Customer Service Power Bi

SHA LIU

(C) 203-***-**** (H) 203-***-****

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

SUMMARY OF QUALIFICATIONS

• Accountant and grants administrator with more than 24 years of work experience, have

demonstrated excellent financial accounting skills in general accounting, endowment,

grants & contracts administration. Knowledge of Yale financial and administrative

policies and accounting theories, principles, and practices.

• Knowledge of federal and nonfederal guidelines and application of grants including pre

and post award process (NIH, DOD & NSF grants and more).

• Expert knowledge of and skills in the Workday, Account Holder Report, Power BI Report, Financial Procurement, Payroll, and (YBT) Yale Budget Tool, Sciquest purchasing, Effort Report, IRES system, Grant administration, Other Support, Bio sketch. ISP internal & external billing system, BMS A/R and Banner & Registration systems, GSPS. Brio Query, Date Warehouse Portal, and more.

• Excellent skills in Excel, MS Word, Access, Power point and other commonly used computer applications.

• Consistently sought after by faculty and staff as an excellent resource and problem

solver to help with their financial and accounting, as well as grant inquiries or concerns.

• Self-motivated, reliable individual with good management and communication skills and

more than five years supervisory experience, as well as good customer service skills.

• Attention to detail, and the ability to prioritize and function independently, deadline

Oriented, able to learn new skills quickly and effectively.

• Bachelor’s Degree and Yale University Business Management Certificate.

PROFESSIONAL EXPERIENCE

Pike International LLC

Accountant 2023 - 2024

I was the Accountant in a company which generates a multi-million dollar annual revenue. I used AppFolio and Yardi successfully to handle thousands of transaction and close to 50 monthly bank reconciliations.

YALE UNIVERSITY, New Haven, CT

Accountant 2, Grants & Contracts Admin 2010-2023

Handle the day-to-day financial operation. Review and approve all purchasing and authorization of expenditures, including payroll. Prepare standard and complex accounting statements such as Account Holder Report, grant close outs, detailed cost, and financial analysis, forecast and projections. Prepare monthly financial statement for PIs. Prepare & approve the cost transfers of Journal Entry, PAA (Payroll Accounting Adjustments) and YBT. For Pre-Award: Run specific reports and track G&C using IRES, Assist PI in preparation of budgets for the submission of grant application to the sponsor based on sponsor’s guidelines. Prepare Other Support documentation and Bio sketches for PI’s grant application and PI’s progress report. complete administrative and financial portions of reports. Gathers and disseminates information on grant funding opportunities. And coordinate with GCA to ensure report submission and setting up no cost extensions, FSR report & progress report work with PI on issues related to grant submissions, award set up, compliances, etc. Coordinate and process ISP and clinical billing for Pathology internal and external service. Oversee credit card activities, contact customer and vendor to resolve issues related to unpaid invoice. Processes all monthly ISP JEs for assigned faculty including maintaining reports for ISP 443 and 442, 445 obtaining new COA’s from end users. and other activities…

Accountant, Grant Administrator (Yale Economics Dept.) 2006-2010

Perform a wide variety of financial tasks for the Department of Economics, Economic Growth

Center and Cowles Foundation. Manage, maintain, monitor, and reconcile accounts of grants and

contracts, endowments, current use, gift, and special use projects, also deliver the financial

reports to faculty members and the departmental administrator. Research and adjust incorrect

entries. Prepare the cost transfers of JSA, LD and LDA. Prepare the budget page, and review

effort reports for grants. Prepare standard and complex financial reports such as grant close

outs, detailed cost and financial analysis multi-year expense financial reports, forecasts and

projections including 5- or 10-years budget reports. Assist in the preparation of annual budget for

administrator. Review all invoice payments and transactions in the EMS system to ensure

compliance with policies for proper use of university funds. Work with departmental staff and

Yale vendors to resolve transaction disputes, and more…

Accountant II (Yale Dining Services) 2005-2006

Managed account budgeting, spending, and reporting with System of Financial Analyze. Prepare

and review General ledger and financial statement and reconciled accounts. Analyzed accounts

for special financial reports such as payroll hour comparison, meal participation reports, and

month & year-end financial and income statements. In charge of daily financial transactions,

Web invoice payment, “ok to pay invoices” and journal entries, such as JSA and LDA transfers.

Accountant I, Grants & Contract Specialist (Yale Medical School) 2001-2005

In charge of the Grants & Contracts from pre- to post-awards. Functioned as a resource person

for department principal investigator. Assisted faculty in grant application process, budgeting,

spending and close out financial status reports. Prepared financial statements for faculty and

reconciled accounts. Prepare check requests, purchase requests and employee reimbursement,

JSA LDA. Edit SWAP for purchasing cards, setup VIP numbers and stockroom cards, coordinate

and process C&T, casual payroll.

EDUCATION

Gateway Community –Technical College

University of South Alabama.

Huazhong Normal University

Computer Skills

• Workday, YBT, AppFolio, Brio Query. IRES, Sage, Yardi, Quickbooks

• Oracle Financial System, Data Warehouse Portal.

• I Expenses Management System

• Banner & Registration systems

• Advance level of Excel

Contact this candidate