Linda Wu (MS)

- Manage the strategic budgeting and planning process during the budget development period as well as provide quarterly forecast updates approx. ($18 million) - Supervise and evaluate staff of 9 analysts responsible for (high function operations; eg, daily operations including faculty/staff hiring, faculty support, payroll, accounting and reporting) - Implement and negotiate nurse practitioner clinical contracts to help ensure optimal terms - Collaborate with all levels of academic faculty and staff to develop, implement and ensure division goals are met. - Work with Leadership to negotiate and renew faculty appointments annually - Analyze fiscal data that enables me advocate and make recommendations that will best support programming success

- Developed materials to engage and present at Leadership/Board Retreats - Served as fiscal representation at the Superintendent's Advisory Committee - Directed/Developed/ and Presented interim financial reports and presentations for the Board and Alameda County Office of Education - Developed and update year end forecasts which then develops the assumptions for multi-year plan - Managed/collaborated with a team of 12 Financial Analysts (FA’s) to ensure schools(87)/district departments(56)/special funds (11)/district leaders have fiscal support in bridging programmatic goals with fiscal strategies - Partnered in implementing Budget Development by assisting with developing and implementing funding strategies for the annual budget development process ($700+ million) - Maintained full responsibility of previous role as Financial Services Director-Site Based Support

• Manage/collaborate with a team of 8 Financial Analysts (FA’s) to ensure schools(87)/district departments(56)/district leaders have fiscal support in bridging programmatic goals with fiscal strategies • Advisor to the FA’s/other District stakeholders on resolving day to day complex fiscal requests from stakeholders • Directly support the Financial Officer of Budget Development by assisting with developing and implementing funding strategies for the annual budget development process ($500+ million) • Monitor budgets to ensure they are appropriately coded in accordance to California Schools Accounting Manual following guidelines stipulated in the Standardized Account Code Structure • Co-manage, organize, lead and participate in budgetary training sessions

• Developed and monitored a $35 million budget for Environment Health & Safety/Protective Services Divisions • Lead the development & proposal for Safeguards & Security funding to Department of Energy • Coordinated team to establish and recommend annual environmental liability estimate (Approximately $408 million) • Managed & reported the weekly progress of day to day operations of my team to Senior Leadership • Reconciled and proposed necessary expenditure accruals as a part of the month end close process • Developed/presented training materials to help simplify financial implications which enabled stakeholders to strategically implement programmatic goals

• Analyze/ implement financials as part of team that manages ($500+ million) in preparation of District financial reports to the Board & Alameda County Office of Education (ACOE) during 5 key interim reporting periods • Complete Local Control Funding Formula model and multi-year projections • Provide analytic support for District’s labor relations department during collective bargaining negotiations • Assist in completion of post-negotiations cost analysis (AB1200) to ACOE to ensure district can financially support collective bargaining arrangements • Develop budgeting templates as county and state reporting requirements evolve • Coordinate on a daily basis with accounting, payroll, accounts payable and human resources to ensure compliance with District, State and Federal policies • Participate in professional development on a regular basis to stay abreast of new state laws that impacts District funding • Provide training to site and program personnel

• Responsible for the management $ 30M annual budget for the Family, Schools, Community Partnership Department (FSCP) • Created financial models and analysis used to set short term and long term budgets • Developed a monitoring process to measure budget compliance and reconciliation • Responsible for monthly forecast of budget and (quarterly) of publication of updates and variance analysis • Preparation, review, and audit of grants • Conducted financial training and coaching for departments • Served as liaison with other departments to review, reconcile, and appeal grant funding • Assisted other departments on financial procedures that include journaling, bookkeeping practices, and accounting of indirect costs

• Guided various unit/program leaders to help them manage an $80 million budget • Developed fiscal monitoring and forecasting process and tools for key stakeholders • Created presentations for management that outlined budget development and fiscal reporting requirements • Led special projects such as implementation of State Directed Changes in funding resources • Worked with key stakeholders on budgeting and created internal controls for fiscal adherence • Conducted workshops on financial tools, process, and terminology • Presented at the California Association of School Business Officers (CASBO) Conference • Assisted other departments on financial procedures that include journaling, bookkeeping practices, and accounting of indirect costs.

• Responsible for the management and review of a $ 28M budget • Analyzed and evaluated financials for prospective mergers and acquisitions • Identified trends and recommended corrective actions for potential budget overrun issues in the review of monthly financial statements • Closely worked with CFO in the preparation and presentation of key financials to financial committee and board meetings • Implemented and directed budget process for managers • Built customized revenue and expense budget models • Developed recurring (quarterly) operational reporting that details actual performance versus plan for revenue, expense and capital.

• Developed reporting requirements for internal and external clients • Designed specific Business Objects Universes directly out of the Oracle Database • Responsible for ensuring data updates, integrity and quality by working closely and monitoring Data Warehouse Team • Created standardized Business Objects Templates to optimize efficiency for retrieving data • Conducted training for Business Objects Software

• Provided quarterly expense forecast for over 15 different engineering and marketing departments • Developed standardized marketing analysis reports for Management • Measured actual versus forecasted expenses on a real-time basis to assist in project selection • Responsible for preparation of business package to measure business performance • Assisted business partners in journal entries and accountings • Analyzed actual versus forecast product bookings • Trained new employees on financial tools, databases, and applications