Hi, I’m
Joshua Goulet
Tecumseh,OK
Summary
Dynamic and results-oriented professional with extensive experience in financial management and account reconciliation at Stephenson Cancer Center. Demonstrated expertise in enhancing efficiency through accounting software and robust customer service skills. Proven leader in staff training and development, adept at fostering cross-functional teamwork.
Overview
5
years of professional experience
Work History
Stephenson Cancer Center
Post Award Grant Manager
03.2023 - Current
Job overview
- Account Reconciliation. Reconciles accounts. Manages multiple federal and non-federal grants. Uses PeopleSoft reports to balance financial statement transactions to source documents such as accounts payable transactions, deposits, and inter- university transactions. Meets with faculty to discuss financial reports, spending, payroll, and necessary changes.
- Statement Preparation. Produces statements of financial activity based upon monthly departmental business that can include section financials, consolidated department financials, cash flow analysis, etc. Notifies appropriate personnel of irregularities and obtains proper signatures of authority as evidence of review.
- Account and/or Grant Monitoring. Monitors departmental accounts, grants, accounts payable transactions, spending activity, etc. Prepares and enters requisitions and invoices and/or vouchers into PeopleSoft for payment.
- Cost Transferring. Initiates and/or prepares cost transfers between various departments and service units.
- Data Maintenance. Maintains department’s financial records, budget information, and other forms of data. Tracks payments, receipts, transactions, internal and external contracts, agreements, etc.
- Subcontracting, Routing& Set-up. Works with PI, external entities, ORA, and Purchasing to collect, route, set-up and monitor all agreements on sponsored funds.
- Report Preparation. Prepares financial reports to document activity, substantiate transactions, report findings, etc.
- Technical Assistance. Provides assistance to departments across campus, principal investigators, vendors, and other staff in managing and maintaining appropriate funds for salaries, expenditures, etc.
- Financial Analysis. Performs financial reports to improve departmental accounting procedures, at the request of department head and/or manager, etc. Reviews terms of contracts to ensure compliance.
- Budget Assistance. Assists in the preparation of grant budgets and reallocations of funds.
- Quality Assurance. Ensures the quality of data. Researches inconsistencies, and conducts follow-up investigations or consults with appropriate personnel.
- Payroll Coordination. Requests payroll changes pertinent to departmental grants and other accounts.
- As Needed. Performs various duties as needed to successfully fulfill the function of the position.
Stephenson Cancer Center
Accountant
08.2021 - 02.2023
Job overview
- Manages all departmental accounts. Reconciles monthly financial reports to clear outstanding expenses, payroll, budget revisions, and transfers. Creates cost spending certification reports. Monitors and ensures money is spent correctly. Sets up new vendors and ensures invoices are on the correct accounts. Makes cash deposits into special accounts. Maintains budget and grant administration, Pcard management, and OU Foundation funds.
- Analyzes departmental financial procedures. Makes recommendations for change and develops strategy for change.
- Acts as the payroll coordinator for the department.
- Coordinates and carries out projects or assignments requiring initiative, independent action and specialized knowledge or expertise. May include producing in-house publications, performing public relations functions, and monitoring staff to ensure guidelines and procedures are followed.
- Performs administrative duties including but not limited to ordering and tracking supplies, making travel arrangements, reimbursements, keeping a calendar, setting up meetings and appointments, and assisting with various awards and award committees. Solves departmental problems as they arise.
- Assists with the development, implementation, and interpretation of policies and procedures, ensuring compliance with federal, state and university policies and regulations.
- Provides Faculty support with purchases, travel and faculty liaison, policies and procedures, faculty awards, funding requests, reimbursement requests.
- Performs various duties as needed to successfully fulfill the function of the position.
Hang G Martin Jr. CPA, LLC
Accounting Intern
12.2019 - 03.2020
Job overview
- Assisted with month-end closing and reporting duties.
- Gained hands-on experience with various accounting software programs such as QuickBooks, Excel, and Thomson Reuters, enhancing overall efficiency in daily tasks.
- Compiled monthly journal entries into general ledger system.
- Demonstrated strong attention to detail when reviewing financial statements for errors or inconsistencies before submission to management or clients.
Education
Southeaster Oklahoma State University, Durant, OK
MBA
05-2024
University Overview
- Relevant Coursework: Cost Accounting, Management
University of Central Oklahoma, Edmond, OK
Bachelor of Science from Accounting
05-2021
University Overview
- Relevant Coursework: Auditing & Income Tax Practicum
Skills
- Customer service
- Team leadership
- Time management
- Decision-making
- Staff training and development
- Relationship building
Availability
See my work availability
Not Available
Available
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Post Award Grant Manager
Stephenson Cancer Center
03.2023 - Current
Accountant
Stephenson Cancer Center
08.2021 - 02.2023
Accounting Intern
Hang G Martin Jr. CPA, LLC
12.2019 - 03.2020
Southeaster Oklahoma State University
MBA
University of Central Oklahoma
Bachelor of Science from Accounting
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