Assistant Director of Administration and Finance - Massachusetts Institute of Technology - Cambridge, MA
(2022-04)
Department of Urban Studies and Planning
- Manages and develops strategic and operational plans and systems to ensure the department achieves its mission and goals; oversees the allocation of departmental financial, technical, and personnel resources
- Develops and implements new policies and procedures as needed for the department
- Provides counsel, guidance, and support to department head, faculty, researchers, students, and staff on departmental, School and MIT administrative policies and processes
- Hires, trains, manages, and develops non-academic staff
- Develops and manages budget and financial projections for department-controlled funds; and updates and maintains departmental statistical data
- Oversees all aspects of both pre- and post-award administration of research, discretionary, and Institute funding, ensures compliance with Institute funding sources and federal guidelines and regulations
- Oversees the administration of the department's graduate and undergraduate programs, including management of the department's financial aid resources; collaborates closely with student financial team and faculty to allocate aid, and teaching and research assistantships
- Manages/oversees promotion processes, academic appointments, hiring and appointment of lecturers, and visa applications
- Maintains space accounting; oversees and assists in the coordination of space changes
- Collaborates with colleagues across the School and Institute to accomplish goals; may serve on departmental, School or Institute-wide committees
Manager of Finance & Administration - Massachusetts Institute of Technology - Cambridge, MA
(2007-11 - 2022-03)
Department of Urban Studies and Planning
- Manages and supervises financial, personnel and administrative functions of discrete areas of the Department including research administration
- Developed and implemented department administrative policies; analyze and resolve administrative and non-academic personnel issues
- Supervised support staff with setting and communicating administrative policies as well as training when necessary
- Provided oversight of the support staff annual merit review process
- Prepared financial and non-financial department reports (for internal and external use)
- Worked with the Administrative Officer with the preparation of the annual department budget proposal; budgeting of department financial aid; and processing of tuition/stipend awards with MIT GAP system
- Managed pre-and-post award sponsored research functions of the department faculty
- Prepared and submitted research proposals and resolved problems regarding research administration including interaction with the Research Administration Services area and other internal departments
- Department Administrator for International Visas which entails the oversight and management of the visa application process for visiting faculty, research staff, scholars, and students as well as supervising Labs in Dept with the process
- Processed academic/non-academic appointments and terminations
- Worked with Human Resources with posting new positions, interviewing, and hiring new staff
- Responsible for resolving administrative/financial issues as they arise which may include the implementation of new procedures
- Monitored the department's salary suspense account to ensure correct payroll distributions and minimize late changes
- Collaborated with other DLC's across MIT by serving on several committees
Research Fiscal Officer - Massachusetts Institute of Technology - Cambridge, MA
(2005-12 - 2007-11)
Department of Aeronautics and Astronautics
- Primary contact between 10 Principal Investigators, staff and Office of Sponsored Research
- Proposal development, including budget preparation and proposal compilation and submission
- Maintained effective, ongoing proposal/fiscal management from pre-award through closeout
- Served as a resource to division staff for interpretation of Institute and non-Institute policies concerning research administration for several sponsors (NSF, NASA, Industrial) and types of awards (grants, contracts subcontracts, cooperative agreements)
- Allocated research costs in compliance with sponsor terms; submitted financial reports as required, tracked expenses against budgets
- Provided monthly projections and status reports for the principal investigators on each project
- Monitored/reviewed research account statements activity and budgets, creating and analyzing financial reports
- Managed student appointments on projects; distributed salaries of faculty, staff, and student appropriately across research projects
- Worked closely with staff, providing training in all phases of departmental accounting and procurement procedures and Institute audit procedures
Financial Coordinator - Massachusetts Institute of Technology - Cambridge, MA
(2000-05 - 2005-12)
Center for Real Estate
- Managed FRC and provided financial and budget assistance to staff and faculty
- Reconciled monthly reports, prepared/analyzed internal computerized budgets and financial reports
- Generated financial management reports from SAP working with the Managing Director to synthesize budget submissions and fiscal year-end closing of accounts
- Worked independently resolving problems and meeting deadlines while negotiating resources for addressing an issue
- Implemented established financial processes in support of Center operations, interacted effectively with staff to ensure compliance with Institute policies and procedures
- Provided financial training to support staff
- Reviewed, processed, tracked invoice payments, maintained financial records, reconciled credit card statements, processed journal vouchers and purchase orders, tracked and monitored MIT/CRE fund accounts, processed and reconciled academic, administrative, support and student payroll, administered petty cash account, processed travel expense vouchers and advances
- Created and monitored budgets for ongoing research projects or initiatives
Administrative roles - Massachusetts Institute of Technology - Cambridge, MA
(2004-09 - 2005-09)
Department of Urban Studies and Planning - In tandem with Center for Real Estate. Worked directly with Administrative Officer of DUSP (Headquarters)
- Processed all financial transactions pertaining to the department's cost objects
- Managed large volume of detail oriented transactions in an atmosphere where there were constant interruptions
- Trained the newly hired employee regarding all fiscal responsibilities pertaining to this position
- Responsible for the oversight of research accounts for one of the Department's PIs
- Monitored and reconciled account activity, processed all financial transactions, extended contract end dates, set-up new contracts on research projects and grants, oversaw payroll process and graduate
- Acted as a liaison for outside vendors and internal MIT offices (CAO, OSP)
Cash Management Analyst - COM/Energy Services Co. - Cambridge, MA
(1994-05 - 1999-10)
Treasury Department
- Analyzed and oversaw the daily cash position of 20 companies
- Coordinated cash flow requirements and formulated plans to meet funding requirements with a number of internal and external resources for cash
- Maintained cashbooks, electronic funds transfer process (wires and ach), prepared daily and monthly closing records
- Worked as a liaison with other departments and banks regarding cash management issues and activities
- Performed various cash management analysis activities as required
Benefits Analyst - COM/Energy Services Co. - Cambridge, MA
(1990-09 - 1994-05)
Human Resources Department
- Administered pension payroll
- Computed calculation of retirement benefits
- Prepared and expedited the Employees Savings Plan electronic transfer payment
- Calculated death claims for life insurance
Various positions - COM/Energy Services Co. - Cambridge, MA
(1985-07 - 1997-10)
Trust Administrator - State Street Bank and Trust Company - Boston, MA
(1985-03 - 1987-01)
Branch Customer Assistant - State Street Bank and Trust Company - Boston, MA
(1984-02 - 1985-03)
Branch Bank Teller - State Street Bank and Trust Company - Boston, MA
(1982-09 - 1984-02)
Branch Admin/Clerk - State Street Bank and Trust Company - Boston, MA
(1981-06 - 1982-09)
