Accountant

Joan Recchia

*** ******* ******, *** *****, NV **107 Tel: 617-***-**** E-mail: ***********@*****.***

Profile

Ethical Accountant with 10+ years’ experience as a Cost (Research/Grant) Accountant and 15+ years’ experience as a General

Accountant. Experienced working with GAAP and the Federal OMB A-110, A-122, A-21, A-133 Circulars. Quick to learn and master new

accounting and report writing software programs. Successful history of training and supervising new employees. Absolute discretion

handling Executive’s confidential salary, as well as staff’s personnel information. Successful results in deadline-driven environments.

Successfully organize and handle multiple tasks with ease while maintaining customer service to internal and external customers.

Chosen Accomplishments

Financed school 100%, while working full-time

Member of Harvard’s “Great Place to Work Committee Rewards & Recognitions”

Member of Partners Healthcare System “Customer Service Excellence Initiative”

Proficient Skills Summary Proficient Systems Summary

Budget Management Payroll processing Microsoft Office eRA Commons

Financial Reporting Accounts Receivable PeopleSoft Financial Grants.gov

Journal Entries Accounts Payable Oracle Financial Systems Fastlane

Systems Testing Procurement Lawson ProposalCENTRAL

Forecasting General Ledger Reconciliation ADP IRBNet

Subcontract Invoicing Internal & External Audits

Professional Experience

SELECTED COST ACCOUNTING EXPERIENCES:

Prepared monthly financial and forecasting reports for Investigator’s review, in addition to developing fiscal year budgets for

presentation to Investigators, as well as Board Members.

Completed Financial Status Reports for federal and non-federal sponsors prior to submission deadline date, while maintaining

compliance per NIH A-133 and organization’s internal compliance guidelines. In addition, completed quarterly NIH Federal

ARRA reports in compliance with federal due dates and supported internal and external A-133 audits for department.

Successfully reconciled and closed out completed awards, including account calculation and adjustments of indirect

costs/overhead, in addition to maintaining effort allocation and cost transfers in compliance with sponsor and biomedical

research institute’s guideline.

Timely processed personnel new hires paperwork and annual increases for department, as well as prepared and processed

journal entries, rebudgets, carryforwards and cost transfers within appropriate timeframes. In addition, prepared, processed

and approved purchase orders and requisitions weekly, as well as processed, approved, audited and reconciled department

Purchasing Card (P-card) transactions monthly for a well known cancer institute in Boston.

Prepared, processed and submitted invoices to sponsors and subcontracts on a monthly basis for an established healthcare

organization in Boston.

SELECTED GENERAL ACCOUNTING EXPERIENCES:

Successfully reconciled numerous payroll department general ledger and DDA payroll bank accounts at a Boston law firm, as

well as maintained time and attendance for 500+ employees.

Deadline driven Executive’s monthly, quarterly and annual reports for review and approval, as well as processed journal entries

for fiscal year-end reconciliation and processed cost transfers within the 90 day deadline to maintain department compliance.

Efficiently audited and processed employee expense reports weekly for all employees, while performing full cycle Accounts

Payable of approximately 200 checks per week for a Florida title insurance agency. In addition, continually processed

customer refunds and vendor inquires while maintaining internal and external customer service excellence.

Performed daily deposits for 12+ property management bank accounts, as well as posted cash receipt payments to

appropriate property management tenant accounts weekly for a Florida property management and investment company.

Primarily responsible for Cash Bank and Petty Cash for established New England travel agency.

Employment History

Senior Financial Analyst

Lahey Hospital & Medical Center, Burlington, MA, 2012-2014

Pre-award preparation and budget for grant submission via Grants.gov.

Post-award management of all federal and non-federal research awards.

Financial reporting as per sponsor guidelines.

Clinical Trial budget and contract negotiations with sponsor in tandem with General Counsel’s legal review.

Informed Consent Form review and approval for submission to IRBNet.

Processed and submitted all subcontract invoices for payment.

OB10 Invoice set-up and submission for Veteran’s Affairs invoice payment procedures.

Financial review and closeout of all clinical trials prior to termination.

eRAcommons login set-up and management for all members of hospital, required for grant submission and

subcontracts.

Completion of subaward compliance documents, including E-verify, required for University subcontracts.

Processed and appropriately coded all clinical trial payments for deposit.

Creation and set-up of 13 PCORI subcontracts, as well as negotiation of terms and conditions for each subcontract.

Senior Research Administrator

Whitehead Institute for Biomedical Research, Cambridge, MA, 2010-2012

Post Award financial management of a portfolio of research labs for Institute.

Effort certification management, as well as compliance oversight.

Federal Status Reports for all federal and non-federal funding sources as per sponsor guidelines.

Produced monthly financial reports for Principle Investigator’s review.

Weekly expense overview, including direct and indirect cost review and compliance.

Produced quarterly ARRA reports as per federal due dates.

Oversight of lab managers cost transfers, as well as expense allocation.

Processed all personnel changes pertaining to assigned portfolio.

Trained and supervised additional Lab Managers due to staff turnover.

Grant Accountant

Tufts University School of Medicine, Boston, MA, 2008-2009

Post award functions for 10 Principal Investigators in the Department of Neuroscience.

Created monthly projections and forecasting, including maintaining fund balances.

Maintained compliance on approximately 40 active awards.

Processed rebudgets, cost transfers, reimbursements, purchase orders and requisitions.

Managed P-card allocation, approval and reconciliation for approximately 10 p-card users.

Processed non-competing renewal applications (eSNAP).

Initiated Sponsored Accounting account creates requests.

Provided supporting documentation for internal and external audit requests.

Corresponded with NIH regarding oversight of award applications.

Research Financial Specialist

Partners HealthCare Systems, Boston, MA, 2006-2008

Processed MGH subcontract billing using PeopleSoft/InfoEd system.

Processed weekly Royalty, Patent and Licensing check requests and monthly journal entries.

Reconciled Royalty, Patent and licensing monthly reconciliation.

Processed IRB billing for BWH.

Financial Coordinator

Dana-Farber Cancer Institute, Boston, MA, 2005-2006

Post award functions for four Principal Investigators in the Department of Cancer Immunology and AIDS.

Managed numerous restricted and unrestricted funding in compliance with NIH and Institute guidelines.

Ensured proper effort allocation and expense disbursement per award guidelines.

Provided Departmental Administrator with annual research operating budget projections.

Prepared purchase orders through Institute’s e-procurement systems.

Accounting Assistant

Harvard Medical School, Boston, MA, 2002-2005

Managed the processing of all Department of Pathology international scholars’ visa applications.

Handled all web vouchers, which include verifying invoices, as well as account coding for payment

processing according to University guidelines.

Processed a large volume of internal chargebacks to recoup department expenses.

Audited department’s monthly effort certification reports.

Audited and reconciled the department’s Telecom bill.

Education

Master of Science in Management, GPA 3.639

Emmanuel College, Boston, MA, 2013

Bachelor of Science in Business Administration, Accounting, magna cum laude

Suffolk University, Boston, MA, 2004

Associate of Arts, Accounting, Dean’s List

Valencia College, Orlando, FL, 1996

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