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Shelby Chassereau is a seasoned finance professional with expertise in account management, financial analysis, and leadership. She has worked in various roles, including Financial Manager, Budget Analyst, and Accounting Assistant, providing financial leadership and support to Program and Project Managers, managing post-award process, and overseeing account management for Principle Investigators and respective labs. Shelby holds a Master of Business Administration (MBA) from Penn State University and a Bachelor of Science (BS) and Bachelor of Arts (BA) from the University of Maryland Baltimore County.

Experience

    • Financial Manager
      • May 2022 - Present

      • Provide financial leadership and support to Program and Project Managers through in-depth analyses to forecast project costs, monitor performance, and recommend adjustments.• Lead proposal development process in response to non-competitive Requests for Proposals and Broad Agency Announcements f...

    • United States
    • Higher Education
    • 700 & Above Employee
    • Financial Analyst
      • Feb 2021 - May 2022

      • Oversee account management for 16 Principle Investigator’s and respective labs; including non-sponsored funding and sponsored funding from agencies such as NIH, NSF, and private foundations.• Develop account portfolios quarterly to monitor budget performance, forecast salary and non-salary expenses, and recommend adjustments. Ad-hoc reporting as needed.• Review and approve procurement card orders, shopping carts, purchase orders, check requests, cash-advance requests, and expense reimbursements for accuracy and compliance. Send for corrections if needed.• Perform specialized research analysis to ensure timely and accurate submission of all fiscal reporting requirements throughout award duration and grant closeout process.• Manage post-award accounts by allocating budgets, processing journal entries and cost-transfers, and ensuring timely and accurate set-up of payroll per sponsor guidelines.• Train current and new finance team employees in aspects of account management and procurement. • Complete effort pre-review for faculty and lab members prior to certification to ensure accurate effort reporting and cost-sharing, if applicable.• Oversee Budget Analysts during monthly account reconciliation to ensure accuracy and compliance, while resolving any errors.• Created standard operating procedures for reconciliation, arranging departmental travel, and processing reimbursements. • Perform subrecipient monitoring by reviewing invoices for compliance and utilizing JHU Finance Dashboard system to identify high-risk subrecipients.• Assist in pre-award process by creating NIH Other Support and NSF Current & Pending documents, as well as coordinating internal account set up following receipt of an award. Ad-hoc pre-award tasks as needed.

    • Budget Analyst
      • Jun 2019 - Feb 2021

      • Managed post-award process by allocating budgets, monitoring expenses, completing payroll and non-payroll cost transfers, and reviewing research salary support.• Oversaw billing for the Center for Brain Imaging Science against sponsored accounts via JHU iLabs. • Created billing schedules to ensure all invoices billed during respective budget periods.• Attended quarterly meetings with PI’s and CIS/CCB Finance Team to review account portfolio, salary projections, and expenditure trends, recommend adjustments, and discuss upcoming proposals.• Performed subrecipient monitoring by reviewing invoices for compliance and utilizing JHU Finance Dashboard system to identify high-risk subrecipients.• Completed procurement requests for all assigned PI’s, including departmental credit card orders, shopping carts, purchase orders, and check requests.• Managed departmental travel program by booking airfare, lodging, and other accommodations for faculty, students, and staff while remaining compliant with all sponsor and university travel policy.• Reviewed and allocated procurement card and travel card transactions prior to monthly deadline for accuracy and to ensure compliance with university policy.• Performed monthly reconciliation of expenses posted to sponsored and non-sponsored accounts to ensure accuracy, compliance with university and sponsor policy, and resolve any errors.

  • Cole Roofing Co., Inc.
    • Baltimore, Maryland
    • Accounting Assistant
      • Jan 2019 - May 2019
      • Baltimore, Maryland

      • Assisted in company-wide account management by recording service invoices for all active projects in Foundation Accounting Software• Independently reviewed various financial transactions for company operations, compiled and analyzed monthly data for projects such as fleet vehicl...

    • Finance/Payroll Assistant
      • Aug 2016 - Sep 2018
      • Baltimore, Maryland Area

      • Assisted in account management for over 100 student organizations and departments• Extensive data entry in Microsoft Excel to maintain accurate financial records of all student organizations, printing, and events at UMBC• Reviewed and processed payroll documentation for new hires and re...

Education

  • 2023 - 2025
    Penn State University
  • 2014 - 2019
    University of Maryland Baltimore County
  • National University of Ireland, Galway

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Accounting and Auditing”

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