Joseph Aaron Coleman

Sources and communicates funding opportunities monthly to assist scientists and faculty in securing external financial support
Works with the PI and administrative departments to prepare and submit grant applications as per LIBD and sponsor timelines
Is responsible for ensuring that all necessary components stated in the funding announcement and sponsor regulations are taken into account and communicated to the PI during application preparation, and that all appropriate approvals as per LIBD internal process are in place before submission.
As part of the approval process, organizes the Grant review committee meetings, maintains the Grants SOP and co-ordinates the pre-award grant approval process.
Reviews applications to appraise programmatic and operational needs and communicates those to Research Administration and Project Management.
Ensures that proposals are complete and in compliance with all sponsor regulations
Prepares final award paperwork post-award as per the NOA including final budget set-up and operations timelines.
Manages fiscal and programmatic compliance post-award and works closely with Project management and Finance to conduct monthly reconciliation and assist in budget forecasts
Works with Administration and Legal to prepare contracts and sub-contracts. Performs su-contractor risk-analysis.
Acts as primary liaison between PI’s, sub recipients, collaborators, and funding agencies
Optimizes and maintains a LIBD grants portfolio electronically using MS Access and SharePoint
Maintains active NIH ORI and SAM account certifications
Develops and provides staff training
Delivers a high level of quality end user service
Develops and updates policies and procedures necessary for grants administration

Partner with departmental faculty and/or budgetary staff and the Office of Research Administration toward the planning and development of application submissions to various federal offices, private agencies/foundations and commercial companies.
Review all sponsored project proposals for assigned faculty prior to them being forwarded to the Grants & Contracts Manager and ORA for signature. Review involves accuracy, content, adherence to all relevant guidelines.
Provide instruction, preparation assistance and support related to grant application procedures.
Review budgets and related justification for appropriateness and completeness of content.
Maintain ongoing updates and communications related to current grants and contracts, this includes regular auditing and reporting to principal investigators and departmental leadership.
Ensure that post-award responsibilities are completed, including budget distribution, account reconciliation, e-form setup, effort reporting, cost transfers, paying invoices and paperwork finalization related to subcontract setup.

Strategic planning with development of acquisition, technical, financial, and programmatic materials necessary to assist NAMD in the development and execution of programs
Perform financial management tasks, such as monitoring commitment, obligation, and expenditure rates for each project and developing and maintaining phase and expenditure plans
Prepare, maintain, and track support to execute financial and programmatic management, including drafting and documenting procurement requests (and other related procurement documents) for Government review as well as working with others to gather and compile appropriate documentation and required materials to support program execution oversight and monitoring of funding
Comprehensive archive management, including compilation, retention, logging, indexing, retrieval, and storage of correspondence, presentation, and financial files including briefings, quarterly and final reports, technical papers, and other documents for each project
Collaborate with external stakeholders, including public affairs offices, consumer organizations, and professional societies

Provide technical support for budget analysis, formulation, execution and monitoring for an assigned group of Laboratories.
Prepare budgets for an assigned group of laboratories.
Create, update, edit and track agreements.
Track non-appropriated funds, Gift Funds, CRADAS, Royalties.
Track and monitor training budgets of employees.
Process and track agreements with various labs within and around NIAID/NIH.
Use Beacon Finance software to track and monitor funds and obligations and enter allocations for Lab CANs. Track status of agreements and other non-appropriated funds.
Provide assistance in preparing for budget meetings.
Handle and resolve complex or unusual problems and emergency situations that arise in the daily operations of the put information and update status of actions in various databases.
Assist and communicate with NIAID Budget Office on budget allocation, year end, close, and spend projections.
Prepare financial reports and summary on Gift Funds and CRADA's

Monthly preparation and entry of annual financial forecasts across all US Oncology franchises
Maintain financial data in Anaplan (financial system of record) with a high degree of accuracy and fidelity
Support Strategic Project Managers and Franchise Heads through delivery of accurate year-to-date spend information
Work with Medical Project Management team and other stakeholders to revise and re-phase annual forecasts, taking into consideration existing spend rates and changes to strategic operational plan
Work with activity and project owners to ensure proper documentation of new purchase orders, contract actions, and revisions to yearly forecast
Execute year-end accrual process across all Oncology teams
Perform ad hoc tasks and reporting related to evaluation of financial performance of Medical functional teams and areas
Clear communication of analytics to primary stakeholders, including above brand reporting to key Finance leaders

• Partner with departmental faculty and/or budgetary staff and the Office of Research Administration toward the planning and development of application submissions to various federal offices, private agencies/foundations and commercial companies
• Review all sponsored project proposals for assigned faculty prior to them being forwarded to the Grants & Contracts Manager and ORA for signature
• Review involves accuracy, content, adherence to all relevant guidelines
• Provide instruction, preparation assistance and support related to grant application procedures
• Review budgets and related justification for appropriateness and completeness of content
• Maintain ongoing updates and communications related to current grants and contracts, this includes regular auditing and reporting to principal investigators and departmental leadership
• Ensure that post-award responsibilities are completed, including budget distribution, account reconciliation, e-form setup, effort reporting, cost transfers, paying invoices and paperwork finalization related to subcontract setup

• Partner with departmental faculty and/or budgetary staff and the Office of Research Administration toward the planning and development of application submissions to various federal offices, private agencies/foundations and commercial companies
• Review all sponsored project proposals for assigned faculty prior to them being forwarded to the Grants & Contracts Manager and ORA for signature
• Review involves accuracy, content, adherence to all relevant guidelines
• Provide instruction, preparation assistance and support related to grant application procedures
• Review budgets and related justification for appropriateness and completeness of content
• Maintain ongoing updates and communications related to current grants and contracts, this includes regular auditing and reporting to principal investigators and departmental leadership
• Ensure that post-award responsibilities are completed, including budget distribution, account reconciliation, e-form setup, effort reporting, cost transfers, paying invoices and paperwork finalization related to subcontract setup

• Daily and monthly financial analysis including monthly reconciliations of budget expenditures Monitoring and evaluation of revenue and expenses of IRB review processes Development and generation of SAP/Analysis financial reports and files Interpretation of data for the purpose of determining past financial performance and projecting future performance Completion of all travel and non-travel related business expenses in SAP Use of University financial systems such as SAP to generate, record and track invoices Verification of Budget expenditures to ensure compliance with internal and external regulations and restrictions Administration of the routine financial operations of the IRB office, i.e
• Ordering supplies, submitting invoices and reconciling vendor payments