ROBINSON PAUL
FORT COLLINS,CO
Summary
Steadfast Financial analyst with over five years of experience in financial management and reporting, including more than a year of professional expertise in post-award management, with direct responsibility for managing NIH, IMLS and NSF grants. Possess a strong background in financial operations and higher education administration. Previously managed and oversaw fiscal operations, including procurements and grants administration, for the University of Colorado's Museum of Natural History.
Overview
6
6
years of professional experience
Work History
Finance Specialist / Museum of Natural History
University Of Colorado Boulder
08.2023 - 09.2024
- Performed Fiscal Year End activities including accruals analysis, cash transfers related to Unrestricted Net Position, review POs and SPOs for closure, ensuring all transactions were approved in appropriate period, and reconciled.
- Prepared quarterly financial reports while ensuring accuracy in posting of revenues and expenses; directs periodic review of all financial reports with faculty members and reconciled any inconsistencies.
- Managed the ePer Certification process for principal investigators (PIs) and assigned research group within the institute, ensuring all effort reporting adhered to University and granting agency policies.
- Supervised and approved expense reports and invoices as well as POs, JEs, SPOs, and SOW prepared by account technician, ensuring compliance with University policies and regulations.
- Managed and evaluated faculty start-up accounts, ensuring that they are funded according to the terms of their agreements, and are being spent appropriately.
- Reviewed monthly Payroll Register and Suspense Reports to ensure staff and faculty members are paid accurately, coordinating with account technician III and payroll office to correct any payroll discrepancies, initiating any necessary Payroll Expense Transfer PETs.
- Prepared the institute's general funds budget, reviewed budget-to-actual performance for inconsistencies, analyzed variations between forecasts and actual performance, identified reasons for variances, and provided the institute's director with recommendations for improvement.
- Reconciled past expenses by running financial reports on CU Data and PeopleSoft finance and analyze for accuracy and based on the approved budget.
- Prepared and supervised the preparation of procurement cards, travel cards, and reimbursement expense reports to ensure compliance with University policies and federal regulations.
- Reviewed and managed endowments and gift funds, ensuring expenses were allowable and aligned with the donors' intentions.
- Managed the museum's pre- and post-award activities for various grants, including NIH and NSF grants, ensuring all expenditures were accurately tracked and monitored to maintain compliance with approved budgets and funding requirements.
- Managed the closeout process for all institute awards; collaborated with OCG and Principal Investigators (PIs) to audit award spending, ensuring all expenditures were allowable, reasonable, and allocable to the project in accordance with the Code of Federal Regulations Uniform Guidance and University policies and regulations.
- Conducted budget analysis and built financial reports for the Director in creating annual student funding packages.
- Communicated relevant campus accounting principles, policies, and practices and ensured compliance with regulatory requirements from granting agencies such as NIH and NSF, as well as internal entities including OCG and CCO/RFS and Provided guidance to Principal Investigators (PIs) and faculty members to ensure adherence to sponsors guidelines, University policies, and federal regulations.
- Assisted faculty members in routine review of projects commitments, budget remaining; advising faculty members /PIs when expenditures and /or encumbrances differ from planned budgets and purposes.
- Collaborated with Principal Investigators (PIs) to prepare and submit all routing forms to the Office of Contracts and Grants (OCG) and through granting agency portals, ensuring that proposals for new funding were routed electronically prior to submission to granting agencies.
- Assisted PIs with the development of contract and grant budgets, cost share, waivers, and other submission documents; aid in the development of departmental service agreements, and work with OCG to complete the award process.
Financial and Compliance Analyst
PricewaterhouseCoopers
06.2018 - 04.2022
- Prepared and analyzed periodic, quarterly, and annual financial reports, including variance analysis comparing performance to the prior year, budget, and forecast. Reports included, (P&L), cash flow, and expense analyses.
- Performed audits under Generally Accepted Auditing Standards (GAAS), Generally Accepted Accounting Principles (GAAP), Public Company Accounting Oversight Board (PCAOB) to ensure compliance with (GAAP) Principles.
- Reviewed, analyzed and prepared financial expense reports for clients, ensuring compliance with Generally Accepted Accounting Principles (GAAP) and Generally Accepted Auditing Standards (GAAS),.
- Participated in pre-audit planning to assess the risk of material misstatements in financial accounts and to design effective audit procedures.
- Collaborated closely with upper management to establish effective controls, and workflows, ensuring accuracy and timeliness of financial reporting.
- Collaborated closely with evaluation team to developed a detailed financial models to analyze the financial impact of mergers and acquisitions of publicly traded companies and employed discounted cash flow evaluation methodologies to estimate the net present value of future cash flows.
- Prepared detailed accounting schedules and financial reports for clients and internal auditors, ensuring accuracy and compliance with Generally Accepted Accounting Principles (GAAP) and Generally Accepted Auditing Standards (GAAS).
- Performed accounting analysis of transactions and balances related to financial statements and trial balances to ensure accuracy of general ledger accounts.
Education
MASTER OF SCIENCE - Finance
Colorado State University
Fort Collins, CO05.2023
BACHELOR OF SCIENCE - Accounting And Finance
University of Lagos
Lagos, LA11.2016
Skills
- P&L Financial Reporting
- Contracts and Grants administration
- Microsoft Word
- Equity-Debt Financing
- Fund Accounting
- Forecasting and Budgeting
- Audits
- Microsoft Excel
- ePers Management
- PowerPoint
- Outlook
- Financial Modeling
- Financial Statement Analysis
- HCM
- Peoplesoft Finance
Timeline
Finance Specialist / Museum of Natural History
University Of Colorado Boulder
08.2023 - 09.2024
Financial and Compliance Analyst
PricewaterhouseCoopers
06.2018 - 04.2022
MASTER OF SCIENCE - Finance
Colorado State University
BACHELOR OF SCIENCE - Accounting And Finance
University of Lagos
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