Tracy A Stapleton Email & Phone Number

Jackson, Mississippi Area

Leadership position assisted Vice President/CFO in leading activity within accounting, grants and contracts, post award activity, procurement, accounts payable, student accounts, financial aid and fiscal compliance.• Responsible for management of finance activity and business office affairs• Provide financial support and technical expertise to the University in the areas of finance, system security, payroll, Banner software implementation and data management, financial analysis, SACSCOC compliance and institutional auditing• Work directly with the CFO to produce regular and accurate financial reporting for use in board presentations and operational decision making• Evaluated institutional business process for continual improvement of efficiency and effectiveness• Promoted and provided ongoing training for professional growth and development of staff• Oversee institutional audits and regulatory reporting for state and federal agencies• Maintain strong customer service relationships with University administrators, dean, chairs, faculty and staff• Proven leadership abilities in analyzing issues, problem solving, innovative thinking and promoter of teamwork• Ability to lead collaboration regarding institutional challenges and influence peers’ subordinates and member management to support change that results in increase efficiency• Conduct and certify annual Internal Control assessment for university in accordance with the State of Mississippi Department of Finance and Administration

Jackon, Ms

Responsible for leading and administering most aspects of the administration of externally sponsored research, including pre-award, post-award, and fiscal and regulatory compliance.• Provided oversight to the Unit of Sponsored program activity proposal reviews, award negotiations and acceptance, provided cost-share analysis, review budget revisions and process budget extension requests• Appointed as Fiscal Compliance Officer for National Science Foundation Compliance Program• Provide oversight of financial administration for post award activity for all external grants and contracts• Monitored compliance for Certification of Time and Effort reporting• Managed the establishment of accounts for programs after fiscal review of award documentation• Responsible for ensuring regulatory compliance and that all faculty, research staff, and students comply with Federal, State, Agency and Institutional regulations and policies related to research activities. Among those safety protocols are Hazardous Materials Management, Institutional Animal Care and Use Committee (IACUC), Institutional Biosafety Committee (IBC), Institutional Review Board (IRB), Radiation Safety Committee and Research Security• Worked as a member of the Research Team to develop and implement additional policies and procedures governing research development and administration at JSU

Assist in the development and implementation of goals, policies, priorities, and procedures relating to Financial Management, Accounts Payable, Accounts Receivable, Collections, Purchasing, Travel, Accounting, and PayrollProvided senior level members with high level in-depth timely and accurately reportingPoint person for troubleshooting Banner system issues Assist the Controller in producing accurate and timely financial statements Assist in the month end closing and financial reporting process including account analysis and reconciliation Highly focused on adhering to organizational missions and philosophy while positively impacting bottom line and daily performanceReputable leader and strategic developer with a successful background in orchestrating and elevating performance Skilled presenter, communicator and trainer Understanding of accounting and finance, as evidenced by relevant experience accounting, auditing, reporting and control functionsExtensive experience with software such as Microsoft Excel, Access Word and PowerPointExperience with change management and transitions; successful track record of leading organizations through substantial changeDemonstrated ability in creative problem solving and solution finding, especially with ambiguous, ill-defined problemsProvide supervision and training to office staff regarding organizational processes, financial reporting requirements and general informationAssist in special projects as necessary

Monitor system feeds into the Banner Finance systemServe as the University liaison between Ellucian and Information Management to resolve system issue in Banner modulesReconcile FRS finance ledgers to Banner ledger posting beginning balancesCoordinate and perform system testing of modules and processesIdentify and research system and procedural problems origins and provide corrective action plans with the support of information managementProvide training for Native Banner and Web for Finance usersAssist in the development of policies and procedures to ensure alignment of system functionality with University policies and proceduresRun daily, monthly and annual finance processes Collaborated with university information management team too insure finance system updates, processes and/or modifications are successfully implementedDesigned and created financial report through the use of Microsoft AccessProvided supervision and training to office staff regarding organizational processes, financial reporting requirements and general informationHandle special reporting requests received from departments campus-wideDefined security rights, managed and maintained system setting for new, modified and terminated usersJACKSON STATE UNIVERSITYGrants and Contracts

Reconciled and prepared financial reports for the National Science Foundation, U; Provided supervision and training to office staff regarding organizational processes, financial reporting requirements and general informationParticipated in year-end financial operationsPrepared the restricted awards schedule for the annual financial statementsParticipated in the development and monitoring of departmental goals and objectivesResearched and assembled information from a variety of sources for the completion of forms or the preparation of reports identify discrepancies and recommending appropriate adjustmentsServed as Interim Manager for Grants and ContractsJACKSON STATE UNIVERSITYGrants and Contracts

Held responsible for submitting the monthly student payrollReviewed proposal budgets for accounting accuracy and compliancePrepared and submitted financial reports for Federal and Private AgenciesPrepared journal entries to record internal allocations, including: postage, telephone, travel, & university storesProcessed all departmental transfers for grant accountsUpdated and maintained subsidiary attribute for grant accountsResponsible for the verification of funds for grant travel and purchase ordersAssigned subsidiary ledger account numbers for new grant awards and input budgets in systems

Responsible for vendor payment and contacts for letters I thru PInteracted with vendors, customers and University staff to gather information, reconcile discrepancies and resolve problemsReviewed temporary invoice files to verify receiving document informationCalculated and verified vendors direct paymentsAnalyzed and reconcile the Missing Receipt and Invoice ReportsAssisted Accounts Payable Manger with the preparation of Forms 1099Verified three way math prior to inputting

Master Of Arts, Organizational Management

Bachelor Of Business Administration, Accounting