Amy Zonker
Cincinnati,OH
Summary
Seasoned financial manager with broad experience in budgeting, forecasting, and strategic planning. Skilled in optimizing financial processes and leading teams to exceed corporate goals through innovative strategies and efficient resource allocation. Proven track record of enhancing operational efficiency and financial health within diverse organizations. Demonstrated ability to analyze complex financial data and recommend actionable solutions that drive growth and profitability.
Overview
13
13
years of professional experience
Work History
Sr. Grant and Finance Manager
Stanford University
Palo Alto, CA
08.2023 - Current
- Manages all grant award financial and gift/endowment activity for 15 Faculty member's portfolios in the Department of Psychiatry with a total budget of $10M
- Performs monthly analysis of all accounts and forecasts all expenditures
- Collaborates with faculty and department leadership to implement strategic financial resolutions
- Assures all expenditures hitting federal awards are within compliance with 2 CFR Part 200 (Uniform Guidance)
- Processes invoices, performs G/L and cost transfers, and allocates salary effort
Sr. Business Administrator
University of Cincinnati
Clifton, OH
12.2021 - 08.2023
- Oversaw all financial activity and created budgets for the Department of Neurology and the UC Cancer Center which has a combined budget of $60M
- Performed the post award activity for NIH StrokeNet, including an Infrastructure award and 13 large clinical trial awards
- Managed a full team of Accountants, Financial Administrators & Grant Administrator
Business Administrator
University of Cincinnati
Clifton, OH
07.2019 - 12.2021
- Same responsibilities as Business Manager with additional tasks of fully managing the accounting & business operations for UC Cancer Center & the Pathobiology and Molecular Medicine PhD program with little to no supervision
Business Manager
University of Cincinnati
Clifton, OH
09.2016 - 06.2019
- Same responsibilities as Accountant 2 with additional tasks of assisting the Senior Business Administrator manage a group of 4 accountants on our accounting team
- Appointed as the College of Medicine concur superuser and helped all COM departments with the rollout of this new system
- Performed special financial related projects for the Senior Business Administrator
Accountant 2
University of Cincinnati
Clifton, OH
05.2015 - 09.2016
- Performed all accounting duties for the Pulmonary and General Medicine division's grant & local UC funds, including prepare the annual budgets for both divisions
- Supported and consulted the Business Administrators and Faculty members in the divisions with all financial matters
- Entered monthly journal entries and analyzed monthly reporting
- Set up purchase orders, analyzed purchasing card transactions, and updated the monthly salary allocation records
Senior Fund Accountant
Ultimus Fund Solutions
Springdale, OH
12.2014 - 05.2015
- Same responsibilities as Fund Accountant with additional financial reporting tasks (Semi-Annual and Annual reporting)
- Trained new Fund Accountant hires to do their daily jobs
Fund Accountant
Ultimus Fund Solutions
Springdale, OH
04.2012 - 12.2014
- Booked all daily transactions for the mutual funds in the TFS Fund Family (TFSMX, TFSSX, TFSHX) and the Berwyn Fund Family (BERIX, BERWX, BERCX), including shareholder purchases/ redemptions, security trades and corporate actions in Sungard Asset Management
- Reconciled custody bank accounts and DDA bank accounts on a daily basis and developed a weekly security reconciliation
- Prepared quarterly financial reporting (NQ's) for several mutual funds serviced by Ultimus Fund Solutions
- Assisted and managed relationships with Mutual Fund Advisors to support them in the maintenance of their respective funds
Education
Bachelor of Business Administration - Accounting Major
University of Cincinnati
Cincinnati, OH03.2012
Skills
- Strong Verbal and Written Communication
- Detail-Oriented Accuracy
- Efficient Task Management
- Budget forecasting
- Portfolio management
- Financial management
- Mentoring and training
- Business forecasting
- Proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook)
- SAP
- Oracle
- Business Objects
- Catalyst
- Concur
- PACE
- Planful
Awards
University of Cincinnati Staff Excellence Award Nominee, 2021
Special Roles
- 2020 elected UC Staff Senator
- UC College of Medicine Concur Superuser
Timeline
Sr. Grant and Finance Manager
Stanford University
08.2023 - Current
Sr. Business Administrator
University of Cincinnati
12.2021 - 08.2023
Business Administrator
University of Cincinnati
07.2019 - 12.2021
Business Manager
University of Cincinnati
09.2016 - 06.2019
Accountant 2
University of Cincinnati
05.2015 - 09.2016
Senior Fund Accountant
Ultimus Fund Solutions
12.2014 - 05.2015
Fund Accountant
Ultimus Fund Solutions
04.2012 - 12.2014
Bachelor of Business Administration - Accounting Major
University of Cincinnati
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