Experience

University of Massachusetts Amherst

• United States
• Higher Education
• 700 & Above Employee

• Financial Compliance Analyst

  • Sep 2021 - Present

  - Utilizes risk-based methodology, performs testing and evaluations to assess the reliability of internal controls. Designs internal auditing procedures and reviews transactions for compliance based on laws, regulations and guidelines from governmental agencies, external sponsors and the University.- Performs testing and evaluations of sponsor-funded transactions for allowability of costs and compliance with specific contract requirements and applicable OMB regulations- Utilize system reporting tools to create ad hoc queries for auditing. Maintains central database for compiling investigations. Analyzes and creates visualization of aggregated post-audit data to identify trends and patterns to control weaknesses and to disseminate findings to stakeholders- Incorporates results of reviews to improve effectiveness of training materials and communicates policy across the campus community through the development of webpages- Work with internal and external auditors by drafting management responses and action plans- Recommends improvements and efficiencies to ERP and finance systems to strengthen internal controls. Assists with implementation of financial system upgrades for functionality, efficiency, and cost benefits Show less

• Accountant

  • Apr 2021 - Sep 2021

  - Manage all funding sources for the Department of Geosciences. Act as grant/contract liaison for the Department with the Office of Grants and Contracts for the $2.9 million annual average in research awards.- Provide financial oversight for departmental accounts. Prepare financial reports to analyze spending patterns and trends, to assess adherence to budget expectations, and to forecast future spending. - Conduct accounting and bookkeeping functions, examine accounting data to ensure integrity, prepare financial statements, maintain records and a computerized financial management system to enable comprehensive budget reviews; interpret and implement accounting and University financial policies- Negotiate sales and contract terms and conditions for strategic sourcing initiatives. Show less

• Finance Associate

  • Nov 2017 - Apr 2021

  - Serve as a resource to UMass Extension staff within the College of Natural Sciences: provide functional direction on completing tasks relative to University, Commonwealth, and Federal financial policies and procedures; educate on University expense policies including travel, business expense, purchasing cards- Monitor capacity and revenue-based funds, and audit to assure compliance with federal, state and university policy; prepare financial status reports based on fiscal, federal, and grant years- Research and prepare contracts and purchase orders for services; research prices, encumber funds, and order equipment and supplies; prepare W-9s and manage payment to vendors- Travel preparer; collaborate with the controllers, procurement, and accounts payable offices to create internal procedural policy for off-campus personnel regarding travel submissions; reimburse faculty and students for University related purchases, travel, and business expenses Show less



ATC Group Services LLC (formerly Environmental Compliance Services, Inc)

• Agawam, Massachusetts, United States

• Accounting Administrator

  • Feb 2014 - Sep 2017

  - Responsible for meeting monthly invoicing deadline for our largest client for our environmental remediation work done across 70+ sites nationally, amounting to over $2.3 million in revenue annually; corresponded with project managers and billers to ensure time-sensitive requirements were met - Ensured input and timely payment of vendor and subcontractor invoices; responsible for bi-weekly check run of over $500,000 in outstanding payables; audited and processed employee expense reports; resolved collection and invoice discrepancy matters; setup and processed 1099 vendors and yearly reporting to Internal Revenue Service; rectified escalated accounts payable issues from employees and vendors - Managed database records for project managers, as well as client and vendor information - Onboarded new personnel on accounting software, policies, and standard operating procedures Show less



Follett Higher Education

• United States
• Retail
• 700 & Above Employee

• Sales Associate

  • Jun 2008 - Oct 2011

  - Managed financial transactions and ensured accurate drawer balance. - Assisted customers with product selections and special orders. - Trained and supervised new employees. - Managed financial transactions and ensured accurate drawer balance. - Assisted customers with product selections and special orders. - Trained and supervised new employees.



Westfield State University

• United States
• Higher Education
• 700 & Above Employee

• Tutor

  • Jan 2011 - May 2011

  - Instructed: Accounting, Micro/Macroeconomics and English Composition - Provided academic support to student clients of Westfield State University - Instructed: Accounting, Micro/Macroeconomics and English Composition - Provided academic support to student clients of Westfield State University