Robin Massey
Troy,USA
Summary
Senior business administrator with extensive experience at Rensselaer Polytechnic Institute, specializing in financial reporting and budget development. Managed over $4 million in funding, ensuring compliance and strategic alignment. Recognized for exceptional attention to detail and effective management of multiple priorities.
Overview
33
33
years of professional experience
1
1
Certification
Work History
Senior Business Administrator
Rensselaer Polytechnic Institute
Troy, NY
12.2016 - Current
- Oversee procurement process for EMPAC including reviewing contracts, requisition approvals, purchases orders, and invoice payments, approving change orders, and releasing encumbrances.
- Responsible for managing over $4 million in funding from education & general, gifts, grants, and discretionary funds. Ensure adherence to Institute guidelines for spending and budgeting.
- Monitor and audit all financial activity for EMPAC. Prepare and submit annual budgets, create financial reports, and forecast non-salary expenses and labor.
- Serve as a primary business and administrative point of contact for EMPAC. Provide specific information, analyses, and reports as required by Executive Director. Provide active reporting, proactive strategic planning solutions to the Executive Director.
Financial Administrative Coordinator
Ameriprise Financial
Castleton-on-Hudson, NY
07.2015 - 12.2016
- Managed workflow for upcoming client meetings including creating agenda, researched all past meeting notes, updated the net worth statement, provided account paperwork as needed, prepared Morningstar reports, obtained S&P reports, and evaluated insurance policies.
- Prepared client financial plans utilizing NaviPlan. Assessed client data and financial statements provided. Evaluated outcomes and made recommendations for clients to achieve goals.
- Communicated with Ameriprise home office regarding any outstanding issues and problems with paperwork or requests. Researched problems and formulated best solution for client. Documented all client interactions in client management database.
Administrative Specialist
Rensselaer Polytechnic Institute
Troy, NY
12.2012 - 07.2015
- Managed and maintained the Office of Annual Giving's annual operating budget of approximately $500,000. Prepared budget forecasts for the Vice President's office. Reconciled all charged to the budget and monitored expenses incurred. Communicated any concerns to the budget manager. Processed and maintained all budget-related documentation including estimates, invoices and independent contractor agreements.
- Managed bi-weekly payroll for RPI's student calling program (RenXchange) for approximately 65 student workers. Verified timesheets, calculated bonuses based on performance. Maintained yearly payroll records and processed student payroll documentation.
- Coordinated complex mass mailings for Annual Giving programs including management of mailing lists. Partnered with printers, couriers and local mail houses to ensure timely mailing of communications. Mailings ranged in size from 10,000 to 50,000 pieces.
Library Associate
East Greenbush Central Schools
East Greenbush, NY
01.2009 - 01.2012
- Researched and added bibliographic records to the library database for new books.
- Created and placed large orders for new library books and supplies to ensure all state allocated funds were utilized.
- Managed and maintained student information and class lists for approximately 400 students.
- Assisted students and faculty with any questions regarding the library database.
Technical Assistant
Hudson Valley Community College
Troy, NY
01.2007 - 01.2009
- Reviewed and processed student registrations, created student account in Banner, and generated and mailed student confirmations.
- Prepared and reconciled deposits of cash, checks, and credit card receipts.
- Assisted students in enrolling in credit-free classes in person and over the phone.
Registered Account Administrator
Wachovia Securities (previously First Albany)
Albany, NY
01.1993 - 01.2005
- Responsible for financial operations of a fee-based investment management group with annual income of approximately $2.4 million.
- Reconciled multiple bank accounts monthly generating balance sheet, trial balance, and income statements for review by independent auditor.
- Managed accounts payable and accounts receivable, and mainlined all financial records.
- Responsible for the layout, design, editing, production, and mailing of monthly newsletters sent to approximately 700 clients.
- Maintained client contact management database containing over 2,800 client records.
Education
Bachelor of Business Administration - Accounting
Siena College
Loudonville, NYAssociate of Science - Business Administration
Hudson Valley Community College
Troy, NYSkills
- Database management
- Financial reporting
- Complex Calendar Management
- Travel Arrangements & Expense Reports
- Annual budget development
- Managing multiple priorities
- Microsoft Office Suite
- Eye for detail
Certification
- Notary Public, New York State, Commission Expires 2028
Timeline
Senior Business Administrator
Rensselaer Polytechnic Institute
12.2016 - Current
Financial Administrative Coordinator
Ameriprise Financial
07.2015 - 12.2016
Administrative Specialist
Rensselaer Polytechnic Institute
12.2012 - 07.2015
Library Associate
East Greenbush Central Schools
01.2009 - 01.2012
Technical Assistant
Hudson Valley Community College
01.2007 - 01.2009
Registered Account Administrator
Wachovia Securities (previously First Albany)
01.1993 - 01.2005
Bachelor of Business Administration - Accounting
Siena College
Associate of Science - Business Administration
Hudson Valley Community College