David Lundquist, Mpa Email & Phone Number

New York, New York, United States

▪ Direct post-award operations, including award set up, invoicing and letter of credit draws, accounts receivables and cash application, cost transfers, financial reporting, closeout and effort reporting▪ Supervise the Assistant Director, Restricted Grants and Grants Analyst▪ Advise on research administration matters and ensure quality and compliance▪ Provide regular financial and performance metrics to the Controller and Museum leadership▪ Manage calculation and negotiation of F&A rate▪ Provide excellent customer service to principal investigators (PIs), department administrators, and other members of the supported programs community▪ Serve as point of contact for escalation of requests from PIs and staff▪ Collaborate with staff to resolve complex issues and provide training to PIs and administrators▪ Participate in the Museum’s Supported Programs Administration leadership group to align objectives and coordinate responsibility across all units supporting research administration▪ Evaluate current post-award processes, develop policy and process improvements, and assume primary responsibility for implementation▪ Identify potential audit risks and coordinate with Museum staff to reduce risk▪ Collaborate with the pre-award office and other key stakeholders to establish guidelines, policies, procedures and best practices for managing the Museum’s supported programs▪ Keep current on federal and agency regulations and provide updates on important changes▪ Serve as the functional/business owner for IT systems that support the post-award operations▪ Co-lead implementations of new systems, upgrade of existing systems, and understanding system configuration, processes, and workflow▪ Serve as the institution’s Authorized Financial Representative on all federal grant-related matters, including submitting draws and invoices, reviewing and submitting financial reports▪ Serve as the liaison from the Finance office for all external sponsored programs audits

Greater New York City Area

▪ Specialize in landscape, architecture, nature, wildlife, portrait, engagement, wedding, and product photography▪ Manage finances for my independent photography business▪ Photograph weddings, engagement & portrait sessions, and events (parties and special occasions)▪ Prepare marketing materials and present material during meetings with potential clients and gallery owners▪ Run and maintain photography exhibit booth during annual festivals in New York City and beyond▪ Designed, built, and launched business photography website using Adobe Dreamweaver CS5 ▪ Sell matted and framed photography in spring, summer, and fall street fairs and arts/crafts festivals▪ Display photography in local businesses as well as local galleries

Greater New York City Area

▪ Supervised Accounts Receivables (AR) and Collections staff, providing direction and guidance on AR and Collections-related procedures/issues, ensuring issues are resolved in a timely manner▪ Mandated that AR and Collections staff successfully manage all cash received and collected for RFO and remain in compliance with federal regulatory requirements▪ Ensured adherence to RFO policies and procedures to maintain accuracy and consistency with workflow output▪ Trained and developed new AR team members, prepare each member for new tasks and responsibilities, and provide mentoring and coaching to new and existing team members▪ Provided feedback for performance management and assist in implementing any corrective actions, if necessary▪ Oversaw letter of credit (LOC) and cost reimbursable accounts receivables for the institution, including federal & non-federal funding▪ Oversaw posting of daily cash receipts (including wires, ACH/EFT and checks) to invoices to ensure accurate maintenance of AR balances and maintain accurate records for audit-purposes▪ Responsible for billing, drawing down, and applying LOC cash related to federal research project expenses based on sponsor and institutional policies in a timely manner▪ Prepared and submitted detailed quarterly Federal Financial Reports (FFRs) to the federal government on cumulative disbursements related to LOC awards▪ Analyzed customer payment records to ensure proper payment application has occurred so that the AR aging report reflects accurate balances▪ Managed award closeout process to include timely closeout analysis and processing while working closely with other AR, Billing and RFO staff▪ Collaborated closely with multiple NYULH teams to ensure clear and consistent communication, process optimization, efficiency and invoice accuracy are successfully achieved on a continuous basis

Greater New York City Area

▪ Lead a team of three employees, overseeing all accounts receivables for the institution, including federal & non-federal funding, clinical trials, and collections.▪ Provided oversight of federal and non-federal sponsored research award billing, accounts receivable and collections. ▪ Ensured that NYULH is in compliance with federal and non-federal rules and NYULH policies related to billing, accounts receivable, collections and Letter of Credit (LOC) draw downs.▪ Responsible for federal draw down process of research award expenses▪ Ensured research project expenses are billed based on sponsor and institutional policies in a timely manner▪ Responsible for cash application of federal LOC draws▪ Worked on monthly financial close draw down information to ensure accuracy and consistency▪ Prepared and submitted detailed quarterly Federal Financial Reports (FFRs) to the federal government on cumulative disbursements related to NYULH awards▪ Created and utilized detailed analysis spreadsheets for both federal draw downs and quarterly FFRs to ensure accurate calculations for drawing/reporting, tracking progress, and discovering reconciling issues with financial data▪ Proposed and spearheaded cash application and billing improvements to NYULH's PeopleSoft financial system in order to streamline procedures ▪ Assisted on collection efforts for all open accounts receivable on a timely manner▪ Assisted in development of management reports associated with LOC draw down process and associated with quality control▪ Maintained an accessible electronic final copy of all draw down submissions and/or internally published reports▪ Provided guidance and departmental support related to the billing, accounts receivable, and draw down process

Greater New York City Area

▪ Oversaw Letter of Credit (LOC) funding from the federal government to Columbia University (representing over $6 billion in awards), preparing and submitting LOC draw downs reflective of departmental spending on each LOC award on a weekly and monthly basis▪ Coordinated, prepared, and submitted quarterly 1512 ARRA reports to the Federal government, which entails receiving, analyzing, and validating ARRA statistical data from different Columbia University departments, preparing the data for uploading to Columbia University’s Microsoft Access ARRA database, and generating reporting templates that are uploaded into the Federal government’s website for submission; all within a short timeframe and under very strict guidelines▪ Prepared and submitted detailed quarterly Federal Financial Reports (FFRs) to the federal government on cumulative disbursements related to Columbia University awards▪ Reconciled quarterly Federal Financial Reports to Columbia University’s internal financial system, Accounting & Reporting at Columbia (ARC), in order to ensure departmental expenses and cash received are accurately applied to LOC awards▪ Investigated, through data analysis, and corrected any variances between financial data provided by federal agencies and Columbia University internal accounting records▪ Prepared and processed journal entries using ARC to apply pooled cash to individual Columbia University projects after select drawdowns; also to make necessary adjustments to correct any variances discovered during reconciliations▪ Managed division’s Finance Gateway website, making changes and updates as needed

Greater Philadelphia Area

▪ Prepared annual and total project budgets for various types of cancer research grants▪ Completed quarterly lab analysis reports of multiple Principal Investigators to maintain accurate budget amounts and data▪ Completed annual grant continuations through the Streamlined Non-competing Award Process (ESNAP) on the web-based program ERA Commons▪ Handled confidential salary information for institute scientists for budgeting purposes▪ Performed customer service with multiple Principal Investigators who perform scientific research in the 30+ cancer research labs The Wistar Institute operates

Buffalo/Niagara, New York Area

▪ Produced 1 daily, 2 weekly, and 6 monthly reports containing statistical rehabilitation data while simultaneously managing calendars for and assisting the Vice President of Rehab, Director of Outpatient Rehab Services, and the Director of Rehab for Senior Services▪ Coordinated monthly and quarterly meetings and presentations▪ Professionally represented Partners In Rehab & AthletiCare and Catholic Health during meetings and while giving presentations▪ Facilitated monthly meetings for workgroup created to improve procedure for a program to reward clinicians for going above and beyond their normal job duties

Lansing, Michigan Area

▪ Managed over $89 million in Urban Area Security Initiative (UASI) and other grant reimbursements for more than 100 jurisdictions in the State of Michigan while working for the Michigan State Police, Emergency Management and Homeland Security Division▪ Composed state homeland security grant agreements and supporting documentation and evaluated local and regional homeland security grant reimbursement documentation to determine eligibility▪ Created unique homeland security grant reimbursement forms adopted and used by the Emergency Management and Homeland Security Division, and over 100 sub-grantees throughout Michigan▪ Served as Project Manager for the FY2005 Non-Profit Security Grant Program which granted six 501(c)(3) organizations in the Detroit area a total of over $500K▪ Participated in Homeland Security Exercise and Evaluation Program (HSEEP) exercises as a controller and observer

Master’S Degree, Public Administration

Activities and Societies: Member of the NYU Wagner Food Policy Alliance; Member of the NYU Wagner Policy Alliance; Member of the NYU.

Bachelor Of Arts, Journalism