Yoshi Farinha

Advised management on ways to improve efficiency of assigned programs. Collaborated with other departments within the organization to ensure that objectives are met. Performed administrative duties such as preparing budget requests and tracking expenditures. Documented plans and results, presenting findings and recommendations. Maintained accurate records of all program activities. Prepared reports summarizing findings from research studies or evaluations. Drafted documents such as contracts and grants for review by higher-level staff members. Managed budgets and implemented quality assurance efficiency procedures. Coordinated with external stakeholders, including vendors, contractors, and grantees, regarding program operations. Produced graphs and charts to track program performance. Researched federal laws, policies and regulations. Proofread documents carefully to check accuracy and completeness of all paperwork. Monitored compliance with applicable laws and regulations relating to program operations. Developed and implemented program policies, procedures, and goals. Maintained positive working relationship with fellow staff and management. Provided training sessions regarding program policies and procedures to new staff members. Contributed innovative ideas and solutions to enhance team performance and outcomes. Managed time effectively to ensure tasks were completed on schedule and deadlines were met. Maintained updated knowledge through continuing education and advanced training. Worked with cross-functional teams to achieve goals. Updated and maintained databases with current information. Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.

Performed budget formulation work involving review and preparation of budget estimates and financial plans. Developed annual budget and compared actual expenses against projected budget. Compiled current budget data from estimated revenues, expenses and prior budgets. Analyzed budgets and implemented action plans to rectify issues. Completed monthly operational reviews to check budget compliance and identify areas in need of adjustment. Collaborate to develop the organization's budget. Summarize budgets and offer insight regarding funds requests. Review budget proposals for completeness, accuracy, and compliance. Defend Budget recommendations against management or stakeholders. Conduct cost-benefit analyses to determine program efficiency. Maintain expenditure controls. Create consolidated organizational budget. Oversee preparation of regular and special budget reports. Explain funding requests to the organization, legislators, and the public. Technical assistance with cost analysis. Relay status and availability of funds. Estimate future financial needs. Provide robust modeling and reporting to facilitate executive-level decision making. Strong analytical skills; support operations through analysis of key performance indicators and trends. Consensus-driven communicator; liaise across various business units and promote organizational success. Rapidly adapt to new technologies and possess expertise with MS Word, PowerPoint, Excel, Access, and broad range of statistical software. Analyze current and past financial data and performance. Prepare reports and projections based on analysis. Evaluate current capital expenditures and depreciation. Explore investment opportunities. Establish and evaluate profit plans. Identify trends in financial performance and provide recommendations for improvement. Coordinate with other members of the finance team to review financial information and forecasts. Provide financial models and forecasting. Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services. Prioritized and organized tasks to efficiently accomplish service goals.

Develop, prepare, analyze and administer budget. Produce and analyze a variety of reports including income statements and balance sheets. Provide technical support on budget/ fiscal related issues. Analyzed competitors and market trends to facilitate business growth. Built financial models to allocate resources, forecast cash and investment needs and make capital budgeting decisions. Developed or analyzed information to assess current or future financial status of firms. Analyzed actual financial results to budget, preparing variance reporting to functional groups. Evaluated and approved contracts, proposals and purchase orders. Developed budgets, prepared forecasts and monitored financial deadlines. Provide customer service based fiscal services, procedural advice, service and support needed for the business. Review monthly expenditures; prepare monthly projections. Develop procedures and policies to improve services. Review fiscal impact of deficiencies to make recommendations to owner for baseline changes using the prior year's funding decisions and budget plans. Monitor expenditures of spending and correct allocations. Discuss future plans and needs with owner to determine the level of funding. Receive and record digital payment, cash and checks. Check for accuracy in reports, figures and postings. Reconcile and report any discrepancies found in the records. Prepare expenditure plans, client reports, performance measure reports, and special project funding reports for owner. Provide assistance and support in determining the status of service targets, workload projections and cost effectiveness. Gather and analyze data for a variety of financial reports on a daily, weekly, and monthly basis. Compare purchase orders, prices, terms of payment and other charges. Create and implement spreadsheets for costs and projections. Manage the annual audit process, including preparing audit schedules. Build strong client relationships to maintain current business and acquire new clients. Provide exceptional client support at all times.

Work with other management team members to develop call center objectives, keeping profitability and efficiency in mind. Lead team meetings and coach and motivate team members. Hire, onboard and train call center personnel. Analyze call center data and prepare reports for upper management. Evaluate staff effectiveness and performance annually or on an as-needed basis. Work with call center representatives to enforce customer service standards and solve problems like escalated calls from angry customers. Collect and Analyze call center statistics and adjust processes to meet or exceed goals. Create weekly reports and ensure quality assurance. Ensure excellent customer service, oversee daily operations and facilitate the distribution of government funds. Set a clear mission and deploy strategies focused towards that mission. Develop workflow procedures, policies and standards that are in compliance with federal and state requirements. Review and ensure processes/standards are followed by new employees and conduct various internal audits. Develop, work closely with assigned liaisons to implement tasks and monitor results. Formulate, lead, and implement corrective action plans, which remediate specific risk and threats. Keep accurate records and document customer service interactions and discussions. Analyze statistics and compile accurate metrics. Mentor and develop customer service agents and nurture an environment where they can excel through encouragement and empowerment. Keep ahead of industry's developments and apply best practices to areas of improvement. Maintain an orderly workflow according to priorities. Manage small project teams to develop, execute and complete assignments. Organize team roles and evaluate employee performance. Document operational tasks and perform employee reviews and assessments.

Conducted forecasting and risk analysis assessments to maintain financial stability. Conducted financial analysis and research to advise board members on forecasting decisions. Collected and assembled financial data to analyze costs on year-to-year basis relative to fiscal planning and budgeting activities. Prepare asset, liability, and capital account entries by compiling and analyzing account information. Document financial transactions by entering account information. Recommend financial actions by analyzing accounting options. Summarize current financial status by collecting information; preparing balance sheet, profit and loss statement, and other reports. Substantiate financial transactions by auditing documents. Maintain accounting controls by preparing and recommending policies and procedures. Guide accounting clerical staff by coordinating activities and answering questions. Reconcile financial discrepancies by collecting and analyzing account information. Secure financial information by completing database backups. Verify, allocate, post, and reconcile transactions. Produce error-free accounting reports and present their results. Analyze financial information and summarize financial status. Provide technical support and advice on management. Review and recommend modifications to accounting systems and generally accepted accounting procedures. Participate in financial standards setting and in forecast process. Provide input for the goal setting process. Prepare financial statements and produce budget according to schedule. Direct internal and external audits to ensure compliance. Plan, assign, and review staff's work Support month-end and year-end close process. Develop and document business processes and accounting policies to maintain and strengthen internal functions. Communicate effectively with clients. Contribute to a strong client relationship through positive interactions with clients. Communicate with board members and/or President on upcoming projects and client issues that arise.