford Graduate Medical Education (GME)
- Assisted in the preparation of ACGME site visits and internal reviews
- Developed rotation and conference schedules based on organizational needs.
Education Program Manager
UNIVERSITY OF CALIFORNIA
05.2009 - 09.2011
- Managed the annual resident recruitment and matching process for the Cardiothoracic Surgery Residency Program
- Monitored and managed annual budget, review expenses, secure resources and funding for program
- Facilitated the distribution of Cardiothoracic’s annual and semi-annual ACGME accreditation surveys
- Maintained organized records relating to the management of programs; records included statistical analysis, fiscal management, resident affairs, fund raising, and donor relations
- Ensured efficient and effective business and clinical operations at all locations, including but not limited to clinics and ORs.
Education Program Coordinator
UNIVERSITY OF CALIFORNIA
03.2010 - 07.2010
- Recognized with an “Excellence Award” post leadership and management of the Orthopedic Resident/Fellowship Program
- Managed, monitored, and documented work progress status of fellows and ensured compliance with ACGME (Accreditation Council for Graduate Medical Education)
- Coordinated weekly education conferences for fellows and produced monthly evaluations of fellows.
Executive Associate
UNIVERSITY OF CALIFORNIA
12.2009 - 03.2010
- Provided C-level admin support to Vice Chair of Orthopedic Surgery, Post-Doctoral fellows, residents, and professors
- Managed Chair’s heavy calendar, scheduled appointments, and coordinated domestic and international travel itineraries
- Maintained academic review and medical privileging files for faculty, fellows, and residents
- Processed and managed routine financial transactions, which included researching and resolving discrepancies.
Operations Administrator
UNIVERSITY OF CALIFORNIA
05.2009 - 12.2009
- Provided high-level support to the executives, nurses, residents, and fellows; served as a liaison between clinical and business operations and administration
- Managed medical staff privileging and academic review files as well as complex calendars for meetings and appointments
- Responded to triage calls and scheduled surgical procedures in EPIC (Electronic Healthcare Software)
- Oversee and/or performed duties associated with scheduling, organizing, and operating complex conferences, seminars and events including arranging with vendors for services, overseeing the production and distribution of materials, administering logistics and managing event within budget.
Education
Certificate in Financial Accounting (In progress) -
Harvard University
Cambridge, MACertificate in Financial Essentials -
Hawaii Pacific University
Honolulu, HIBachelor of Science in Business Administration (Concentration: Information Systems) -
DeVry University
Fremont, CASkills
- Oracle Financial System
- Service Now Ticketing System
- Project Management
- Leadership, Training, & Supervision
- Data Analytics, Dashboards, Reporting
- Conflict Resolution & Decision Making
- Verbal & Written Communications
- Financial & Research Management
- Research and Data Analysis
- Efficiency Optimization
- Portfolio / Database Management
- Financial and operational reporting / Account Reconciliation
- Financial Planning
- Customer Relationship Management
- Accounting Principles
- MS Office Suite
Certification
Stanford Cardinal 1 and 2
Volunteer Experience
- Holy Spirit Catholic School & Church, 2015 - Present
- St. Anthony’s Catholic School, 2021 - 2022
- Parent Teacher Student Association, John F. Kennedy High School, 2016 - 2021
Languages
English
Native or Bilingual
Ilocano (Dialect of the Philippines)
Native or Bilingual
Tagalog (Dialect of the Philippines)
Limited Working
Timeline
Finance Analyst (Remote)
STANFORD UNIVERSITY
02.2023 - Current
Finance Associate (Hybrid)
STANFORD UNIVERSITY
05.2022 - 02.2023
Lead Administrator
STANFORD UNIVERSITY
06.2019 - 05.2022
Education Program Specialist
STANFORD UNIVERSITY
10.2011 - 06.2019
Education Program Coordinator
UNIVERSITY OF CALIFORNIA
03.2010 - 07.2010
Executive Associate
UNIVERSITY OF CALIFORNIA
12.2009 - 03.2010
Education Program Manager
UNIVERSITY OF CALIFORNIA
05.2009 - 09.2011
Operations Administrator
UNIVERSITY OF CALIFORNIA
05.2009 - 12.2009
Certificate in Financial Accounting (In progress) -
Harvard University
Certificate in Financial Essentials -
Hawaii Pacific University
Bachelor of Science in Business Administration (Concentration: Information Systems) -
DeVry University
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