Experience

Rice University

• United States
• Higher Education
• 700 & Above Employee

• Research Accountant III

  • Oct 2021 - Present

  Reviews and approves work completed by their team staff.Coordinates and works with SPARC Senior Management, Institutional Representatives, AR Staff, and Administrators to set up account structure for complex program/center.Reviews and interprets legal documents for financial terms and conditions.Prepares complex interim and final financial reports for assigned departments.Performs complex or difficult financial closeouts.Provides technical expertise and expert knowledge of grant and accounting procedures, university policies and sponsor regulations, serves as expert resource for department.Served as liaison between University, sponsors and department staff.Engages in analysis of existing systems and makes recommendations for improvement, leads testing and enhancements.Advanced knowledge of contract and grant procedures and ability to apply sponsored project terms and conditions.Advanced knowledge of accounting principles, concepts, and analysis of accounting transactionsAdvanced knowledge of Uniform GuidanceProficient knowledge of Excel

• Research Accountant II

  • Aug 2015 - Oct 2021

  Responsible for the post-award administration of granting agencies:Department of Defense (DOD) flow thru and National Institutes of Health (NIH) Training Grants; approximately 100 million dollars in externally funded grants, contracts, subcontracts, private and federal.Responsible for award review, grant set up, monitoring of expenditures to ensure compliance with sponsor and institutional policies. Invoice drawdown, reconciliations, reports, and closeouts.The Research Accountant serves as a liaison between Office of Sponsored Projects and Research Compliance (SPARC), the principal investigator, the departmental administrators, and the sponsoring agencies. Run and analyze moderately complex financial reports, often from multiple systems (i.e., Banner and Web Apps) and assist in the preparation of management information reports.Resolve transactional inquiries and respond in a professional/timely manner.Participate in cross training on core functions in the work unit and serve as a backup to other tasks.

• Research Accountant I

  • Feb 2014 - Aug 2015

  Reviewed award documents and approved budgets. Sets up awards and makes accounting entries in Banner.Participates in ongoing training programs for faculty and staff who initiate, record, or monitor research expenditures.Accommodated multiple demands for a commitment of time and resources in initiating the review and approval process within the allotted time. Prioritizes and manages time efficiently. Produces work to meet acceptable standards, including accuracy completeness, compliance, and timeliness.Mastered a high-volume area that was without an assigned accountant for several months and has brought it current by going above and beyond the call of duty. Managed over 100 funds and prepared financial reports on a monthly basis.Assisted with MSNE Departmental Administrator search committee and helping with the subcontract workflow testing.



HHS Office of Inspector General

• United States
• Government Administration
• 200 - 300 Employee

• Auditor IV

  • Dec 2008 - Aug 2013

  Examining, investigating, and reviewing records, reports, financial statements and management practices to ensure legal compliance with state and internal regulations and conducting audits for program economy, efficiency, and effectiveness. Review the client’s accounting policies. Test the information related to the internal control. Compare the internal controls to accounting standards or government regulations to ensure they follow these external guidelines. Work also involves planning, scheduling, coordinating, conducting, leading and reporting the results of audits for Medicaid Vendors and contractors of the State of Texas. Evaluates financial, accounting and internal control systems for accuracy and conformance with State of Texas reimbursement policies and regulations. Provides Accounting/financial support and project management. Manages/leads compliance reviews, desk reviews and field audit projects for the Compliance and Audit Division according to Government Acceptable Accounting Principle( GAAP) and project management guidelines and standards. Reviews working papers and prepares audit report findings and recommendations, coordinates management responses, and completes draft audit reports; reviews staff work to ensure necessary audit steps were completed and properly documented; and ensures audit documentation is in compliance with applicable standards, policies, and procedures and that evidence fully supports conclusions, findings, and recommendations. Communicates on a complex level with others (internally/externally) to provide, exchange or verify information, answer inquiries, address issues or resolve problems or complaints. Prepares audit and findings reports which are objective, clear, concise, constructive and timely utilizing Teammate. Holds entrance and exit conferences with contractors and other stakeholders to discuss audit objectives and scope. Managed over 120 funds for desk audit reviews and gave guidance to team members.



Internal Revenue Service

• United States
• Government Administration
• 700 & Above Employee

• Internal Revenue Agent

  • Sep 2002 - May 2008

  Conducts pre-audit analysis of assigned cases, researching any available background materials, and formulates a plan for the audit. Provided taxpayers with information, education, and solutions to the taxpayer's tax situation while keeping them in compliance. Review the client’s accounting policies. Test the information related to the internal control. Compare the internal controls to accounting standards or government regulations to ensure they follow these external guidelines. Conducted interviews with taxpayers and taxpayer representatives, educating and advising on liabilities, filing deadlines, and payment obligations. Assisted taxpayers and others in researching complex tax issues, providing definitive answers to tax questions. Prepares a written report and informs the taxpayer or representative of any changes to tax liability, explaining reasons for the adjustment. Negotiates agreement with the taxpayer and explains appeal procedures as necessary.