Tanisha Fidalgo
West Haven,CT
Summary
Dynamic Grant Manager with extensive experience at Services for the Underserved, adept at financial analysis and compliance. Proficient in MS Excel and skilled in stakeholder communication, I successfully managed complex budgets and enhanced funding strategies, ensuring timely reporting and adherence to regulations, driving program success and financial integrity.
Overview
19
19
years of professional experience
Work History
Grant Manager
Services for the Underserved
New York, NY
06.2023 - 01.2026
- Prepare monthly, quarterly and annual claims, submit the claims and budgets to funders on various funder specific portals, including but not limited to HHS accelerator, e compass, VIPS, SMS, PMS, eLOCCs, Grants Gateway, etc. as well as ensure full compliance with Funders requirements (e.g., DOHMH, DHS, HUD, etc.)
- Work on contract and budget renewals and budget modifications (New York City, State, Federal, Private)
- Monitored contract budgets and program performance monthly to ensure alignment with funding requirements
- Maintained P&L and grants-related balance sheet accounts; reviewed expense allocations regularly for accuracy and compliance
- Manage the funding database as it relates to grant-makers; maintain accurate files for each funding source.
- Respond to audit requests under the supervision of the Senior Finance and Grants Analyst and the Director of Grants
- Analyzed year-to-date financial performance of programs and provided insights to inform strategic decisions
- Calculate revenue and expense projections
- Analyze results and provide commentary to the Director, the VP of Grants Administration and the CFO
- Completed additional tasks based on project needs.
Portfolio and Grant Accountant
Yale University
New Haven, CT
11.2020 - 06.2023
- Managed financial analysis and budget activities across multiple budgets with diverse funding levels, staggered periods, varying overhead rates, and differing policies regarding allowable costs, while overseeing acquisition and loss of sponsor funding.
- Monitored and certified policy adherence for all financial activities within portfolio, integrating Yale and various funding agency policies into financial planning and expenditure reviews.
- Reviewed and approve all expenditures with both sponsor and Yale policies and regulations in mind and ensures proper documentation and support exists to substantiate charges made to sponsored awards.
- Managed all accounting transactions and prepared budget forecast
- Presented financial information and recommendations thru data analysis and reporting
- Published financial statements in time and handled monthly, quarterly and annual closings
- Reconciled accounts payable and receivable
- Managed balance sheets and profit/loss statements
- Audited financial transactions and documents
- Processed journal entries and reconciled statements
- Prepared and reviewed invoices
- Researched issues, identity policies and procedures relevant to propose a recommendation or solution.
Senior Accountant
Nutmeg State Financial Credit Union
11.2012 - 08.2020
- Managed and executed the closing process, including preparing and recording journal entries, and performing account reconciliations for Month-End/Year-End Close:
- Ensured compliance with Generally Accepted Accounting Principles (GAAP) and assist with internal and external audit preparations.
- Reviewed and improved accounting processes, policies, and internal controls to enhance accuracy and efficiency.
- Analyzed financial statements, identified discrepancies, and prepared reports for management to support decision-making.
- Maintained general ledger, updated chart of accounts, and assisted with tax preparation and filing to ensure compliance and accuracy.
- Formulated and recommended accounting policies and made recommendations to improve existing accounting system.
- Mentored or supervised junior accounting staff, such as accounts payable or payroll clerks.
- Monitored financial activities and prepared reports to provide insights for management decision-making.
Billing Specialist
RBS Bank
Bridgeport, CT
02.2007 - 11.2012
- Managed and tracked incoming payments
- Managed account statuses, identifying and resolving inconsistencies to ensure accuracy
- Verified billing information for new clients to ensure accuracy
- Drafted and issued invoices, billing statements to be sent directly to customer or patient
- Generated bills and invoices specific to customer accounts
- Processed and posted payments
- Informed clients on their outstanding debts and deadlines
- Assisted with collections on past-due accounts
- Reconciled billing issues and complaints, facilitating timely resolutions for clients
- Updated accounts receivable database, maintaining current and precise records for reporting
- Utilized accounting software to identify outstanding accounts
- Calculated and tracked various company financial statements
- Delivered invoices to clients via digital and traditional mail services
- Generated monthly and quarterly reports
- Delegated duties to subordinate staff
Education
Masters - Accounting
Post University
Waterbury, CTSkills
- EPIC
- WORKDAY
- QUICKBOOKS
- SAGE
- PASSport-FINANCIALS
- MS EXCEL
- POWER-BI
- MICROSOFT DYNAMICS 365
- NETSUITE
- ORACLE
- VDI
- MS WORD
- MS POWERPOINT
- GOOGLE SUITE
References
Available upon request
Timeline
Grant Manager
Services for the Underserved
06.2023 - 01.2026
Portfolio and Grant Accountant
Yale University
11.2020 - 06.2023
Senior Accountant
Nutmeg State Financial Credit Union
11.2012 - 08.2020
Billing Specialist
RBS Bank
02.2007 - 11.2012
Masters - Accounting
Post University