Experience

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  Associated Black Charities

  • Baltimore, Maryland

  • Staff Accountant

    • Mar 2010 - Present
    • Baltimore, Maryland

    GRANTS MANAGEMENT AND COMPLIANCE ISSUES: Receive and review grant applications for compliance with pertinent policies, regulations, and applicable laws. Coordinate with the program office regarding the grant and proper use of federal funds. Review application budgets, negotiation of award amounts, and preparation of documents.POST-AWARD ADMINISTRATION OF GRANTS: Provide administration of grants, post-award ensuring compliance with the terms and conditions of the award, reporting, and other policy requirements. Review grants to verify financial data for report preparation. Perform close-out actions and certification upon grant expiration.FINANCIAL AND BUDGETARY OVERSIGHT: Manage the grants annual budget of $10 million; review income and expense reports; calculate projections; and compile narrative rationale for funding requirements. Monitor obligations and expenditures of program accounts by overseeing financial transactions. Review financial data and take corrective action for errors.

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  Wells Fargo Corporate Trust Services

  • Securities Administration Service Analyst

    • May 2007 - Jan 2010

    FINANCIAL AND BUDGETARY MANAGEMENT: Processed transactions or reconcilements relating to loan or security payments. Provided advice on all phases of budgeting on major components. Reviewed budget requests and reports to determine accuracy, adequacy of their justifications, and conformity to budgetary policy and guidelines. ACCURACY OF FINANCIAL DATA: Monitored obligations and expenditures of accounts by tracking financial transactions ensuring documents were properly coded and entered. Reviewed documents to verify financial data and took corrective action for errors. Collected and analyzed budgetary data to identify discrepancies and trends.LAWS, REGULATIONS, POLICY REVIEW, AND APPLICATION: Assisted with developing new systems and finding new sources of information that strengthened the analytical capabilities of the departmental staff in budgeting, planning, and management of programs and activities. Interpreted and applied financial laws, regulations and policies in order to provide guidance and recommend alternate solutions.RESEARCH AND ANALYTIC ABILITIES: Provided expert technical experience and assistance in the conduct of special analyses and reviews of the loan portfolios and lender oversight programs. Evaluated loan portfolio on an ongoing basis to ensure risks are reflected accurately and appropriately.

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  Maxim Healthcare Services

  • Columbia, Maryland

  • Corporate Staff Accountant

    • May 2005 - May 2007
    • Columbia, Maryland

    FINANCIAL EXPERTISE AND LEADERSHIP: Worked with the Controller, Accounting Manager, and Regions; prepared accurate and timely Profit Summary Reports; created numerous management reports; balanced various bank account reconciliations; prepared weekly and monthly journal entries; assisted in the month end closing process; and performed various projects as assigned.ACCOUNTING EXPERTISE: Prepared journal entries and account reconciliations; documented and evaluated current procedures; reviewed and reconciled balance sheets and income statements; reviewed general ledger accounts; maintained and evaluated journal entries; performed account analysis and reconciliation; maintained general ledger; posted monthly, quarterly, and yearly accruals; and performed month-end closings.BUDGET FORECASTING: Prepared formal consolidated budgets, forecasts, and reports during the course of the fiscal year with emphasis on current-year programs and their continuation within the budget year and out of the year funding estimates.ANALYTICAL SKILLS: Performed qualitative and quantitative analysis, and used independent problem-solving abilities. Analyzed, evaluated, and improved the effectiveness of overall operations. Reviewed financial reports to identify ways to capture information more effectively. Maintained and analyzed data to serve as a basis for financial and payroll projections and manpower utilization.