Portfolio Manager Resume Example

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(555) 432-1000,
, , 100 Montgomery St. 10th Floor
Professional Summary

Visionary Federal Portfolio Manager eager to make a difference in strengthening programmatic and fiscal management of national service programs by developing and implementing successful processes, resources and tools. Practiced leader and problem-solver with 3 years experience in managing national service programs. Successful at consulting with managers and relating to employees of all backgrounds and demonstrates a strong ability to work under pressure and excel.

  • Portfolio and Project Management
  • Program Development
  • Grant Administration
  • Compliance Oversight
  • Strategic Planning
  • Public Speaking
  • Event Planning
  • Training and Technical Support
  • Strong Time Management
  • Marketing/Branding
  • Partnership Building
  • Data Analysis
  • Data Collection
Ohio University Athens Ohio, Expected in 12/2021 Bachelor of Science : Specialized Studies in Business Psychology - GPA :

Microsoft Office Specialist

Work History
Business First Bank - Portfolio Manager
Houma, LA, 04/2020 - Current
  • Independently manages a complex portfolio of 24 national service grants totaling an investment of over $4 million in federal funding.
  • Provides technical assistance and program development to current or potential grantees or project sponsors throughout the grant life cycle, ensuring all aspects are carried out in compliance with AmeriCorps (CNCS) program policies and guidance.
  • Provides authoritative information to current and perspective grantees by relaying legal and regulatory requirements for programmatic and fiscal management of federal grants.
  • Conducts periodic reviews to monitor program performance and expenditures.
  • Liaises with program headquarters, the office of monitoring, grantees and project sponsors to implement corrective action plans to ensure programs achieve desired outcomes and promote grant compliance.
  • Leverages VISTA resources by developing and managing a cost share portfolio totaling over $100,000, consistently reviewing cost share balances of VISTA grantees which resulted in the identification and recoup of delinquent cost share funds.
  • Serves on Southeast Regional Values Engagement team tasked with developing best practices and ideas to put into place, to ensure the region is able translate the values statements into actionable items.
  • Independently review and provides feedback on 24 national service grant applications, resulting in stronger application submissions and compliance with special conditions.
  • Spearheaded the development and execution of a Microsoft Planner program management tool for team members managing grants for Florida and North Carolina that resulted in effective grant oversight by ensuring timely, accurate, and complete submission of all grant actions, reporting requirements and grant application requirements to include Performance Progress Reports (PPRs), Federal Financial Reports (FFRs) and grant continuation/renewal applications.
  • Served on DEI Workgroup as a sub-team lead tasked with providing recommendations for improving practices for the recruitment and retention of diverse corps members for AmeriCorps Programs by working with various AmeriCorps programs and support offices to analyze current practices and systems.
  • Developed program guidance for grantees to assure fulfillment of established project goals and objectives are met.
Point32health, Inc - Program Officer
Canton, MA, 07/2018 - 04/2020
  • Independently manage a complex portfolio of 17 national service grants totaling an investment of over $3 million in federal funding.
  • Implement corrective action plans after leading on-site compliance monitoring visits of 2 complex national service grants, including an intermediary Promise Zone VISTA project.
  • Facilitated a project management session during national supervisor's orientation and developed a starter guide resource kit for new grantees to ensure compliance with program/fiscal regulations and effective project operations
  • Led the development and execution of a bi-monthly grantee training and technical assistance call for 70 national service grantees, which resulted in decreased compliance issues, stronger reporting and better communication between the State Office and national service grantees
  • Developed and presented training to 30 Senior Corps Grantees regarding new national service criminal history check requirements, exemption guidance and critical changes to federal regulations.
  • Served on the national VISTA Training work group providing input for work group goals and objectives and leading the development of VISTA Leader guidance, training, initiatives and tools. Additionally served as reviewer for new VISTA Sponsor Manual for fiscal year 2019 with V2T2 workgroup
  • Leveraged VISTA resources by developing and managing a cost share portfolio totaling $86, 180, consistently reviewing cost share balances of VISTA grantees which resulted in the identification and recoup of $2,833 in delinquent cost share funds.
  • Implemented a three step communication plan to ensure on time and complete submission of grantee reports.
  • Independently reviewed and provided feedback on 17 national service grant applications, resulting in stronger application submissions and compliance with special conditions.
  • Streamlined VISTA development process for Florida and conducted 9 outreach and development meetings resulting in the growth of regional intermediary Sponsors and 3 new VISTA projects.
  • Supported the coordination of visits from AmeriCorps political appointees to Florida projects.
  • Coordinated with the Office of Government Relations and local Grantee to plan and execute a 9/11 day of service project for Congressional officials.
  • Communicated with Office of External Affairs to serve as led managing and maintaining social media pages (FaceBook and Twitter) for the Florida State Office which resulted in increased online activity and increased promotion of national service activities.
  • Conducted quarterly draw-down analysis to ensure grantee’s expenditures are in accordance with applicable policies and in agreement with budget cycle pattern, resulting in the successful detection and resolution of a grantee overdraw.
Americorps - AmeriCorps VISTA Leader
Bismarck, ND, 07/2017 - 07/2018
  • Developed program outreach materials which resulted in program meeting full VISTA allocation, increased access to program resources and new funding opportunities.
  • Provided leadership development support to a regional team of  team of 10 VISTA members, ensuring compliance with program policies, enhanced member morale and reduced overall attrition by 39 percent.
  • On a weekly basis, led a statewide planning and technical assistance call for the Connecticut VISTA grantee cohort, in collaboration with the Connecticut State Office to organize quarterly statewide training.
  • Planned, developed and executed a monthly professional development training for VISTA cohort of ten members, which resulted in strong member performance.
  • Developed and managed operational guidance to support project and member management, ultimately resulting in adherence to federal regulations and VISTA program policies. 
Agency On Aging Of South Central CT - Program Partnership/Strategic Development AmeriCorps VISTA,
City, STATE, 07/2015 - 07/2017
  • Established a strategic plan for re-branding and board development, which yielded the development of new program logos, promotional items  8 new  members of the Board of Directors.
  • Developed  a 6-month social media action plan for advertising program events and announcements through social media platforms; Facebook, Twitter, and Instagram, which resulted in a 73 percent increase in online traffic.
  • Served as the main point of contact for agency stakeholders, over 600 individuals, including donors, partners and program participants. Streamlined communication through the development and management of a quarterly newsletters.
  • Served as the agency webmaster utilizing Weebly software to design and manage the organization's website, increasing outreach efforts and online traffic.  
  • Developed a custom database system utilizing Filemaker pro software to support a centralized point of access of information for more than 100,00 program participants. 
  • Created a community assessment, analyzed results and reported findings and recommendations to Executive Director, which resulted in the improvement and efficacy of programs and the development of new  services.
  • Established 5 community based partnerships  partnerships, including 2 local school districts, which increased  program participant enrollment and expanded program services to new areas. 
  • Executed resource development strategies to raise over $4,000 in in-kind and cash donations, allowing for the sustainability of program services.

Member of Kappa Alpha Psi Fraternity, Inc.

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Resume Overview

School Attended
  • Ohio University
Job Titles Held:
  • Portfolio Manager
  • Program Officer
  • AmeriCorps VISTA Leader
  • Program Partnership/Strategic Development AmeriCorps VISTA,
  • Bachelor of Science

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