Shela Satalich Email & Phone Number

San Francisco, Ca, Us

California, United States

Raleigh, North Carolina, Us

Responsible for spearheading organization-wide technical enablement initiatives for Pendo’s largest enterprise OEM/ISV Partners, focusing specifically on the Partner's Go-to-Market teams: Sales, Solution Engineering, Product, and Customer Success in addition to Implementation & Support Teams. Create, manage, and execute worldwide Go-to-Market (GTM) initiatives to be tailored for Partners to help them succeed in supporting the OEM version of Pendo, run marketing campaigns, build executive relationships, grow revenue, and shape their GTM strategies.

Portland, Oregon, Us

• Lead SME Consultant for three financial SaaS data-driven applications• Successfully implemented and trained over 70+ client projects• Resident expert on front end functionality for financial budgeting & forecasting modules• Helped build a framework for standardizing implementation projects down to 16-18 weeks from 1+ years• Robust knowledge in process mapping, financial data translation, financial data wrangling, system requirements gathering, and application configurations• Heavy analysis and testing of application prior to deployment/go-live of software to clients

San Francisco, California, Us

• Managed $20M in research based extramural funding (NIH as the largest sponsor)• Oversaw Clinical Trials for optimum funding usage & IRB compliance • Directed Sponsored Awards across Federal, Foundations, and Industry ecosystems • Lead all budget projections of up to 18 months and financial planning for optimized forecasting• Researched, interpreted, and facilitated all applicable policy regulations to Principal Investigators and Departments• Leveraged self-built algorithmic formulas to optimize high complexity transactions• Reviewed and allocated multiple resources to review administrative management requirements • Brought 13 backlogged portfolios into government compliance within 2 months

Oakland, California, Us

• Assigned $8M of Government, Foundation, and State Sponsored Non-Profit Programs• Approved daily requests for budget and compliance checks• Managed all award requirements across the post-award lifecycle of grant funding functions• Lead the first steam-lined organizational framework for sponsored awards under scope • 100% compliance with all sponsored awards with notice of award • 100% attainment of all financial budgets approved by the agency (NIH, CDC, etc.) • Managed variances across submitted budgets and those approved by agencies • Executed all re-structuring of project budget allocations to achieve target goals• Reviewed and sent out all SF-425 and FFR Reports annually at the end of the award life/fiscal year• Built a reputation of excellence for exceptional portfolio integrity and audit risk avoidance • Recognized for my succession plan that accomplished CDC's funding targets for 50 fellows Core Expertise and Project Scopes:• Uniform Guidance (2 CFR 200), Cost Accouting Standards• Department of Health and Human Services• Centers for Disease Control and Prevention • National Institute of Health Regulations

Berkeley, Ca, Us

•Managed a large portfolio of Federal and Industry Sponsored Research Grants (over 25+ simultaneous projects)•Responsible for proposal budgets, expenditure projections, analysis, and forecasting•Prepared long-range projections to include allocations and expenditures for daily operations•Analyzed financial ledgers to anticipate and resolve operational, fiscal, or other discrepancies •Managed one of the largest research groups (50+) in the College of Chemistry•Facilitated pre-proposal preparation process for numerous sponsors •Analyzed agency proposal format, content, budgetary components and funding guidelines•Served as liaison between Principal Investigator, Sponsored Programs Office, Campus Shared Services, Contracts & Grants Accounting office and agencies•Coordinated monthly budgetary analysis, expenditure reconciliation, and financial transfers and close-outs of contracts and grants with CSS and LBNL financial officers.•Reconciled reports for internal UC reportingCore Expertise Scope:• Grad/PhD students, Postdocs, Undergraduate Volunteers• Visiting Scholars/Student Researchers, Visiting Professors• Optimal Funding Methodologies• Uniform Guidance (2 CFR 200), Cost Accounting Standards• Expenditure Policy Restrictions and Regulations • Department of Energy, Arpa-E• National Science Foundation• Global Sponsors: Toyota Japan, IHI Industries• Industry Sponsors: Shell, ExxonMobil, Chevron, SpaceX