Experience

Global Preparatory Academy

• United States
• Primary and Secondary Education
• 1 - 100 Employee

• Finance and Grants Manager

  • Oct 2019 - Present



Indiana University–Purdue University Indianapolis

• United States
• Higher Education
• 700 & Above Employee

• Business Manager

  • Jul 2016 - Oct 2019

  First point of contact for contract and grant proposal processing.Prepare budgets and budget amendments for grant proposalsManage and oversee all proposal submissions to meet project directors’ necessities, grant deadlines, and sponsors’ program requirements.Monitor the grant proposals from the pre-award phase to the post award phase.Produce financial statements from University’s general ledgers and monthly report grant account status to project directors. Review the general ledgers for an average of 40 grant accounts to ensure only allowable expenses are charged to the accounts.Guide an instruct project directors on compliance of awards to ensure grant funds are appropriately spent.Collaborate with the Office of Research and Administration on the stewardship of grant funds, and to make sure all invoices related to grants are paid.Provide financial reports, reconciliation of net income to cash reserve balance, and budgetary counsel about the Lilly Endowment account to Public Policy Institute Director.Enter new vendors in the system.Submit customer invoices for service agreements.Purchase project supplies for grants; process travel and out of pocket reimbursement for employees; and set up vendor purchase orders to submit vendor payments.



Auburn University at Montgomery

• United States
• Higher Education
• 700 & Above Employee

• Student Accounts Manager

  • Jan 2012 - Jun 2016

  Provided support to the Director of Student Accounts in handling administrative and accounting duties within the Office of Student AccountsAnalyzed students' accounts to resolve billing and payment discrepancies and explained their accounts in detailSupervised three Student Accounts Financial Associates, coached and evaluated their job performance, and assisted them with solving problemsMonthly reviewed the department’s budget and operating expense account and reported findings to the Director of Student Accounts Analyze students’ accounts to resolve billing and payment discrepancies and explain their accounts in detailsReconciled the accounts receivable account and third party contract accounts to database accounts.Developed written departmental cash handling policies and procedures to ensure safeguarding of funds and personal financial informationDeveloped and implemented a new university tuition installment payment plan in August 2012 to offer students a manageable payment optionCreated a payment plan brochure to increase awareness about the installment payment planUpdated specifications and maintained three installment payment plans for each semesterPerformed testing on plan setups and identified issues to be address by the I T department and software companyPosted tuition payments, enrolled students in payment plans, and verified account chargesEducated students, their families, and third party sponsors about university policies and proceduresConsulted with students and their families and counseled them regarding payment options Met with students and their families at new student orientations and conferred the role of the Office of Student Accounts and the online billing systemMonitored the Office of Student Accounts’ email account and responded to emails in a timely mannerWorked in conjunction with the Financial Aid Office and Registrar’s Office to resolve students’ issues



Georgia Regional Hospital

• Budget Analyst

  • Mar 2006 - Apr 2009

  Managed daily operations of the Business Office.Supervised five Accountant Paraprofessionals, coached staff on accounting practices and business office procedures, and encouraged cross training among staff. Served as backup to their job tasks.Allocated a $49 million annual operating budget to all hospital departments.Monthly monitored and analyzed the hospital’s revenue and expenses to observe spending trends to maintain expenditure control. Notified departmental managers, Chief Operating Officer, and Chief Executive Officer of corrective actions necessary to resolve budget variances.Processed vendor invoices in PeopleSoft Financial system and responded to vendor inquiries.Served as a team member on hospital’s resource team with the CEO, COO, Head Psychiatrist, Business Office Manager, and Head Nursing Manager to brainstorm the most efficient way to utilize our limited resources.



Ernst & Young, LLP

• Tax Compliance Staff

  • Jan 2002 - Nov 2004

  Prepared federal, multi-state, and consolidated income tax returns for corporations, partnerships, and S Corporations.Created enhanced spreadsheets in Microsoft Excel as supporting tax compliance work papers.Proofread tax returns and supporting work papers to ensure amounts were calculated correctly and they were free from grammatical errors before electronically filing the returns.Copied and collated the tax return and supporting documentation to file in clients’ folder.



AdminaStar Federal

• Insurance
• 1 - 100 Employee

• Provider Audit Specialist

  • May 1999 - Jan 2002

  Participated in team and individual field audits of healthcare facilities under the Medicare program.Ensured each healthcare facility was operating with effective internal controls.Researched Health Care Financial Administration codes; analyzed healthcare facilities’ financial statements and other financial data; reviewed and generated cost reports; and determined final reimbursement received for health providers under the Medicare program.Created supporting audit work papers and generated audit reports in accordance with generally accepted auditing standards, government auditing standards and HCFA regulations.Reviewed hospitals’ cost reports and supporting work papers for accuracy.Finalized and assembled the cost reports and applicable Medicare forms to be mailed to the fiscal intermediary.