Service Representative Records Clerk
Resume:
TRICIA A. CAMPBELL Page *
TRICIA A. CAMPBELL
Boston, MA
***********@*****.***
FINANCE AND BUSINESS PROFESSIONAL
Demonstrated success applying accounting and finance experience in a variety of business processes, including pre-award proposal development, contract management, procurement compliance, and revenue and expense forecasting. Managed a multi-million dollar portfolio of projects and monitored compliance for contract management. Expertise also includes serving in Liaison Roles. Currently serving a second commission as a Notary Public for the Commonwealth of Massachusetts. Technical Expertise
PC, Microsoft Word, Excel, Outlook, PowerPoint, SharePoint, Access, Enterprise Planner Forecasting System, Kuali Coeus Proposal Development and Grants Management System, Cognos Financial System, SAP GUI, grants.gov, DOE – EERE, NSF FastLane, QuickBooks, Filemaker Pro, Adobe Acrobat
PROFESSIONAL EXPERIENCE
WEGMANS, CHESTNUT HILL, MA 2017 – 2021
Cashier
• Customer Service Representative
MASSACHUSETTS INSTITUTE OF TECHNOLOGY, CAMBRIDGE, MA 2015 – 2019 Financial Coordinator
• Advise Management on business matters related to funding/fiscal viability including, monthly projections, forecasting on contractual commitments and general and administrative project expenditures
• Prepare documents for proposal submission including, budget, budget justification, preparation of all required forms and supporting documentation for partners and subawardees
• Manage post-award functions including financial reporting, financial review and control (FRC), suspense salary reconciliations, no-cost extension preparation and project closeout activities
• Update and monitor research staff appointment assignments in the payroll distribution system
• Document financial information and program documentation for salary adjustments
• Calculate estimate-to-complete budgets for sponsored projects
• Plan and coordinate bi-monthly financial review/monitoring meetings with faculty members
• Review and approve financial transactions, business documents, forms and reports
• Serve as the liaison to the Office of Sponsored Programs and Accounting for a set of faculty staff members
TRICIA A. CAMPBELL Page 2
EDUCATION DEVELOPMENT CENTER, INC., WALTHAM, MA 1994 – 2014 Finance Manager II 2007 – 2014
Finance Manager I 2006 – 2007
Project Administrator 1996 – 2003
Administrative Assistant II 1994 – 1996
• Advised Center/Unit Director on business matters related to fiscal viability including, annual projections, forecasting on contractual commitments and general and administrative expenditures
• Developed financials for funding proposals including, budget and budget justification development, completion of all required forms and supporting documentation for Education Development Center and subawardees
• Prepared monthly revenue report for fee-for-service projects
• Created estimate-to-complete budgets for sponsored projects
• Reviewed and approved financial transactions, business documents, forms and reports
• Monitored the terms and conditions of major subcontracts, Vendor Consultant Agreements and related procurement documentation and forms
• Maintained Center/Unit resources, personnel information and served as the HR liaison
• Served as the liaison for the Office of Sponsored Programs and Accounting
• Supported the business functions of the Regional Educational Laboratory Financial Management Team
• Supervised a cross-functional team of three staff members for center-wide support
• Served on committees to develop and create standard budget templates and tools COALITION OF SCHOOLS EDUCATING BOYS OF COLOR, BOSTON, MA 2008 – 2010 Business Manager Consulting Services
• Managed the business transactions for developing a business plan, articles or organization and filing of the 501(c)(3) non-profit organization
• Coordinated all financial aspects: including creating a chart of accounts for QuickBooks, budget development and oversight, contracts management, AP, AR, and GL postings
• Facilitated, collected, and processed all necessary information to set up contracts with funders, clients, and vendors
• Provided direct support for the business aspects of hosting the annual leadership conferences including negotiating rates and amenities with the host venues, participant registrations and managed all matters of accounts payable/receivable matters in support of the conference ATLAS COMMUNITIES, INC., CAMBRIDGE, MA 2003 – 2006 Business Manager
• Supported the business transactions necessary to facilitate ATLAS' spin-off from Education Development Center, Inc. including business plan development, articles of organization and filing of the 501(c)(3) application and coordinating the binding of Organizational Liability Insurance
TRICIA A. CAMPBELL Page 3
• Managed all financial aspects: including creating a chart of accounts for QuickBooks, budget development and oversight, contracts management, AP, AR, and GL postings
• Created revenue projections, expenditure analyses and monthly financial reports
• Served as the liaison to the CPA firm and prepared documentation for the annual financial audits
• Performed HR duties including health insurance enrollment and renewal
• Managed payroll for staff members in 7 states including, registering the business with state agencies in order to process payroll taxes, monitored and analyzed quarterly state and federal employment tax filings
• Coordinated, collected, and processed all necessary information to set up contracts with funders, clients, and vendors
• Supervised office administrative staff
BOSTON UNIVERSITY MEDICAL CENTER, BOSTON, MA 1987 – 1995 Reimbursement/Accounting Analyst 1989 – 1995
Medical Records Clerk 1987 – 1989
• Filed annual reports with state regulatory agencies
• Managed detailed third party payment logs
• Updated and monitored Hospital's Charge Book
• Reconciled general ledger accounts
• Evaluated and reconciled reimbursement discrepancies
• Compiled monthly overhead statistics
JOHN HANCOCK INSURANCE COMPANY, BOSTON, MA 1986 – 1990 Assistant Supervisor 1988 – 1990
Customer Service Representative 1986 – 1988
• Managed/prepared payroll for 6 staff members
• Delegated and managed work assignments for 6 staff EDUCATION
B.S. Management/Accounting UMass Boston, magna cum laude June 2003 A.S. Business Management Aquinas Junior College, Milton, MA June 1989
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