Research Management Administrator

M. ELIZABETH SORRENTINO

Revere, MA ***** Cell: 954-***-****

Email: *******************@*****.***

Research Management Affiliate. Boston, MA September 2023 – Present

Providing Post-Award and Pre-Award Research management services on a temporary basis.

Boston Medical Center. Boston, MA September 2020 – September 2023

Senior Grant Manager – Family Medicine Dept. (March 2022 – September 2023)

Promoted: Manage all income, contract, donor, and grant accounts including deposits, balances, and authorization of expenses for all accounts within portfolio.

Help provide leadership and strategy for all fiscal operations within programs and portfolio primary contact for all post-award issues for PIs within portfolio, including, but not limited to: reimbursements, purchases, invoice payments, staffing, consulting payments, subcontracts, budget analysis, financial planning.

Track all accounts using the internal forecast model of budget, actual, and projection tracking ensuring that all workbooks are always up to date.

Review and reconcile monthly accounts to actual expenditures.

Manage a master reconciliation workbook for all accounts within portfolio in accordance to the template created by RAF.

Manage and maintain centralized post award files as outlined by RAF policies and procedures.

Manage close out process and checklist for all accounts, ensuring funds are spent and allocated appropriately, unspent purchase orders are closed out, etc.

Manage Effort reporting for both BMC staff and BU faculty in portfolio, and outside of portfolio when needed.

Collaborate with Principal Investigators and RAF staff with the preparation of budgets.

Generate and distribute reports on a regular basis as assigned and needed.

Interface with Department Administration, Division staff, Grants Administration, Purchasing, Accounts Payable, Payroll and other Hospital/University departments and external organizations to ensure a smooth and efficient post award process.

Manage annual federal Space Survey for PIs within portfolio and other areas when needed.

Develop and monitor annual budgets for divisions and/or PIs within portfolio, and outside of portfolio when needed.

Develop and monitor annual Program budgets, which encompass multiple PI’s and sources within portfolio.

Attend executive council meetings to review Program and Program budgets and projections.

Manage payroll information for all staff and faculty within portfolio, to include, but not limited to: updating pediatric faculty salary shuttles, and managing Workday salary allocations.

Manage centralized personnel files, which should include, salary allocations, salary allocation changes, SARFs, on boarding paperwork, annual performance reviews etc.

Collaborate with PI’s regarding employee hiring.

Orient and advise faculty, staff, students, interns, and fellows on financial policies and procedures in RAF, department, Hospital, and University. Referring all issues to appropriate parties as needed.

Assist RAF staff as needed with post-award management for accounts outside of portfolio.

Coordinate pre-award submissions within assigned area; inclusive of budget creation and reporting requirements.

Provides direction and development to an administrative assistant and any temporarily assigned staff, by coaching, identifying training needs, assigning progressively challenging projects, and assisting in career development planning.

Monitors productivity and performance to identify and evaluate strengths and training opportunities in relation to operational effectiveness.

Manage annual compliance requirements for BMC staff within assigned work group/portfolio: including PMP process with the direct managers, health compliance, and trainings. etc.

Help provide leadership and employee engagement for all staff and faculty within programs and portfolio.

Oversee onboarding of all new employees within assigned work group.

Oversee administrative functions for the division and/or assigned portfolio while working with internal and external groups ensuring the floor is managed appropriately.

Excel, Workday, Insight, SAP, Ariba (Procurement), E form, P cards, Infoed.

Grants Administrator – Emergency Physician MP Dept. (September 2020 – March 2022)

Manages directly or oversees all phases of research grant and contract administration (for NIH, industrial and foundation grants, sundry funds, clinical trials, etc.).

Participates in proposal development review including developing budget, key personnel and other supporting documents in coordination with Principal Investigators and Program Managers.

Assists Principal Investigators and Program Managers with subcontract and independent Contractor Agreements, as needed.

Reviews award notices from the sponsors and revises budgets as needed to serve as fiscal control mechanisms for the projects.

Performs financial analyses and monitors all applicable research funds.

Develops, and reviews with Principal Investigator, monthly status reports of research funds to prevent, identify and resolve overruns and for addressing deficits in a timely manner.

Works with Principal Investigators and research staff to maintain fiscal and administrative compliance with institutional, Federal, private and industrial guidelines, terms and conditions.

Performs funding analyses, including forecasting anticipated deficits/surpluses.

Maintains all relevant financial statements and grant documentation.

Coordinates with Accounts Payable, Research Finance, Payroll, and other departments as needed for identification of charges and resolution of errors.

Responsible for working with appropriate departments and staff for the timely closeout of all expired projects and assures sponsor compliance prior to project termination.

Develops and maintains a computerized financial based, micro-managed system to monitor budget compliance on all grants set up in BU & BMC. Maintain complete file for each grant, including federal guidelines and correspondence, NOGA, operating budget, expense and contract activity.

Presents active and pending Grants Reports to the Chair and Principal Investigators.

Develops summary budgets, status and projections of each grant, report problematic funding issues to Chair and Principal Investigators. Reviews anticipated rollover requests and spend down plans with PI's.

Works with Administrative Director in year-end reporting compliance for the department.

Provides administrative support to the department, including, but not limited to, composing high-level correspondence and documentation, organizing and coordinating meetings or committees, managing purchasing, invoices and accounts payable for the department.

Serves as liaison with funding agents. Responsible for all communication relating to the Section's grant fund management.

Excel, Workday, Insight, SAP, Ariba (Procurement), E form, P cards, Infoed.

Boston University. Boston, MA February 2020 – July 2020

Grants Accountant (Temp.)

Pre-Award for Hariri Institute for Computing: Advise, assist, and provide complete and direct support with the development and submission of complex large-scale NSF, NIH, DOJ, DOE, DARPA, Dreyfus, HONDA proposals and other major sponsors.

Work directly with the University administrative offices and federal and private funding agencies for sponsored research.

Daily use of working knowledge of NIH Uniform Guidance and NSF PAPPG funding guidelines.

Post Award: Monitor awards’ spending via Excel budget tracker, compliance, FTEs, Payroll changes, journal entries, subaward monitoring, and transaction allowability. SAP Accounting system.

Jumpstart for Young Children. Boston, MA March 2019 – December 2019

Grants Accountant

Post Award: Prepare monthly reconciliation and invoicing of AmeriCorps and private grant funds.

Monitor grant spending throughout the year to ensure full spend down of the award.

Prepare journal entries to the general ledger to include, correct, or updated data.

Prepare audit materials for public grants.

Provide support in the Site Application Process, Mid-Year Spending Check Ins, Budget Modifications, and year-end closeout.

Provide full-charge backup to AP manager and Payroll Manager functions as needed.

SAP, Financial Edge, Sage Intact, Salesforce, Concur, ADP.

Massachusetts General Hospital. Boston, MA June 2018 – February 2019

Grant Administrator

Pre-Award: Prepare National Institutes of Health (NIH) using Assist and eRA Commons and prepare other grant proposals for Harvard Clinical Research at Mass Gen Edu. (Dept of Psychiatry).

Oversee and coordinate all administrative aspects of initiating grant proposals (e.g. electronic grant submission, budgets, “other support”, bio-sketches of personnel).

Serve as the primary interface between the programs and MGH Office of Research Management/Finance for pre-award and post-award activity.

Post Award: Track and manage budgets and perform monthly review of all funds under the assigned MGH portfolio by maintaining internal spreadsheets for each project in order to track expenditure and generate monthly status reports of research funds using the Partners Insight system.

Reallocation of salary distributions/effort as required via electronic data change requests into the PeopleSoft system.

Process cost transfers and work with PIs to proactively identify and avoid the need for cost transfers as well as monitor all grants and contracts under the assigned portfolio for Compliance issues.

Collaborate with PIs and AD and complete all information report requests from research management including quarterly reports, audit requests, budgets amendments, etc.

Closeout grants/contracts at awards’ end.

Assist PIs with the electronic submission of their bi-annual effort certification reports.

Timekeeping: Manage daily time reporting and additional tasks to ensure accurate time reporting for the BMed workgroup at Mass Gen using the Kronos System.

HMS Office of Finance Invoicing: Payment tracking & budget management using OBI and HCOM for Harvard.

Boston Public Health Commission. Boston, MA September 2016 – May 2018

Grant Accountant

Post Award: Monthly Grant invoicing: Preparation and filing of all required post award Grant Management reports for Boston’s Child and Family Services Bureau, Homeless Services and for the Infectious Diseases Bureau by creating comprehensive, monthly invoicing packets to the sponsor.

Approval of all bureau approved Project Set Ups, new budgets, check requests, cost transfers, POs/Invoices (via Workplace) and expense authorizations.

Reviewed and approved monthly, bureau grant expenditures for compliance, program relevance and accounting accuracy via Great Plains and Excel.

Monitored and approved monthly adjustments/journal entries to bureau state taxes, fringe benefits and admin costs.

Performed monthly bureau time sheet and salary adjustments and payroll reallocations.

Prepared, document ledger entries to maintain grant account balances as contracted and as amended by the sponsor.

Compilation, review, preparation and redaction of supporting vendor documentation to sponsor.

Time Certification documents maintenance for audit purposes.

Conducted orientation/training sessions with financial, programmatic and administrative personnel to Review ensure mutual understanding of grant and contract requirements, as well as internal policies and procedures.

Met regularly with Grants Manager regarding all aspects of program operations, including but not limited to matters pertaining to program staff and other confidential matters.

Developed, implemented, and managed projects and/or initiatives related to the program for the provision of services and/or to ensure effective operations and compliance with established standards and/or contracted goals and objectives.

Northeastern University. Boston, MA July 2015 – August 2016

Financial Analyst – Grants (Temp)

Post Award: Prepared monthly invoices and financial reports for federal pass-through and corporate grants via Excel and the Banner system for the Post Award Account Management in the Office of Research Finance.

Provided complete budget administration to a monthly-assigned portfolio of university sponsored accounts.

Reviewed and approved monthly expenditures for NEU Corporate grant sponsors for compliance, spend down, program relevance and accounting accuracy.

Identified and examined problems, generated options and performed journal entries.

Coordinated with the appropriate department and project staff to ensure that administrative and financial requirements are met.

Berlitz Corporation Inc. Boston, MA August 2014 - August 2015

English Instructor - Global Business Leadership

Taught business English and provided American business, cultural guidance to executive speakers of other languages in accordance with The Berlitz Method.

Professional development by means of in-depth practice of the target language through goal-oriented, learner-centered instruction: one on one, group and web instruction. Integrated learning technology into teaching programs.

Provided ongoing encouragement to reach English and business goals.

Supreme Lending. Dallas, TX October 2012 - September 2013

Staff Accountant - Property Management

Accounts receivable accounting: managed proceeds from loan sales.

Reconciled loans sales transactions in a high-volume environment.

Daily management of loans purchased by numerous investors (Avg. $16 million).

Daily management of repayment of corporate loans to banks.

Posted purchased loans into Encompass; prepared daily reports of loan amounts, escrows, interest and rates; and accounts reconciliations, wire transfers and G/L adjustments.

Florida Atlantic University. Boca Raton, FL August 2008 - August 2012

Full-Time Student

Obtained a bachelor’s degree in English: British Literature

Electrolux Professional. Ft. Lauderdale, FL January 2008 - July 2008

Senior Accountant - Property Management

Assisted the two department Controllers with Month End Close.

Preparation of Monthly Management Presentation to the Controller, VPs and President

Prepared a monthly Balance Sheet Analysis, journal entries and sales journal entries.

Performed Bank recs. and entered all Change Orders and New Projects Transactions.

Balanced AP and AR Systems monthly for commission payout and approved invoices.

Berkshire Property Advisors. Boston, MA February 2006 - June 2007

AP Coordinator

Full charge Payable Accounting using the PeopleSoft system (800 invoices/wk).

Corresponded by phone and email to both property managers and vendors regarding status of invoices and researched to resolve invoice or payment problems.

DHL Worldwide Express. Sunrise, FL June 2005 - September 2005

Staff Accountant - Property Management (Temp.)

Air & Ocean Freight Division of DHL: Maintained Inter-company and Suspense accounts for my assigned countries (Australia, Norway, Portugal & Latvia) by researching debits received (payables) and secured credits from the appropriate US or overseas stations via email.

Prepared monthly reconciliations, manual billings, aging reports, and journal entries.

Taurus Management, LLC. Deerfield, FL December 2004 - June 2005

Staff Accountant - Property Management (Temp.)

Reconciled over 60 bank-operating and corporate accounts monthly.

Posted journal entries, cash receipts, payables, adjustments and made the daily deposits.

Read leases, assessed fees and generated monthly billing statements for > 45 properties.

Posted monthly entries for interest, principal, and escrow payments for over 40 mortgage accounts.

BlueGreen Resort Corporation. Boca Raton, FL September 2002 - December 2004

Junior Accountant - Property Management

Reconciled over 40 bank accounts monthly, GL entries and month-end close.

Processed daily lockbox and corrected errors by analyzing thousands of transactions.

Performed complex financial adjustments and posted daily cash and credit card receipts.

Trained new hires on all A/R functions and provided support to management by assisting co-workers.

Tax Prep & Rep. Ft. Lauderdale, FL April 2001 – September 2002

Self-Employed - Tax Preparer

Preparation of Federal Individual and Corporate Income Tax returns, employment forms and corresponding schedules and forms.

Audit Representation including organization of supporting documents.

Internal Revenue Service. Miami, FL October 1992 - October 1996 Tax Law Specialist April 1998 - April 2001

Met and dealt with the public to explain tax law, taxpayer rights, rules, and procedures to a diverse public in downtown Miami using the IRS data systems, tax codes and other research materials.

Aided walk-in taxpayers by extracting relevant facts to determine a solution.

Reconciled and resolved complex taxpayer financial and account discrepancies.

Prepared and corrected tax returns, financial statements and offers in compromise.

Wrote and delivered radio addresses and presentations for large, private companies.

EDUCATION:

Florida Atlantic University. Boca Raton, FL:

B.A. English: Literature. 2011- 2012

Elementary Education Major: Completed all required B.A. Education classroom coursework. 2008-2010

Accounting Major: Completed all required B.A. Accounting coursework. 2001-2003

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