jose diaz

Maintain complete set of financial records, manage accounts and verify the accuracy of procedures used for recording financial transactions. Enter all financial transactions, and balance the accounts. Produce financial statements and prepare reports and summaries for owner.

Analyzed financial statements for budget planning and grants management. Prepared journal vouchers, cost transfers and adjustments to salary allocation. Prepared reports on operating, discretionary and sponsored project accounts. Assisted in the billing of Core Service Fees.

Monitored and managed accounts for O.G.A.R.A. and the Institute for Health Sciences. Prepared annual budgets and financial reports for the Director. Provided post award support to investigators. Created a database to track industry income and provide electronic notification to investigators. This program proved so successful that Beth Israel Hospital modeled their system after it. Created an Animal Care billing database that, combined with new procedures I instituted, resulted in the recovery of $75,000 in overdue invoices. Delegated and supervised Assistant Grant Manager’s and Administrative Coordinator’s responsibilities. Interviewed job applicants. Approved timesheets and adjusted salary allocations.

Monitored purchasing activities, tracked expenses, and reconciled all departmental accounts. Produced ad hoc financial reports to the Departmental Administrator and Director. Prepared budgets and grant proposal forms, managed grant awards, and analyzed monthly financial reports. Worked closely with Center faculty and staff to gather information in order to prepare departmental budgets and year-end financial reports. Provided to Center Faculty burn rate reports on research grants.

Reviewed grants and contracts to ensure compliance with university policies and government regulations. Verified the accuracy of budgets, including multi-year, multi-project grants such as program projects. Provided assistance to General Counsel in the negotiation of contracts, and supported various departments in the administration of grants in both the pre and post award stages.

Provide pre and post award support to School Business Administrators for various school construction projects. Manage and advance grants from execution of the agreement to project completion. Responsible for the financial monitoring, tracking, reporting and analysis of projects. Compile and reconcile invoices for each vendor and process payment requisitions. Interpret contracts, review documents for compliance with regulations, and coordinate school site visits. Train and supervise intern.