Cody Poage Email and Phone Number

- Oversees the large, complex, and highly diversified research portfolio of the Division of Infectious Diseases, including proposal development and post-award management, totaling at least $14M annually- Oversees the submission of proposals from more than 20 faculty and researchers and over 35 sponsors, mainly federal and foundations- Interacts with various federal, state, foundation, and industry sponsors- Manages 65+ active sponsored awards, involving clinical and non-clinical research, fellowship/training grants, conference grants, and service contracts; total anticipated funding across all project years is $90M- Manages complex awards including multi-PI, multi-site, and multi-project grants with several sub-accounts and monthly to quarterly deliverables- Tracks the effort for 100+ research faculty and staff, identifies possibly gaps in funding, and monitors effort certifications as required- Prepares fiscal budget projections for research totaling at least $14.6M annually and meets regularly with division administrator and/or division chief

- Develop and manage complex budgets for multiple active grants and proposals- Review and approve expenditures in accordance to grant contract budget- Prepare and submit accurate payment request information for active grants- Create and manage effective cash forecasting tools according to grant budgets and deliverables- Prepare financial reports for sponsors as required- Assist in the monthly reconciliation of financial statements- Assist in organization and execution of all Texas Success Center projects, meetings, and institutes, as assigned

- Prepared and administered budgets, approved and reviewed expenditures, and prepared financial reports- Advised in the approval and managing of effort commitments of key project personnel- Devised policies and standards to keep the financial work within OMB Uniform Guidance and internal controls- Reviewed and processed Concur reports related to research purchases and travel expenses on university purchasing cards- Prepared special financial reports as requested by Principal Investigators- Assisted in preparing, reviewing, and processing Graduate Payroll Authorization Forms- Oversaw the purchasing of laboratory equipment purchases for research laboratories- Processed equipment tagging requests from Property Accounting across multiple laboratories within the department- Provided financial documentation for audit purposes- Served as department-level contact for award closeout with the central Controller's Office- Monitored progress and workflow of Accounting Assistant(s)- Created training materials and manuals for Accounting Assistant(s)

- Analyzed and recorded cost-share records for all sponsored awards within the university- Prepared plans of action for service center budgets across the university, using financial analyses to identify discrepancies- Provided forecasted budget plans for service centers- Reconciled institute-wide equipment depreciation schedules for applicable service centers- Generated summaries for Rice funded research support by departments for various reports within the university and for the State of Texas- Collaborated within the Research and Cost Accounting department for various year-end duties, including adjustments to the general ledger and special final reports- Prepared quarterly and year-end Fringe Benefit reports for the Assistant Controller in the Research and Cost Accounting department- Trained colleagues in the Online Labor Redistribution system for effort reallocation

- Reconciled five-division general ledger accounts on a regular schedule, including ongoing mortgage loan balances, interest payments, and payoffs with expiring loans- Maintained reports for loan interest amounts due on a monthly basis- Upheld financial transparency requirements with well-prepared and thorough reports for monthly, quarterly, and yearly analysis- Processed monthly, quarterly, and yearly journal entries to the general ledger- Distributed annual tax forms for interest payments on applicable mortgage loans- Prepared quarterly and yearly cash flow projections for various divisions- Performed primary review of promissory notes for tentative loan commitments- Verification of property tax account status and insurance certifications for loan commitments- Reviewed spending and performed an analysis of escrow draw requests- Provided detailed analysis, documentation, and explanations for all recorded transactions- Discussed organizational finances with senior managers, helping the decision-making process

- Verified and posted account transactions in the general ledger- Identified and resolved issues such as appropriate use of accounting codes, approvals, and compliance with federal and university-wide controls- Compiled documents, records, and information for end-of-year audits- Maintained proper records related to purchasing card transactions in accordance with the University official policies and procedures- Investigated account balances and resolved payment inquiries to customers- Prepared check requests for reimbursement to Principal Investigators and student, when requested- Reconciled monthly purchasing card expenditures- Processed invoices for payment involving research purchases- Assisted with equipment purchases process- Tagged equipment in research laboratories- Maintained database of equipment tags for reporting and tracking purposes

- Reconciled daily credit card reports, guest deposits, banquet event orders, account receivables adjustments, room allowances, and voided checks- Prepared daily financial reports for Income Audit Supervisor, including transaction reports for the restaurants within the hotel- Created purchase orders for multiple departments within the hotel- Collected W-9 tax forms for vendor set up and sales tax information- Investigated account balances and resolved payment inquiries to customers- Entered vendor invoices and assisted Accounts Payable Manager by preparing company checks for payments- Reviewed invoices for required backup documentation and payment approvals

- Assisted with the preparation of general ledgers and trial balances- Reconciled income statements and prepared various tax returns under the supervision of the staff, including two Certified Public Accountants- Delivered physical tax returns to local clients