Julia Winter Email & Phone Number

Providing financial and post-award administrative support to Principal Investigators and other personnel in the proposal development process; assisting researchers in accurate and compliant budget developments, ensuring indirect cost recovery is appropriate and that all submissions are in compliance with sponsor and Institute guidelines.Establishing and maintaining awards and budgets for assigned funds in the Institute’s administrative systems and utilizes electronic proposal submission systems as required.Managing the day-to-day financial management of assigned sponsored programs and other assigned funds; prepares journal entries; oversees and approves all personnel, payroll and procurement commitments and expenditures ensuring compliance and accuracy. Coordinates and/or implements required actions with relevant parties.Monitoring the post-award activities of assigned portfolio throughout the life cycle of the sponsored award to assure allowability, allocability, conformity, consistent treatment and reasonableness to avoid waste, loss and misuse of funds.Analyzing and reconciling financial data, preparing financial statements, invoices, budget forecasts, award closeout and other post-award administrative reports for both internal and external purposes.Monitoring cash/revenue balances and assisting with collections of accounts receivables. Researches and reports all potential uncollectible accounts timely.Interpreting and administering effectively sponsor and Institute guidelines/policies; implements best practices to meet the needs of diverse client population and complex portfolio.Serving as resource on the financial and post-award management of assigned funds. Provides guidance and regular updates to Investigators and/or lab administration on award status, deliverables, budget management, personnel allocation, closeouts and other post award processes as needed.Assisting in the preparation, monitoring, and required reporting of assigned subawards.

Pre-Award:•Prepare complex, multiple year budgets for federal, state, and private sponsors for grants, fellowships, and service contracts•Prepare salary budgets utilizing employee compensation rates, appropriate fringe benefit rates, and approved escalation rates•Advise PIs of budget restrictions and applicable indirect cost rates for various types of proposals•Advise investigators on sponsor’s instructions regarding the application, grant budget, allowable costs, and applicable indirect cost rates•Interact with PI’s on the preparation of both sponsor and institutional forms to ensure all submission documents are completed properly•Route grants and service contracts for signatures as per established deadlines•Develop and maintain a comprehensive calendar that includes a schedule for developing grant applications in order to meet all Drexel University and sponsor deadlines•Develop and maintain dashboards representing total applications submitted and associated costsPost-Award:•Request creation of new fund numbers appropriate to funding source and activity•Confirm that budget information is set up according to approved budget•Review rate and application of F&A costs for total budget and subcontracts as per sponsor’s instructions•Meet with PIs on a regular basis for a review of revenues, expenditures, available balances, and encumbrances on their sponsored projects•Develop and maintain dashboards displaying current funds and upcoming deadlines

Philadelphia, Pennsylvania, United States

-Assists with the development, maintenance, and improvement of automated reports and documentation for the office with the assistance of the systems team. -Collaborates with all levels of management to complete weekly analysis of federal spending and provide supervision and guidance to a team of colleagues for reviewing, analyzing, and updating accounts for students who alter their plans of study. -Completes internal audits and accreditation by preparing requested documentation, assisting with the analysis of data, and conducting thorough investigations and research of federal regulations.

Greater Philadelphia Area

Builds rapport, delivers clear and accurate information, offers effective solutions, and maintains contact with students, their families, and other influencers as they move through the financial aid process through all modes of communication.Works with the accounting and finance departments, as well as financial aid management in order to complete the weekly Draw Down Reports, including continuously monitoring and analyzing spending of federal funds.Creates and maintains documentation for policies and procedures for all assigned projects in order to assist with the onboarding of new hires.Educates students on federal aid borrower’s rights and responsibilities, FAFSA completion, loan acceptance/denial, scholarships and alternative funding options that help resolve financing issues. Executes the appropriate contact strategy and ensures that all students receive the proper follow up by working with Drexel Central employees as well as the Office of Registrars and Bursars. Utilizes online financial aid resources in order to complete assessments of students’ federal financial aid history to ensure compliance with federal regulations.Reviewing and updating accounts for students who alter their plans of study, which involves updating the cost of attendance, redistributing financial aid, and reaching out to the student if necessary. Works with senior management to complete the internal audits by gathering documentation and assisting with the analysis of data when required. Monitors internal queues for University Withdrawals, Leaves, and Change of Majors which includes processing requests and updating financial aid packages as needed.Processes the Return of Title IV funds for all students who withdraw from the university. Continuously monitors incoming ISIRs using the reporting tool, Hyperion, and updating student accounts when needed.

Greater Philadelphia Area

Exton, Pa

Supported students through initial and ongoing student contact, ensuring financial aid and other sources of aid was secured.Completed calculations of tuition and financial aid packages for students looking to change programs or return to school after a leave of absence.Utilized online financial aid resources in order to complete assessments of students’ loan history and parent credit checks.Ensured all processing related to students’ financial aid were administered accurately and timely and in compliance with state and federal regulations.Navigated students/influencers through the financial aid process by clarifying process steps.Educated students on federal aid borrower’s rights and responsibilities, FAFSA completion, loan acceptance/denial, scholarships and alternative funding options that help resolve financing issues.Assisted with the completion of PHEAA / PA-TIP applications with follow up when needed.Worked proactively with Admissions, Students Services, Education, Employment Services and Accounting teams to support the needs of students and improve operational outcomes such as show rate, retention, persistence and overall student satisfaction.Executed the appropriate contact strategy and ensured that all students received the proper follow-up and achieved the appropriate milestones in the financial aid process.Managed an assigned workload load of students through a variety of tools and processes.

Greater Philadelphia Area

Preliminary review of all types of electronic documentation required for certification, primary contact for consumers, candidates, and diplomates via phone and e-mail on a daily basis, including follow up for any inquiries about the certification process, establish and maintain paper and electronic records, as well as any disciplinary actions, for residents, candidates, and diplomates, preparation and revision of Board correspondence for release to candidates and diplomates, supervision of temporary employees, general filing, ordering, data entry, and office maintenance.

Greater Philadelphia Area

Telephone prospective students/parents of students, educate students on what Temple has to offer, instruct students or parents on how to apply to/attain information about Temple, keep students and parents informed during their application process, assist students or parents with any questions, data entry.

Assisted with filing, scanning, and copying documents, directed and placed phones calls and faxes, sorted incoming mail and sent out mail, data entry.

Oversaw campers aged 11-14 and camp activities such as field trips, sporting activities, arts and crafts, and general recreational activities.

West Chester, Pa

Took orders, served tables, assisted the elderly with reading menus, cleared and set tables, organized kitchen.

Chester County Art Association

Oversaw students aged 5-14 during and outside of summer camp classes throughout the day, assisted teacher with setup and cleaned up of classroom, general office maintenance including filing, data entry, and placing phone calls to parents.

Master Of Science - Ms, Business Analytics, 3.95

Minor: Applied Data Science

Bachelor Of Arts (Ba), Mathematics

Activities and Societies: Dean's List Fall 2010, Fall 2012, Spring 2013Minored in Business at Fox School of Business.

High School Diploma

Activities and Societies: Honor Roll 06-10, NHS 10, NAHS 08-10, Stage Crew 06-10