Financial monitoring, Auditing and administrative oversight of clinical trial, sponsored and departmental accounts within and without an assigned portfolio as part of the Section’s FY17 operating budget of $25 million.Demonstrated success in portfolio management of approx. 200 clinical trials on a monthly rolling basis as well as numerous Federal, Industry, and privately funded research grants to date, including pre- and Post-award activities for NIH P30, P01, R01, and U10 mechanisms… Show more Financial monitoring, Auditing and administrative oversight of clinical trial, sponsored and departmental accounts within and without an assigned portfolio as part of the Section’s FY17 operating budget of $25 million.Demonstrated success in portfolio management of approx. 200 clinical trials on a monthly rolling basis as well as numerous Federal, Industry, and privately funded research grants to date, including pre- and Post-award activities for NIH P30, P01, R01, and U10 mechanisms, through identification, application, and post-award activitiesResponsible for financial analysis and budget activities which includes multiple operational, endowment, gift, and sponsored research accounts with various funding levels, staggered budget periods and end dates, differential overhead rates, differing policies regarding allowable costs, and management of the acquisition and loss of sponsor funding. Analyze current processes, providing consultation to internal and external contacts on improvements and/or establishment and implementation of procedures to carryout department objectives. Maintain strong internal controls to provide reasonable assurance of effective and appropriate resource use, accurate financial information and adherence to contractual obligations and agreements, policies, procedures and external regulatory requirements. Report financial issues and risks and make recommendations, communicating effectively to unit leadership. Show less

Monitor and certify to policy adherence for all financial activity within the portfolio by incorporating the policies of Yale and various funding agencies into the financial planning and review of expenditure activities. Advise faculty and clients of the appropriate financial policies. Review sponsor documents. Handle all activities for assigned portfolios in managing sponsored awards, ensure the proper filing of sponsor documents, including submissions, modifications, extensions and… Show more Monitor and certify to policy adherence for all financial activity within the portfolio by incorporating the policies of Yale and various funding agencies into the financial planning and review of expenditure activities. Advise faculty and clients of the appropriate financial policies. Review sponsor documents. Handle all activities for assigned portfolios in managing sponsored awards, ensure the proper filing of sponsor documents, including submissions, modifications, extensions and all post award required reports (financial, technical, etc.).Research issues, evaluate the entire situation, identifies policies, procedures, and guidance material relevant to resolution and proposes a recommendation or solution. Reviews and approves all expenditures with both sponsor and Yale policies and regulations in mind.Plan, organize and prioritize activities across multiple awards and investigator portfolios on a daily, weekly, and monthly basis. Identify trends and variances, research inconsistencies and advise faculty or clients on solutions.Responsible for the development, preparation and maintenance of documentation to support grant and contract expenditures posted to the University’s General Ledger. Develop forecast and trend analysis reports from all funding sources that advise faculty of their balances, as well as to identify variances within the portfolio. Responsible for all financial analysis and budget activities, which includes multiple budgets with various funding levels, staggered budget periods and end dates, differential overhead rates, differing policies regarding allowable costs, and management of the acquisition and loss of sponsor funding. Based on the funding and activities of the faculty member or client, identify and propose alternatives for allocating effort, spending pattern adjustments, and allocation methodologies. Maintain the fiscal integrity of the portfolio and department. Show less

Manage financial aspect of Faculty and Staff labor allocation, assist in Budget process, providing a high level of service that cultivates strong working relationships inside the department and throughout the University.Carry out Pre- and Post-Grant work including completion of Budgets, Justifications, along with TRANSUM and other administrative components, formatting, and gathering verification of data, both before and after award dates, for NIH P30, P01, R01 and other Federal and… Show more Manage financial aspect of Faculty and Staff labor allocation, assist in Budget process, providing a high level of service that cultivates strong working relationships inside the department and throughout the University.Carry out Pre- and Post-Grant work including completion of Budgets, Justifications, along with TRANSUM and other administrative components, formatting, and gathering verification of data, both before and after award dates, for NIH P30, P01, R01 and other Federal and Non-Federal grants.Accurately record and/or approve other’s enterprise or subsystem transactions to balance sheets, income statements and other financial records. Apply entries to the general ledger or subsystems, ensuring adherence to GAAP, regulatory requirements and financial reporting considerations.Generate and review accurate and timely reporting and monthly financial statements in accordance with GAAP and compliance needs of users, verifying accuracy and allowability of charges, investigating discrepancies, tracking missing documentation, and correcting inappropriate activity .Reconcile accounts monthly.Establish, implement and maintain strong internal controls to provide reasonable assurance of effective and appropriate resource use, accurate financial information and adherence to contractual obligations and agreements, policies, procedures and external regulatory requirements.Analyze current processes, providing consultation to internal and external contacts on improvements and/or development and implementation of procedures to carryout department objectives. Report financial issues and risks and make recommendations, communicating effectively to unit leadership. Show less

Contributed in a key role in the preparation and verification of the Q2 and FY14 budget process utilizing the Workbook and Reporting functions of the YBT system.Act as SME on financial policies and procedures and University systems, instructing support staff concerning form completion, and proper documentation for Procurement, and Accounts Payable related tasks.Generate and review monthly financial statements in accordance with Yale Monthly Financial Checklist, verifying… Show more Contributed in a key role in the preparation and verification of the Q2 and FY14 budget process utilizing the Workbook and Reporting functions of the YBT system.Act as SME on financial policies and procedures and University systems, instructing support staff concerning form completion, and proper documentation for Procurement, and Accounts Payable related tasks.Generate and review monthly financial statements in accordance with Yale Monthly Financial Checklist, verifying accuracy and allowability of charges, investigating discrepancies, tracking missing documentation, and correcting inappropriate activity.Review and process Casual and Student Payroll weekly. Perform Labor Distribution Adjustments as needed.Perform monthly transactions for four Shared Services Internal Service Providers and income allocation for Smilow Cancer Hospital within timelines. Process JSA chargebacks for over 60 Clinical Trial Office employees.Receive, review, enter, track, and verify accuracy of expenses and other financial activities for compliance and University requirements, including all Cores purchasing activity utilizing ORACLE and SciQuest systems.Create and execute Ad-hoc reporting utilizing Hyperion Data Warehouse and Brio software as directed by administrator and business manager as well as in support of verification and documentation of transactions.Analyze current processes, providing consultation on improvements and/or development and implementation of procedures. Show less

Utilize EAS/CRM applications and customized Excel Pivot Tables as well as client policies to identify settings pertaining to the taxability of customer relocation and set file accounts in RAS and ATLAS software to prepare for customer reimbursement.Communicate with Client Service Consultants to change product status and research file discrepancies when applicable.Obtain and distribute data for special projects through COGNOS reporting, employing Excel functions to verify pending… Show more Utilize EAS/CRM applications and customized Excel Pivot Tables as well as client policies to identify settings pertaining to the taxability of customer relocation and set file accounts in RAS and ATLAS software to prepare for customer reimbursement.Communicate with Client Service Consultants to change product status and research file discrepancies when applicable.Obtain and distribute data for special projects through COGNOS reporting, employing Excel functions to verify pending and completed file updates.Received 6 BRAVO awards recognizing consistent performance above and beyond the scope of daily job responsibilities. Show less

Acquired a growing base of diverse clientele in Sales, Advertising/Marketing, Quick Service and Full Service Restaurants, Pet Services, Landscaping, and General Contracting industries, as well as Individuals, providing Bookkeeping and Tax Preparation Services.Utilized MS Office (Excel, Access, Word) to perform custom analyses and develop individualized plans for each client, through the review of financial statements, business records and accounting software (QuickBooks, Peachtree) when… Show more Acquired a growing base of diverse clientele in Sales, Advertising/Marketing, Quick Service and Full Service Restaurants, Pet Services, Landscaping, and General Contracting industries, as well as Individuals, providing Bookkeeping and Tax Preparation Services.Utilized MS Office (Excel, Access, Word) to perform custom analyses and develop individualized plans for each client, through the review of financial statements, business records and accounting software (QuickBooks, Peachtree) when applicable.Provided Business Development consultations and professional guidance resulting in increases to numerous clients’ annual revenues in excess of 100%, and decreases of operational expenses by 30% or more, year over year.Performed as “Part Time CFO”, advising on cash flows and budgeting, capital expenditures, investments, and financing.Provided counsel related to the maintenance of financial records, tax reporting and preparation, business formation, labor sourcing and management, financial and operational auditing, and QuickBooks operations.Applied Integrative and Distributive techniques successfully for individual and corporate clients. Show less

Responsible for negotiating, problem solving, corresponding and otherwise acting as a liaison between the field and HQ with regards to internal audits.Utilize QuickBooks and Excel data, financial information and accounting records to complete review of General Ledger entries, Income & Sales Tax returns, Payroll and Labor records, etc. Verify completion and accuracy based upon applicable laws.Research foreign and domestic tax laws and GAAP principles to verify compliance in… Show more Responsible for negotiating, problem solving, corresponding and otherwise acting as a liaison between the field and HQ with regards to internal audits.Utilize QuickBooks and Excel data, financial information and accounting records to complete review of General Ledger entries, Income & Sales Tax returns, Payroll and Labor records, etc. Verify completion and accuracy based upon applicable laws.Research foreign and domestic tax laws and GAAP principles to verify compliance in financial recordsUtilize customized Excel and ERM applications to prepare comparative and common-size analyses and reports to communicate trends and discrepancies to business owners.Research any discrepancies identified using financial documents, QuickBooks, the Internet, and by phone interview, to determine cause, and possible resolutions.Prepare draft correspondence, detailed schedules, worksheets and exhibits.Negotiate settlement agreements, and payment plans based on generally accepted department standards. Instrumental in the collection of $1.4 million in 2010.Monitor Accounting and Collections activity regarding Audits, including Invoicing, credits, payments, and payment plans until amounts paid in full. Show less

Recognized by 6 Customer Service awards from customer and peer recommendations.Responsible for sales and service of $16M in deposits and $7M in Consumer, Residential, and Small Business loans.Influential in retaining +$3M in customer deposits (18% of customer base)after corporate consolidationPerformed hiring and terminations, conducted periodic performance assessments, coached to achieve professional growth of staff, and to correct performance deficiencies as… Show more Recognized by 6 Customer Service awards from customer and peer recommendations.Responsible for sales and service of $16M in deposits and $7M in Consumer, Residential, and Small Business loans.Influential in retaining +$3M in customer deposits (18% of customer base)after corporate consolidationPerformed hiring and terminations, conducted periodic performance assessments, coached to achieve professional growth of staff, and to correct performance deficiencies as needed.Accurate Data entry of sensitive client information via Encore ERM software as well as correspondence using MS Office and Adobe Acrobat.Selected as Regional Branch Auditor and acted as local SME regarding policy and procedures and Operations.As Branch Auditor: o Conducted surprise on-site reviews of location’s operational controls to ensure compliance to Federal Law and Company Policy.o Executed and documented Audit tasks as required by the Audit program.o Prepared draft audit reports including written analysis, comments, and recommendations for improvement.o Performed oral presentation of Audit findings to management and supervisory personnel Show less