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
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