Financial Planning and Analysis

• Provides focused support to departments and Principal Investigators throughout the award life cycle.
• Reviews expenditures, analyzes financial transactions, prepares sponsor financial reports, and performs award closeouts for a portfolio of awards.
• Analyzes, resolves, and responds to problems involving expenditure management, award closeout, and sponsor financial reporting.
• Performs financial reconciliation of awards.
• Demonstrates a comprehensive understanding of university and sponsor policies and procedures regarding expenditures, award closeouts, and sponsor financial reporting.
• Identifies opportunities for process improvements and changes to policies and procedures to facilitate automation and fully utilize system capabilities.
• Task management in the Microsoft-based task tracking environment, including being a proficient user, adapting to software changes, and keeping pace with training and expectations.

Financial Analyst

Accounting Manager – Finance Integrations

Senior Accountant – Finance Integrations

Financial Representative

Commercial Real Estate Broker – Debt, Equity, Investment Sales