Computer: SAP, Epic, UltraTax applications, Acumen, Oracle, QuickBook

Marc Xavier, Circle View Lane, Denton, TX * 919-***-**** * ********@*****.***

Dear Hiring Manager:

I learned about this position through a posting at the human resources career website. My experience and education will transfer well to this position. I have the educational and professional skills to get the job done. I believe working at this opportunity would provide an excellent opportunity for me to apply my knowledge, experience, and skill sets. I have experience in conducting financial contract negotiations. I possess practical knowledge and understanding of business acumen and business intelligence. I have experience in managing all operational aspects of projects to ensure that the projects are following internal and external regulations. I have years of experience in applying the knowledgeable in Generally Accepted Accounting Principles, setting up strategies of organization, and coordinating to accomplish management objectives through resources, such as financial, technological, and human resources. I have been consistently engaged in conducting long-term and short-term projects, most of which involved meticulous investigation and qualitative research. I managed projects budgets, contracts, and deliverables to ensure timelines and resources are well applied as it pertains to procedures and regulations. I identified issues and trends for meeting discussion. I worked with various data management applications and other functional area colleagues in all project’s aspects internally and externally. I ensured that all relevant documentation associated with each project are well maintained. I worked collaboratively and cross functionally to implement process improvement measures within systems. I monitored performance goals and objectives to ensure quality in the overall projects. I provide updates on study status to the executive team leaders. Furthermore, my experience and education help me to identify actionable insights that will assist in refining management outcomes, data analysis, data management, accounting and fiscal management, forecasting, qualitative and quantifying business performance.

As a Duke University graduate, my academic background provides me with an unparalleled eye for strategy development and an enthusiasm for team- oriented work facilitated by personal goal setting. I have acquired the skills necessary to help your department to stay on the successful path. I have gained business planning, communication, and strategy skills. I am passionate about solving problems and analyzing big or small data by using the correct tools. I have engaged in developing constructive relationships with stakeholders internal and external to achieve results. I have worked in a unique and challenging environment, where there have been ample opportunities to strategize, coordinate and communicate with diverse business leaders and organizations. In addition, I would bring the following knowledge and skills and more to your department:

• Leadership: I take the lead in managing and developing projects, and empowered teams to develop strategies. I possess significant experience leading multiple projects simultaneously. My professional experience has given me distinct skills in management, team leadership and organizational efficiency. As a result, I am able to identify complex problem areas in businesses and projects, exam the options, develop effective solutions, and spearhead tasks to reach a solution and implement changes to cross correcting strategy, as well as anticipate next step. I supervise others and help promote organizational strategic plans. I inspire and engage in innovative thinking, build trust, competency, and accountability. I help and provide training and technical assistance to others. I am very adaptable to change and am always eager to understand new concepts. I understand that network diversification is a source of pattern identification and solution as well as recognize the unknown possibilities of tomorrow.

• Diverse Work Experience: Work within the public, private, and non-profit sectors, coupled with an unparalleled ability to work among diverse group of people with dissimilar interests and different background, while successfully developing and advancing business projects and fostering stakeholders’ relationships. I understand, manage, and interpret issues of data integrity, ensure data is accurate and meets standards of rigor for analysis and dissemination. I have the experience of working with a variety of research professionals in academia, government, and industries, clinical environment, with a drive for continuous improvement and positive results. I present data findings in writing, verbally, graphically, and draw valid conclusions.

• Business Strategies: Manage and interpret complex policies and regulations. Administer voluminous amounts of data and communicate effectively with a variety of stakeholders. I possess a strong background and knowledge of strategic account management and have strong problem identification and objection resolution skills. I can influence and negotiate through identification needs. I also have the experience of achieving goals under conditions of uncertainty by planning, constructing and implementing projects. I am comfortable operating software and applications. I have the experience and education in using ample data analysis to include descriptive/inferential statistics such as correlations, created and modified, charts using worksheet data and external resources, regressions, path analysis, hierarchical linear modeling, etc. Consequently, I have had the good fortune to attend collaborative, tradition-focused programs at the School of Medicine and the Fuqua Business School at Duke University where I have learned that an organization name is more than a brand, but a lifestyle and frame of mind. It is also about carrying the value, vision, and mission of your department. Thus, I would welcome the opportunity to meet with you to discuss my qualifications. I would like to assure you that I am extremely excited about this opportunity. I am extremely motivated, will devote maximum energy and apply my knowledge and skill set to get the job done. Please contact me at your convenience at 919- 368-8102 or via email ********@*****.***. Thank you for your time and consideration. Sincerely,

Marc Xavier

Marc Xavier

Denton, TX

919-368-810

********@*****.***

https://www.linkedin.com/in/marcexavier

SUMMARY:

• Many years of expertise in applying finance, accounting, management, and strategic planning to meet organizational objectives through the effective management of financial, technological, and human resources.

• Extensive experience in conducting financial contract negotiations, managing project budgets, and ensuring timely and resource- efficient project delivery.

• Skilled in managing all aspects of project operations, including budget development, contract administration, and adherence to regulatory requirements.

• Proven track record in managing grant budgets, preparing financial reports, and overseeing proposal development to ensure compliance with sponsor guidelines and university policies.

• Proficient in using systems like PeopleSoft and eGrants for both pre- and post-award functions, including monitoring expenses, updating proposal statuses, and ensuring compliance with procurement and contract requirements.

• Adept at ensuring projects comply with internal and external guidelines, including federal regulations and institutional policies.

• Participated actively in audits, maintained meticulous financial records, and effectively communicated compliance issues with stakeholders.

• Experienced in performing advanced data analysis using techniques such as regression, path analysis, and hierarchical linear modeling.

• Prepared daily and monthly financial reports, built financial models, conducted scenario analysis, and provided insights on financial trends, risks, and opportunities.

• Demonstrated leadership in supervising staff, providing administrative support, and effectively communicating with leadership, research teams, and external agencies.

• Successfully managed complex data and provided strategic recommendations to ensure the timely completion of tasks and projects.

• Prepared and reviewed multi-state tax returns, resolved complex tax issues, and provided tax planning and compliance advice.

• Conducted thorough research on tax laws and regulations to ensure accuracy and adherence to legal requirements.

• Managed financial records, supported budgetary and grant application processes, and developed departmental policies.

• Provided comprehensive support for grants management, including negotiating awards, processing modifications, and ensuring timely and accurate documentation.

• Worked on advanced business projects while fostering stakeholder relationships. SKILLS:

● Computer: SAP, Epic, UltraTax applications, Acumen, Oracle, QuickBooks, PeopleSoft, eGrants systems, Orbit, Power BI, Microsoft Excel (PivotTable, Macros, Functions, Lookup, Hookup, etc.), Word, Access, Microsoft Project, Visio, OneNote, PowerPoint.

● Language: Fluency in written and spoken English, French, and advanced reading of Spanish

● Awards: North Carolina CPA Foundation Outstanding Minority Accounting Student Scholarship, Wachovia Scholarship.

● Honors: Phi Theta Kappa, International Honor Society; Beta Gamma Sigma, International Honor Society; Omicron Delta Kappa, National Leadership Honor Society.

● Affiliations: HIMSS, Healthcare Information and Management Systems Society; NABA, National Association of Black Accountants; Phi Beta Lambda, Incorporated.

● Conference: HIMSS, Healthcare Information and Management Systems Society; NC HIMSS Annual Conference, Technologies to/Improve Outcomes: From the Mountains to the Sea.

● Attended: THEF, Triangle Healthcare Executives’ Forum: Annual Transformative Care Summit.

● Volunteer: Habitat for Humanity; BBBS, Big Brother Big Sister; Durham Rescue Mission; Stop Hunger Now; Family Health Ministries.

Certification:

● Certificate Health Information Technology Certificate: Healthcare Data Analytics, Department of Medical Informatics & Clinical Epidemiology Oregon Health & Science University

● Duke University Research Administration Academy, Grants EDUCATION:

● NORTH CAROLINA CENTRAL UNIVERSITY, Durham, NC, Bachelor of Business Administration, Accounting with highest honours, Summa cum laude, December 2009

● DUKE UNIVERSITY, School of Medicine, Durham, NC, Master of Management in Clinical Informatics, August 2017,

Relevant coursework includes Modelling and Decision Analysis, Strategy, Managerial Analysis, Health Informatics, Management and Organizations, Cost & Financial Accounting, Corporate Finance, Marketing Analysis, Operations & Supply Chain Management & Data, Information & Knowledge

o Practicum: Duke Health: A Strategic Review of the Duke Health Data Retention Policy

- Proposed policy update based upon industry best practice and regulatory compliance requirements with specific recommendations.

Professional Development:

DUKE UNIVERSITY, Fuqua School of Business, Durham, NC Coursework in Master of Business Administration, June 2015 - May 2016: Relevant coursework includes Financial Accounting, Supply Chain Management, Probability and Statistics, Managerial Economics, Global Markets and Institutions, Leadership & Ethics & Organization

EXPERIENCE:

University of Texas Southwestern, Pediatrics - Dallas, TX Mar 2024 - Present Sr. Grants & Contracts Specialist

● Preparing regular financial reports daily and monthly as needed. Managing contracts after execution to ensure contractor performance compliance. Completing budget adjustments and non-salary cost transfer. Presenting financial data to management and stakeholders. Analyzing past financial performance to predict future performance. Conducting variance analysis by comparing actuals to budget and forecast. Providing insights on trends, opportunities, and potential risks. Building and maintaining financial models for decision-making support. Performing scenario analysis to assess the impact of potential business decisions. Working closely with finance teams, business units, and senior leadership. Having a proactive problem-solver with the ability to identify risks and opportunities. Analyzing complex data, identifying trends, and making data-driven recommendations.

● Gathering and providing information regarding funding opportunities and application procedures to applicants by reading newsletters and announcements, searching directories, funding files, and other relevant resources. Providing guidance to researchers for proposal development and submission by interpreting and ensuring adherence to sponsor and university announcements and guidelines. Providing grants management support to researchers by negotiating and processing awards, interpreting award conditions, obtaining approvals for award modifications, and completing required reports.

● Completing forms in PeopleSoft and eGrants systems to assist both pre- and post-award functions. Providing transactional documentation for program reports. Reviewing expenses and researchers’ efforts. Monitoring status of pending proposals and updates eGrants and Departmental staff where applicable. Working knowledge of, all statutes, regulations and policies related to the procurement grants and contracts requirements of the University. Maintaining communication with the university stakeholders, including faculty, administration and executive staff concerning contract negotiations, process and status; includes follow-up on pending documentation to ensure timely completion of contracts and compliance. JOHN HOPKINS UNIVERSITY, Bloomberg School of Public Health - Baltimore, MD Jan 2023 – Mar 2024 Sr. Grants & Contracts Administrator

● Managing all assigned USAID grant budgets to ensure timeliness and accuracy. Reviewing budgets expenditures daily. Preparing draft budgets. Providing instruction, preparation assistance, and supporting related to grant application procedures. Partnering with departmental staff and the Office of Research Administration toward the planning and development of application submissions to various federal offices, private agencies/foundations, and commercial companies. Understanding and utilizing institutional policies for pre-award grant process and sponsor guidelines. Reviewing all sponsored project proposals for faculty prior to them being forwarded for signature. Checking financial reports for accuracy, content, and adherence to all relevant guidelines. Examining the timely preparation of proposal budgets for Principal Investigator to review and draft budgets justifications. Serving as liaison between research units, central offices, and funding agencies. Providing groundwork for subcontract negotiations.

● Supporting PI with administrative assistance for all IRB and ACUC protocols. Ensuring compliance in all other areas related to grant and contract management, including sponsoring organization guidelines, internal protocols, accurate protocol information within grant documents, conflicts of interest, etc. Working with international sites in terms of compliance. Interact with external research/administrative professionals. Provide excellent customer service to all faculty. Reviewing the timely budget submission. Maintaining ongoing updates and communications related to current grants and contracts, this includes relevant updates and reports to the director, as needed. Remaining updated on changes in policy and sponsors’ requirements. Supervise non-exempt staff. DUKE SCHOOL OF MEDICINE, Duke Cancer Institute (DCI) - Durham, NC Jun 2021 – Dec 2022 Grants & Contracts Administrator

● Initiated, managed, and developed study budgets to adequately cover costs based on DCI’s established pricing standards. Complete internal cost assessments (ICAs) to assess the actual costs of conducting the study; build external budgets based on this key information. Develop external budgets with appropriate pricing and payment terms. Initiated and conducted contract negotiations; worked with the appropriate Duke offices to execute agreements and contracts. Facilitated a smooth transition from pre-award to post-award. Provided study teams with financial projections to assist principal investigators with planning and maintenance of financial feasibility. Produce reports and fiscal forecasts regularly with enough detail for study teams to make informed decisions about their research portfolio, accounts, and the funds available to support effort and other expenses. Produced and provided reports as assigned.

● Maintained financial records per the institutional document’s retention guidelines. Monitored reporting compliance. Actively participated in internal or external audits by providing information and documentation including background information and processes as requested. Communicated openly and effectively with leadership, study personnel, and colleagues. Communicated concerns clearly in a professional manner. Responded timely to emails, phone calls and questions. Escalated issues to others as appropriate, ensured issues are addressed timely. Articulated and conveyed financial information honestly, transparently and in an easy to comprehend way providing the context for operational and financial considerations. Served as an expert resource for colleagues and teammates. Interpreted departmental policies and procedures, making decisions on specific operating problems, and issuing instructions appropriately. Assisted in onboarding new staff. Supported colleagues in their project work; encouraged completion. Actively participated and contributed to meetings, especially study and team meetings; applied newly learned information to your work. Attended meetings and conferences as assigned. DUKE UNIVERSITH HEALTH SYSTEM, Watts College of Nursing - Durham, NC Mar 2020 – Jun 2021 Business & Financial Coordinator

● Controlled and maintained financial records of departmental or divisional contracts, sponsored programs and informed appropriate staff members of financial state or various projects. Assisted and advised department or division head and staff members of budgetary and related problems; Prepared for approval by department or division head initial budgetary recommendations by considering past requirements and expenditures and presented program plans. Assisted in the preparation of grant proposals and applications to include compilation of data and preparation of budget expenditures; monitor and verify expenditures; Ensured compliance with university and sponsoring agency policies and procedures; Prepared administrative reports for submission to sponsoring agency.

● Interpreted and wrote departmental policies and procedures, making decisions on specific operating problems and issuing instructions in the name of the departmental and divisional head in accordance with departmental precedents and policies. Prepared financial and operational reports and analyses reflecting progress, adverse trends and appropriated recommendations or conclusions. Served as departmental liaison with administrative personnel concerning University policies and procedures, grant administration and budgetary preparation and control.

NORTH CAROLINA CENTRAL UNIVERSITY - Durham, NC May 2018 – Mar 2020 Program Manager (Biomedical/Biotechnology Research Institute)

● Managed over $16.3 million operations of all budget interactions. Prepared and presented all financial reports. Exhibited leadership and managed all the components of the program. Prepared budget transfers. Transcribed, presented, and executed progress reports, proposals, technical and non- technical documents including the annual progress report to the National Institutes of Health. Communicated orally and in writing with effectiveness and efficiency. Collected and analyzed quantitative and qualitative data. Consulted and advised researchers in finance and strategic development. Operated in collaboration with all stakeholders internally and externally. Developed and strengthened the grant research infrastructure projects and coordinated the day-to-day operations.

● Planned and organized executive meetings, workshops, retreats, and seminars. Created projects and organizational charts. Used computer software and applications in budgetary processes including cost monitoring. Researched projects database and educated researchers about compliance with federal policies. Guaranteed that the projects are in compliance with Office of Management and Budget's (OMB) Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards. DUKE UNIVERSITY, Computer Science Department - Durham, NC Jul 2014 – Jul 2016 Research Administration Specialist/ Research Post-Award Compliance Coordinator/ Grants Manager

● Examined financial transactions and other documents to ensure compliance in accordance with Sponsor's terms and conditions and University policies and procedures. Identified projects are closed accordingly. Reviewed and reconciled over 100 Federal and sponsored grants and contracts monthly as related to Duke and departmental rules, regulations, processes and procedures as they affected research spending, as well as for research effort planning, implementation, and reporting.

● Managed, prepared, and issued grants reports with financial forecasts in SAP database application. Interpreted departmental, sponsor, and federal policies and procedures, and made decisions on specific compliance problems and issue instructions. Managed technical requirements of cash flow spreadsheets to ensure accuracy. Coordinated researchers’ effort planning across budget years. Audited financial projects database and informed researchers about sponsors and federal policies and procedures as it affected their actions and required their compliance. Ensured that the projects were in compliance with Office of Management and Budget's

(OMB) Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (commonly called

"Uniform Guidance").

MALVIN RIGGINGS & COMPANY - Raleigh, NC Dec 2013 – Apr 2014 Tax & Accounting Associate/Staff Accountant

● Prepared high volume of individual and corporate multi-state consolidated tax returns. Conducted intensive research and planning on tax issues, new tax laws, regulations, and legislations to ensure tax preparation accuracy. Answered client queries regarding tax codes and appropriate deductions. Consulted and advised clients on the tax returns to minimize their taxes as per tax laws.

● Resolved complex tax problems for clients and accurately addressed non-filer, tax return amendments, and clients entitled deduction issues. Assisted clients in integral roles with Federal and State issues, including tax return amendments and deductions. Organized personal and business tax returns and determined depreciation of fixed assets for tax purpose reports. DUKE UNIVERSITY HEALTH SYSTEM - Durham, NC 2013

Financial Analyst/Financial Counsellor

● Analysed and reported on the financial performance of departmental operating units. Reviewed charges and verified whether the charges were correct to ensure collections. Completed patient accounts based on departmental protocol, policies and procedures, and compliance with regulatory agencies, to include but not limited to pre-admission, admission, pre-registration and registration functions. Ensured all insurance requirements are met prior to patients' arrival and inform patients of their financial liability prior to arrival for services. Audited and recorded clients’ financial data. Implemented and executed Go-Live activities skills of Epic. Created and updated patients’ information including insurance and demographic. Used Epic and MyChart database by entering and updating patients’ insurance, etc. Verified that the patients’ billings are in compliance with billing procedures. DEPARTMENT OF THE TREASURY, Internal Revenue Service - Winston-Salem, NC 2010 - 2012 Internal Revenue Agent

● Examined voluminous and complex financial books and records which might be incomplete, poorly organized, deliberately disorganized or arranged to conceal the true nature of payment. Demonstrated leadership in executing extensive and complex research on available background material concerning industry practices and any applicable interpretations of precedent setting court cases. Investigated, interviewed, and researched systems to make good financial analytic decisions. Analysed matrix risk assessment of businesses. OMB A-123. Identified existing important compliance requirements.

● Identified income and tax issues, employee plan issues, potential tax fraud issues, and referred them to the appropriate department for resolutions. Used accounting principles and practices to ensure compliance with tax laws, practices, and regulations. Researched tax laws and regulations in the database to ensure proper evaluation of tax returns. Audited bank statements, variance analysis reports, and reviewed elements pertaining to Income Statement, Balance Sheets, Cash Flow statements, etc. Issued reports and collected tax payments from businesses and individuals. Counselled taxpayers on tax filing, paying obligations, and assisted taxpayers in filing updated tax forms.

AMERICAN INSTITUTE of CERTIFIED PUBLIC ACCOUNTANTS - Durham, NC 2009 Intern - Student Internal Auditor

● Evaluated financial information and organized complex financial reports and statements reflecting various data for utilization by higher management. Performed internal audits throughout the agency and report results to management. Completed walkthroughs and prepared control risk matrices of significant processes. Evaluated and analysed key applications internal controls identified by internal audit. Performed a variety of accounting tasks involved in maintaining financial records and processing related data such as invoices, vouchers, and other documents. Assisted Internal Audit and the Finance team with ad hoc assignments. COUNSELING CENTER INCORPORATED - New York, NY 2002 – 2007 Administrative Assistant/Intake Coordinator

● Supported the Comptroller to achieve strategic business goals, manage operations to meet the budget goals, reviewed revenue forecasts. Consulted and advised clients. Forecasted weekly and monthly budget. Supervised new employees. Managed account receivables and tracked expenses. Closed accounts and prepared financial reports. Submitted medical billing for New York State Medicaid and Medicare and generated weekly billing statistical reports and census. Collected health information and maintained a client database. Created and modified new patients’ profiles on a weekly basis and generated weekly reports.

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