Develops methods of financial analysis and forecasting to include grant projections, departmental forecasting, and budget to actual comparisons to maximize funds and ensure dollars are expended as anticipated. Ensures accounting records of grants are reconciled each month and drawdowns are supported. Requests drawdowns and reimbursement for all projects on a timely basis and as applicable for the funder guidelines. Assists programs with gathering financial information related to annual performance report and makes certain the financial sections of APR documents for all projects are completed on time. Serves as a liaison with the campus financial staff during the annual A-133 single audit. Ensures compliance with a broad range of grant funded programs using EDGAR and the Uniform Guidance - 2 CFR 200. Performs sub-recipient monitoring activities and ensures annual financial visits with school partners are conducted. Monitors federal match from partners and makes certain documented match meets federal or other guidelines for compliance. Provides training around match requirements to partners and staff and seeks out match. Ensures match documentation is collected, reviewed, recorded, and organized. Develops forms, documents, and processes to support financial workflows. Identifies gaps, inefficiencies and inconsistencies in internal systems and makes recommendations for continuous improvement. Directly supervises the work of Budget Analysts and other applicable financial staff to make sure expenses are properly documented, substantiated and applicable to the grant goals and objectives. Assesses training and coaching needs around financial management and internal control issues and conducts warranted training with personnel working on grant projects. Manages system for sharing costs between grants and for allocating charges for phone, printing, fleet services and other shared services.

Provided recommendations and guidance for multiple college grant budgets administrated by Partners for Education. Met with Project Directors to provide budget projections, discuss planned costs, assess available financial options and resolve budgetary implications. Compiled financial data and prepared financial reports. Examined expenditures to ensure all expenses were properly documented, substantiated, and complied with all applicable policies and regulations. Ensured accounting records of grants were reconciled monthly to the college financial records. Ensured grant allocations were appropriate, properly recorded and adequately documented. Used expertise of Federal Regulations to make recommendations to Project Directors and staff regarding allowable costs and activities. Monitored federal match from partners and made certain documented match met federal or other guidelines for compliance. Audited and approved monthly non-travel reports to ensure reports were complete, in compliance with college and federal policies, and turned in timely.

Entered contracts in Agiloft, created cost approvals, and check requests. Managed budgets. Purchased supplies for office and staff. Prepared and reviewed expense reports. Reviewed and entered service documentation and maintained files. Reviewed director's correspondence and coordinator's work plans. Provided support for meetings and office staff. Paid monthly janitorial and utility bills. Provided office support to the program team.

Conducted audits of corporate income and license tax, sales and use tax, property tax, and other taxes administered by the Department of Revenue. Conducted pre and post audit conferences with the taxpayer to explain the audit process and results of the audit. Managed an electronic audit program to generate random samples to be audited.

Supervised revenue auditors in all phases of the audit process. Trained new auditors as to the proper audit procedures to be used in the different audit types and provided technical assistance in the resolution of problems. Reviewed completed audits. Assigned audits to the auditors based on their knowledge and skill set. Conducted employee evaluations.

Conducted audits of corporate income and license tax, sales and use tax, property tax, and other taxes administered by the Department of Revenue. Conducted pre-audit and post-audit conferences with the taxpayer to explain the audit process and results of the audit. Instructed the taxpayer in the interpretation and application of the tax laws and regulations.

Managed the flow and completion of office audits. Trained employees to perform corporation income tax audits and the use of Cabinet database systems. Completed employee evaluations. Member of the tax forms committee which developed corporation income tax forms each year. Member of the legislative committee which developed income and license tax statutes and regulations.

Analyst for projects dealing with the Cabinet's collections system and the accounts receivable system. Analyzed requests for the development or modifications of computer applications. Conducted planning and feasibility/requirements analysis. Wrote development specifications. Worked with users to identify new system designs or modify existing systems. Reviewed user problems and recommended solutions.

Reviewed corporation income and license tax field audits, resolved field and office audit protests, and attended audit conferences. Analyzed Protest Resolution's requirements for a case management system and worked with employees in information technology to develop the system. Member of the steering committee which determined and analyzed the Division's needs and worked with the committee to include them in the system.

Managed the flow and completion of audits. Trained employees on how to conduct corporation income tax audits and the use of Cabinet database systems. Completed employee evaluations. Member of the tax forms committee which developed corporation income tax forms each year. Member of the legislative committee which developed income and license tax statutes and regulations. Assisted the Division of Information Technology (DOIT) in all phases in the creation of a consolidated income tax data base. Worked with DOIT to analyze and identify modifications needed to the corporation refund database. Worked with DOIT to develop the Journal voucher system. Worked on the Kentucky Integrated Tax Entity System and helped write the Cabinet's training needs for the RFP.

Conducted office audits of corporate income and license tax. Wrote letters to taxpayers explaining audit adjustments. Prepared audit reports, bills, journal vouchers, and refunds. Researched federal and state tax laws. Recommended corporations for field audits. Worked with Information Technology on the creation of the corporation refund system. Trained new employees. Involved in the development, training, and application of the Cabinet’s Accounts Receivable System. Member of the corporate audit study team which encompassed a thorough review and analysis of the flow of corporation income tax returns through the various sections, branches, and divisions within the Kentucky Revenue Cabinet and pinpointed specific problem areas of the flow of returns, detailed the functions that were not necessary, identified redundant functions, and provided a mechanism for relaying recommendations to improve selection, audit and review processes.