Professional Summary
Results-driven operations and finance leader with over 20 years of progressive experience at UC Davis Health and UC Davis. Proven ability to oversee complex departmental operations, align financial strategy with organizational goals, and drive operational excellence in academic healthcare environments. Adept at leading cross-functional teams, optimizing resources, and partnering with executive leadership to advance mission-driven outcomes across clinical, academic, and administrative functions.
Professional Experience
Business Operations Manager
UC Davis, Offices of the Chancellor & Provost
Davis, CA
- Manage business operations and special projects for the Offices of the Chancellor and Provost (OCP)
- Serve as primary liaison between OCP and central administrative units including Purchasing, Shared Services, Supply Chain Management, and Travel & Entertainment
- Review and approve financial transactions in accordance with campus and departmental policies; collaborate with Finance team to develop and implement account structures
- Provide strategic and operational leadership for all administrative and financial functions; serve as key advisor to executive leadership supporting high-level decision-making
- Lead, supervise, and develop cross-functional teams, fostering a culture of accountability and continuous improvement
Director of Gift Accounting
UC Davis Health, Health Sciences Development & Alumni Relations
Sacramento, CA
- Managed compliance for gift accounting at UC Davis Health in accordance with UCD Policies & Procedures
- Supervised and assigned work of two non-exempt gift processors; developed schedules to ensure adequate coverage
- Governed all reporting and auditing requirements for related financial activities; ensured appropriate internal controls to protect University resources
- Managed the annual fund calling program's credit card charging and pledge reminder system
Endowment Analyst
UC Davis Health, Health Sciences Development & Alumni Relations
Sacramento, CA
- Developed proposals and recommendations to guide and support endowments; coordinated efforts across Hospital Administration, Advancement Services, Development, Planned Giving, and various departments
- Chaired the Analyst workgroup; facilitated training for Fiscal Officers, Account Managers, and HSDA Staff on Endowments and Gift Accounting
- Managed a database of approximately 650 endowments; partnered with Donor Relations & Campus counterparts to support the Annual Compliance & Stewardship Report
Sr. Lead Grievance Analyst
UC Davis Health System, Patient Relations
Sacramento, CA
- Performed and coordinated complex multidisciplinary reviews of grievances and complaints; served as primary point of contact for escalated issues for Hospital Administration
- Drafted communication to patients on behalf of Senior Leadership (CEO, COO, and Hospital Administration)
- Conducted audits of complaints and grievances to ensure compliance with Joint Commission and CMS regulatory standards
- Set strategic plans to establish Hospital Rounding Project; coordinated Family Care Conferences with multiple disciplines
Administrative Assistant III
UC Davis Health System, Centralized Scheduling Unit
Sacramento, CA
- Processed referrals and scheduled patient appointments for participating specialty clinics; managed all aspects of the UCDHS referral management process for outpatient referrals
- Managed the transition of care for 500 Medi-Cal patients when contract was lost
MOSC IV – Supervisor
UC Davis Health System, J Street Specialty Clinic
Sacramento, CA
- Supervised day-to-day operations of the Internal Medicine J Street Specialty Clinics; directly supervised 5 FTE MOSC and (indirect) 4 FTE Medical Assistant II
- Conducted annual employee performance evaluations and disciplinary/corrective action process; responsible for hiring, recruitment, and interviews
- Reviewed general ledger to validate all expenses and other budget reports; developed strategic plan for clinic redesign implementation
MOSC III – Referral Coordinator
UC Davis Health System, Pediatric Specialty Clinic
Sacramento, CA
- Managed and coordinated the referral process, reviewing referrals for completeness, medical necessity, and specialty care requirements
- Obtained and verified insurance authorizations; coordinated specialty appointments and ancillary services
- Delivered exceptional customer service by addressing patient concerns and collaborating with diverse patient populations and interdisciplinary healthcare teams
Education
Master of Business Administration (MBA)
University of Phoenix
Bachelor of Science, Business
Capella University
Executive Education — Leadership Program
The Wharton School
Certifications & Affiliations
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