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operate in San Francisco. Maintain related records for auditing purposes. Work in conjunction with F&A, Risk Management
and Penn Tax office to ensure that all records meet compliance.

■ Manage onboarding for all part-time and full-time positions within Wharton San Francisco in conjunction with Wharton HR,
Central HR, and Payroll Offices.

October 2016-September 2017
Program Coordinator
■ Manage all aspects of Wharton San Francisco’s budget, from planning to implementation to close. Utilize Hyperion for
budget planning and BEN Financials for reports and reconciliation. Generate profit & loss statements and other reports for
Executive Director, Senior Associate Director, and Vice Dean to keep them abreast of the state of the budget throughout the
fiscal year. Partner with Wharton San Francisco’s leadership to align budgetary actions with strategic planning.

■ Manage accounts payable by auditing vendor invoices for accuracy and preparing payment via PO/PDA and tracking rental
payments via feeder. Maintain clear lines of communication with vendors and landlords. Maintain records of contracts and
regularly assess them for clear understanding of services and charges.

■ Manage processes of filing the correct paperwork for the unique business operations and tax requirements that arise from
being based in San Francisco.

■ Maintain detailed records of transactions on university credit cards and monthly projections/reconciliations of Wharton San
Francisco’s budget.

■ Partner with Assistant Facility Manager and Senior Associate Director to address facility-related concerns; handle such issues
in their absence. Support student, alumni, and client-facing efforts by providing event and program support as needed based
on staffing.

■ Manage invoicing and billing for space-rentals of internal and external entities, and other revenue-generating actions based on
facility usage. Partner with Wharton San Francisco’s events team to accurately post charges.

■ Administer payroll for all Wharton San Francisco employees on UMIS and update any biographical information or
distribution changes on PennWorks.

■ Manage complex and extensive travel, event, and academic program-related reimbursements of Vice Dean via Concur that
affect several budgets (OIDD, Wharton San Francisco, Penn Wharton Entrepreneurship, MBA Program For Executives,
Executive Education, and more). Maintain detailed records of charges to ensure that no duplicates are posted. Work closely
and communicate with Dean’s Office, F&A, and other departments to support open lines and communication regarding
these charges. Review and approve all other reimbursement requests for Wharton San Francisco staff.
■ Train and oversee Wharton San Francisco staff with financial functions, such as Requistioner access, to ensure that all
transactions effectively meet F&A policies while supporting Wharton San Francisco’s operational needs.
■ Handle all aspects of on-boarding new employee paperwork, setting up payroll, and posting open job requisitions.

■ Plan monthly staff meetings for employees of all departments based in San Francisco to foster strong interdepartmental
relationships.

The Wharton School, MBA Program for Executives, University of PA – San Francisco, CA
October 2015-October 2016
Administrative Coordinator
■ Reconciled, tracked, and assisted in managing the budget of the academic program, including creating budgetary journal
entries, initiating interdepartmental budget transfers, preparing the year-end budget close and audit materials, and preparing
budget reports for Directors and Managers in the MBA Program for Executives.
■ Managed accounts payable by preparing and auditing invoices, managing relationships with 100+ vendors, and maintaining
55+ purchase orders annually for contracts and requisitions totaling $4.2 million yearly while adhering to the University’s
Finance & Administration policies.