Systematic Evaluation of UPR System’s Librariesjuvelez
Systematic Evaluation of UPR System’s Libraries: Reaffirming the Culture of Collaboration, Evaluation and Assessment by Julia Y. Vélez Coordinator of Library Assessment and Evaluation Project. Poster presentation in Library Assessment Conference:
Building Effective, Sustainable, Practical Assessment
Seattle, Washington August 4–7, 2008.
Systematic Evaluation of UPR System’s Librariesjuvelez
Systematic Evaluation of UPR System’s Libraries: Reaffirming the Culture of Collaboration, Evaluation and Assessment by Julia Y. Vélez Coordinator of Library Assessment and Evaluation Project. Poster presentation in Library Assessment Conference:
Building Effective, Sustainable, Practical Assessment
Seattle, Washington August 4–7, 2008.
I have over 10 years of experience in forecasting, budgeting, planning & analytical modeling in the Los Angeles area. I offer my solid financial management background in creating and improving value-added processes, building effective relationships with key decision makers and collaborating with management teams in setting / evaluating key performance indicators and profitability goals. barette@pacbell.net; 818-808-5107
Join us June 7 (register at http://clearedjobs.net/cleared-jobfairs) at the Westin Tysons Corner in Falls Church, VA, to meet with cleared facilities employers, have your resume reviewed and attend Career Seminars. The Job Seeker Handbook contains a listing of all employers and the cleared jobs they will be seeking to fill at the Cleared Job Fair. An active or current security clearance is required to attend.
I have over 10 years of experience in forecasting, budgeting, planning & analytical modeling in the Los Angeles area. I offer my solid financial management background in creating and improving value-added processes, building effective relationships with key decision makers and collaborating with management teams in setting / evaluating key performance indicators and profitability goals. barette@pacbell.net; 818-808-5107
Join us June 7 (register at http://clearedjobs.net/cleared-jobfairs) at the Westin Tysons Corner in Falls Church, VA, to meet with cleared facilities employers, have your resume reviewed and attend Career Seminars. The Job Seeker Handbook contains a listing of all employers and the cleared jobs they will be seeking to fill at the Cleared Job Fair. An active or current security clearance is required to attend.
1. EARNESTJ. CARSON,JR.
357 Cooper School Rd. Vacaville, CA 95687 Home (707) 448-2128 Cellular (510)828-8449 e_carson178@yahoo.com
CAREER OBJECTIVE: Seeking a position as a Financial Analyst, where I can utilize my 13 plus years of
finance and administrative experience to meet the objectives of the department, as well as the opportunity to
bring new ideas to the department and be an active member of a collaborative team environment.
SUMMARY OF QUALIFICATIONS
Managing operational budgets, project budget and debt service payments
Trend analysis
Provide management with monthly variance reports
Managed 10 individual budgets with multiple fund sources totaling over $60M
Experienced with Berkeley Financial System (BFS) and Berkeley Administrative Initiatives
Reporting(Oracle interface)
Cal Planning user
Knowledge of University finance policies, practices and campus systems
Working with cross functional teams
Preparing management reports
Providing individual and group training sessions and meeting facilitation
Proficient in using BFS, BAIRS, MS Word, Excel, Power Point, current version of Microsoft
Office applications, Smart View
EXPERIENCE
10-2013- 10-2016
University of California, Berkeley Berkeley, CA
Financial Analyst IV, Budget & Financial Planning, Student Affairs Finance
Manage 9 unit’s operational budget with multiple fund sources totaling over $60M
Monthly variance reporting and trend analysis
Meeting facilitator
Manage permanent budget funds
Ensure that department met SAS 115 requirements
Research anomalies and provide descriptive write up of occurrence
Provided training to co-worker on Smart View and Cal Planning
Staffing expense management
Followed fiscal close procedures
Reallocation of fund sources
8/2010 – 10/2013
University of California, Berkeley Berkeley, CA
Budget Analyst II, Budget & Financial Planning, Residential and Student Service Programs (RSSP)
Manage 22 unit’s operational budget with multiple fund sources totaling over $16M
Led the budget process
Worked with Directors’ in preparing annual budget, analyzed proposals for accuracy
Provide management and others with monthly variance reports
Prepare trend analysis reports and provided recommendations for alternative uses of funding
Provide one on one training as well as group training on the budget process
Active participant in fiscal close activities
2. EARNESTJ. CARSON,JR.
357 Cooper School Rd. Vacaville, CA 95687 Home (707) 448-2128 Cellular (510)828-8449 e_carson178@yahoo.com
5/2007-8/2010
University of California, Berkeley Berkeley, CA
Sr. Administrative Analyst, Information Technologies, (RSSP)
Managed operational budget of $4M and project budget of $1M
Facilitated 08-09 thru 10-11 budget process
Directly supervised Administrative Assistant III
Led department through fiscal close process
Liaison for department in the event of internal or external audit
Coordinates and implements department budget allocations, conceives of and maintains
department chart of accounts
Develop annual budget for department, including analysis and recommendation development
Track campus & university financial policy & ensure that department practices reflect updates &
changes
Identify major expenses as operational or capital projects
Troubleshoot complex Excel spreadsheets to verify complex embedded formulas.
7/2000-5/2007
University of California, Berkeley Berkeley, CA
Administrative Analyst, Budget & Financial Planning, (RSSP)
Design spreadsheets for analytical use in projecting income and expense, prepare year-end
financial reports and analyze trends of variance reports
Researched any erroneous or miscellaneous posting found on the General Ledger
Reconciliation of reported income and actual income using BAIRS
Prepare financial journals and budget journals for minor and major capital projects
Disseminate information using Berkeley Administrative Initiatives Reporting System(BAIRS) and
Berkeley Financial System (BFS), CS Gold, and Universe
Responsible for preparing all Inter-Campus and Inter-Location charges
Member of the building Safety Committee, Alternate Building Coordinator, Floor Representative
Prepare travel vouchers for the department and Blu Card reconciler
EDUCATION:
University of Phoenix (BS, Business Management) 2005
American Management Association (AMA) Preparing for Leadership (June 2014)
Meeting Facilitation Workshop (2010)
Financial Management Certificate Program (June 2008)
OTHER ORGANIZATIONS/ACTIVITIES:
Head Coach, Youth Track and Field
Treasurer, Travis Vikings Youth Football and Cheer
Secretary, Alpha Phi Alpha Fraternity Inc.
Member of Big Brothers Big Sisters