BRITTANY VEAL
INDIANAPOLIS
Summary
Results-driven Finance Manager specializing in strategic financial planning and stakeholder engagement. Skilled in budget analysis and compliance, enhancing operational efficiency and vendor relationships to achieve cost savings and ensure accurate financial reporting. Experienced in process automation, mentoring teams, and delivering timely decisions. Strategic Finance Manager known for productivity and efficiency in task completion. Skilled in financial analysis, budget management, and risk assessment to drive growth and sustainability. Excel in communication, leadership, and problem-solving to navigate complex financial landscapes and achieve organizational objectives.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Finance Manager
Advance CTE
Silversprings
04.2025 - Current
- Prepare monthly financial statements, reports, budgets, and forecasts; prepare reports for the project managers, the Board of Directors, and external stakeholders as required.
- Maintained annual budgets, monitored cash flow, calculated budget variances, and provided guidance on budgetary constraints.
- Assist in the preparation of the annual audit and tax filings (e.g., Form 990).
- Assisted in managing budget and audit activities to ensure compliance.
- Manage accounts receivable by tracking incoming funds, collecting necessary forms, issuing invoices, and following up on outstanding balances.
- Managed accounts payable by reviewing and processing invoices, ensuring timely payments, and fostering strong vendor relationships.
- Ensure all transactions are recorded accurately and in compliance with nonprofit accounting standards.
- Updated financial records using Advance CTE's accounting software, QuickBooks Online, to ensure accuracy and compliance.
- Maintain and update financial spreadsheets and ledgers and make necessary month-end closing entries.
- Establish and maintain a chart of accounts to facilitate accurate and timely financials.
- Aid in the development of the annual organizational budgets.
- Develop or review financial policies and procedures to enhance operational efficiency.
- Collaborate with the Senior Director of Operations and Executive Director to align financial and operations goals with the organization's strategic objectives.
- Collaborate with team members to support fundraising and grant financial reporting efforts.
- Facilitated the development and tracking of contracts while managing compliance.
- Provide financial training and support to other staff members as necessary
Part Time Finance Administrator
Surge Institute
Chicago
09.2024 - Current
- Focus on the organization's fiscal activities including accounting, budget management and financial reporting
- Develop and monitor budgets and support ongoing budget management
- Managed financial components, collaborating with Operations + Programs team to pay invoices, track tuition, and oversee scholarship budget
- Review and approve invoices, ensure payment and manage process
- Ensured accuracy in monthly budget reconciliation
- Carry out all payroll functions with accuracy, attention to detail and confidentiality
- Contributed to and maintained finance-related standard operating procedures
Financial Grants Administrator and AR Manager
Indiana Black Expo
Indianapolis
09.2024 - Current
- Develops and implements business and fiscal processes to ensure compliance and good stewardship of IBE's resources.
- Monitors cash, budget, and expenses and is responsible for the overall financial management of projects to ensure these transactions agree with the awarded contract terms and IBE's policies and objectives.
- Reviews and manages the financial reports of the finance team and applies accounting techniques to a variety of analysis and corrections.
- Monitored and corrected errors on budget transactions across all grants and agreements to ensure compliance and accuracy.
- Reviews and confirms the eligibility of these budget transactions and evaluates the effect each has on effort reporting and cost sharing commitments.
- Reviews contract terms and conditions to ensure reporting periods and requirements are communicated at the onset of the project.
- Builds appropriate and complete recordkeeping controls to maintain IBE's official records of grants, professional service agreements or similar commitments.
- Established grant budgets, including cost sharing, and communicated required documentation and responsibilities to department heads and grant staff.
- Assisted in modifying budget items and submitting grant proposals.
- Manages and/or participates in special projects and analysis work, such as physical moves, reorganizations, institutional effectiveness plans, program metrics development, and specialized grant opportunities.
- Executes sound fiscal management and strategies that impact the entire organization.
- Managed data tracking and conducted weekly collection calls for outstanding obligations across clients and contracts.
Procurement Manager
IU- Travel Management
Indianapolis
03.2021 - 02.2024
- Led data-driven procurement strategies, achieving measurable cost efficiencies and high compliance standards.
- Implemented strategic sourcing initiatives, improving procurement cycle times and achieving cost savings.
- Streamlined vendor negotiations, leading to significant cost reductions and enhanced supplier relationships.
- Identified cost-saving opportunities and optimized resource allocation through spending analysis.
- Conducted in-depth market analysis to inform procurement decisions, ensuring competitive pricing and quality standards.
- Collaborated with teams to implement eco-friendly procurement practices, boosting corporate responsibility.
- Partnered with stakeholders to drive procurement innovations, resulting in streamlined processes and enhanced supplier relations.
- Managed procurement cards for all IU campuses, ensuring compliance and financial integrity.
- Enhanced data analysis to detect fraud, safeguarding IU-Travel Management from financial risks.
- Developed training programs on procurement card usage, reducing errors and improving compliance.
- Developed a comprehensive procurement roadmap, anticipating industry trends and positioning IU-Travel Management for future growth.
- Introduced digital tracking systems for procurement processes, enhancing efficiency and transparency.
- Worked closely with cross-functional teams to standardize procurement processes, improving overall efficiency.
- Developed financial models and created accurate forecasts for short- and long-term planning.
- Assisted in developing strategic financial strategies aligned with the organization's overall strategic goals and growth objectives.
- Led financial aspects of major projects, initiatives, and acquisitions.
- Developed and implemented policies and improvement strategies to streamline administrative processes.
- Implemented Amazon Business across all IU Campuses.
- Recognized as Employee of the Year for outstanding contributions in 2022.
- Served as a member of the Higher Education Advisory Team, providing insights and recommendations.
- Led a presentation at the annual Institute for Commercial Payments conference, discussing relevant topics.
Assistant Business Manager
IU-School of Medicine- Adolescent Medicine
Indianapolis
10.2018 - 03.2021
- Directed daily processing of purchasing, accounts receivable, and accounts payable.
- Directed daily financial transactions, ensuring accurate processing of accounts, resulting in timely financial reporting.
- Liaised with multiple departments and vendors to ensure smooth financial operations.
- Identified financial risks and implemented controls to mitigate potential threats.
- Analyzed financial data to identify risks and implemented controls, significantly reducing financial discrepancies.
- Backed up Division Administrator in financial management, including budget planning and analysis.
- Supported Division Administrator in financial planning, organization, and oversight of activities to enhance operational efficiency.
- Prepared and maintained various financial reports, including cash flow and payroll.
- Assisted in grant development and compliance, including budget preparation and staffing needs.
- Performed detailed monthly account reconciliations and financial reporting, ensuring compliance with institutional guidelines.
- Coordinated with IT and administrative departments to streamline procurement and deployment of technology, enhancing operational efficiency.
- Collaborated with principal investigators on grant development, ensuring compliance and facilitating successful funding outcomes.
Administrative Support Specialist
IUPUI- Upward Bound
Indianapolis
08.2015 - 10.2018
- Maintained and organized participant files in digital and hard copy formats for easy access.
- Maintained meticulous records of participant files, both digital and physical, ensuring data integrity and confidentiality.
- Coordinated recruitment and selection processes by organizing meetings and managing associated documentation, improving overall efficiency.
- Partnered with staff to optimize recruitment and selection processes, enhancing participant onboarding and improving communication with stakeholders.
- Oversaw daily administrative tasks, ensuring smooth operations and effective logistics.
- Streamlined travel logistics for staff and students, ensuring compliance while optimizing arrangements for budgetary efficiency.
- Planned and coordinated events, managing all aspects from preparation to execution.
- Managed logistics for events including orientations, banquets, and trips, ensuring smooth execution and effective program delivery.
- Processed and recorded financial transactions for federal grants, ensuring compliance and accuracy.
Education
Master of Science - Management, Healthcare Concentration
Indiana Wesleyan University
Indianapolis, IN03.2010
Bachelor of Science - Applied Health Science, Public Health Education
Indiana University
Bloomington, IN12.2005
Skills
- Professional presentation skills
- Proficient in Microsoft Office Suite
- Research methodologies and techniques
- Expertise in grant writing and management
- Management and leadership skills
- Quality improvement processes
- Stakeholder engagement
- Program development and planning expertise
- Project/program management proficiency
- Certified Lean Six Sigma green belt professional
- Accounting knowledge and practices
- Strategic financial planning expertise
- Vendor relationship management skills
- Financial risk assessment/audit capabilities
- Strategic financial analysis skills
- Effective team leadership abilities
- Process optimization techniques and strategies
- Accurate financial forecasting methods
- Comprehensive budget analysis skills
- Efficient payroll processing systems knowledge
- Financial reporting expertise
- Space management strategies
- Client portfolio management
- Budget planning methodologies
- Data analytics capabilities
- Team development
- Account reconciliation processes
- Finance platforms knowledge (QuickBooks, Billcom)
- Sustainability initiatives implementation
Certification
• Six Sigma Green Belt, 01/01/25
• Certified Management Accountant, In progress
• Certified Management Accountant, In progress
References
- Nastassia Belton, nbelton26@gmail.com, 317-692-1072, Indiana University
- Felicia Hanney, mswilliams_isu04@yahoo.com, 317-847-6530, Indiana University
- Esther Woodson, elaineesthr@aol.com, 317-522-6167, Indiana University
Community Service
- Big Brothers Big Sister of Central Indiana, Big Sister- Mentor, 04/01/19, Present
- Girls Inc, Volunteer & Facilitator, 09/01/18, Present
- American Red Cross, CPR/AED Instructor & Disaster Action Team, 03/01/18, Present
- Center for Leadership Development, Volunteer & Facilitator- Imani Book Club, Precious Miss, and Self Discovery, 01/01/17, Present
- Center of Wellness for Urban Women (CWUW), Volunteer & Executive Board Member, 06/01/08, Present
- National Coalition of 100 Black Women - Indianapolis Chapter, Member and Education Co-Chair, 11/01/22, Present
- Indianapolis Urban League- The Exchange Indianapolis, Executive Leadership Co-Chair, Member, Leadership Fellows Program, 01/01/23, Present
Timeline
Finance Manager
Advance CTE
04.2025 - Current
Part Time Finance Administrator
Surge Institute
09.2024 - Current
Financial Grants Administrator and AR Manager
Indiana Black Expo
09.2024 - Current
Procurement Manager
IU- Travel Management
03.2021 - 02.2024
Assistant Business Manager
IU-School of Medicine- Adolescent Medicine
10.2018 - 03.2021
Administrative Support Specialist
IUPUI- Upward Bound
08.2015 - 10.2018
Master of Science - Management, Healthcare Concentration
Indiana Wesleyan University
Bachelor of Science - Applied Health Science, Public Health Education
Indiana University