Oct 2017 – Oct 2022 · 5 yrs · Chicago, IL

• Manage the financial analysis, reconciliation process and implementation of project management control.
• Prepare budgets and forecasts to project and track financial metrics including revenue and expenses.
• Track expenditures and perform the client bill and receivable collection functions.

Jul 2015 – Sep 2017 · 2 yrs 2 mos · Chicago, IL

• Perform comprehensive audits and reconciliations on home sale transactions for approximately 70 clients.
• Proactively perform analysis of data and reports to adequately draw conclusions for best practices.
• Ensure closing files are billed properly by executing an extensive review of expenses, invoices, fees and refunds.
• Process mortgage payoffs, equity payments, and advances.
• Efficiently communicate with vendors to resolve billing discrepancies.
• Invoice clients based on specific schedule to ensure appropriate and accurate expense reporting.
• Effectively communicate with management regarding improvement of internal processes and procedures.

Feb 2015 – Jun 2015 · 4 mos · Chicago, IL

• Managed financial transactions and invoice processing with Accounts Payable (domestic and foreign) for assigned study abroad programs.
• Created and managed requisitions with Procurement to obtain purchase orders.
• Coordinated faculty compensation payments in the PeopleSoft payment request system.
• Reconciled program budgets and expenses (including preloaded debit cards and other reimbursement procedures).
• Reconciled credit hour and tuition balances for study abroad students with the university records.
• Provided data and reporting on program financial success to Director or Director’s designee, division-wide Budget Manager and other university staff and senior leadership.
• Compiled and maintained updated program budget spreadsheets in Excel.

Nov 2014 – Feb 2015 · 3 mos · Chicago, IL

• Assisted and supported Chief People Officer in servicing employees.
• Conducted compensation and wage analysis that involved monitoring the performance appraisal process.
• Performed human resources functions including correspondence generation, record keeping, file maintenance, and HRIS (ADP) entry.
• Revised and edited company procedures and related documents as necessary.
• Helped maintain company organizational chart, employee directory and personnel files.
• Maintained compliance with federal and state regulations concerning employment.

Jul 2014 – Oct 2014 · 3 mos · Chicago, IL

• Processed invoices using Salesforce and Commerce Interface.
• Verified entered and corrected domestic, as well as international invoices.
• Followed up with vendor inquiries regarding outstanding invoices, charges and invoicing process.
• Resolved incorrect payment allocations, charges, and other account disputes.
• Effectively communicated invoicing processes and procedures with vendors.

Sep 2012 – Jan 2014 · 1 yr 4 mos · Chicago, IL

• Oversaw business operations of the Division of Student Affairs.
• Monitored and analyzed budgets of 11 departments including departmental specific project budgets.
• Developed financial reports for departments and special projects.
• Collaborated with directors and vice presidents to establish budgetary requirements and goals.
• Maintained financial database and records.
• Coordinated human resources processes, including creation of a new hire reference guide and maintaining personnel files.
• Directly supervised civil service staff.

Feb 2011 – Sep 2012 · 1 yr 7 mos · Chicago, IL

• Managed over $1.5 million in investment accounts.
• Collaborated with investors to set goals and objectives for investment accounts.
• Prepared quarterly financial reports.
• Organized and maintained student records including grades, program participation status, and scholarship awards.
• Ensured that students received scholarship money upon high school graduation.
• Successfully wrote grants for funds to support the A-Team Scholars Program.
• Effectively communicated with school administrators, parents and students regarding the A-Team Scholars Program.