Tinika Coates
York,USA
Summary
Dynamic financial professional with extensive experience at Pennsylvania State University College of Medicine, excelling in grant management and budget preparation. Proven ability to reconcile accounts and analyze financial data, demonstrating strong problem-solving skills and a commitment to compliance. Adept at utilizing various accounting software to enhance operational efficiency.
Overview
17
17
years of professional experience
Work History
Accountant 5 / Financial Management Accountant
Pennsylvania State University College of Medicine
Hershey, PA
01.2022 - Current
- Analyze accounting records for accuracy and completeness.
- Research and resolve complex accounting problems and discrepancies.
- Analyze trends in financial records.
- Calculate various departmental and university rates.
- Evaluate the soundness and adequacy of accounting, financial, and other operating controls, ensuring obligations are met.
- Serve as a liaison to unit offices, program sponsors, program managers, Principal Investigators, and all levels of management.
- Work closely with my principal investigators on their grant funding.
- Monitor accounts for accurate allocation of expenses.
- Perform monthly reconciliation functions.
- Review, identify, and resolve systems, and procedural problems.
- Take the necessary action to resolve customer problems or discrepancies.
- Responsible for the following departments: Orthopaedics, Urology, Otolaryngology, and Surgery.
- Analyzed balance sheets for mistakes and inaccuracies.
- Reviewed financial information detailing assets, liabilities, and capital.
- Monitored balance sheets and income statements to evaluate financial performance.
- Oversaw full accounting cycle and prepared applicable financial statements.
- Maintained up-to-date knowledge of Generally Accepted Accounting Principles guidelines.
- Reviewed invoices for accuracy and completeness prior to payment processing.
- Created journal entries accurately and timely for month end close processes.
- Worked effectively in team environments to make the workplace more productive.
- Utilized various software and tools to streamline processes and optimize performance.
- Prepare the annual budgets for my departments.
- Meet monthly with my department chairs to go over their Budget vs. Actual reports.
- Meet monthly with my PIs to go over their grant reports.
Finance & Grants Accountant
Pennsylvania Association of Community Health Centers
Wormleysburg, PA
04.2021 - 01.2022
- Audits – Coordinate the full scope of the audit process
- Prepare and maintain valid and reliable financial information in preparation for an annual audit of PACHC financial statements; and Form 990, Return of Organization Exempt from Income Tax, preparation
- Examining, collecting, and summarizing these agencies’ IT fiscal year budget, rebudget, IT spending plans, projections, and procurements
- Grants - Track staff time by grant, compare to grant budgets, and provide updates to staff monthly
- Time worked allocation - Allocate time worked to applicable grants daily and submit a timesheet weekly
- Corporate Compliance – ensure accounting and financial management procedures align with state and federal laws, policies, and regulations
- Financial Reporting - Prepare monthly financial statements; develop accounting processes to create any additional reports that reflect the financial status of programs, grants, or the PCA overall; monitor fiscal grants management to ensure accurate billing and spending of funds according to guidelines
- Budgeting – create and set budgets in conjunction with PACHC leadership for the overall organization, programs, and grants
- Import final budgets into the accounting system for reporting
Fiscal Management Specialist II
Pennsylvania Office of Administration – The Commonwealth
Harrisburg, PA
03.2020 - 04.2021
- Supported 5 state agencies (Department of Banking and Securities, Department of Labor and Industry, Department of States, and PA Department of Insurance)
- Examined, collected, and summarized 5 state agencies’ IT fiscal year budgets, re-budgets, IT spending plans, projections, and procurements
Fiscal Reporting Specialist
Pennsylvania Coalition Against Domestic Violence
Harrisburg, PA
06.2019 - 03.2020
- Assisted the Chief Finance & Administration Officer (Officer) in developing budgets for new grants and preparing budget modifications/revisions for existing grants
- Prepared and filed all quarterly reports and monthly grant managers' reports
- Monitored each grant spending to ensure compliance with relevant federal and state regulations
- Worked closely with auditors during fieldwork regarding issues of compliance for all funding sources, especially grant expenditures and closeouts; monitored the ratio of budget/expenses of all grants monthly
- Provided support for payroll utilizing a payroll processing vendor (currently HR Resolutions and Paychex
Contract Fiscal Specialist
Pennsylvania Coalition Against Domestic Violence
Harrisburg, PA
06.2017 - 06.2019
- Assisted the Chief Finance and Administration Officer (Officer) in managing the sub-recipients involved with Department of Human Services (DHS) funding
- Prepared required federal and state financial invoices and reports
- Kept the Officer aware of any concerns related to the management of the DHS and sub-recipients contracts
- Worked closely with auditors during fieldwork regarding issues of compliance for DHS contracts and sub-recipient contracts
- Conducted onsite monitoring visits with domestic violence programs across central Pennsylvania to make sure they comply with uniform guidance
- Other duties
Financial Analyst
NHS Human Services
Harrisburg, PA
03.2015 - 06.2017
- Duties related to accounting / financial procedures
- Applied principles of accounting to analyze financial information and prepared reports to meet internal/external reporting requirements
- Compiled and analyzed financial information to prepare monthly journal entries and provided explanations for material budget variances
- Worked closely with program managers to interpret the company's financial results, prepared annual budgets, and provided financial support to ensure sound business decisions
Accountant
University of Maryland, Baltimore Police Department
Baltimore, MD
05.2009 - 02.2015
- Received, analyzed, adjusted, and prepared various/ external financial ledgers, schedules, exhibits, and summaries along with any assigned databases utilized for financial reporting
- Maintained all the timekeeping/leave tracking for the department
- Conducted several financial audits
- Reconciled accounts for the department monthly
- Secured financial information by completing database backups
- Maintained financial security by following internal controls
- Prepared payments by verifying documentation and requesting disbursements
- Prepared and distributed accurate and timely month-end, quarterly, and year-end close reports and financial information which included financial charts, cash flow statements, or budget vs
- Actual variance analysis
- Handled the department's fiscal year budget
- Worked directly for the Chief of Police
- Supervised the Payroll department
- Many other duties
Accounting Clerk III
University of Maryland, Baltimore Police Department
Baltimore, MD
11.2007 - 05.2009
- Processed payroll for 170 employees
- Paid various invoices for the department on a monthly and daily basis
- Maintained all the timekeeping/leave tracking for the department
- Handled various Payroll and Human Resource duties
- Many other duties
Education
Bachelor of Science - Finance
University of Maryland Global Campus
Adelphi, MD01.2013
Bachelor of Science - Accounting
University of Maryland Global Campus
Adelphi, MD01.2011
Associate of Applied Science - Accounting
Baltimore City Community College
Baltimore, MD01.2006
Skills
- Reconciling accounts
- Accounts Receivable
- Accounts Payable
- Payroll
- Billing
- Budgets
- Cash deposits
- Cash flow statements
- Income statements
- Customer service
- Collections
- Detail oriented
- Equipment inventory
- Expense reports
- Financial statements
- Monthly Close
- Audits
- Fixed assets
- Forecasting
- General ledger
- Grant experience with federal funding
- Human Resources
- Spending Plans
- Excellent written and verbal communication skills
- Resourceful in the completion of projects
- Effective at multitasking
- Excellent knowledge of generally accepted accounting principles (GAAP)
- Microsoft Dynamics
- Excel
- Microsoft Outlook
- Microsoft PowerPoint
- Microsoft Word
- QuickBooks
- Peachtree
- Oracle PeopleSoft
- Pivot Tables
- Charts and Graphs
- Spreadsheets
- Abila MIP
- Use tax
- Problem solving
- SAP
- FundEZ AMS system
- Authorizenet
- SIMBA Software
- Infor Software
- Workday
- SIMS Grant Software
Accomplishments
- Audited 900 accounts in 3 weeks, saving the company $5,000 in external auditing fees.
- Audited over 50 non-profit organizations across the State of Pennsylvania.
- Uncovered over $9,000 in accounting over payments during several audits.
- Reduced paperwork by 90% by converting all accounting procedures to an electronic form.
- Implemented corrective measures to ensure that minor accounting discrepancies do not transpire.
- Balanced a company budget for several years without overspending.
- Always meeting deadlines and have never requested an extension on major assignments.
References
References available upon request.
Timeline
Accountant 5 / Financial Management Accountant
Pennsylvania State University College of Medicine
01.2022 - Current
Finance & Grants Accountant
Pennsylvania Association of Community Health Centers
04.2021 - 01.2022
Fiscal Management Specialist II
Pennsylvania Office of Administration – The Commonwealth
03.2020 - 04.2021
Fiscal Reporting Specialist
Pennsylvania Coalition Against Domestic Violence
06.2019 - 03.2020
Contract Fiscal Specialist
Pennsylvania Coalition Against Domestic Violence
06.2017 - 06.2019
Financial Analyst
NHS Human Services
03.2015 - 06.2017
Accountant
University of Maryland, Baltimore Police Department
05.2009 - 02.2015
Accounting Clerk III
University of Maryland, Baltimore Police Department
11.2007 - 05.2009
Bachelor of Science - Finance
University of Maryland Global Campus
Bachelor of Science - Accounting
University of Maryland Global Campus
Associate of Applied Science - Accounting
Baltimore City Community College
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