Budget Analysis

Advanced Budgeting Frameworks & Variance Analysis

Proven Track Record

Real experience managing substantial organizational budgets

$250K+
Total Budget Managed
5+
Organizations
100%
Approval Rate
49+
Projects Funded

Budget Management Experience

Penn State GPSA - $108,000 Annual Budget

Director of Strategic Planning | 2024-2025

Managed and allocated GPSA annual operating budget with enhanced forecasting. Created automated cash flow metrics and modernized budgeting formats with Excel dashboards, improving decision-making clarity and fund visibility across 38+ funding proposals.

CAFES - $130,000 Grant Program

Financial Officer | 2022-2024

Led full-cycle financial operations for sustainability grants, processing 93+ journal entries. Implemented enhanced financial governance systems that reduced mischarge rates to zero and achieved 100% compliance over two academic years.

Willamette Events Board - $120,000+ Programming Budget

Treasurer | 2023-2024

Oversaw full-cycle budget operations for large-scale events and grants. Redesigned budget templates with rolling cash flow projections and emergency buffer fund modeling.

Business Competition CFO Role

ICBSC Global Competition | 2024

Performed biweekly capital budgeting and P&L analysis across 20+ simulated quarters, delivering 167% total revenue growth and maintaining profitability in 62% of quarters while managing up to $23.4B in assets.

Penn State Business Leaders for Change Organization - $1,500 Inaugural Event Budget

Treasurer | 2024-2025

Created and managed annual budget for inaugural sustainability-focused events and building organizational structure. Negotiated with stakeholders to reduce projected costs by 25% through real-time adjustments during live pitch meetings. Coordinated Earth Day Panel & Pitch Competition (~40 attendees, 3 sustainability-focused CEO panelists), establishing funding account infrastructure and vendor relationships.

Case Studies Under Development

I'm developing detailed case studies and templates based on my budget management experience. This will include variance analysis frameworks, rolling forecast models, and the automated dashboards I've built for real organizations.

Expected: Q4 2025