Joe M.

Program Manager, Research Management Team at Harvard University
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(386) 825-5501

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Credentials

  • Excel: Creating a Dashboard with Power Query (Office 365/Microsoft 365)
    LinkedIn
    Aug, 2022
    - Oct, 2024
  • Learning Lightroom Mobile
    LinkedIn
    Jan, 2022
    - Oct, 2024

Experience

    • United States
    • Higher Education
    • 700 & Above Employee
    • Program Manager, Research Management Team
      • Nov 2023 - Present

    • United States
    • Hospitals and Health Care
    • 700 & Above Employee
    • SPORE/Lead Research Administrator
      • Aug 2022 - Nov 2023

      • SPORE Administrator for four out of seven currently active SPORE (multi-project) awards at DFCI with annual budgets ranging from $2.3M - $2.5M. • Implementing automated reporting system in Excel using Power Query and a Power Pivot Data Model inclusive of custom measures to develop custom PivotTable reports that track spending and commitments with reference to a spending threshold KPI. • Departmental point of contact for the review/execution of sixty-seven subaward agreements… Show more • SPORE Administrator for four out of seven currently active SPORE (multi-project) awards at DFCI with annual budgets ranging from $2.3M - $2.5M. • Implementing automated reporting system in Excel using Power Query and a Power Pivot Data Model inclusive of custom measures to develop custom PivotTable reports that track spending and commitments with reference to a spending threshold KPI. • Departmental point of contact for the review/execution of sixty-seven subaward agreements across SPOREs as well as all relevant financial and monitoring tasks (invoice tracking, approval, payment, and reporting). • Contract drafting of Donor Funds Subaward Agreements in collaboration with Special Funds to determine requested edits from external sites. • Collaborate with central offices such as Grants & Contracts, Research Finance, Accounts Payable, Research Administration, Special Funds, the Clinical Trials Office, Office of General Counsel, and the Innovation Office. • Delegate relevant work associated with the Research Performance Progress Report (RPPR) to junior colleagues and review work product. • Grant manager for principal investigator of DF/HCC SPORE in Gastrointestinal Cancer. o Manage personnel allocations and review/route quarterly effort reports for certification. o Manager for nine billing agreements associated with PI’s ongoing research activities. o Create relevant job postings and follow through completion for all new lab hires. o Create and present financial reporting on all lab discretionary, gift, and royalty funding. Show less • SPORE Administrator for four out of seven currently active SPORE (multi-project) awards at DFCI with annual budgets ranging from $2.3M - $2.5M. • Implementing automated reporting system in Excel using Power Query and a Power Pivot Data Model inclusive of custom measures to develop custom PivotTable reports that track spending and commitments with reference to a spending threshold KPI. • Departmental point of contact for the review/execution of sixty-seven subaward agreements… Show more • SPORE Administrator for four out of seven currently active SPORE (multi-project) awards at DFCI with annual budgets ranging from $2.3M - $2.5M. • Implementing automated reporting system in Excel using Power Query and a Power Pivot Data Model inclusive of custom measures to develop custom PivotTable reports that track spending and commitments with reference to a spending threshold KPI. • Departmental point of contact for the review/execution of sixty-seven subaward agreements across SPOREs as well as all relevant financial and monitoring tasks (invoice tracking, approval, payment, and reporting). • Contract drafting of Donor Funds Subaward Agreements in collaboration with Special Funds to determine requested edits from external sites. • Collaborate with central offices such as Grants & Contracts, Research Finance, Accounts Payable, Research Administration, Special Funds, the Clinical Trials Office, Office of General Counsel, and the Innovation Office. • Delegate relevant work associated with the Research Performance Progress Report (RPPR) to junior colleagues and review work product. • Grant manager for principal investigator of DF/HCC SPORE in Gastrointestinal Cancer. o Manage personnel allocations and review/route quarterly effort reports for certification. o Manager for nine billing agreements associated with PI’s ongoing research activities. o Create relevant job postings and follow through completion for all new lab hires. o Create and present financial reporting on all lab discretionary, gift, and royalty funding. Show less

    • United States
    • Higher Education
    • 300 - 400 Employee
    • Research Portfolio Manager
      • Aug 2019 - Aug 2022

      • Lifecycle grant management across seven faculty members with research activities connected to the National Science Foundation, Department of Defense, Department of Commerce, Defense Advanced Research Projects Agency, Intelligence Advanced Research Projects Activity, various non-federal foundations, and industry partners. • Developed comprehensive reconciliation workbooks to handle complex payroll/appointment types for federal grants, contracts, and discretionary… Show more • Lifecycle grant management across seven faculty members with research activities connected to the National Science Foundation, Department of Defense, Department of Commerce, Defense Advanced Research Projects Agency, Intelligence Advanced Research Projects Activity, various non-federal foundations, and industry partners. • Developed comprehensive reconciliation workbooks to handle complex payroll/appointment types for federal grants, contracts, and discretionary funds. • Cross-tub collaboration on pre and post award functions across multiple faculty. • Contributed to process document development. • Provided informal mentoring to junior staff member; specifically, assisting in communications and research administration. • Member of multiple school-level committees/working groups and served as the SEAS representative on the GMAS Business Steering Committee. Show less • Lifecycle grant management across seven faculty members with research activities connected to the National Science Foundation, Department of Defense, Department of Commerce, Defense Advanced Research Projects Agency, Intelligence Advanced Research Projects Activity, various non-federal foundations, and industry partners. • Developed comprehensive reconciliation workbooks to handle complex payroll/appointment types for federal grants, contracts, and discretionary… Show more • Lifecycle grant management across seven faculty members with research activities connected to the National Science Foundation, Department of Defense, Department of Commerce, Defense Advanced Research Projects Agency, Intelligence Advanced Research Projects Activity, various non-federal foundations, and industry partners. • Developed comprehensive reconciliation workbooks to handle complex payroll/appointment types for federal grants, contracts, and discretionary funds. • Cross-tub collaboration on pre and post award functions across multiple faculty. • Contributed to process document development. • Provided informal mentoring to junior staff member; specifically, assisting in communications and research administration. • Member of multiple school-level committees/working groups and served as the SEAS representative on the GMAS Business Steering Committee. Show less

    • United States
    • Hospitals and Health Care
    • 700 & Above Employee
    • Senior/Research Administrator
      • Nov 2014 - Aug 2019

      • Provided complex lifecycle management of research portfolio in partnership with Principal Investigators to ensure compliance and successful completion of research activities for all federal and/or state grant funds, foundation grants, subcontracts, discretionary and endowment funds. • Participated as a departmental resource on grant application process and accounting issues. • Managed quarterly research effort reporting for entire division.

    • Administrative Coordinator
      • Jul 2013 - Nov 2014

      • Work directly with the Director of Research to manage Scholarly Oversight Committee (SOC) meetings, Fellowship Tutorials and Division Research Forums. • Core member of Academic Analysis Team: work with the Director of Physician Quality Assurance and Compliance to compile and analyze various data points as part of yearly departmental academic analysis (using Microsoft Excel, Word and PowerPoint). • Core Member of CME Committee: perform prep work (site visits, webpage construction… Show more • Work directly with the Director of Research to manage Scholarly Oversight Committee (SOC) meetings, Fellowship Tutorials and Division Research Forums. • Core member of Academic Analysis Team: work with the Director of Physician Quality Assurance and Compliance to compile and analyze various data points as part of yearly departmental academic analysis (using Microsoft Excel, Word and PowerPoint). • Core Member of CME Committee: perform prep work (site visits, webpage construction and updating, establishing contact with AV personnel, etc.) and manage all technical aspects (collecting, proofing and compiling all presentation materials - establishing/managing space for presentation downloads - on-call troubleshoot) for bi-annual Continuing Medical Education seminar. • Collaborate with physicians to create Evidence Based Guidelines to be used in/around department (from draft to final version, using Microsoft Visio and Adobe software). • Assistant to the Executive Network Director: scheduling appointment/meetings and interviews with candidates. • Manage and update departmental SharePoint, internal and external webpages. • Member of the Harvard Medical School Editorial Committee

    • United States
    • Government Administration
    • 1 - 100 Employee
    • Department Assistant
      • 2011 - 2013

      • Collection and recording of fees for permits, licenses, and other division functions and services • Instrumental in the creation, editing and uploading of the daily inspection schedule on Microsoft Excel and the Town’s website • Schedule all inspections • Reconcile end of day deposit and prepare weekly deposits for Building Commissioner • Assist in maintaining and ordering of office supplies • Assist all inspectors in preparation for field work • Collection and recording of fees for permits, licenses, and other division functions and services • Instrumental in the creation, editing and uploading of the daily inspection schedule on Microsoft Excel and the Town’s website • Schedule all inspections • Reconcile end of day deposit and prepare weekly deposits for Building Commissioner • Assist in maintaining and ordering of office supplies • Assist all inspectors in preparation for field work

    • Hong Kong
    • Retail Apparel and Fashion
    • 300 - 400 Employee
    • Office Assistant
      • 2010 - 2011

      LF USA, Regatta/Pacific Alliance Division, as the proprietary brand group of LF USA, develop, supply and manage coveted fashion brands such as Sofia Vergara, Daisy Fuentes, and UK Style (French Connection) for the world’s largest retailers. • Create and maintain departmental and client meeting schedule on calendar with Microsoft Outlook • Draft correspondence and spreadsheets on Microsoft Word and Excel • Receive and transfer high volume of phone… Show more LF USA, Regatta/Pacific Alliance Division, as the proprietary brand group of LF USA, develop, supply and manage coveted fashion brands such as Sofia Vergara, Daisy Fuentes, and UK Style (French Connection) for the world’s largest retailers. • Create and maintain departmental and client meeting schedule on calendar with Microsoft Outlook • Draft correspondence and spreadsheets on Microsoft Word and Excel • Receive and transfer high volume of phone calls/guests/mail/etc. • Handled special projects for account executives • Performed duties of Executive Assistant to President when necessary Show less LF USA, Regatta/Pacific Alliance Division, as the proprietary brand group of LF USA, develop, supply and manage coveted fashion brands such as Sofia Vergara, Daisy Fuentes, and UK Style (French Connection) for the world’s largest retailers. • Create and maintain departmental and client meeting schedule on calendar with Microsoft Outlook • Draft correspondence and spreadsheets on Microsoft Word and Excel • Receive and transfer high volume of phone… Show more LF USA, Regatta/Pacific Alliance Division, as the proprietary brand group of LF USA, develop, supply and manage coveted fashion brands such as Sofia Vergara, Daisy Fuentes, and UK Style (French Connection) for the world’s largest retailers. • Create and maintain departmental and client meeting schedule on calendar with Microsoft Outlook • Draft correspondence and spreadsheets on Microsoft Word and Excel • Receive and transfer high volume of phone calls/guests/mail/etc. • Handled special projects for account executives • Performed duties of Executive Assistant to President when necessary Show less

    • United States
    • Entertainment
    • 1 - 100 Employee
    • Assistant to the Executive Producer/Artistic Director, Wardrobe Supervisor, Stage Crew Member
      • 2000 - 2008

      Assistant to the Executive Producer/Artistic Director: • Scheduling/coordinating Executive Producer/Artistic Director’s calendar • Composing, editing and forwarding press releases • Composed production program and marketing materials on Quark software • Arranging domestic travel, housing, and transportation for actors, guest artists and employees • Assist in organization and execution of Opening Night/Special Events and auditions Wardrobe… Show more Assistant to the Executive Producer/Artistic Director: • Scheduling/coordinating Executive Producer/Artistic Director’s calendar • Composing, editing and forwarding press releases • Composed production program and marketing materials on Quark software • Arranging domestic travel, housing, and transportation for actors, guest artists and employees • Assist in organization and execution of Opening Night/Special Events and auditions Wardrobe Supervisor: • Managed 5+ members of Wardrobe Department Show less Assistant to the Executive Producer/Artistic Director: • Scheduling/coordinating Executive Producer/Artistic Director’s calendar • Composing, editing and forwarding press releases • Composed production program and marketing materials on Quark software • Arranging domestic travel, housing, and transportation for actors, guest artists and employees • Assist in organization and execution of Opening Night/Special Events and auditions Wardrobe… Show more Assistant to the Executive Producer/Artistic Director: • Scheduling/coordinating Executive Producer/Artistic Director’s calendar • Composing, editing and forwarding press releases • Composed production program and marketing materials on Quark software • Arranging domestic travel, housing, and transportation for actors, guest artists and employees • Assist in organization and execution of Opening Night/Special Events and auditions Wardrobe Supervisor: • Managed 5+ members of Wardrobe Department Show less

Education

  • The Boston Conservatory
    Bachelor of Fine Arts (B.F.A.), Theatre
    2005 - 2009
  • Waltham Sr High School
    2001 - 2005

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