Midstate Junior College of Business - Peoria, IL
As a part of a team, analyzed operations and workflow processes, initiated new processes that
improved productivity and work flow efficiency between clients and staff.
Recipient of "Model of Excellence Honorable Mention Award" for participating in the Netter
Center for Community Partnerships Non-Profit Institute.
Served as Treasure for the Delaware Valley Chapter and Northeast Section of the Society of
Recipient of "The Who's Who Among Junior Colleges" while attending Midstate Junior
College of Business.
Research Administrators Certification Council, Certified
Research Administrator (CRA), expires December 2016.
Ambitious Financial Manager determined to continually exceed expectations. Willing to take on
added responsibilities to achieve desired results. Adept at networking and creating valuable
partnerships. Absorbing new and useful information into an ever-evolving knowledge base.
Budgeting and financial management Working knowledge Penn Electronic
Financial reporting and analysis Research Administration (ERA) and Effort
Familiar with the New OMB Uniform Reporting (ERS) systems
Guidance: Administrative Requirements, Proficient with Penn Works/UMIS
Cost Principles, and Audit Requirements Proficient with Business Objects Reporting
for Federal Awards (Omni Circular) MS Office expert
Budget Planning and Forecasting Working knowledge Hyperion
Budgeting and financial management
MS Excel expert
General accounting and GAAP compliance
Advanced computer proficiency (PC and Mac)
Certified Research Administrator
Complex problem solving
August 2008-CurrentGrants Manager | The Trustees of the University of Pennsylvania | 3451 Walnut Street, Philadelphia PA 19104
Managed $10 million annual budget that grew 25% in 7 years
Manage and administer grants; pre and post award, prepare budgets, review documents to ensure compliance with sponsors RFP guidelines, monitoring expenses to ensure compliance and preparing grants for close out.
Manage and administer gifts both endowed and term, review gift agreements, prepare budgets, ensure expenses in compliance with gift agreements. Closing out term gifts as they are expended. (August 2008 through August 2016, when office restructured)
Develop annual budgets in collaboration with the center director and associate directors.
Develop a grants management template to assist the business office in administering the Pre and Post award process.
Assumed ownership of accounting, forecasting and strategic planning, by developing a planner to track financial income and planned expenditures.
Prepare annual Statement of Activities report for the center.
Supervised Financial Coordinator position, until restructure in April 2013.
January 2006-July 2008Senior Business Administrator | The Trustees of the University of Pennsylvania | 3451 Walnut Street, Philadelphia, PA 19104
Served as Senior Field Business Administrator for the
School of Arts and Sciences.
between the various school business offices, covering for absent and open
Developed Business Object reports to analyze revenue
and expenses on operating, gift,
endowment, and grant funds and to assist with
financial trend analysis.
Participated on the
strategic planning development team for productivity, policy, and
procedures within the school.
Served as schools
representative on various University projects, such as new travel,
entertainment and reimbursement system.
Processed daily transactions, such as purchase
orders, payments to corporations/individuals,
petty cash custodian and preparing deposits.
Processed weekly and monthly payroll
November 1985-December 2005Administrative Assistant/Coordinator and Business Administrator | The Trustees of the University of Pennsylvania | 3451 Walnut Street, Philadelphia, PA 19104
Administrative Assistant for The School of Engineering and Applied
and Deans Business Office from November 1985 until October 1989.
Processed daily transactions including weekly payroll,
journal entries and deposits.
Administrative Coordinator/Business Administrator for The School of Arts and
Sciences, Computing and Educational Tech Services,
Facilities, Planning and Operations
October 1989 until February 2000
Supervised two computer technicians.
Office Administrative Assistant.
all School of Arts and Sciences computer repairs, upgrades and installations.
School of Arts and Sciences facilities staff with the preparations of work
Oversaw the processing of daily transactions.
Administrator for The School
of Arts and Sciences, Williams Hall Regional
office from February 2000 until December 2005.
Managed day-to-day financial
operations, controls and compliance.
Developed, maintained and updated financial and salary
all financial transactions including purchase orders, weekly and monthly
to individuals, petty cash, journals and deposits.
Set up and maintained master files
for all Endowed and Term Gift Funds.
Research Administrators Certification
Research Administrator (CRA), expires December
1991Bachelor of Arts: Business AdministrationThe Wharton School of the University of Pennsylvania, Philadelphia, PA 19104
Advanced courses in Finance Management
Minor in Management
1989Associate of Arts: Business AdministrationThe Wharton School of the University of Pennsylvania, Philadelphia, PA 19104
1982Associate of Applied Science: Medical Assisting/MarketingMidstate Junior Collge of Business, Peoria, IL