Jiayi L.

About Jiayi L.

I’m a finance and data person who enjoys making complex information easier to understand. In my current role, I support budget and treasury work for a public school district, helping track spending, build and maintain budgets, and support school leaders with practical financial updates.I’m also someone who likes improving how work gets done. I use Excel and Python to automate repetitive reports, clean up messy data, and create templates that save time and reduce mistakes. I’m comfortable juggling multiple deadlines, staying organized, and making sure details don’t slip, especially when the work is time-sensitive. Across my experience, I’ve learned how to work with different teams, communicate with people who don’t live in spreadsheets, and stay calm when things are unclear or moving fast. I’m excited about roles where I can combine finance, analytics, and process improvement to make a real impact.

Experience

1. Budget and Treasury Analyst

   Eugene Sd 4j

   Mar 2024 — Present · Eugene, OR, US

   Manage and monitor budgets for 32 schools and district departments within a $500M–$600M annual budget, including a $298M General Fund, through budget-to-actual analysis, variance monitoring, and ongoing spending review.• Reconcile payroll, budget, and departmental records across employees to track FTE allocation, clarify funding sources, and provide a more accurate view of personnel costs across schools, departments, and funds.• Support district financial planning through revenue and allocation modeling tied to assessed property values, State School Fund estimates, tax and levy revenue, adjusted student counts, charter school payments, and school budget distribution.• Automated recurring reporting processes using Python and advanced Excel to combine budget and actual data from separate systems, reduce manual work, improve reporting accuracy, and create plain-language documentation for finance staff.• Support treasury and annual audit activities by monitoring cash activity, tracking tax revenue and bank interest, preparing financial statement support for the Annual Financial Report, and assembling audit documentation using historical records and prior-year workpapers.

Education

• University of Oregon

  Master of Science - MS, Financial Mathematics

• University of Oregon Lundquist College of Business

  Bachelor of Science - BS, Business Administration

Skills

• Social Networking
• Communication
• Strategy
• Event Planning
• Piano Playing
• Management
• Leadership
• Marketing
• Public Speaking