Julia Ward
Merritt Island
Summary
- Demonstrates high level of quality work, attendance, and appearance
- Detail-oriented and organized professional
- Highly trustworthy, discreet, and ethical
- Effective at multi-tasking
Overview
17
17
years of professional experience
Work History
Auditor
Defense Contract Audit Agency (DCAA)
01.2023 - 01.2025
- Planned, performed and reported contract audit assignments in connection with procurement and contracting activities between the Federal Government and the Contractor.
- Reviewed standard audit programs and steps, previous work papers, reports, guidance material, draft audit reports with findings and conclusions on the audit performed in accordance with agency procedures.
- Maintained audit working papers including preparation of schedules, summaries, and reconciliations as instructed or appropriate.
- Performed assigned audit steps such as tests and examinations of contractor's direct labor and material costs.
- Checked reports, records, ledgers, and other documents against invoices, receipts, payroll slips, and other source documents. Verified appropriateness of charges for materials and labor and determined that transactions have been properly recorded.
- Participation on other team members, providing updates on the status of audit assignments, sharing information, and identifying requisite revisions to the program and/or annual team goals.
- Maintained professional manner and working relationships with team members, associates, contractor and other government personnel.
- Prepared working papers and analyzes contractor data using automation tools.
- Completed proposal audit and prepared report.
Accountant II
Seattle Children’s Research
04.2021 - 09.2022
- Company Overview: Research Finance (Remote Location)
- Create closing documents for all types of sponsored projects. Create and reconcile financial information in Lawson, work with budget managers and Sponsored Project Officers and Center Business Managers to have the information to create close-outs. Prepare residual balance cost transfers.
- Manage Research funds with proper authorizations, compliance with laws, regulations, and restrictions, and timeliness and accuracy. Post Patient Care costs timely and accurately in Lawson.
- Assure billings are timely, accurate, complete, and comply with appropriate grant/contact requirements.
- Support department operations. Report financial data accurately and timely to appropriate users (finance, budget team, research finance, auditors).
- Maintain current knowledge on Lawson Grants Management module. Train and document new and ongoing processes to staff and PI’s.
- Maintain current on accounting and policy statements and laws/regulations regarding NIH and PHS research issues. Demonstrate knowledge of and consistent/accurate application of laws/regulations.
- Review unclaimed cash report and identified the payments that belong to Research Financed and/or corresponding via email to discover reasons for delay or rejection of payment.
- Follow up on the payment discrepancies.
- Respond to collection status inquiries.
Research Accountant
Stanford University
10.2018 - 07.2020
- Company Overview: Office of Research Administration
- Reviewed and interpreted legal documents for financial terms and conditions including but not limited to billing requirements, reporting, and payment terms.
- Researched and identified payments received. Batched and applied payments into Oracle, as requested.
- Reviewed Aging report and followed up on the outstanding receivables balances by calling and/or corresponding via email to discover reasons for delay or rejection of payment. Entered the notes in ARC system with a detailed response, follow up action, and follow up date.
- Worked collaboratively with Institutional Representatives, Department Financial Administrators, Billing and Collection Accountants to facilitate the timely and correct application of funds to the correct awards and compliance with sponsor's requirements and university's policies.
- Interpreted the payment terms and reconciled the payments received and true collectables by working internally first before contacting the Sponsors.
- Worked closely with Departments and reconciled variances for Clinical Trials between CRISP system and Oracle system.
- Actively participated in testing of new systems and process improvement and provided feedback.
- Worked closely with Closeout Accountants during the final award closeout to ensure the payments for outstanding receivables have been applied timely and accurately.
- Prepared and reviewed supporting documents for various cash management reports, sponsor requests, and internal/external customers.
- Added and updated address and contact information for new customer.
- Reviewed unclaimed cash report and identified the payments that belong to Sponsored Receivables Management (SRM).
- Reviewed on account report and ensured the timely payment applications.
- Followed up on the payment discrepancies.
- Responded to collection status inquiries.
- Interpreted complex University and government policies. Served as liaison between University, sponsors, and department staff. Initiated meetings as needed to resolve issues with process partners, PI, departments, etc.
- Reviewed, processed, gathered, and compiled accounting transactions and documents for completeness, accuracy, and compliance. Contributed to development of analyses to be used for key activities or decision making.
- Identified, prioritized, and resolved accounting issues; probe beyond stated situation; identified underlying issues; recognized exceptions; performed preliminary analysis.
- Ran, maintained, reconciled, reviewed, combined, analyzed, and validated financial data sets, utilizing financial reports, financial databases, and key financial information often from multiple systems. Assisted in the preparation of basic management information reports.
- Identified and resolved incorrect journal entries, data anomalies, deviations from established procedures, and unusual issues.
- Collected data and performed research on details of transactions. Ensured work complies with complex internal policies and external regulations which may require interpretation.
- Participated as a member of a project team and contributed to change management strategy through communication and collaboration with others. Recommended, assisted, tested, or implemented process streamlining, system improvements or workflow changes.
- Contributed to development and maintenance of desktop procedures and processed documentation for area of responsibility.
- Served as a liaison to other departments to resolve accounting-related issues.
Accounting Coordinator
Washington United Terminals (Contractor)
01.2018 - 05.2018
- Processed accounts payables and receivables as needed.
- Handled statements on outstanding accounts.
- Prepared payroll documents for payroll administrator.
- Prepared accounts payable checks and made bank deposits.
- Assisted management with new projects and prepared reports.
- Reconciled month-end reports with bank statements.
- Assisted customers with invoices discrepancies.
- Performed filing and general administrative tasks.
Billing Specialist
TrueBlue (Contractor)
04.2017 - 12.2017
- Ensured all clients remained informed on their outstanding debts and deadlines for various accounts.
- Created customized reports for over 30 large accounts billing activities with clear and reliable data.
- Created advanced filters, pivot tables and charts for weekly and monthly reports.
- Designed, recorded, and executed macros to automate data entry input.
- Contributed to team effort by accomplishing related results as needed.
- Assisted customers by answering questions and requests.
Accounting Coordinator
Washington United Terminals (Contractor)
03.2016 - 04.2017
- Assisted HR/ Accounting Director during internal auditing.
- Prepared and verified daily, weekly and monthly reports.
- Assisted Client Services Director create large data spreadsheets (Macros).
- Processed accounts payables and receivables as needed.
- Handled statements on outstanding accounts.
- Prepared payroll documents for payroll administrator.
- Prepared accounts payable checks and made bank deposits.
- Performed filing and general administrative tasks.
Recreation Assistant
U.S. Navy / M.W.R. I.T.T. Office (Civilian Contractor)
06.2008 - 07.2010
- Performed daily interactions with various international customers (Allied military forces) concerning products, prices and special requests over the phone and in person.
- Performed a variety of administrative support activities including filing and data entry.
- Received various checks, cash, and credit cards for processing transactions involving the sales of various attractions to patrons assuring proper government identification was met.
- Prepared daily activity reports of account sales for the day and turned in all monies and receipts collected from all daily transactions to supervisor for deposit.
- Retrieved information from software systems (e.g. databases, spreadsheets, graphics, and word processing) and analyzed the data for inclusion in reports and publications that were imperative to the operations.
- Inventoried tickets on hand daily and prepared reports associated with the inventory control management system.
- Contacted vendors regarding discrepancies.
- Assisted supervisor with month end closure.
Education
DoD Financial Management Certification Level 2 - undefined
01.2025
Bookkeeping Clerk Certificate - undefined
Clover Park Technical College
Lakewood, WA03.2016
BBA - Accounting
Brandman University
Irvine, CA08.2013
Language Skills
English
Portuguese-Brazilian / Fluent
Spanish / Intermediate
Italian / Intermediate
Japanese / Basic
Additional Information
TS/SCI Clearence
Timeline
Auditor
Defense Contract Audit Agency (DCAA)
01.2023 - 01.2025
Accountant II
Seattle Children’s Research
04.2021 - 09.2022
Research Accountant
Stanford University
10.2018 - 07.2020
Accounting Coordinator
Washington United Terminals (Contractor)
01.2018 - 05.2018
Billing Specialist
TrueBlue (Contractor)
04.2017 - 12.2017
Accounting Coordinator
Washington United Terminals (Contractor)
03.2016 - 04.2017
Recreation Assistant
U.S. Navy / M.W.R. I.T.T. Office (Civilian Contractor)
06.2008 - 07.2010
DoD Financial Management Certification Level 2 - undefined
Bookkeeping Clerk Certificate - undefined
Clover Park Technical College
BBA - Accounting
Brandman University
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