Rachelle Agatha, CPA, MBA
SENIOR EXECUTIVE PROFILEDynamic, results oriented, seasoned leader with multi-faceted executive and financial management experience; particular strengths include: Lead complex organizations: higher education, healthcare, public, private and non-profit Multi state and multi-facility administration Ensure sound fiscal, operational, and legal compliance Business development, transition, closure, mergers and acquisitions Manage through periods of substantial change and transition Commitment to diversity and equity Effectively communicate and collaborate with governing boards, management, staff, external stakeholders and community
CORE COMPETENCIES Budget and financial management Technology planning and leadership
Strategic planning & forecasting Human resource & employee relations Productivity and process improvement Complex problem resolution
Facilities planning and operations Governing body relations
Business policy and procedure Data analytics and system analysis
Lean operations/continuous improvement Research and development.
Resource and fund development Relationship and team building
Ethical and accountable Collaborative, entrepreneurial, and creative
CAREER PROGRESSIONVice President of Administrative Services2013-presentSan Diego Mesa College, SDCCD, San Diego, CA Member of Presidents Cabinet and Executive Leadership of College Responsible for budget, finance, purchasing, administrative services, and operations Lead audit, financial reporting, business systems, data analytics, and assessment Direct college technology services Manage personnel, payroll, risk management, and employment services Oversee plant facilities, capital, project management, repairs and maintenance Facilities, technology, and fiscal planning and forecasting Coordinate multi-million-dollar bond financing and large scale building construction projects Collaborate with district, other campuses, the community, and external organizations Chair of governance committees Coordinate and collaborate with integrated planning, enrollment management, resource allocation, program development and assessment Partner in institutional effectiveness, program review, and accreditationSelected Achievements Co-Lead for District wide PeopleSoft San Diego Community College District PeopleSoft ERP implementation project for all core services Re-organized college technology services for cost savings, process improvement, integration and improved customer service. Transportation assessment and planning Lead re-design project of College Website and College integrated mapping/wayfinding projectVice President/Chief Financial Officer2011-2013University of St. Augustine for Health Sciences, San Marcos, CA Member of Executive Committee and report directly to the President/Chief Academic Officer and owners. Vice President & Treasurer of the Corporation Board and owner relations, strategic planning, cash and financial reporting and forecasting Engaged with executive and academic leadership on strategic planning, growth, program and campus projections, performance improvement, and operational assessment Directed all financial functions, financial aid, tax, audit, budget, treasury, and fiscal operations, student accounting, purchasing, and contracts Involved in academic quality, operational effectiveness, program planning, growth, and managed key metrics Operational oversight of business operations, risk management, human resources, legal, facilities, and technology Managed physical plant and capital planning and development process and functions Oversaw compliance for Department of Education and Title IV funding and accreditationSelected Achievements Merger and acquisition including completion of due diligence through completion of sale of University Engaged in new campus completion including project planning, capital budgeting, contracts, and projections for cost savings Planned, procured, and implemented financial and business enterprise system for the University enhancing reporting, data collection, and compliance for University across all campuses Implemented automated purchasing system and refined purchasing processes for improved internal control and cost containment Enhanced auxiliary technology for student services, bookstore, student copy services, and student payment services Developed and implemented budget system for collaboration, cost containment, and improved organizational culture Created analytics and metrics based forecasting model for improved strategic planning Established new banking relationships and technology for cost savings and technology improvement Improved internal control environment and developed process and procedures to improve compliance Implemented integrated Human Resource, payroll and time and attendance systems for improved efficiency and cost savings
Vice President Financial Operations2008-2011Scripps Green Hospital, La Jolla, CA Reporting directly to EVP/CFO of Scripps Health and the Chief Executive Officer of the hospital, directed financial operations, budget, supply chain, health information, patient accounting, access, and business services divisions Managed revenue cycle functions including charge capture, reimbursement, payor contracts, collection, and reporting Selected Achievements Improved business oversight of solid organ and bone marrow transplant programs coordinating joint operations with physicians and clinic leadership, addressing licensure, organ acquisition, ancillary services, reimbursement, and contracting Developed complex service line analysis including: productivity, profitability, cost accounting, service line review, business plans, and return on investment decisions Managed large and complex capital projects Financial coordination of several large projects such as surgical robot, cancer center, and cardiac center Managed relationships with Clinic Physician Group Improved Graduate Medical Education program oversight for enhanced funding, and budgetary analysis in coordination with GME program physicians Achieved cost reduction and standardization through Implementation of Product Review Process integrated with IRBCorporate Controller/Treasurer2007-2008Sharp HealthCare, San Diego, CA Director of corporate finance, audit, and treasury functions for Sharp HealthCare system Member of Business Systems Project Management team identifying corporate technology projects and system enhancements, prioritization, and cost/benefit Complex budget, strategic planning and financial analysis, risk assessment, performance measurement, and long term sustainability
Assistant Finance Director2005-2007City of Folsom, Folsom, CA Directed multiple divisions: Financial Reporting and Analysis, Treasury, Revenue/Municipal Services, Disbursements, and budget Ensured compliance of City financial information in accordance with City municipal code and government code. Presented information and analysis to the City Council providing solutions and recommendations Coordinated and collaborated with developers, community members, and internal departments including police and fire Project Manager for new City-wide ERP system replacement for improved technology and efficiency Accomplished user and Impact fee studies with community for positive fiscal impact Enhanced technology for cost savings and improved efficiency such as paperless records management and data integration/retrieval systems Re-engineered City financial and purchasing processes and policies for enhanced reporting and cost savings
Chief Deputy2004-2005US District Court, Eastern District, Sacramento, CA Administration and supervision of all District Court operations in five locations. Direct oversight of Finance, Budget, Human Resources, Information Technology and court operations Developed and enhanced court policy, oversee operational issues affecting the court, and served as liaison to Clerk and judges. Integrated with Federal government and other entities. Reviewed and analyzed organizational structure, reporting relationships, and functional assignment to meet current and future needs of court. Assisted with implementation and transition to new case management system for cost savings.
Court Executive Officer2000-2004Superior Court of the State of California, County of Amador Administrator and top executive of a California Trial Court. Reported directly to the judicial officers Direct oversight of all aspects of court operations including administration, strategic planning, budget, fiscal operations, information technology, policy initiation and implementation, governmental and legal affairs, human resources, labor relations, risk management, public relations, facilities management, and case management Directed personnel function and represented Court in labor relations, union contract negotiations, grievances, and related matters Transitioned Court from local County control to State entity status in accordance with California legislation. This involved obtaining employer status, implementation of fiscal and HR systems, and creating entirely new administrative infrastructure and processes as well as labor negotiations with unions Implemented Court Case Management System for improved reporting, operational efficiencies, and cost savingsDirector of Finance1994-1998Sutter Amador Hospital, Jackson, CA Directed Finance, Accounting, Treasury, Procurement, Revenue, and Patient access Developed and prepared multi-million dollar annual operating and capital budgets. Monitored budget operations, productivity, ensuring adherence to facility and corporate strategic planPriceWaterhouseCoopers1987-1991Senior Auditor, Sacramento, CA Staff Auditor, San Jose, CA
NON-PROFIT AND COMMUNITY SERVICEBoard Member, San Diego Mesa College Foundation2013-presentThe foundation is a separate charitable organization (501 c 3) which raises funds for scholarships for Mesa College Students and funding for programs and services not covered by other sources. Volunteer time as board member, at community events, and for programs.
FACULTY EXPERIENCEInstruct Finance/Accounting, Excel, and Business courses, on-line and traditional classroom. Curriculum development, course assessment, website and course development using multiple technologies and educational toolsPalomar Community College, San Marcos, CA 2008 presentMiramar College, San Diego Community College District, San Diego, CA 2009 presentMiraCosta Community College, Oceanside, CA 2011 presentColumbia Community College, YCCD, Columbia, CA 1992 1994MTI Business College, Sacramento, CA 1991 1992Los Rios Community College District, Sacramento, CA 1991 2001
EDUCATION, CERTIFICATIONS & MEMBERSHIPSCandidate Doctorate in Educational Leadership (EdD), Fielding Graduate University, Santa Barbara, CA Masters in Business Administration (MBA), California State University, Sacramento, CA Bachelors of Science Business (BS), California Polytechnic State University, San Luis Obispo, CA Certified Public Accountant - valid and active CPA license in the State of California
Memberships: American Institute of Certified Public Accountants (AICPA); California Society of Certified Public Accountants (CSCPA); Association of California Community College Administrators (ACCCA); Association of Chief Business Officers (ACBO); Teachers of Accounting at Two Year Colleges (TATYC)
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