Katherine Rosado
New York,New York
Summary
With over 15 years of experience in finance, accounting, and administration, I am a detail-oriented professional skilled in preparing financial statements, managing budgets, preparing for audits, and ensuring compliance with accounting regulations. My expertise lies in operations, finance, and university administration, and I am eager to leverage my skills to contribute to the success of an organization.
Overview
25
25
years of professional experience
Work History
Business Manager
Columbia University
09.2020 - Current
- Oversee day-to-day business operations of department (SOP)
- Monitor, review and reconcile departments budgets and Financial
- Perform monthly reconciliation of departmental accounts, monitors department expenditures to prevent overdrafts
- Prepare, monitor, and reconcile financial statements, including expenses, revenue, and forecasting for departmental budgets
- Manage monthly, quarterly and Annual Budget preparation and submission
- Implemented cost-cutting measures, resulting in substantial savings for organization without compromising on quality or performance.
- Manage, review, process and approve invoices, requisitions and travel/business reimbursements via Concur and ARC
- Create budget schedules for all Trustee meetings
- Ensure issues are identified, tracked, reported and resolved efficiently and promptly
- Oversee all aspects of payroll processing, including time off approval, salary allocations, cost transfers, payroll reconciliation, overpayment recoveries, additional compensation and bonus payments
- Manage PAF forms for staff at the Secretary's office
- Mange Jobs at Columbia (JAC)
- Review and handle all financial contracts and agreements/amendments
- Manage and approve all P-Card transactions and reconciliations
- Investigate and resolves variances, and make budget modifications to adjust levels of spending
- Post journal entries ITF’s, PTF’s, expenditure corrections, and funding transfers
- Coordinate with Columbia University’s central finance office to ensure compliance with university-wide financial policies and procedures
Accountant (Consultant)
God’s Love We Deliver
05.2000 - 09.2024
- Manage preparation, analysis, and reporting of monthly, quarterly, and annual financial statements in accordance with GAAP and non-profit financial standards
- Monitor and track donations, grants, and restricted funds, ensuring t properly allocation
- Coordinate with auditors for annual audits, providing all necessary documentation and resolving any discrepancies
- Reconciled bank accounts, credit card statements, and general ledger entries
- Managed accounts payable and receivable, ensuring prompt payments and accurate recording of transactions.
- Gathered financial information, prepared documents, and closed books.
- Provided journal entries and performed accounting on accrual basis.
- Reconciled accounts and reviewed expense data, net worth, and assets.
- Prepared deposits and reconciled accounts.
Medicine Financial Coordinator & Post Award
Columbia University Medical Center
04.2018 - 09.2020
- Departments point of contact for all financial/procurement/grant inquires
- Managed NYPH joint budget reconciling payroll with budget/joint budget
- Reviewed and processed grant amendments, extensions, and budget revisions
- Assisted with onboarding and training of incoming staff on Columbia University financial policies and systems
- Conducted orientation support for Department's new administrators and staff to appropriately assign their financial systems (ARC)
- Ensured compliance with Grant award terms, conditions, and regulatory requirements
- Reviewed and assisted in preparation of grant applications, contract proposals, and related documents, ensuring compliance with departmental, School, and University policies
- Forecast future budget and expenses on all grant accounts
- Tracked, reconciled and balanced all grant accounts/ Prevented overdrafts
- Managed/reviewed/processed all invoices/Req/TBER/Check request/PC
- Adhoc approval for all ARC transactions up to 50K
- Reviewed PI’s funds balance, expense, and use of research funds (monthly budget update meetings with PI’s)
- Supplemental Approver for all Accounts payable transactions for Department
- Managed/processed/Self approved Cash modules/Cash Deposit
- Reviewed/reconciled and approved department's purchasing P-Card transactions
- Collaborated with central sponsored research office (SPA/SPF)
- Reviewed timesheets and process payroll
- Adhoc approver for grant-related payment and procurement requests
- Post journal entries ITF’s, PTF’s and expenditure corrections
- Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
Financial Analyst
Columbia University Medical Center
09.2014 - 04.2018
- Point of contact for both internal and external financial inquiries
- Supported, reviewed/processed financial items for over six department's
- Performed weekly, monthly, and yearly reconciliation
- Managed financial operations analysis and provided support to develop models
- Modified and created new vendors
- Assisted with onboarding and training of incoming staff on Columbia University financial policies and systems
- Conducted orientation support for the Department's new administrators and staff to appropriately assign their financial systems (ARC)
- Reviewed, reconcile and approve the department's purchasing P-Card transactions
- Assisted with operational decision making
- Enforced financial policies, rules, and regulations
- Supervised and oversaw financial work for over 10 administrative assistants (including weekly & monthly meetings)
- Implemented easy to follow guidelines for accounts payable training
- Oversaw daily operational accounts payable functions
- Managed employee relations issues to resolution
- Managed leave schedules (personal, vacation, sick) to ensure adequate staffing of financial functions
Civil Engineering Financial Coordinator
Columbia University
06.2013 - 09.2014
- Provided high-level administrative support to Civil Engineering Department, including managing faculty schedules, research activities, and administrative operations
- Reviewed and processed invoices, travel and reimbursement
- Advised faculty and staff and students regarding procedural requirements to ensure compliance with University’s Travel policies
- Worked with Administrators, Faculty, Consultants, Guest Speakers and Vendors to process Travel and Business expense reports and inform University policy’s
- Coordinated department meetings, faculty events, and seminars, ensuring efficient communication and seamless execution.
- Ensured compliance with university policies and procedures, and provided guidance to faculty and staff on administrative matters
- Created and modified new and existing vendor’s profiles
- Managed employee Time Sheets and Payroll Processing
- Allocated Payroll for Adjunct professors, students, researchers and guest speakers
- Reviewed and reconciled Department's Purchasing P-Card transactions
- Ensured compliance with university policies and procedures, and provided guidance to faculty and staff on administrative matters.
- Assisted in hiring/termination process
- Coordinated recruitment, hiring, and training of student workers on termly basis
- Managed student workers on termly basis, scheduling shifts, providing hands-on direction and feedback on work, and resolving any employee conflicts
- Supervised and ensured that Student Engagement events were organized and funded as per budget and CU policies and procedures
- Supervised casual work study employees and Graduate Employees
Education
Bachelors - Business Administration
Boricua College
New York, NYAssociates Degree - Liberal Arts
Boricua College
New York, NYFinancial Accounting Certificate -
Harvard Business School Online
Boston, MA12.2024
Skills
- ARC
- NetSuite
- Secure Pay
- Pay works
- Budget Planning
- Monthly/Quarterly/Annual Financial Statements
- FINSYS & FDS
- Concur
- CU Market and Ramp
- Grant Management
- Non-Profit Tax Reporting (Form 990, 501(c)(3))
- Internal & External Audit Assistance
- HR management, TLAM, ADP & Talent Link
- People Soft
- Microsoft Excel, MS Office, Outlook & Google Drive
- GAAP Accounting, Financial Reporting & Financial management
Timeline
Business Manager
Columbia University
09.2020 - Current
Medicine Financial Coordinator & Post Award
Columbia University Medical Center
04.2018 - 09.2020
Financial Analyst
Columbia University Medical Center
09.2014 - 04.2018
Civil Engineering Financial Coordinator
Columbia University
06.2013 - 09.2014
Accountant (Consultant)
God’s Love We Deliver
05.2000 - 09.2024
Bachelors - Business Administration
Boricua College
Associates Degree - Liberal Arts
Boricua College
Financial Accounting Certificate -
Harvard Business School Online
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