Experience

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  University of Maryland, Baltimore (UMB)

  • United States
  • Higher Education
  • 700 & Above Employee

  • Director, Foundation Financial Operations & Assistant Treasurer, UMB Foundation

    • Jul 2022 - Present

    •Direct day-to-day accounting, budget, and finance operations of the University of Maryland Baltimore Foundation.•Serve as the audit lead and responsible for preparation of annual financial statements.•Perform tax compliance for 1099 reporting.•Oversee all general ledger activity, ensuring accuracy and compliance of all transactions.•Ensure endowment fund accounts follow spending policy regulations.•Review and approve disbursement requests.•Work with campus administrative and finance officers to develop, interpret, and communicate financial foundation policies and procedures.• Train, support, and supervise staff.Accomplishments to date:•Successfully completed 2023 year-end close process.•Completed the FY2024 Endowment Spendable Income •Streamlined daily functions with regards to disbursement requests.

  • Director, General Accounting

    • May 2020 - Jul 2022

    •Directed, reviewed, and assisted in the timely preparation of monthly financials, Annual Audit Reports, Year End Close processes and ensures deadlines are met in accordance with state guidelines.•Managed the day-to-day accounting functions for the University which include chart of accounts maintenance, property accounting, state accounting, general ledger, bank account, cash control operations, and account reconciliations.•Set goals for productivity and efficiency. Plan effective allocation of resources; anticipate and plan for peak times, quarterly reporting cycles and calendar deadlines.•Implemented and monitored internal controls to ensure compliance, integrity, and reliability of financial data. Responsible for immediately addressing identified deficiencies and notifying appropriate staff to these issues.Accomplishments:•Worked with UMB’s IT Enterprise division validating/designing the UMB to State of Maryland Interface, Customer Billing, and Asst Management. Involved in validating/designing suggested changes to ensure accounting requirements continue to be met.•Expanded the use of the Customer Billing System for the Campus. The largest endeavor was working with the University of Maryland Baltimore and System foundations. •Continue to train and assist the UMB population consisting of PI’s, Administrators, and Staff on the Financial System. Provide accounting leadership on a consultative basis with department leadership to aid in decision making.

  • Manager, General Accounting

    • May 2013 - May 2020

    Responsibilities:•Manage and coordinate the activities for the General Accounting office of Financial Services which include State of Maryland RSTARS accounting system. Capital Equipment Inventory, PeopleSoft General Ledger, and the campus Central Billing system.•Establish departmental plans, policies and procedures. •Responsible for achieving financial objectives for the office by analyzing variances and enforces corrective actions.•Recruit and train staff; establish standards and procedures for department success.•Conduct annual performance appraisals with direct reports according to the university’s human resource procedures.•Assist senior management with analyses and reporting; serves as an adviser on business matters and represents the office of Financial Services as needed.•Perform Bank reconciliations for the university’s main Working Fund account, Customer Billing Lock box account, and several other departmental accounts.•Assist departmental units with setting up and closing bank accounts.Accomplishments to date:•Successfully completed the 2013- 2016 year-end close process for UMB and the State of Maryland.•Restructured the General Accounting Office to optimize work flow, enhance data integrity, and maximize the effectiveness of the office•Successfully reached and cleared up the Central Billing system by securing over $1 million in outstanding collections within six months of taking the position, sent over $50,000 of old outstanding invoices to the State Central Collection Unit, and closed out incorrect invoices that was causing audit issues on the aging schedule.•Successfully completed in conjunction with the UMB IT team the roll out of the new Customer Billing invoicing system, November 2015.•Successfully completed in conjunction with UMB Web Team the roll out of the Non-Capital Asset system, November 2015.

  • Assistant Manager of Capital Equipment Inventory & Special Projects

    • Jan 2011 - Apr 2013

    Responsibilities:•Managed the University’s overall Capital Equipment Inventory.•Assist with the monthly reconciliation of UMB financials with the State of Maryland financial system.•Developed and produced schedules that contribute to closing the UMB financial system at the end of each fiscal year and for the interim and final audited financial statements.•Oversee project/program management activities, guiding team members, and handling challenges and problems as they arise.•Monitored, reviewed, and evaluated ongoing programs and internal controls by developing, implementing, and coordinating policies and procedures. Continuously seek to improve the quality of services and processes through customer consultation and audit reporting.•Performed a monthly reconciliation of the campus main Working Fund bank account which produces over 1,000 checks a month. •Worked with bank personnel to resolve issues related to the university bank accounts.•Reconciliation and Analysis of University of Maryland multiple bank account reporting to the State of Maryland.•Provided on-site coordination and administrative leadership for the development and integration of new Financial Services programs. Serves as implementation director and liaison for program development and activities.•Prepared audit related schedules for the annual Unrelated Business Income Tax submission.Accomplishments:•Created the presentation material and taught the campus-wide training class on the capital and non-capital equipment policies and procedures.•Worked on the Travel e-form software implementation team and created the business process and procedure manual.•Worked on the main working fund Peachtree software implantation team and created the business process and procedures manual.•Successfully reconciled the main working fund to the $300,000 imprest amount from the State of Maryland. Research was done dating back to 2009 in order to account for thefts and issues not previously identified.

  • Accounting Supervisor/Capital Asset Management

    • Apr 2005 - Jan 2013

    Responsibilities:•Managed the University of Maryland, Baltimore overall Fixed Asset inventory records by communicating, monitoring and enforcing the University’s policies and procedures.•Managed the entire general ledger accounting functions within the department which include the establishment and closing of accounts within the financial system, the review and approval of campus journal entries, the review and approval process of campus requisitions, internal billing processes, and parking citation appeals.•Worked in conjunction with Senior Management to collaborate on and review information related to the annual Financial Statement submission.•Prepared audit related Plant Fund financial statement schedules for the semi-annual reporting period and the fiscal year-end close.•Performed and oversaw daily and monthly reconciliation’s between the University’s PeopleSoft financial system and the State of Maryland’s accounting system.•Assisted with reconciling and year-end close of the UMB financials to the State of Maryland accounting system.•Recruited and trained staff. •Monitored ongoing programs and internal controls by developing, implementing, and coordinating policies and procedures. •Maintained and nurtured effective communication and partnerships throughout the campus by meeting and/or reporting financial information.Accomplishments:•Successfully managed the implementation of the Asset Management module for the PeopleSoft Financial System.•Worked on the implementation team for the PeopleSoft Financials general ledger module.•Successfully developed and implemented short and long term plans by setting priorities as well as completing multiple activities simultaneously within deadlines.

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  University of Maryland Medical Center

  • Financial Analyst

    • Nov 2003 - Apr 2005

    Formulated, planned, and excuted the annual operating budgets of assigned medical center departments.Advised departmental managers on analytical and technical support regarding volume analysis, budget analysis, and financial planning.Provided technical advice and assistance to departmental faculty and managers on adherence to budget and control procedures.Analyzed significant variances from planned or forecasted results in order to provide interpretative comments and recommendations to management. Provided analysis and evaluation of cost/expense problems and profit improvement opportunities existing within current business activities. Assisted in the development of the long-range strategic plan for existing, new or proposed business operations. Maintained an in-depth knowledge of the financial stability of the departments.

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  American Radiology Services

  • Staff Accountant

    • Mar 2001 - Nov 2003

    Maintained the Fixed Asset and associated depreciation schedules for multiple site locations on the FAS Software System; insure proper recording of new purchases and disposals. Performed quantitative analysis of various types of financial and statistical data needed in daily operations, planning, and forecasting.Responsible for cash, prepaid amortization, and accrual month-end closing entries along with various monthly and quarterly reports..Analysis of General Ledger account fluctuationsBalanced correspondent bank accounts and various General Ledger accounts Assisted the Accounts Payable department in tracking, reviewing, and coding invoices.Handled a wide range of miscellaneous financial and operational special projects.