Colleen Beaton

• Financial Leadership: Managed department budget and finance functions, independently developed and maintained budget reduction plan for the department. independently, and provided fiscal leadership to several units within the Division of Finance and Administration.
• Budget Management: Reported on budget versus actuals, developed projections, and conducted financial analyses for all units in DFA Support Services.
• Operational Objectives: Established operational objectives and work plans, delegated assignments, and reviewed objectives with senior management.
• Policy Development: Involved in developing, modifying, and executing policies affecting operations and organization-wide impact.
• Team Management: Supervised Business Services staff, reviewed and approved all staff payroll transactions, and ensured adherence to University policies.
• Process Improvement: Collaborated on and implemented new processes that increased efficiencies and aligned with the Division's strategic plan.

• Comprehensive Financial Management: Directed various aspects of financial management encompassing procurement procedures, budget preparation and allocation, payroll management, reporting mechanisms, and financial forecasting.
• Grant Administration: Managed research awards, prepared annual budgets for Principal Investigators and Center Director, and assisted with annual progress reports.
• Event Coordination: Assisted with administration of Center events such as Bootcamp, Recruitment, Short Course, Annual Retreat, holiday and year-end celebrations as well as Center conferences.
• Center Reporting: Independently prepared and distributed the Center's annual reports to senior management and the Office of Research.

• Forecasting and Planning: Forecasted, planned, and monitored multiple complex budgets for reports and decision-making.
• Policy Interpretation: Interpreted and applied policies and procedures when making independent decisions.
• Regulatory Compliance: Applied the University Guide to Financial Management and other applicable policies, agency, and regulatory requirements.
• HR Management: Managed human resources, payroll, and academic hiring and promotion processes for over 200 faculty and staff.
• Planning and reporting: Independently organized the Department's Annual General Meeting and prepared the Department Annual Report for distribution to the Dean of Medicine and faculty.
• Staff Management: Supervised and directed the activities of a group of 7 staff-appointed employees.

• Budget Preparation: Prepared and controlled department budgets, authorized expenditures, and managed payroll. Independently prepared and implemented a successful budget reduction plan following an 8% permanent budget cut.
• Financial Leadership: Authorized expenditures related to all research grants, contracts, projects, donations and operating funds for the Department. Reconciled accounts, payment of invoices, inter - departmental charge- backs, charge-outs to research accounts and other departments.
• Payroll Administration: Administered the departmental payroll which includes faculty, staff, undergraduate and graduate students, research associates, PDF's, visitors, casual and temporary employees and honorariums and coordinated payment of Scholarships, awards, and Faculty Professional Allowance claims
• Event Coordination: Organized special events such as annual golf tournament, Fall Kick - Off Party, grand openings, and fundraisers.

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· Assisted in systems administration of departmental computers and coordinated installation and maintenance of department security systems\

• Financial Reporting:· Designed and developed financial summaries / reports using Impromptu or Excel, when requested by individual faculty members, department chairs or faculty deans.
• Policy Interpretation: Acted as an advisor / consultant in the interpretation of policies and procedures and resource person to the internal clients (i.e. Faculty, Executive Assistants and Administrative Assistants.
• Financial Analysis: Ensured accurate and appropriate expense recognition within the financial system as well as the necessary audit of eligible expenses in accordance with sponsors' guidelines and university policies.
• Financial Administration: Calculated and allocated university overhead, administration fees and royalty / license fee levies as per the individual contractual agreements. Assisted principal investigators with deficit reduction implementation.