Kathryn Norris
Summary
Results-driven Grant Coordinator/Finance Specialist with sound knowledge of industry regulations and a firm grasp of successful fiscal management strategies. Improves forecasting and maintains cost-effective funds development plans and processes with accountability, integrity, and knowledgeable leadership. History of success in demanding environments with ambitious targets.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Grant Management Specialist
Lifepath Systems
McKinney, TX
11.2023 - 03.2024
- Collaborated with program staff to ensure that grant activities were in compliance with applicable regulations.
- Reviewed final reports submitted by grantees to ensure accuracy of data and compliance with reporting requirements.
- Maintained detailed records of all grants awarded, including budget information, timelines, and other relevant documents.
- Coordinated the preparation of grant budgets and tracked expenditures against approved budgets.
- Monitored progress on projects funded through grants and reported any discrepancies or issues to management promptly.
- Analyzed financial statements from grantees for accuracy and completeness of reporting requirements.
Grant Coordinator/Finance Specialist
City of Morgan's Point Resort
, TX
05.2019 - 09.2023
- Collected and assembled financial data to analyze costs yearly relative to fiscal planning and budgeting activities
- Reconciled invoices, and purchase orders, and received documents to disburse payments to vendors
- Executed monthly financial close procedures and assigned journal entries and bank reconciliations
- Processed purchase orders following financial procedures for approving invoices
- Verified employee reimbursement documentation and processed payments
- Managed credit card entries, reconciliations, and proper job costing
- Reviewed financial documentation and reports every month to implement robust financial controls
- Identified trends in financial performance to provide recommendations for improvement
- Generated variance analysis reports and budget adjustment requests to monitor material spending
- Administered benefits, deductions, and workers' compensation for employees
- Developed and documented business processes and accounting policies to maintain and strengthen internal controls
- Verified financial data and identified and made recommendations to prevent and correct financial and accounting errors and inconsistencies
- Coordinated funding requirements with clients and drafted documents while analyzing, tracking, and reporting data
- Leveraged financial records and reports to develop comparisons of prior year expenditures with current year budget execution plans.
Economic Development Director/Main Street Manager
City of Granger
, TX
07.2016 - 05.2019
- Presented well-researched funding strategies perfectly accentuating the community's assets and goals
- Created relationships with businesses, community leaders, and citizens through events to promote the city's retail/commercial growth
- Supervised and updated the organization's social media accounts and websites, keeping content exciting and fresh
- Exceeded specific team goals and resolved issues, partnering with staff to share and implement donor initiatives
- Made appearances at special events as the official representative of the city to develop new relationships with possible businesses and developers
- Identified potential grants and wrote proposals for Submission along with grant applications
- Tripled grant revenue within the first year
- Facilitated the reorganization of the city's Municipal Development District.
Grants Manager, Owner/operator
JL Consulting
Temple, TX
01.2014 - 07.2017
- Established and deepened partnerships with different groups and businesses to enhance marketing effectiveness and strengthen funding streams
- Optimized program budgets, outreach, and results with strategic fundraising plans
- Prepared successful applications to obtain funding from government and private grants
- Innovated new approaches to engage donors and increase funding
- Liaised with business and community members to increase awareness of fundraising programs and causes
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service
- Approached customers and engaged in conversation through use of effective interpersonal and people skills
- Assisted with customer requests and answered questions to improve satisfaction
- Identified needs of customers promptly and efficiently.
Credit Balance Analyst
Baylor Scott & White Health
Temple, TX
03.2015 - 03.2016
- Requested financial documents from customers
- Worked closely with both customers and the sales team to reconcile accounts and oversee payment negotiation
- Reconciled customer accounts to identify delinquencies or disputes, documenting root causes
- Assessed customer credit files regularly to review receivables
- Monitored and maintained compliance with internal controls and government regulations
- Collaborated with credit associations and business representatives to exchange valid credit information
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service
- Approached customers and engaged in conversation using effective interpersonal and people skills
- Review patient accounts with credit balances to determine if the credit is valid and what actions are required to resolve the credit (refund, adjustment, transfer, etc.)
- Use of the Epic database with an outstanding efficiency rating, as well as use of multiple external insurance websites.
Education
Master of Science - Psychology
Tarleton State University
Bachelor of Science - Social Sciences
Troy University
Skills
- Financial Services
- Regulatory Compliance
- Records Management
- Critical Thinking
- Financial Reporting
- Customer Service
- Verbal and Written Communication
- Complex Problem Solving
- Coaching and Mentoring
- Microsoft Office
- Data Gathering
- Team Collaboration
- Project Management
- Calm Under Pressure
- Computer Skills
- Client Interviews
- Service Sales
- Decision Making
- Relationship Building
- CRM Software
- Team Leadership
- Data Management
- Grant Reporting
- Policy Analysis
- Compliance Monitoring
- Proposal Development
- Grant Writing
- Grant Research
- Budget Monitoring
- Data Analysis
- Teamwork and Collaboration
- Effective Communication
- Goal Setting
- Problem-Solving
- Active Listening
- Organizational Skills
- Reliability
- Time Management Abilities
- Self Motivation
- Documentation and Reporting
Certification
Certified Local Government Programs Manager, Texas Department of Transportation - 2025 Certified Community Development Block Grant Administrator, Texas Agriculture Commission - 2025
Timeline
Grant Management Specialist
Lifepath Systems
11.2023 - 03.2024
Grant Coordinator/Finance Specialist
City of Morgan's Point Resort
05.2019 - 09.2023
Economic Development Director/Main Street Manager
City of Granger
07.2016 - 05.2019
Credit Balance Analyst
Baylor Scott & White Health
03.2015 - 03.2016
Grants Manager, Owner/operator
JL Consulting
01.2014 - 07.2017
Master of Science - Psychology
Tarleton State University
Bachelor of Science - Social Sciences
Troy University
Certified Local Government Programs Manager, Texas Department of Transportation - 2025 Certified Community Development Block Grant Administrator, Texas Agriculture Commission - 2025
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