• Management: Supervise Staff Accountant including daily oversight of tasks and priorities. Assist with interviewing process and performance evaluation. Provide ongoing career development and mentorship.• Liaison: Regularly work with sponsors/external organizations, subcontractors, vendors, and University offices involved in sponsor funding including ORPA, Purchasing, Accounts Payable, Research Subjects Review Board (RSRB), Office of Research and Costing Standards (ORACS) and Office of Clinical Research (OCR). Represent Neurology in sponsor budget negotiations and other programmatic changes.• Strategic planning: Maintain all financial records for grants. Responsible for reconciliation against ledgers, problem resolution, and analysis of expense trends, financial reporting and account closeouts. Work with faculty on progress report submissions, extension requests, and amendments. In consultation with Principal Investigators (PIs), division chiefs, department chair, and other departmental leaders, assess changes in resources required to meet programmatic needs and evaluate research feasibility.• Risk assessment: Identify clinical trial billing risk at pre-award by thoroughly analyzing sponsor documents. Ensure fair market value costs basis, prevent informed consent language that promises “no cost” to patient for standard of care (SOC) items, obtain coverage analysis as needed, and ensure protocol utilizes Clinical Trial Management System whenever procedures would trigger CPT billing codes.• Human Resources: Assist PIs and study teams with new hire onboarding process. Help identify and mitigate concerns related to project staffing, infrastructure, and timelines.

• Sole enterprise liaison for Advarra Participant Payments Platform, triaging all University requests and inquiries and escalating complex issues to Advarra using Zendesk ticket tracker. Deliver presentations to study teams and SCORE. Report monthly metrics to Director of the Office of Clinical Research.• Negotiation: Bargain for favorable clinical trial billing and payment terms factoring procedure costs, coverage analysis, inflation, and overhead.• Consultant: Built study calendars in CTMS based on sponsor protocol, budget and informed consent documents (ensured harmonization and sought clarification or correction as appropriate). Triaged coverage analysis to identify insurance eligibility for standard of care procedures. • Accountant: Compose 200+ line monthly Journal Entries to debit study projects from usage based reports and tie out to the Automated Clearing House entries.

-Pre-Award: Develop, budget and submit multi-institutional grant submissions for 12 Faculty-Post-Award project management ensuring compliance with University, government and sponsor requirements

-Grant reconciliations-Compiled and distributed to Department Chair and Administrators: monthly Deficit Report, quarterly Activity on Closed Accounts, Upcoming Expiring Awards, and Grant Invoices

-Reconciled ledger 5 accounts in GEMS to monthly FRS ledger balances in accordance with Sponsor policy and procedure-Reconciled SMH, SMD, MFG, and Gift accounts to monthly FRS ledger balances ensuring documentation was accurate and in accordance with University policy and procedures; issued necessary adjusting journal entries-Updated monthly and quarterly internal reports and spreadsheets, performed analyses to ascertain integrity of accounting data and ensure accurate reporting

-Prepared, submitted and followed up: Requests for payment, cost transfer requests, employee expense reimbursements, purchase orders, and consulting agreements-Managed centralized databases of PI’s Curriculum Vitae, Biographical Sketches, Other Support and Research Personnel data ensuring current information-Assisted Research Administrator with grant proposal sign off forms and PAF preparation and ISO submissions

-Independently oversaw a lab of 15 academic researchers and students-Accountable for all acquisition, storage, maintenance, inventory, and distribution of chemicals, radioactive substances, cell stocks, and laboratory equipment including a $77,000 Stopped Flow Instrument, a $43,000 HPLC, a $42,000 Molecular Imager, a $42,000 FLOW cytometer, a $41,000 FPLC, and a $40,000 Inverted Microscope-Spearheaded the planning/purchasing for all equipment for new lab expansion working within a budget of $75,000

Coordinated the schedule of 48 technicians

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