Bloomington, Indiana, United States
- Responsible for monitoring the execution of OCEDs complex multi-billion-dollar portfolio of over one hundred projects utilizing various contract and funding types. - Serve as the OCED Budget POC for the 260 million programmatic and budgetary requirements of all program direction (PD) activities to include support services, salaries and benefits, travel, and training. - Develop, formalize, and maintain OCED budget procedures including automating tools to ensure all budget activities are implemented in compliance with Appropriations Law. - Ensure accurate accounting of PD expenditures during the fiscal year through detailed forecasting and analysis including identifying opportunities for funding adjustments. - Authored and briefed the federal budget process to the entire OCED organization including senior level leadership to increase cross departmental understanding of budgetary workings. - Served as the Budget Records Manager to create a new folder organization and managed the records migration process in a timely and efficient manner ensuring OCED Budget met all records management requirements.
- Led financial modeling project in collaboration with strategic planners to pull and analyze data, presented findings for feedback, and adjusted the model based on leaderships requirements. - Created a standardized process for evaluating clinical services against key performance indicators to inform strategic investment decisions and optimize hospital resource utilization. - Developed a program proposal centered on assessing efficiency and reducing waste throughout the San Francisco Veterans Affairs Hospital (SFVAHCS), incorporating key metrics such as patient wait times, resource utilization, care delivery outcomes, cost per treatment, and staff productivity. - Assessed the Medical Mobil Unit (MMU) for the SFVAHCS by collaborating with the MMU team, streamlining processes and resource allocation enabling the MMU staff to operate the unit more efficiently, assisting more homeless veterans in the SF area
- Manage a two person post award team. This includes onboarding, creating a training plan and materials, and being the final approval on the entire Departmental grants portfolio - Manage and organize portfolio of 5 PIs, who have 23 awards and 53 different indices for a total monetary value of 15 million dollars. In addition, I have knowledge of, assist with decisions about, and approve transactions for the other 47 Departmental awards that have a total of 71 indices - Created tracking sheets, completed monthly reconciliations, execute transactions such as POs, Independent Contractor Agreements, manage and approve PI and project effort, execute budget management and financial analysis and projections for PIs. - Complete Internal Departmental Audit of all indices, give feedback to employees and identify areas of improvement for employees - Approve Timesheets and time off requests for employees
- Manage grants portfolio for 14 Principle Investigators for the Psychology Department - Maintain and monitor budget for awards as well as create new budgets for new years as needed - Complete monthly reconciliation, purchase items for department, manage travel, and forecast spending for each award - Initiate and create standard operation procedures (SOP) for Department - Complete purchasing for department, plan &organize travel for faculty.
- Managed portfolio over 1.5 million dollars for 25+ grants: contracts, subawards, and subaccounts - Coordinated training for new employees for processes and policy in RA position. - Created budgets for grants and processed admin actions, adding subaccounts in SPOT - Utilized Excel and Banner to complete monthly reconciliation of percentage effort, transactions, and travel for each grant - Forecasted monthly spending for each grant and presented to Principle Investigators in monthly and quarterly reviews - Created purchases in eVA, approved and received in database (Banner) according to grant line items and budgets
Finance Coordinator June 2016-March 2017 - Coordinate the submission of financial paperwork for vendor payments, cash advances, employee reimbursements, expense transfers, payment approvals and purchase requisitions - Manage United Miles program for Science and Education department (S&E); this included booking $37,500 of travel every year, managing miles budget, and coordinating with staff to ensure correct flights - Approve, process, and reconcile procurement card purchases for S&E staff monthly - Track funds for S&E staff and provide budget reports on funding - Oversee and approve employee timesheets biweekly - Run financial database and ensure compliance with funding, grant agreements and institutional budget Finance Administrative Assistant May 2015-May 2016 - In charge of all purchasing for S&E including maintaining purchasing form, creating relationships with vendors and working with staff to ensure prompt and correct acquisition of products - Write and manage Finance Procedures and Policy - Maintain and archive S&E financial files