Jessie K.

Experience

• 

  Corinthian Colleges, Inc.

  Apr 2013 - Aug 2014

  Financial Aid Advisor

  o Conduct financial interviews with studentso Discuss financial aid packaging and awardso Ensure accuracy of student finance recordso Provide students with accurate information regarding their financial aid options and obligationso Determine Title IV eligibility using financial aid softwareo Review financial applications and disclosure statements for completeness and accuracyo Track and maintain file intake completion throughout the enrollment process for all students who apply for financial aido Update appropriate systems to ensure timely processing and packaging of financial aido Provide outstanding customer service to a wide range of studentso Peer coaching and training: I have trained and coached several new financial aid advisors Show less

• 

  Raymond James

  Aug 2014 - Mar 2015

  Branch Operations Specialist

  Cancels and corrects orders for securities transactions as applicable.Maintains daily Purchase and Sales (P&S) blotter.Transmits and receives messages with home office.Receives checks, cashier's checks, money orders, etc. from clients.Deposits client funds at local bank.Disburses checks to clients.Enters deposits and disbursements into system daily.Processes money market liquidations.Transmits orders for securities transactions.Receives securities and ensures they are in good delivery.Delivers securities to home office according to proper mailing procedures.Maintains files related to cashiering according to compliance requirements. Show less

• 

  Socle Education

  Mar 2015 - Jun 2016

  Student Finance Support Representative

  -Review, monitor, and process Title IV Financial Aid and non-Title IV financing, ensuring that all financial applications and disclosure statements are complete and accurate-Update appropriate tracking systems to support timely processing, funding, billing, collections and NSLDS reporting-Ensure disbursements and refunds are completed in an accurate and timely manner-Review student accounts to ensure that all scheduled financing has been received-Ensure that all forms are processed in accordance with State / Federal regulations, company policies and procedures Show less

• 

  University of South Florida

  Jun 2016 - now

  • Reviewing Program Solicitations/RFPs for grant announcements• Seeking out/Distributing grant opportunities for faculty• Budget Preparation for Proposals• Reviewing Sponsor/Agency Policies for proposal preparation and award management• Assisting with all documents related to proposal submissions (Letters of Intent, Current & Pending, Facilities & Resources, Budget Justification, Biosketch, COA, Etc.)• Facilitating Proposal submission with Sponsored Research and other Institutions/Agencies if it is a subaward• Assisting faculty with USF Internal Form• Completing Underwrite for awards• Completing GBR for awards• Reviewing RSA/Payroll Expenditures on Grant Awards• Completing CAS Exception forms for faculty• Assisting Sponsored Research with Closeout of Awards• Submitting Purchase Orders in BullMarketPlace for Subawards/Subcontracts• Submitting Invoices to Accounts Payable for Payment on Subawards/Subcontracts• Assisting with MOUs on Foundation Awards• Completing Project to Project Transfers when Necessary• Assisting with Participant Payments/Voucher Inquiries when necessary• Assisting with DUA when necessary• Assisting F&B Manager with Faculty/GA/RA appointments each semester• Attending Sponsor Trainings to stay up to date with current policies and procedures for award management and proposal submission• Assisting Faculty with data required in Final Reports• Running Monthly Query Reports in FAST for Awards ending in 90 days, RIA balances, etc.• Assisting faculty with No Cost Extension Requests on awards• Maintaining Reconciliations for all faculty accounts• Assisting/Approving Travel Requests/Contract Requests/Purchasing Requests on Grants• Providing Payroll/Expenditure Projections for grants• Processing Budget Transfers/ETRs• Setting up Foundation accounts• Establishing Chartfields for new/incoming faculty• Submitting Payroll Distribution changes on grants Show less • Provide grant budget projections and assist with completion of pre-award activities as needed (IRB applications, internal forms, underwrites, workflow setup, etc.). Review award budget and expenditures (expenses, equipment, incentives, and salaries) for compliance with grant terms and unit guidelines. Ensure that projects are implemented according to university, state and/or federal policies and procedures (e.g., personnel, compliance, reporting). Support researchers with problems that may be encountered with internal and external entities.• Provide fiscal analysis and reconciliation of ledgers for grant accounts/project/sub awards/contracts/RIAs. Reconcile p-card transactions. Purchase grant-related equipment. Provide oversight by ensuring purchases are compliant with USF policies and guidelines within appropriate spending limits. Process grant-related reimbursements, stipend payments and incentives for research participants. Initiate and manage all grant-related travel.•Develop and implement policies and procedures for data management and records retention, specifically as it relates to confidential human subject’s research data. Maintain Office of Research records and reports. Show less Reconciles monthly / department ledger for varied types of accounts such as E&G,auxilary, carry forward, Foundation, concession, etc.• Initiates and prepares non-payroll expenditure transfers, payroll expenditure transfersand budget transfers in an effort to correct any discrepencies and allow for appropriatefunds.• Posts, balances and records cash, credit card, or EFT transactions for an Auxiliaryoperation (i.e., includes preparation of cash vouchers, receipts, deposit slips, etc.).• Accepts cash or other forms of payment and posts to the appropriate accounting system• Collects and deposits revenue for auxiliary funds and handles any discrepancies.• Reconciles payroll registers to department ledgers, monitors pay distribution andsalaries as they relate to the budget. Serves as payroll preparer.• Manages and reconciles grant funds and monitors expenditures. • Runs routine reports and queries related to the budget and expenditures (actual vs.budget). Example: RSA (Remaining Spending Authority) report. UtilizesFAST to generate routine fiscal and budget related reports.• Monitors and tracks department/college/center spending (i.e., using commitmentcontrol, RSA, spreadsheets, etc.) and notifies appropriate persons of potential deficitsbefore they occur.• Generates and sends out notices for additional money/fees due, grant/contractcloseout, auxiliary account balances or deficits, etc.• Handles purchasing functions, approves invoices for payment, and reconcilespurchasing transactions (P-card, invoices, etc.) to the ledger. Resolves vendor billingproblems. Show less

  • Senior Unit Research Administrator

    Dec 2023 - now

  • Unit Research Administrator

    Jan 2020 - Dec 2023

  • Fiscal & Business Analyst

    Jun 2016 - Dec 2019

  • Fiscal & Business Specialist

    Jun 2016 - Jan 2018