Brian Wollenzier
Case Western University
Lakewood
12
years of professional experience
Procurement and financial operations professional with [X]+ years of experience supporting purchasing, accounts payable, vendor management, financial transactions, reconciliations, and administrative operations. Experienced in processing high-volume transactions, interpreting policies and procedures, resolving discrepancies, maintaining accurate financial records, and partnering with internal departments and external vendors. Strong background in process improvement, compliance, reporting, and customer service, with advanced proficiency in Microsoft Office, including Excel.
Work History
Procurement Specialist
3 Years- Managed [purchasing/procurement/financial] transactions in a high-volume environment while ensuring accuracy, timely processing, and compliance with organizational policies and procedures.
- Processed and reviewed purchase orders, requisitions, invoices, and reimbursements, resolving discrepancies and exceptions.
- Reconciled financial transactions and supporting documentation, identified discrepancies, and followed through to resolution.
- Maintained accurate, confidential financial and procurement records per established retention and audit requirements, ensuring compliance.
- Maintained accurate and confidential financial and procurement records in accordance with established retention and audit requirements.
- Provided training and guidance to employees regarding purchasing procedures, financial policies, systems, and documentation requirements.
- Collaborated with [Accounts Payable/Purchasing/Finance/Grants/other departments] to resolve complex transactions and enhance end-to-end processes.
- Supported audits by gathering documentation, explaining transaction history and procedures, responding to requests, and implementing corrective actions.
BME Facilities and Procurement Coordinator
9 Years 3 Months- Oversee facilities management for the BME department. This includes repair and maintenance of department facilities, construction projects, and renovations.
- Advised the BME Chair, School of Engineering, Safety Services, and university facilities office on facility issues.
- Work with the BME Lab Manager to set up of laboratory space for new faculty, including working with outside building contractors, CSE staff, and central administration.
- Monitor the status of repairs, construction projects, and renovations to make sure they are within budget and timeline expectations.
- Work with Safety Services to ensure the safe operation of the labs and facilities.
- Coordinated faculty, staff, and student moves during construction, renovations, and repairs, providing materials, schedules, and guidance to ensure seamless transitions.
- Assist BME Chair with assigning office and desk space to faculty, staff and students
- Manage the purchase of office furniture and office equipment. Maintain department equipment inventory list for minor expendable equipment.
- Manage department security. Submit online key requests for Academic Manager approval. Liaise with Access Services to provide card access for faculty, staff, and students.
- Maintain database of department key and card access. Reconcile to Key Shop and Access Services records when available.
- Manage storage of faculty lab equipment and office furniture. Maintain inventory of items which includes storage location and owner name.
- Managed procurement activities for academic team, purchasing lab supplies, chemicals, and equipment for research, teaching, and administration, facilitating lab setup for new faculty with large startup packages.
- Work with outside vendors to develop specifications and obtain quotes for equipment and services. Research prices for faculty, students, and staff on the best vendors to use depending on the type of material or service required.
- Adhere to Case procurement guidelines and provide additional bids when needed
- Served as liaison for department with vendors, resolving concerns regarding purchase orders to maintain positive relationships and ensure timely processing.
- Follow-up to ensure timely delivery of equipment, supplies, and services.
- Coordinate with BME Lab Manager and faculty labs for delivery of large pieces of equipment.
- Maintain department purchasing records. Receive equipment purchases online and make sure invoices are paid
- Manage Pcard purchase records to assure compliance with university audit procedures. Assign account numbers in the JPMorgan website and accept all appropriate charges.
- Work with Safety Services to assist faculty with shipping lab materials and specimens.
- Work with BME Chair, BME Lab Manager, and Academic Manager to maintain an up to date department Emergency Plan that will ensure personnel safety and continued function of lab equipment, etc. in an emergency.
- Act as backup for the BME Lab Manager
Education
BSN
[Year]
Skills
Procurement Operations
Order management
Vendor Management
Invoice Processing
Account Reconciliation
Internal Controls
Policy Compliance
Process optimization
Standard operating procedures
Microsoft Excel
Microsoft Word
Microsoft Outlook
[ERP/Procurement System]
[Accounting Software]
Staff Training
Timeline
Procurement Specialist
Case Western University
10.2023 - CurrentRead More
BME Facilities and Procurement Coordinator
Case Western University
07.2014 - 10.2023Read More
The Ohio State University
BSN
Read More