Summary
Overview
Work History
Education
Skills
Timeline
Qualifications Summary
Technical Acumen
Personal Information
Generic

Rosa Rule

Chester,USA

Summary

Accomplished, focused, and seasoned professional, aiming to respond to a challenging role to effectively utilize extensive coordinating and managing experience in financial services. Recognized for remarkable details oriented in order handling and monthly financial closing. Equipped with analytical problem-solving proficiency to identify any bottle neck in the processes and implement fluent processes. As the Zuckerman Institute has participated in the CU Marketplace pilot program, I had the chance to engage with it and gain valuable knowledge. Known for articulate communication and interpersonal skills, along with the ability to quickly establish positive work relationships with diverse individuals and professionals of all levels. Bilingual in Spanish and English.

Overview

26
26
years of professional experience

Work History

FINANCIAL SERVICES OFFICER

Columbia University
05.2018 - Current
  • Company Overview: Mortimer B. Zuckerman Mind Brain Behavior Institute
  • Serves as a liaison between the Institute's faculty and staff and external vendors, along with the University's Central Finance Departments, including Procurement and Accounts Payable.
  • Coordinated with vendors and assist with vendor profile set-up, direct deposits, wire transfers, and provide vendor consultation, including insurance requirements, vendor profile set-ups, and vendor validation.
  • Collaborate and communicate with Columbia University departments on consultant agreements, purchase orders, and honorariums.
  • Facilitate processing, coordinating, managing and monitoring the finance operations. Provides support with key financial activities, such as Accounts Payable, Purchasing and Procurement, and Billing.
  • Focus on maintaining compliance with University-Approved accounting practices.
  • Serves as an integral part of the monthly, quarterly, and annual closing process to ensure that financial information has been recorded accurately.
  • Proactively coordinates with the Director in financial processing, including accounts payable, TBER, Purchase Order requests, and negotiation with vendors.
  • Assists the Director in the development and implementation of finance operations policies and procedures; ensures the Institute follows the University's finance policies.
  • Responsible for initiating Purchase Orders (POs) and any relevant change orders following prescribed guidelines in accordance with funding parameters. POs include laboratory supplies, equipment, general supplies, as well as other items required by scientific laboratories in addition to the different units within the Institute.
  • Manages ordering systems through Quartzy system for faculty and staff.
  • Works as part of a larger financial team to assist and interpret policies and procedures within Accounts Payable and Purchasing to faculty and staff ensuring financial compliance and security.
  • Possesses comprehensive knowledge and understanding of university financial policies and procedures.
  • Prepares necessary Procurement reports using data extracts from the University’s financial accounting system and other sources for the Director of Procurement & Accounts Payable and other members of senior management as needed; organizes information for presentation materials, as required.
  • Provides ongoing support on projects and performs other job-related duties.
  • Mortimer B. Zuckerman Mind Brain Behavior Institute

ADMINISTRATIVE AIDE

Columbia University
01.2000 - 01.2018
  • Company Overview: Columbia University Medical Center/Department of Pathology and Cell Biology
  • Ensuring that all p-card purchases are used within the University guidelines, policies and procedures.
  • Ascertaining that all items purchased on the p-card were received.
  • Monthly reconciling of p-card purchases with the merchandise received and making sure that price quoted was the price charged.
  • Scanning all p-card back-up documents to the University’s FORTIS system.
  • Act as a liaison between vendors and staff for all issues surrounding the P-Card program.
  • Resolving issues with vendors regarding past due invoices and responding to financial inquiries.
  • Process accounts payables, refund checks, account transfers, university deposits, and bank transfers using the University ARC (Accounting and Reporting at Columbia) systems.
  • Offer assistance and advice to principle investigators and staff in administrative matters including purchasing, travel reimbursements, and invoice payments.
  • Assist with the monthly financial reports and year-end close process.
  • Create and work with the Purchasing Department on purchase orders exceeding the $2500 threshold for Columbia University Preferred Vendors and non-Columbia University Preferred Vendors.
  • Manage the daily administrative duties to the Director of the Business Unit, including scheduling, word processing, travel arrangements, correspondence, phones, copying, and faxing.
  • Provide faculty and staff with financial and budget support to ensure that they are aware of their starting balance and remaining balance for the current fiscal year. This is to ensure that their accounts do not exceed their allowable for the fiscal year.
  • Maintain financial and grant/contracts files on records.
  • Execute month end close by preparing journal entries allocating revenue and expenses to respective departmental account.
  • Columbia University Medical Center/Department of Pathology and Cell Biology

Education

BACHELOR'S DEGREE - LIBERAL ARTS AND SCIENCES

SUNY Empire State College
Saratoga Springs, NY
06.2021

ASSOCIATES DEGREE - LIBERAL ARTS AND SCIENCES

Hostos Community College
Bronx, NY

Skills

  • Account Payable and Account Receivable
  • Billing
  • Purchase and Procurement
  • Monthly and Annual Book Closing
  • Vendor Relations and Negotiation
  • Process Efficiency
  • Strategic Planning and Analysis
  • Organizational Leadership and Team Building
  • MS-Word
  • MS-Excel
  • Outlook
  • Team Leadership
  • Communication
  • Administrative Support
  • Budget Management
  • Financial Systems
  • P-Card Management
  • Account Reconciliation
  • Supplier contracts

Timeline

FINANCIAL SERVICES OFFICER

Columbia University
05.2018 - Current

ADMINISTRATIVE AIDE

Columbia University
01.2000 - 01.2018

ASSOCIATES DEGREE - LIBERAL ARTS AND SCIENCES

Hostos Community College

BACHELOR'S DEGREE - LIBERAL ARTS AND SCIENCES

SUNY Empire State College

Qualifications Summary

Proactive and results-driven bilingual professional with a proven track record in financial operations, procurement, accounts payable, billing, vendor management, and Concur expense systems. Known for a disciplined, goal-oriented approach, I consistently deliver high-quality outcomes through strong analytical skills, meticulous attention to detail, and effective communication in both English and Spanish

Technical Acumen

  • MS-Word
  • MS-Excel
  • Outlook
  • Team Leadership
  • Communication
  • Administrative Support
  • Budget Management
  • Financial Systems
  • P-Card Management
  • Account Reconciliation

Personal Information

Title: FINANCIAL SERVICES OFFICER

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