Management Project

Karen D. Simon

**** ***** *****, ******, ** ***** C: 919-***-**** *******@*******.***

Professional Summary

Financial Management- Variance Reports; Financial Reports; Fund accounting and coding; Forecasting; Account Reconciliation; Cost Analysis; Budget Development; Compliance monitoring

Project Management- Program Evaluation; Perform risk assessments; Design data queries and reports; Data collections and planning; Data Entry and tracking activities

Certified Grants Manager- Manage Grants/Cooperative Agreements/Contracts; Prepare terms and conditions; Develop training materials for technical assistance Grants Workshops presentations

Grants Software/Systems- SharePoint; Tableau; CRM systems for Grants Management; Grant Solutions; Grants Enterprise Management System; System for Award Management (SAM); Payment Management System (PMS); Grants.gov; Microsoft Office Suite Software

Areas of Expertise

Manage federal funds

Prepare Variance Reports

Fund accounting and coding

Fund obligation and de-obligation

Research Accounting

Budget Reconciliation

Budget Monitoring

Budget Development

Technical Assistance

Strategic Planning

SWOT Analysis

Monitor performance measures

Resource allocation and referral

Capacity Building

Forecasting

Fiscal compliance

Professional Experience

Project Officer 2016 - 2017

Center for Disease Control/P3S Contractor Atlanta, GA

Compiled and created status update metrics and uploaded to SharePoint for team members and management to keep up with the status and utilization of funds and budget modifications

Developed and maintained metrics for grants documents, scheduled due dates, and budget actions

Retrieved financial drawdown information from PMS system to determine and detect problems with grantees cash flow and determine intervention needs

Reviewed, concurred, or recommended corrections to amendment actions submitted in database

Identified, input, and tracked project activities and budget revisions in Tableau

Created Standard Operating Procedures document for newly developed Project Management Team

Karen D. Simon Page Two

Grants Management Specialist 2015 - 2016

Center for Disease Control/NAMGT & Chenega Contractor Atlanta, GA

Evaluated Grants/Cooperative Agreements/Contracts applications for administrative content and compliance with regulations and guidelines

Prepared terms and conditions for Awards, Post Award, and Prior Approval actions

Performed Cost Analysis to detect suspect balances and prepared Variance Reports accordingly

Input detailed account coding in grants system to ensure the proper and timely disbursement of funds

Reviewed and calculated facilities and administrative rates and fringe benefits to prevent over or under usage claims of Indirect Cost Rates

Conducted Budget Discussions with grantees offering technical assistance to assist them with grants process, prior approval and post award actions, and scheduled due dates for reporting

Grants Manager 2005 - 2014

North Carolina Governor’s Crime Commission Raleigh, NC

Managed a portfolio of federally funded grants with multiple funding steams

Analyzed agency risks or constraints to assess agency overall fiscal health and ability to manage federal funds mitigating misuse or loss of resources to federal government and/or NCGCC

Conduct on-site monitoring visits for compliance and technical assistance to assist agencies with capacity building, strategic planning, SWOT Analysis, and internal controls resulting in agencies growth and sustainability

Monitored agency project progress using a Utilization Report and Expenditure Forecast Report at targeted checkpoints during the grant cycle to gauge and project spending improving agencies awareness of need to make adjustments in their budgets or stated program outcomes

Authored training material “Grants Management: Internal and External Customer Service” used as training material for NCGCC and on site visits as part of technical assistance

Co-authored and presented PowerPoint “Planning, Growth, and Sustainability” used in a training session at Annual Grants Workshop

Co-authored Corrective Plan for an agency that had been reported for program violations and verified during an on-site monitoring visit resulting in agency making the recommended corrections and having their funds on hold lifted

Education and Training

Master of Arts: Public Administration

North Carolina Central University

Bachelor of Science: Business Administration Management

Indiana Institute of Technology

Associate of Arts: Liberal Arts

University of Kentucky at Hopkinsville

Certification: Grants Management

Management Concepts

Certificate: Project Management Boot Camp

ASPE

Military Experience

U.S. Army Veteran

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