Seasoned financial professional skilled at reviewing and reporting on budget expenditures and revenue for General Fund and Non-General Fund departments. Experienced in budgets, augmentations, mid-year budget adjustments, strategic financial plans, net county cost, and staffing.
Overview
17
17
years of professional experience
Work History
Fiscal Budget Administrator
Orange County Public Works
Santa Ana, CA
11.2020 - Current
Developed and maintained annual budgeting process, including forecasting and analysis.
Prepared financial reports for management team on a regular basis.
Maintained accurate records of all transactions related to the organization's finances.
Analyzed monthly actual expenses and revenue compared with budget.
Review vendor payments and other accounting disbursements for accuracy and compliance.
Completed year-end closing JVs for OC Fleet and Parking.
Analyzed actual financial results to budget, preparing variance reports.
Finance Manger
Treasurer-Tax Collector
Santa Ana, California
05.2019 - 11.2020
Direct preparation and utilization of budgetary, financial and accounting analyses.
Manage cash disbursements, accounts payable, and accounts receivable functions.
Prepare cash position and cash projections for the County and school accounts.
Review invoices, journal vouchers, and cost applies for accuracy and data integrity.
Budget Manager
Orange County - County Executive Office
Santa Ana, California
01.2007 - 05.2019
Guide departments by reviewing budgets and long-range financial plans including staffing, expense, and revenue projections.
Present budget information for all General Government funds, OC Public Works, OC Waste & Recycling, Capital Projects, and various Court funds at budget executive assistant briefings.
Analyze monthly reports on actual expenditures and revenue performance and compare with budgeted projections.
Advise departments on financial policies.
Built positive working relationships with other department managers through effective communication.
Review and revise department agenda staff reports.
Education
Master of Science - Management Information Systems
California State University - Fullerton
Fullerton, CA
06-2002
Bachelor of Arts - Accounting And Business Management
California State University - Fullerton
Fullerton, CA
06-1997
Skills
Prepare General Fund, Non-General Fund, and Internal Service Fund budgets, MBARs, 2nd Available Financing, and the annual Strategic Financial Plan
Budgeting And Expense Monitoring
Budget Management
Proficient in Excel, Word, Data Warehouse, CAPS, Performance Budgeting, and HR Portal
Timeline
Fiscal Budget Administrator
Orange County Public Works
11.2020 - Current
Finance Manger
Treasurer-Tax Collector
05.2019 - 11.2020
Budget Manager
Orange County - County Executive Office
01.2007 - 05.2019
Master of Science - Management Information Systems
California State University - Fullerton
Bachelor of Arts - Accounting And Business Management
Independent/Private Athletic Tutor at Oak Creek Golf Club/Anaheim Hills Golf ClubIndependent/Private Athletic Tutor at Oak Creek Golf Club/Anaheim Hills Golf Club