Jared James Email & Phone Number

Research Triangle Park

Research Triangle Park, Nc

Rtp, Nc And Jakarta, Indonesia

• Prepare annual workplan budgets in coordination with project teams.• Create donor-specified ad-hoc financial templates and prepare monthly reports based on actual vs. budget analysis• Monitor project spending against donor and RTI requirements and policies• Review and approve subcontractor and vendor invoices and purchase requisitions• Alert senior RTI management to potential financial risks and opportunities using financial analysis tools and methodologies• Serve as administrative liaison between project office and RTI home office human resources, finance, accounting, information technology, contracts, procurement, and sub-contracts groups• Facilitate on-boarding of consultants and subcontractors• Support USAID, AusAID, and Gates projects• Travel to international project offices to provide budget and compliance support

• Create budgets for multi-million dollar international development projects• Develop cost strategy and proactively lead the business proposal process for several donor agencies, including the United States Agency for International Development, the World Bank, AusAID, and the Asian Development Bank• Align proposal budgets with donor requirements and technical approach• Ensure accuracy of subcontractor budgets and documentation• Perform division wide financial reporting duties

• Helped to conduct monthly financial audits of multiple IJM offices; selected and checked samples of check, cash, and general journal vouchers for proper documentation; examined Profit and Loss and Balance Sheet statements and account activity for error or illicit changes; reviewed bank and petty cash reconciliation reports in comparison to bank statements and petty cash manual ledgers. • Problem-solved by answering the finance questions of field based accountants; followed up with field offices on outstanding audit issues, these actions helped lead to a good external audit review of IJM’s books.• Reconciled and maintained field office security deposit account.

• Helped to manage budget aspects of USAID /DOL grants using World Vision proprietary software by entering expenses and drawdown amounts, creating new grants, and troubleshooting, resulting in greater team efficiency.• Trained three other interns in use of World Vision grant reporting software, procedure, and compliance, leading to quicker creation of financial status (SF-269) reports.• Helped prepare four successive quarters of SF-269 reports for World Vision’s cash grants.• Coordinated and consolidated several team efforts at fund management, such as creating and maintaining a database of World Vision’s cash grants portfolio, tracking two quarters of personnel adjustments made to field financial reports in compliance with new federal regulations, tracking new proposals.• Aided proposal budget and budget narrative preparation: checked for consistency between budgets and budget narratives; edited budget narratives; analyzed Excel budget functions for errors; analyzed field-based grant budgets for internal consistency and accuracy.• Helped compile documentation for four external audits: sorted, organized, and copied thousands of pages of journal entries and vouchers.• Communicated with field-based offices to resolve financial issues, such as inconsistencies in field financial reports and World Vision’s reports, SF-269 reporting issues, and Settlement Advice creation problems.

Mpa, Finance, International Development

Ba, English

Magna Cum Laude