Consistent business professional with strong history of managing daily financial operations and facilitating continuous improvement initiatives to demonstrate with data the financial health of an organization. Superior work ethic and 12 years of experience in local government, business administration and healthcare environments while providing optimal customer service support.
Overview
8
8
years of professional experience
Work History
Financial Program Assistant
State of Colorado Department of Local Affairs
Denver, CO
01.2022 - Current
Engages with Advisory Committee members, providing detailed program guidelines, organizational updates, event details, etc.
Supports program in the creation of templates for reporting and monitoring, for both internal and external needs.
Reviews reimbursement requests from grantees to ensure eligible spending, expenditure balance, and compliance with agreement terms and conditions, and communicates with recipients as needed to ensure all information is maintained per contracts.
Runs program reports from the portal to ensure quarter reports from all grantees are submitted correctly and in time to comply with reporting periods.
Uses Microsoft Excel and Google Sheets to prepare program data reports.
Reviewing local government projects to identify their eligibility within the Energy and Mineral Impact Program and with state and federal guidelines.
Constant communication with Regional Managers in regards to applications, procons, deadlines, event dates, etc.
Federal Grant Program Assistant
State of Colorado Department of Local Affairs
Denver, CO
11.2020 - 01.2021
Input program records in grants portal; assist program manager with reviewing reports to demonstrate statewide impact.
Utilized Microsoft Excel and Google Sheets to accurately track and reconcile program data.
Oversaw heavy load of administrative tasks while verifying accuracy and prompt completion of reimbursement requests for grant funds.
Developed procedure documentation to facilitate instructions for recipients to complete applications and/or apply via grants portal.
Helped grantees resolve computer and software issues to successfully submit grant requests.
Adhered to Federal Regulations and U.S. Treasury guidance to determine eligibility and ensure proper information was given to the grantee.
Effective outreach by phone and email to recipients to maintain Federal Grant compliance submissions in a timely manner.
Maintained and recorded financial information across three different Google Drives and over 15 different spreadsheets.
Successfully reimbursed 274 million federal dollars that were disbursed across the state of Colorado.
Hygiene Coordinator
Karen J. Armstrong DMD. & Bethany Tant DDS.
Jacksonville, NC
11.2016 - 07.2020
Managed dental records and entered information using dental software to keep important patient information on file.
Answered over 60+ calls per day to answer customer questions.
Scheduling experience
Financial Collections
Updating financial spreadsheets
Treatment Proposals
Collaborated in development of dental policies and procedures.
Provided excellent service and attention to customers when face-to-face or through phone conversations.
Recognized by management for providing exceptional customer service.
Created agendas and communication materials for team meetings.
Improved customer satisfaction by finding creative solutions to problems.
Earned reputation for good attendance and hard work.
Education
BBA - Business Administration
Campbell University
Buies Creek, NC
05.2020
Skills
Financial administrative support
Project organization
Account reconciliation
Strong problem solver
Excellent communication skills
Strong attention to detail
Billing
Accounts Receivable
Excellent Customer Service
Financial Reporting
Proficient in Excel, Google Drive, Microsoft Access
Deputy Chief Program Officer at Department of Local Governance, Home Affairs Ministry, Royal Government of BhutanDeputy Chief Program Officer at Department of Local Governance, Home Affairs Ministry, Royal Government of Bhutan
<ul><li>Assist in preparing Subs Annual Budgets and reviewing Subs financial reports.</li><li>Provide support and training to partners to ensure adequate support for the program component.</li><li>Conduct partner technical supportive supervision on request basis from Grants & Compliance teams.</li><li>Coordinate grantee proposal review process and ensure compliance with solicitations and donor regulations.</li><li>Coordinate pre-award evaluations and assessments of potential grantees as needed.</li><li>Analyze, verify and review grantees proposal budgets to ensure donor compliance and reasonableness.</li><li>Coordinate the assessment of grantee risk and implement appropriate systems and agreements to minimize risk.</li><li>Ensure timely and appropriate close-out of sub-grants and coordinate the close-out of EGPAF prime grants.</li><li>Provide support and training to partners finance staff to build financial and accounting capacity to ensure adequate support for the program component.</li><li>Monitor partners’ spending patterns as part of the overall project budget to actual analytics.</li><li>Follow up on Grantee monthly invoices & supporting documents</li><li>Serve as an expert on applicable policies, procedures, rules, and regulations and assist staff with their interpretation and understanding of these.</li><li>Stays abreast of donor policies, procedures, rules and regulations and host country legal requirements and informs local and regional management of significant changes.</li><li>Perform internal departmental/grants reviews ensuring compliance with Foundation and donor requirements. Identify potential areas of compliance vulnerability and risk; assists with the development of corrective action plans for the resolution of problematic issues; and provides general guidance on how to avoid or deal with similar issues in the future</li><li>Conduct on-site financial compliance reviews which include: cash counts; review of accounts receivables including employee receivables; documentation of segregation of duties and internal control structure; document storage and retention</li><li>Document findings, propose improvements or change as relevant, disseminate findings and ensure follow up implementation of recommendations as well as resolution</li><li>Conduct random surprise checks and vendor verification reviews to ensure proper procurement procedures are being practiced and report on findings</li><li>Develops an effective Compliance & Ethics training program, including appropriate introductory training for new employees as well as ongoing training for all employees and managers</li><li>Assists with improving the awareness and understanding of compliance to assist employees with the establishment of a “culture of compliance”</li></ul> at Elizabeth Glaser Pediatric Aids Foundation<ul><li>Assist in preparing Subs Annual Budgets and reviewing Subs financial reports.</li><li>Provide support and training to partners to ensure adequate support for the program component.</li><li>Conduct partner technical supportive supervision on request basis from Grants & Compliance teams.</li><li>Coordinate grantee proposal review process and ensure compliance with solicitations and donor regulations.</li><li>Coordinate pre-award evaluations and assessments of potential grantees as needed.</li><li>Analyze, verify and review grantees proposal budgets to ensure donor compliance and reasonableness.</li><li>Coordinate the assessment of grantee risk and implement appropriate systems and agreements to minimize risk.</li><li>Ensure timely and appropriate close-out of sub-grants and coordinate the close-out of EGPAF prime grants.</li><li>Provide support and training to partners finance staff to build financial and accounting capacity to ensure adequate support for the program component.</li><li>Monitor partners’ spending patterns as part of the overall project budget to actual analytics.</li><li>Follow up on Grantee monthly invoices & supporting documents</li><li>Serve as an expert on applicable policies, procedures, rules, and regulations and assist staff with their interpretation and understanding of these.</li><li>Stays abreast of donor policies, procedures, rules and regulations and host country legal requirements and informs local and regional management of significant changes.</li><li>Perform internal departmental/grants reviews ensuring compliance with Foundation and donor requirements. Identify potential areas of compliance vulnerability and risk; assists with the development of corrective action plans for the resolution of problematic issues; and provides general guidance on how to avoid or deal with similar issues in the future</li><li>Conduct on-site financial compliance reviews which include: cash counts; review of accounts receivables including employee receivables; documentation of segregation of duties and internal control structure; document storage and retention</li><li>Document findings, propose improvements or change as relevant, disseminate findings and ensure follow up implementation of recommendations as well as resolution</li><li>Conduct random surprise checks and vendor verification reviews to ensure proper procurement procedures are being practiced and report on findings</li><li>Develops an effective Compliance & Ethics training program, including appropriate introductory training for new employees as well as ongoing training for all employees and managers</li><li>Assists with improving the awareness and understanding of compliance to assist employees with the establishment of a “culture of compliance”</li></ul> at Elizabeth Glaser Pediatric Aids Foundation
Financial Aid Consultant & Clock Program Data Entry Assistant at Florida State College at JacksonvilleFinancial Aid Consultant & Clock Program Data Entry Assistant at Florida State College at Jacksonville