Wanzhu Fassett Liu
Waverly,NY
Summary
Dedicated and detail-oriented Budget and Finance Coordinator with experience in managing financial operations within higher education institutions. Proficient in budgeting, financial analysis, and reporting, with a deep understanding of the complexities of academic and administrative funding. Skilled in forecasting, reconciling accounts, and ensuring compliance with institutional policies and regulatory standards. Adept at collaborating with department heads, faculty, and staff to optimize resource allocation, support decision-making, and ensure efficient use of financial resources.
Overview
8
8
years of professional experience
Work History
Budget and Finance Coordinator
SUNY - Binghamton University
02.2024 - Current
- Pull state and foundation data monthly for all departments.
- Update Harpur Dean's financial plan.
- Manage Dean's Commits, including adding new commits, reimbursing departments semesterly and rolling forward commits at the end of each year.
- Update SUTRA database with current earnings semesterly and export to departments.
- Review and process salary reimbursements with departments, provost and other university areas.
- Approve travel, reimbursements, state vouchers.
- Support 47 finance support staff members in all Harpur departments and programs.
- Create new finance spreadsheets for 47 areas annually.
- Create new commits database for 47 areas annually.
- Federal work study allocation and monitoring.
Senior Treasury Analyst
Chemung Canal Trust Company
01.2018 - 02.2024
- Communicated with bank members and auditors on accuracy and timeliness of financial reports.
- Presented forecasting and financial reports to corporate executives and clients.
- Handled cash flow, debit and interest schedules and bank accounts.
- Mitigated risk by implementing internal controls and safeguards for revenues and expenditures.
- Researched macroeconomic, industry and company-specific data to inform investment decisions.
- Leading the team of AP and staff accountant, also serve as back up.
- Tracked prices, yields and other trends to correctly interpret impacts on investment predictions.
- Prepared corporate fiscal and business plans to help strategically direct business operations and strengthen controls.
Relationship Banker
Chemung Canal Trust Company
04.2017 - 01.2018
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Analyzed customers' financial information to deliver personalized account guidance.
- Assisted customers with completing required forms for opening and closing bank accounts.
- Adapted products and services to suit customers' changing financial circumstances.
Education
Master of Science - Finance And Management
University of Exeter
United Kindom06-2016
Bachelor of Arts - Law
North China University of Technology
Beijing, China06-2013
Skills
- Unwavering professionalism
- Audit support
- Expense tracking
- Reporting
- Financial analysis
- Financial planning
- Relationship building
- Employee motivation
- Agility and adaptability
Accomplishments
Nominated for the Harpur Hero Award.
Attended and graduated Leadership Development Program.
Served on hiring committees.
Developed and maintained Harpur Faculty Startup, tracking the spending and producing reports monthly.
Developing and teaching Access training to department staff members.
Timeline
Budget and Finance Coordinator
SUNY - Binghamton University
02.2024 - Current
Senior Treasury Analyst
Chemung Canal Trust Company
01.2018 - 02.2024
Relationship Banker
Chemung Canal Trust Company
04.2017 - 01.2018
Master of Science - Finance And Management
University of Exeter
Bachelor of Arts - Law
North China University of Technology