Sandra Morgan Email & Phone Number

East Providence, Ri, Us

• Responsible for reviewing, organizing, coordinating, and directing the implementation of the new Management Information System as a member of the Enterprise Resource Planning (ERP) for the Accounts & Control Division, at the Department of Administration (DOA).• Serve as the main subject matter expert for the Finance phase of the project and serve as workstream lead as needed.• Supervise a team of state employees seconded to the ERP implementation phase.• Work with third party implementer to identify agency systems that will need to integrate to new system as well as collaborate with other workstream to ensure conformity. • Team with Finance Functional Lead on new chart of account/foundation data model and system reporting with a goal of creating timely and accurate reporting for agencies.• Create, maintain, and share custom reports with agency users as well as train users on how to access and effectively utilize the reporting tool.• Document internal controls as needed throughout the ERP project.• Designed Administrator of general ledger once ERP (Workday) is live.

Providence, Rhode Island, United States

• Provide technical analysis/general ledger support to all State employees.• Manage the operational staff of one Fiscal Supervisor and three Accounting Control Specialists.• Administrator of the general ledger software (Oracle) to include, but not limited to, monthly and annual close of the general ledger period, process monthly financial allocations, maintain chart of accounts and ensure proper use of segments through cross validation rules, load annual budgets and maintain budgetary controls, conduct user trainings, and troubleshoot for users as needed.• Review general ledger data for accuracy, to include review of journal entries, accounts payable invoices, and fixed asset activity.• Build financial reports such as Annual Comprehensive Financial Report (ACFR) footnotes, annual budget to actual reporting, federal Cash Management Improvement Act (CMIA) reporting, quarterly statement of funds availability, etc.• Assist in implementation of new Governmental Accounting Standards Board (GASB) standards. • Point of contact for audit staff during annual audit.• Assist and support cross functional projects as necessary.

Providence, Ri

• Responsible for the tracking and maintenance of the State’s capital assets• Supervise and participate in the reconciliation of capital asset records through annual physical inventories.• Maintain and update the Fixed Assets Control and Tracking System (FACTS) policy and create procedures manual for the department.• Prepare monthly, quarterly, and annual reports related to capital asset, to include the capital asset footnote to the ACFR.• Assist Financial Reporting team as needed, such as the creation an intricate error reporting tool for the ACFR which significantly streamlined the review process of the State’s financials prior to issuance. • Assist with additional projects as needed.

Providence, Ri

• Oversee Lifespan's grants/donations, to include the review of all expenses to confirm proper usage, authorization and documentation was provided. • Prepare and post journal entries to the general ledger.• Record fixed asset acquisitions and dispositions.• Calculate depreciation for all fixed assets.• Reconcile the fixed asset subsidiary ledger to the general ledger.• Reconcile the cash bank account for Lifespan's affiliate, Rhode Island Hospital.• Assist in the preparation of schedules and analyses required for annual financial statement audit; interact routinely with audit staff to respond to inquiries.

Providence, Rhode Island

• Disburse funds from real estate transactions through check printing, ACH transactions, and wire transfers to necessary agents as outlined in loan funding conditions.• Daily and monthly reconciliation of escrow and operating bank accounts through RynohLive Software and Intuit QuickBooks.• Responsible for accurate and timely processing of all Accounts Payable and Accounts Receivable functions.• Audit employee reimbursement requests and review credit card statements against submitted receipts to verify policy compliance.• Assist CEO with projects on an as-needed basis.