Dana Warfel
Summary
Over 25 years in the areas of fiscal management, compliance, accounting, budgeting, payroll and fringe benefits. Self-motivated, results and detail-oriented, strong work ethic, and expert at building efficiencies to improve workflow and functions.
Overview
25
25
years of professional experience
Work History
Housing Finance Specialist
PCADV
Harrisburg
04.2001 - Current
- Administer housing grant budgets and draft modifications to align with funding requirements
- Oversee expenditures for compliance with regulations
- Provide training, technical assistance, and fiscal compliance support to 59 subrecipients
- Generate and deliver financial reports for various funding sources.
- Collaborated with cross-functional teams to streamline budgeting processes.
- Contributed to the development of financial statements and reports for senior management analysis.
- Analyzed program invoiced expenses submitted for compliance with grant allowability before payment execution.
- Maintained general ledger accounts by reconciling transactions, preparing monthly journal entries and resolving discrepancies.
- Generated variance analysis reports and budget adjustment requests to monitor material spending.
- Assisted with annual audit processes by providing requested documents in a timely manner.
- Collaborated with internal departments to resolve accounting discrepancies or issues related to vendor payments or customer invoicing.
- Managed payroll time reporting and administered employee benefits to ensure accurate compensation.
- Supported the development of grant budget plans to ensure proper allocation of resources.
- Executed bank reconciliations to ensure accuracy in financial reporting.
- Ensured accurate coding of financial transactions to maintain integrity in accounting records.
- Processed invoice payments and 1099 forms
- Administered accounts payable and receivable systems along with reconciliations
- Reviewed invoices for compliance with regulations
- Ensure compliance with GAAP, OMB Uniform Guidance and Administrative Requirements and Cost Principles (2 CFR 200)
Fiscal Specialist (part-time)
Framework Strategies
Philadelphia
07.2024 - Current
- Analyzed financial documents including invoices, purchase orders, and requisitions to identify and resolve discrepancies.
- Streamlined invoicing processes to improve accuracy and timeliness of payment processing.
- Developed and maintained financial spreadsheets to ensure precise financial record-keeping.
- Conducted research into any discrepancies discovered during reconciliation processes.
Skills
- Grant oversight and reporting
- Subrecipient monitoring
- Budget management
- Financial analysis
- Payroll administration
- Funding stream management
- Microsoft Office and Excel proficiency
- Data analysis
- Organizational management
- Stakeholder communication
- Domestic violence program support
Timeline
Fiscal Specialist (part-time)
Framework Strategies
07.2024 - Current
Housing Finance Specialist
PCADV
04.2001 - Current