Shelly Hart
Ukiah,CA
Summary
Dynamic and results-driven professional with extensive experience at County of Mendocino, excelling in compliance analysis and project management. Proven track record in financial oversight and documentation, enhancing operational efficiency. Strong analytical thinking and team collaboration skills, consistently delivering impactful solutions and achieving organizational goals. Proficient in Microsoft Office and Excel.
Analytical professional prepared for this role with extensive experience in data analysis and interpretation. Known for delivering actionable insights and driving process improvements that align with business goals. Highly collaborative team player with focus on achieving results and adapting to changing needs. Skilled in statistical analysis, data visualization, and project management.
Overview
12
12
years of professional experience
Work History
Principle Department Analyst
County Of Mendocino
Ukiah, CA
01.2024 - Current
- Established and maintained comprehensive guidelines and protocols for LPS fiscal services and the LPS public conservator program to ensure compliance and effectiveness.
- Managed comprehensive preparation and timely submission of annual contracts for mental health service providers, adhering to established fiscal year guidelines.
- Enforced compliance with stringent California regulations governing LPS conservatorship processes.
- Oversaw and evaluated annual and monthly budgets for LPS clients, ensuring precise financial management.
- Analyzed financial records and prepared documentation for submission to Veterans Affairs, supporting LPS clients in meeting regulatory requirements.
- Drafted clear, concise, and professional reports, correspondence, and official documentation.
- Executed best practices in business communication to ensure impactful and clear written and verbal exchanges.
- Executed proficient use of computers and related technologies to support daily office functions and improve productivity.
- Evaluated and integrated relevant legal frameworks and court decisions to ensure compliance with public conservator obligations.
- Managed execution and visibility of significant departmental projects and strategic initiatives, ensuring alignment with organizational goals.
- Managed staffing workflow optimization, space planning, facilities oversight, and contract administration to streamline operations.
- Executed comprehensive data analysis to generate actionable reports and recommendations.
- * Developed fiscal procedures and managed departmental purchasing and expenditure controls.
- * Supervised staff in accordance with organizational policies, procedures, and applicable laws. responsibilities included recruitment, training, workflow planning, performance evaluation, and conflict resolution.
- * Served as the department’s personnel officer, staff development coordinator, and/or budget officer; handled high-level assignments involving policy analysis, program monitoring, and regulatory compliance.
- * Oversaw and evaluated staff performance while providing mentorship and leadership to ensure program success.
- Addressed critical situations effectively to maintain operational integrity and stakeholder trust.
Department Analyst II
County Of Mendocino
Ukiah, CA
06.2022 - 01.2024
- Achieved timely processing of accounts payable and receivable, contributing to improved cash flow management.
- Enhanced reconciliation accuracy, resulting in reduced discrepancies. Optimized financial documentation processes for increased efficiency.
- Achieved compliance with fiscal service policies through effective drafting and enforcement.
- Delivered accurate yearly court accounting for LPS conservatees, ensuring transparency and accountability.
- Enhanced client satisfaction by providing tailored support for personal and incidental item requests.
- Facilitated effective communication with public conservator, Enhancing support for LPS clients.
- Achieved compliance with California state guidelines, promoting best practices.
- Oversaw property and financial affairs of conservatees to ensure compliance with regulations.
- Managed special care arrangements to enhance quality of life for individuals.
- Coordinated efforts to streamline the arrangement of personal care supplies and food provisions to enhance operational efficiency.
- Collaborated with creditors and financial institutions to secure favorable terms for clients.
- Managed communication with financial institutions to finalize banking and savings account closures for clients entering p-con.
- Oversaw annual budgeting processes for LPS clients to align financial resources with client needs.
- Managed the preparation of appeal documentation for social security overpayment cases to facilitate client resolutions.
- Engaged with local government entities, such as VA and Social Security, to facilitate services for LPS clients.
- Analyzed financial records and prepared detailed audits for Veterans Affairs, supporting LPS clients' operational integrity.
Customer Support Technician
Metalfx
Willits, CA
08.2021 - 06.2022
- Contributed to meetings and showcased relevant data to aid managers in strategic operational and administrative decisions.
- Acted as a primary liaison to enhance collaboration with clients and government agency representatives.
- Managed special project initiatives alongside engineers and estimators to guarantee fulfillment of pricing objectives and project requirements.
- Generated comprehensive weekly accounting reports to enhance customer understanding.
- Conducted thorough assessments of bid proposals and agreements, delivering actionable recommendations to optimize outcomes.
- Supported project managers in the development and execution of budget plans and goal-setting for present and future initiatives.
- Conducted comprehensive data analysis to inform decision-making processes, utilizing departmental and external records.
- Demonstrated professionalism and discretion while addressing customer needs and concerns.
- Engaged with staff at all levels within 20 departments to uphold customer satisfaction by meeting established goals and deadlines.
- Performed a range of duties in accounting, manufacturing, customer service, and sales, adapting to dynamic business needs.
- Collaborated with quality control teams to ensure compliance with testing and product specifications.
- Achieved successful project outcomes through effective collaboration with customers and management. Delivered timely bid proposals and conducted comprehensive material research for job scheduling. Maintained confidentiality of records while fostering adherence to policies and procedures throughout project execution.
Program Specialist I
County Of Mendocino
Ukiah, CA
06.2021 - 08.2021
- Assessed and optimized operational procedures within designated program area.
- Executed compliance measures aligned with state and federal legislation to uphold departmental standards.
- Assisted in organizing and revising program reports, policies, and procedure manuals. Supported planning and coordination of new and revised programs, contracts, and interagency agreements with department staff, other county departments, and community agencies.
- Executed assigned duties to support team objectives.
- Facilitated communication between department heads and legal personnel to verify and enhance the accuracy of county contracts.
- Contributed to discussions in staff and professional meetings focused on program progress and planning.
- Demonstrated comprehensive understanding of functional principles and operations within public administration programs.
- Identified and diagnosed issues, adopting strategic measures to address challenges effectively.
- Adapted to shifting priorities and stringent deadlines to ensure project completion.
Account Specialist II
County Of Mendocino
Ukiah, CA
03.2018 - 03.2021
- Conducted thorough evaluations of financial status and discrepancies by scrutinizing account information and transactional activities.
- Addressed and resolved problems through comprehensive account updates, ensuring operational efficiency.
- Ensured adherence to compliance quality and service standards.
- Conducted thorough audits and monitoring of timesheets to maintain payroll integrity.
- Engaged with social workers and assistants to resolve CRM (CMIPS) task-related issues, enhancing operational efficiency.
- Engaged with cross-functional teams and agencies to uphold legal standards and maintain operational integrity.
- Investigated and resolved administrative issues to support seamless office operations.
- Assessed operational efficiency and procedural effectiveness within designated program area.
- Monitored and upheld HIPAA standards to protect sensitive health data.
- Conducted audits of records to verify program compliance with quality of care. Provided ongoing support and communication with clients.
- Delivered comprehensive fraud reports through collaboration with QA/PA department. Streamlined auditing and processing of EDD unemployment and disability claims. Achieved timely processing of medical travel reimbursements.
Financial Accounting Analyst
Selzer Property Management
Ukiah, CA
10.2016 - 03.2018
- Achieved successful completion of year-end audits by collaborating with external auditors on selected properties.
- Strengthened internal audit functions to improve overall compliance and efficiency.
- Oversaw accounting activities for corporate properties, including preparation of financial statements, execution and maintenance of commercial property agreements, and processing of mortgages.
- •Maintained and coordinated accounting control procedures by analyzing revenue and expenditure trends and recommending appropriate budget levels to verify expenditure control.
- •Generated monthly financial statements, including general ledger review, monthly journal entries, balance sheet account reconciliations and P&L account schedules.
- •Communicated with on-site and other property managers to complete pre-close and close activities, answered questions and facilitated timely completion of accounting processes.
- •Trained and supervised new staff members to verify efficient support for prospective property acquisitions.
- Conducted thorough reviews of monthly bank reconciliations and provided timely responses to bank reporting inquiries.
- Executed audits and reconciliations of accounts payable and receivable to ensure financial accuracy.
- Collaborated with property and regional managers to analyze budget variances and prepare annual budgets.
- Assisted property teams in analyzing and reviewing bad debt reserves. Made necessary adjustments to improve financial accuracy. Supported the evaluation of lease commissions and tenant allowances.
- Audited and reconciled discrepancies in accounts and financial documentation to ensure accuracy.
- Conducted detailed expense analyses and report evaluations to enhance budget management processes.
- Managed comprehensive accounting cycle and generated relevant financial statements.
- Analyzed business operations trends and obligations to facilitate accurate forecasting and planning.
Office Manager
John L. Scott Real Estate
Bainbridge Island, WA
01.2014 - 12.2016
- Spearheaded recruitment, training, and development of a dynamic administrative team to enhance corporate growth and productivity objectives.
- Formulated and reinforced operational guidelines while strategizing for future growth opportunities.
- Facilitated recruitment, training, and supervision of clerical and administrative personnel to enhance office efficiency.
- Achieved efficient data management for CRM programs and proprietary databases through timely updates and effective backup report generation. Resolved technical issues and coordinated repair service requests. Developed standard operating procedures in collaboration with business leaders to enhance operational efficiency.
- Coordinated internal meetings, board meetings, conference calls, and staff meetings to facilitate communication across the organization.
- Managed broker transaction workflows, prioritizing adherence to deadlines and precision in marketing correspondence and record-keeping.
Education
High School Diploma -
Ukiah High School
Ukiah, CASkills
- Microsoft office
- Analytical thinking
- MS Excel
- Time management
- Team collaboration and leadership
- Documentation and reporting
- Project management
- Excel proficiency
- Data research and validation
- Decision-making
- Compliance analysis
- Finance
- Deadline adherence
Timeline
Principle Department Analyst
County Of Mendocino
01.2024 - Current
Department Analyst II
County Of Mendocino
06.2022 - 01.2024
Customer Support Technician
Metalfx
08.2021 - 06.2022
Program Specialist I
County Of Mendocino
06.2021 - 08.2021
Account Specialist II
County Of Mendocino
03.2018 - 03.2021
Financial Accounting Analyst
Selzer Property Management
10.2016 - 03.2018
Office Manager
John L. Scott Real Estate
01.2014 - 12.2016
High School Diploma -
Ukiah High School