Lena Dwelley
Hebron,CT
Summary
Financial professional offering excellent communication and program support. Meets deadlines and works with a high level of multicultural awareness, independence, and adaptability.
Overview
10
10
years of professional experience
Work History
Business Operations Specialist
UConn, Institute of Materials Science
Storrs, CT
06.2022 - Current
- Carry out Fiscal Officer duties for IMS unrestricted accounts including: Approving/submitting financial documents in KFS, budgeting and approving payroll, approving and providing travel feedback in Concur, running KFS and WebFocus reports for forecasting, and approving HuskyBuy invoices and requisitions
- Act as Procard holder and submit timely statements ensuring compliance is met and document trail is sufficient if ever audited
- Process payroll, maintain records, coordinate/submit department changes, and ensure funding changes and rebuilds are processed timely for unrestricted accounts
- Assist Finance Director and Post-Award Specialist with payroll processing from other fund sources during peak processing times and send SmartHR copy to other departments for record-keeping and cost transfers
- Complete financial tasks for revenue programs (IMS Service Centers, Core labs, and fee for service projects) including: Director approval, project intake/tracking, issuing quotes to external companies/stakeholders, checking rates are compliant with center rates approved by the Accounting office, reviewing/accepting purchase orders, submitting internal billings, invoicing, getting new instruments/rates approved, updating rate documents on IMS website, reviewing terms and conditions, and monitoring open accounts receivable
- Supervise the supporting Administrative Specialist of Business Operations to provide speedy and accurate support on procurement, travel, conference room scheduling, and IMS general procedures
- Meet monthly with Procurement leaders to discuss issues the unit is facing, strategize solutions, and move along pending items
- Review unrestricted accounts prior to month-end, resolve deficits, reach out to faculty with questions, and submit adjustments for revenue
- Accept checks, submit or review Kuali edoc (CR/AD/customer invoice), process remote deposits timely in CashPro, complete cash log, and send supporting remote deposit documents to Cash Operations
Financial Assistant
UConn, Institute of Materials Science
Storrs, CT
03.2019 - 05.2022
- Approved funding and object code on purchase request forms, checked InfoEd budget to determine allowability, adhered to project end dates and sought additional justifications from PI’s prior to routing orders to IMS personnel for placement
- Executed monthly payroll check and performed a variety of payroll actions for different payroll types to ensure IMS employees were continued, hired, terminated, and rebuild/ data changes were processed promptly
- Independently reviewed all IMS account types to identify upcoming end dates, made accounting adjustments, identified potential NCE’s and re-budgets, and discussed issues with Finance Director for exceptional award management and record keeping
- Communicated with project PI on topics like payroll, budget planning, forecasting, spend rate, deficits, NCE’s, re-budgets, cost transfers, and effort commitments
- Communicated with central offices to ensure regulatory compliance and other university departments to coordinate payroll
- Assisted Finance Director in running financial reports and displaying data used in key faculty budget decisions
- Attended SPA meetings and SPS trainings to refresh knowledge and stay up-to-date on new policies
- Reviewed effort commitments in ERC and processed commitment changes when applicable
Financial Assistant (Temporary)
UConn, CLAS Shared Services Center
Storrs, CT
05.2018 - 03.2019
- Independently provided administrative support on fiscal documents and final processing steps for: Procard, KFS documents, payroll, scholarships, fellowships, and RFD's for CLAS departments
- Provided support on payroll, foundation, and fiscal functions across all CLAS departments
- Assisted with on-boarding and training of new administrative and fiscal staff across CLAS
Program Assistant (Temporary)
UConn, El Instituto
Storrs, CT
10.2018 - 12.2018
- Provided program support for Institute Director and Associate Director
- Assisted institute with budget planning, managed accounts, administered awards, submitted payroll, performed purchasing, processed financial transactions in Kuali, and updated staffing plan
- Organized institute events, room reservations, catering, travel arrangements and reimbursements
- Managed El Instituto social media platforms, website, and calendars
- Oversaw student workers, created schedules, approved timesheets, and delegated work
Student Administrative Specialist
Student Administrative Specialist
Storrs, CT
09.2016 - 04.2018
- Drafted and distributed communication on behalf of CLAS Shared Services Center
- Followed and interpreted state, federal, and university policies and procedures
- Completed miscellaneous tasks in compliance with project deadlines
Sales Associate
Kay's Hallmark Shop, East Brook Mall
Willimantic, CT
06.2016 - 04.2018
- Prepared large quantities of merchandise for sales floor, priced merchandise, stocked shelves, and took inventory of supplies
- Operated cash register for cash, check, and credit card transactions with tremendous accuracy
- Resolved all customer complaints in professional manner while prioritizing customer satisfaction
English Administrative Assistant
Eastern Connecticut State University, English Dept
Willimantic, CT
08.2014 - 05.2016
- Provided office support such as: Ordering supplies, assisting with departmental research, proofreading, preparing flyers, course lists, office hours, and name plates for upcoming semesters
Education
Masters of Business Administration - Finance
University of Connecticut
09.2023
Bachelor of Arts - Psychological Sciences
University of Connecticut
06.2018
Tau Sigma International Honor Society member and Psi Chi International Honor Society member -
Community Service
Connecticut Public Defenders, Internship, Rockville Superior Court, CT 01/2018 to 04/2018
- Filled out applications and determined eligibility for services for those who are indigent
- Explained bail and other courtroom procedures along with maintaining client confidentiality
- Assisted the Investigator with investigations and the Secretary with maintaining confidential client files
Eastern Connecticut State University, RHA Residential Life Leadership, Secretary, 08/2014 to 05/2015
- Held leadership role coordinating and recording minutes of resident hall meetings and events
William L. Greene Citizenship Award, 06/2014
Teachers Association Scholarship in English
Timeline
Business Operations Specialist
UConn, Institute of Materials Science
06.2022 - Current
Financial Assistant
UConn, Institute of Materials Science
03.2019 - 05.2022
Program Assistant (Temporary)
UConn, El Instituto
10.2018 - 12.2018
Financial Assistant (Temporary)
UConn, CLAS Shared Services Center
05.2018 - 03.2019
Student Administrative Specialist
Student Administrative Specialist
09.2016 - 04.2018
Sales Associate
Kay's Hallmark Shop, East Brook Mall
06.2016 - 04.2018
English Administrative Assistant
Eastern Connecticut State University, English Dept
08.2014 - 05.2016
Masters of Business Administration - Finance
University of Connecticut
Bachelor of Arts - Psychological Sciences
University of Connecticut
Tau Sigma International Honor Society member and Psi Chi International Honor Society member -
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