Experienced financial and research administration professional with a focus on post-award grant management, financial analysis, and compliance. Proven ability to manage complex grant portfolios for pediatric healthcare research, ensuring optimized fund usage, regulatory compliance, and streamlined financial reporting. Skilled in building collaborative relationships with Principal Investigators (PIs), grant administrators, and cross-functional teams to facilitate efficient, compliant, and transparent research administration processes. Known for developing innovative tracking systems that enhance accountability and support informed decision-making.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Financial Analyst II
Cincinnati Children's Hospital Medical Center
03.2022 - Current
Developed and implemented a comprehensive tracking and post-award management system for a newly established team, leading to increased efficiency, streamlined workflows, and optimized processes.
Lead post-award financial oversight for a diverse grant portfolio, ensuring regulatory compliance and effective fund allocation throughout each project’s lifecycle.
Collaborate with PIs and research teams to develop and manage budgets, providing ongoing financial forecasting and ensuring adherence to grant compliance requirements.
Conduct budget reconciliations and variance analyses to identify trends, advise on adjustments, and prevent underspend or overspend.
Produce and review financial reports and statements, including invoicing and cost transfers, in line with institutional and sponsor requirements.
Authored SOPs for both pre- and post-award activities, establishing best practices for grant submissions, compliance, and financial management.
Communicate promptly with Principal Investigators (PIs) regarding grant awards, facilitating the smooth transition to project implementation.
Manage the submission and approval of invoices to sponsors, subawards, and consultants, ensuring timely and accurate financial processing.
Coordinate and submit requests for No Cost Extensions, carryover, rebudgeting, and other changes to grants, ensuring all submissions adhere to sponsor guidelines and institutional policies.
Review effort reports and oversee the quarterly certification process, ensuring accurate tracking of personnel effort and funding allocations.
Reconciliations Analyst
Fifth Third Bank
06.2019 - 03.2022
Conducted thorough reconciliations of vendor accounts associated with funds transferred from facilities, ensuring accuracy and compliance with banking policies.
Investigated and resolved discrepancies between internal records and vendor statements, utilizing analytical skills to identify root causes and implement corrective actions.
Developed and implemented a comprehensive tracking system to monitor vendor accounts, enhancing visibility and accountability in the reconciliation process.
Collaborated with vendors to ensure timely resolution of account discrepancies and to foster strong working relationships that supported effective financial management.
Prepared and maintained detailed documentation of reconciliation activities, discrepancies, and resolutions to support audit and compliance requirements.
Analyzed reconciliation data to identify trends and areas for process improvement, recommending enhancements to improve efficiency and turnaround time.
Transportation Analyst
Gap Inc
06.2017 - 05.2019
Oversaw quality assurance for logistics operations, ensuring that all shipments met strict deadlines and quality standards.
Developed and distributed detailed reports on logistics performance, identifying areas for improvement and implementing corrective actions.
Improved the efficiency of tracking and monitoring inbound and outbound freight, contributing to a 98% on-time delivery rate.
Operations Assistant
Citi
06.2016 - 06.2017
Provided coaching and support to a team of 6-10 credit analysts, conducting performance evaluations to address concerns and drive success.
Collected, organized, and analyzed data to support management in strategic decision-making processes.
Prepared and edited operational reports, ensuring accuracy and clarity in the documentation of activities.
Facilitated communication across departments to implement change initiatives, effectively conveying new improvement plans and expectations.
Streamlined processes that resulted in a time savings of 2 hours per day for team members, enhancing overall productivity.
Credit Analyst
Citibank
07.2014 - 06.2016
Conducted thorough analysis of loan applications, ensuring compliance with financial standards and risk management practices.
Led process improvements that increased department efficiency by 20%, contributing to faster loan processing times and higher customer satisfaction.
Calculated loan applicant debt ratios, income and terms, and payments to determine financial stability of applicants and ability to repay loan
Education
Bachelor of Science -
University of Cincinnati
Cincinnati, OH
2019
Skills
Post-Award Grant Management
Budgeting
Financial Analysis
Regulatory Compliance
Data Analysis
Research Administration
Process Improvement
Certification
Financial Management Certificate, Feb 2023 - Society of Research Administrators International
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