Founder & CEO

• Aug 2011 - Present

Grants & Contracts Officer III

• Aug 2014 - Sep 2019

Georgia State University – Institute for Biomedical Sciences, Atlanta, GA Accountant II • Manage pre award and post award activities for PIs; Submit applications/proposals to sponsors and monitor the awards received for academic and research projects and programs. • Interpret regulations and guidelines of multiple programs; work closely with OSPA to ensure policies are followed and funding with complex and broad guidelines for spending. • Ensure institutional and sponsor compliance, budgetary appropriateness, and compliance of grant and contract awards to applicable governmental/agency guidelines. • Reconciliation and analysis of monthly financial statements for the various PIs, monthly reporting, and submit monthly financial reports to the Business Manager, Director, and PIs of Central Grants Administration; submit annual and interim financial reports to Sponsors. • Maintain communication with these Business Manager & Faculty to report and address any grant related administrative or compliance issue in a timely manner. • Ensure all cost transfers are prepared with appropriate backup documentation. • Utilize PeopleSoft, Research Portal, Cayuse, Panthermart, ADP and Spectrum system. • Conduct the effort monitoring process for all faculty and staff in the department, including regular review of faculty effort. Show less

Financial Management Analyst II

• Sep 2013 - Jul 2014

Central Administrations-Budget & Cost Allocations Durham, NCFinancial Management Analyst II • Worked directly for President, Vice-President, Duke Gardens, Alumni Office.• Ensured understanding of the current fiscal performance of accounts and identify areas of concern that need resolution. • Coordinated the preparation of operational and capital budgets, financial statements, statistical reports, cost analyses and other financial information; review and analyze unit budget requests and advise units regarding changes in budgets to meet departmental requirements. • Monitored budget expenditures and prepare written reports, P&L reports and analyses to management and assigned departments including adverse trends and appropriate recommendations or conclusions.• Ensured process (SOP) is in place within the unit for proper handling of sponsor checks for deposit and recording in the appropriate fund codes. • Processed journal entries as needed for assigned departments.• Identified and allocated unclaimed electronic deposits (wires and ACH credits) received in the University’s suspense account.• Interpreted departmental policies and procedures, making decisions on specific operating problems and issuing instructions on behalf of unit.• Ensured proper recording of revenue associated with all accounts; apply revenue management standards. Show less

Grants & Contracts Administrator/Financial Management Analyst II

• Jan 2011 - Sep 2013

Duke Human Vaccine Institute Durham, NCGrants & Contracts Administrator/Financial Management Analyst II • Managed pre and post award activities for 15-17 PIs in DHVI & Pulmonary; award management and ensuring compliance with sponsor, university and external agency guidelines. • Responsible for monitoring the programmatic, financial, and conflict of interest (COI) status of sponsored research award subrecipients.• Maintained and remained compliant with OMB circulars and requested A-133 reports from subrecipients who received $500,000 or more from the federal grant on the Program Project Grant.• Assisted PIs during proposal preparation & submission, agreement initiation, including budget /budget justification preparation, no-cost extensions and other administrative requirements. • Daily monitored foundation funds, federal grants and federal/non-federal contract project activities. Coordinates reporting requirements and certify effort. Submit quarterly and annual reports per sponsor requirements.• Liaison between Faculty, ORA and OSP to maintain smooth working relationship and participated with audits to ensure documentation and justifications are sufficient for auditors.• Monitored and determined appropriate charging of patient care expenses to the research studies.• Reconciled financial reports, facilitated and provided review, analysis, reporting and administer appropriate changes in accordance with Sponsor and University terms and procedures.• Planed, directed and supervised the work activities of five support personnel. Fostered growth by providing guidance and one-on-one training as needed.• Prepared and coordinated distribution of various financial reports and analyses for higher management and external agencies. For ending projects, prepared and provided closeout documents as needed. • Maintained a working knowledge of applicable regulations, policies, and protocols. Show less

Grants & Contracts Administrator

• Jan 2004 - Jan 2011

Duke’s Center for Human Genetics/Cancer Center Durham, NCGrants & Contracts Administrator• Assisted PIs in the development and submission of proposals, budgets and compliant materials by interpreting sponsor guidelines, University policies and Federal regulations. • Reviewed the Duke Proposal Approval Form (DPAF) to ensure that non- central approvals, appropriate clearances and required compliance approvals (such as human subjects, laboratory animals, export controls, COI, or biohazardous materials) have been obtained for the project. • Reviewed the proposal to ensure the completed proposal package meets sponsor submission standards.• Reviewed and coordinated submissions of Federal and Non-Federal research proposals; track the proposal through award process; submit progress reports and JIT accordingly. • Reviewed sponsored projects through SPS to ORA/ORS to ensure compliance with University procedures and institutional signatures.• Responsible for award management, including sub recipient/consortium agreements, in compliance with sponsor and university guidelines and deadlines.• Managed post award administration for sponsored projects; utilize and/or develop internal monitoring to include financial analysis, and forecasting projected expenses on a monthly basis. • Closed all funded projects consistent with university process and timelines.• Prepared monthly financial reports and analyses, identifying progress, adverse trends and made appropriate recommendations. • Provided financial information to department senior management; completed variance reporting, reconciliation of detailed financial statements, effort changes, cost-sharing, journal vouchers and resolution of overdrafts.• Manage budget, reporting and compliance timelines through the lifecycle of the grant or contract; communicate new WBSEs to appropriate department personnel.• Managed PI and personnel efforts and made changes as needed.• Research & Costing Compliance Certified Show less