Resume

Top Skills:

Financial Reporting, Nonprofit Organizations, HUD Reporting and Audits, Federal Grants Management, QuickBooks, Workday, Confluence, PeopleSoft and Workday.

Experience:

GTI ENERGY, Des Plaines, IL
Project Accountant Lead February 2025-Present, Robert Half Placement telecommuter

• Responsible for financial reporting and subrecipient monitoring for      GTI Energy's $1.2 billon Department of Energy, ("DOE") Hydrogen      H2 Hub Award for HyVelocity LLC ensuring compliance and accuracy.
• Collaborate with subrecipients partners and vendors to coordinate  with DOE the reimbursed expenditures adhering to the Title 48 Federal  Acquisition Regulations Chapter 1 Subchapter E Part 31 Contract Cost  Principles and Procedures for allowable and unallowable cost for the  HyVelocity Hub project.
• Development detailed policies and procedures to ensure compliance and accountability to the federal award. 

GAUDENZIA INC. Norristown, PA
Director of Budgets and Grants, February 2024-October 2024, Robert Half Placement telecommuter

• Assisted not-for profit agency during a leadership transition,  ensuring continuity in budget and grant management.
• Organized and coordinated meetings among program directors, grant staff, and finance teams to enhance reporting accuracy.
• Developed comprehensive policy documentation to guide grant preparation and reporting, facilitating smoother operations.  Our team of audit professionals will provide a thorough and accurate audit of your financial statements. We will work with you to ensure that your financial statements are in compliance with all applicable accounting standards and regulations.  

ULTIMUS FUND SERVICES, Columbus, OH
Assistant Vice President  Financial Administration February 2022-March 2023, telecommuter

• Prepared financial statements for mutual funds, private equity funds, bonds and exchanged traded funds, including U.S. Securities and Exchange Commission ("SEC") required filings such as N-CEN,  N-CSR, and N1-A. 
• Prepared weekly expenditure authorizations as an authorized signer for mutual fund expenses working with the custodian and the client.
• Created learning materials to assist in onboarding new hires.  
• Calculated monthly accruals, budget projections and coordinates the annual audits of the funds.
• Prepared audit workpapers, evaluated accounting systems for  weaknesses, and interprets financial data for unusual trends and follows up on fraud indicators.

 CITI FUND SERVICES, OHIO, Columbus, OH
Assistant Vice President  Financial Administration July 2015 - October 2021, telecommuter

• Prepared weekly expenditure authorizations as an authorized signer for mutual fund expenses working with the custodian and client. 
• Calculated monthly accruals, budget projections and coordinates the annual audits of the funds.  
• Prepared financial statements for mutual funds including SEC required filings such as N-CEN, N-CSR, and N1-A.  
• Member of Best Practice Committee (“BPC”) and Emerging Issues Subcommittee (“EIS”).   BPC reviews policies and procedures related to the departments processes including 38-1a testing.  EIS is a subcommittee of the BPC to providing guidance as to any upcoming      regulatory and industry pronouncements that may affect the reporting requirements within the department.  
• Prepared audit workpapers, evaluated accounting systems for weaknesses, and interpreted financial data for unusual trends and followed up on fraud indicators.

THE OHIO STATE UNIVERSITY WEXNER MEDICAL CENTER, Columbus, OH
Fiscal Officer, Ohio State Sports Medicine  January 2014 - June 2015

• Prepared financial reports for the OSU Sports Medicine program and Sports Health & Performance Institute including grant and expenditure reporting for National Institutes of Health awards, development funds’ stewardship reports, and University funds. 
• Reconciled general ledger for department expenditures,  posted journal entries related to asset management, payroll allocation, and new facility budget reports for the Ohio State Jameson Crane Sports Medicine Institute.  
• Experienced in PeopleSoft reporting, budgeting in Business Objects, and monthly financial statements by cost center.
• Prepared audit workpapers, evaluated internal controls and interpreted financial and program data related to Institutional Review Board for Industry and University sponsored clinical trials.

MANALAPAN ORACLE CAPITAL MANAGEMENT, LLC, Red Bank, NJ
Chief Financial Officer / Chief Compliance Officer  November 2010 to December 2012

• Managed the office for Manalapan Oracle Eagle Master Fund and two      feeder funds including a Cayman Island offshore fund. 
• Prepared the Uniform Application for Investment Adviser Registration and Report by Exempt Reporting Adviser (Form ADV) in 2012, per the Dodd-Frank Wall Street Reform and Consumer Protection Act. 
• As CCO created the compliance manual utilizing Wolters Kluwer products for Investment Advisers Compliance. 
• Provided compliance training to staff and prepared evidence of compliance testing throughout the year.   
• Identified and capitalized on opportunities to improve operations, administration, technology, audit processes, and investor relations.
• Prepared partnership tax returns, audit workpapers, financial statements, and SEC filings including 13F, 13H, and ADV sections.  

 ​VISITING NURSE ASSOCIATION OF CENTRAL JERSEY, INC., Holmdel, NJ
Manager, Grant Accounting Department  October 2006 to November 2010: 

• Completed program and financial audits for several federal and state agencies. 
• Generated monthly financial statements for 50+ cost centers and provided general ledger reconciliation.  Prepared annual grant administration budgets, which encompassed 10% of total revenue of  the company. Prepared Single Audit (formerly OMB Circular A-133 audits) award statements, audit workpapers, and compliance documentation. 
• Held annual meetings with grant providers such as United Way and the Department of Health and Senior Services. Developed requests for proposals (RFP) and reports on expenditures (ROE) for local, state, federal, and private grantor agencies. 
• Played an instrumental role in increasing Women, Infant, and Children (WIC) funds from $1.6 million up to $2.3 million and Healthy Families funding from $300,000 to $1 million.
• Empowered Grant Program Managers to better supervise cost centers.
• Reduced annual losses by preparing increased funding budget modification, eliminating unnecessary expenditures, and implementing strong internal controls. Ensured the highest levels of grant compliance and consistency among cost/program reports; instituted procedure manual and conducted internal audits.   

NERAL & COMPANY, PA, Wall, NJ
Staff Accountant / Staff Supervisor | February 2000 to October 2006

• Managed special engagements and complex audits for a wide variety of industries including aviation, automotive dealerships, cemeteries, skilled nursing facilities and investment management companies. 
• Provided comprehensive small business consultation, trained clients on best practices concerning QuickBooks, business loans, credit cards, payroll, inventory, accounts payable/receivable, and human resources. 
• Prepared state and federal tax returns for individuals, partnerships, corporations, estates, and trusts. 
• Assisted a skilled nursing facility to collect $1 million in back Medicaid revenue. Completed UB92, identified areas for revenue improvement, and developed highly effective collection procedures.
• Entrusted to serve as temporary Director of the Arthritis Foundation. Prepared annual budget, financial reports/statements, audit work papers, and grant submissions while overseeing all account payables activities.
• Prepared Annual Report of Funds and Expenditures for the Catholic Diocese of Trenton. Held regular meetings, visited five locations across multiple counties, presented budgets, and developed pledge schedules.  

STEVEN T. SPINELLO, CPA, Shrewsbury, NJ
Tax Preparer | September 1998 to January 2000:

• Prepared payroll and tax returns for 30+ clients. Provided bookkeeping for small business clients and conducted on-site visits.

Education and Licenses

Bachelor of Science in Accounting, Cum Laude
Georgian Court University, Lakewood , NJ
Certified Public Accountant

• Ohio
• New Jersey

 ​Certified Fraud Examiner, Association of Certified Fraud Examiners

 QuickBooks Online Certification 

Volunteering

Member of Kiawah Island Turtle Patrol, SCDNR 2024-Present
Operation Terrapin Rescue,  DE DNR  2020