Summary
Overview
Work History
Education
Skills
Timeline
Generic

Tachina Ramgulam

Brooklyn,NY

Summary

Dynamic Director of Grants Administration and Finance with a proven track record of strategic leadership in financial management and grant administration. Expertise in budget oversight, compliance, and stakeholder engagement. Skilled in optimizing operations using Salesforce and Workday Financials. Committed to driving organizational success through efficiency and strategic decision-making.

Overview

9
9
years of professional experience

Work History

Director of Grants Administration

Services for the Underserved
New York
09.2022 - Current
  • Oversee day-to-day administrative and financial management of a diverse portfolio of grants from federal, state, and local entities.
  • Develop and implement consistent processes for post-award grants management to ensure compliance with contractual agreements and regulatory requirements, including CFRs and OMB circulars.
  • Supervise a team of 4 grant professionals, setting performance goals and deadlines, providing guidance and feedback, and ensuring timely fulfillment of financial and grant compliance deliverables.
  • Collaborate with SUS departments and finance team to develop and implement grant procedures and ensure accurate tracking of expenditures.
  • Communicate complex financial information to program management and senior leadership through comparative analysis reports and budget versus actual analyses.
  • Coordinate contract and budget renewals for New York City, state, and federal grants, including HUD renewal applications.
  • Manage claims processes and ensure full compliance with funders' requirements, such as DOHMH, DHS, SAMHSA, SSVF, OMH and HUD.
  • Coordinate responses to audit requests from agency-wide and funders, including scheduling planning sessions and reviews of milestones, timelines, and budgets.
  • Support all departments company-wide in identifying and supporting grant-related requests to ensure effectiveness and compliance.
  • Prepare and present status charts and briefings on submitted and awarded grants and contracts to department and corporate meetings.
  • Manage preparation of grant applications, including developing budgets and compiling required data.

Director, Regional Grants Management

Teach For America
New York
06.2021 - 09.2022
  • Maintained relationships with Grant Managers, fundraisers, and Executive Directors to guide and influence for maximum outcomes.
  • Strategized with regions on budgets to optimize regional expenses and achieve in-year cash goals.
  • Analyzed, advised, and course-corrected where necessary to ensure compliant and efficient drawdown of grants.
  • Identified and resolved new and existing system issues to ensure exemplary record-keeping and strong function of Workday Financials.
  • Completed invoicing and reporting necessary for grant drawdown, including maintaining allocation tools for national expenses and keeping accurate and timely data in Workday Financials.
  • Monitored grant spending in partnership with Grant Managers and course corrected, re-evaluating expenses and making adjustments where necessary.
  • Demonstrated exemplary financial management at the organizational level through completion of fiscal surveys, grant-specific audits, and single and financial statement audits.
  • Managed budgeting and financial planning processes for regions within my portfolio.
  • Built relationships and knowledge of the work of finance sub-teams and other national partners to make connections and improve outcomes for stakeholders.
  • Contributed to team effectiveness by owning shared systems/processes, liaising with partners, and executing projects as assigned by the SMD, Grants & Contracts Administration.
  • Dedicated time to individual professional development and team engagements to deepen leadership and commitment to diversity, equity, and inclusiveness.

Manager, National Grants Management

Teach For America
New York
07.2019 - 06.2021
  • Initiated Effort Reporting certification and complete payroll accounting adjustments on a quarterly basis and as needed when time is retro-tagged to federal grants
  • Provided guidance and support to end users on effort certification process
  • Contributed to the configuration of awards and budgets within Workday Financials system, optimizing resource allocation and financial tracking capabilities.
  • Assisted in defining award treatment and set up: payroll and non-payroll expense tagging and oversaw closeout activities to maintain financial integrity.
  • Conducted and monitored cost analyses of national grants to forecast projected revenue and delivered actionable findings to key stakeholders to inform executive level financial decisions.
  • Leveraged budget to actuals analyses to identify potential areas for improvement and implement proactive course corrections, enhancing financial efficiency and performance.
  • Maintained oversight of award reconciliations on monthly, quarterly, and annual basis, ensuring accuracy and completeness in financial records.
  • Fostered open communication with Grant Managers ensuring real-time updates and alignment of financial data
  • Ensured stakeholders have ongoing, real-time line of sight into their restricted funding pipelines by ensuring data is updated in the system.
  • Collaborated with the Revenue Team to ensure proper application of grant revenue in Salesforce and Workday.

Assistant Team Operations for Finance + Human Assets Teams

Teach For America
New York
02.2018 - 06.2019
  • Scheduled meetings with large groups of attendees (40+), collaborating with fellow team assistants to swiftly and effectively manage calendars.
  • Maintained role as Budget tracker & Team Finance Coordinator, ensuring accurate tracking and allocation of resources for optimal financial management.
  • Prepared professional and visually compelling PowerPoint decks for large team meetings and events, showcasing key information and facilitating effective communication.
  • Supported Finance team leads by assisting in the coordination of professional development seminars, community events, and team-building activities, fostering a collaborative and engaged work environment.
  • Managed calendars for approximately 5 team members across Finance and HA teams, including Vice Presidents and Senior Managing Directors, overseeing daily scheduling and rescheduling of meetings to optimize productivity.
  • Facilitated expense reporting process by obtaining receipts, coding expenses, and submitting monthly expense reports in the financial system (Workday) for approximately 10 team members, ensuring compliance with company policies and procedures.

Revenue Assistant

Teach For America
New York
03.2017 - 08.2018
  • Reviewed and approved cash, credit card, wire payments, as well as all bank activity in our development system (Salesforce) for each Region (50+)
  • Approved Pledges by reviewing documentation submitted and liaising with clients to ensure consistency and compliance with established guidelines.
  • Approved Public Service Agreements in Salesforce, which includes reviewing invoices and PSA agreements ensuring they are consistent with coding
  • Reconciled regional Lockbox to Salesforce on a weekly basis, maintaining accurate financial records and identifying discrepancies for resolution.
  • Communicated with clients in multiple regions to obtain all necessary documentation to support the recording of the contributions in the general ledger
  • Assisted Director of Revenue with various accounting projects for month-end and year-end close process within both Workday Financials and Salesforce
  • Processed credit card charges sent by all regions, ensuring timely and accurate recording of transactions.
  • Managed the mailing of checks received from donors to various lockboxes, maintaining proper handling and documentation of incoming payments.

Accounts Payable Associate

Teach For America
New York
04.2015 - 12.2017
  • Organized and distributed payment requests to the team (100+ Daily)
  • Processed various types of expenses through Financial Edge to ensure payments were processed according to our service level agreement (100+ weekly)
  • Utilized proper coding to accurately reflect purchases being made
  • Performed quality check on invoices to verify that they were compliant, and all necessary backup documentation was received
  • Liaised with clients from over 50 regions across the country in order to resolve payment issues
  • Compiled and sorted documentation, such as invoices and checks (50+ daily)
  • Reviewed and reconciled daily entries and reports
  • Assisted with monthly closing of Accounts Payable
  • Aided AP specialist with various miscellaneous accounting projects for month-end and year-end close process
  • Responsible for ensuring the smooth process of the 25th Anniversary Project
  • Additional responsibilities included: Mass uploads, Reviewing and compiling 1000+ checks and working with external teams to reconcile information.

Education

B.S in Business Communication -

Baruch College
06.2020

High School Diploma -

St Joseph's Convent
06.2014

Skills

  • Microsoft Dynamics
  • Workday Financials
  • Salesforce
  • Microsoft Office
  • Financial Edge
  • Staff Management

Timeline

Director of Grants Administration

Services for the Underserved
09.2022 - Current

Director, Regional Grants Management

Teach For America
06.2021 - 09.2022

Manager, National Grants Management

Teach For America
07.2019 - 06.2021

Assistant Team Operations for Finance + Human Assets Teams

Teach For America
02.2018 - 06.2019

Revenue Assistant

Teach For America
03.2017 - 08.2018

Accounts Payable Associate

Teach For America
04.2015 - 12.2017

B.S in Business Communication -

Baruch College

High School Diploma -

St Joseph's Convent
Tachina Ramgulam