Angel Santiago Finance/Grants

B

Accountant

Bay State Community Services

May 2022 - Current (4 years 2 months)

• Work with CFO and VP of Finance to develop and maintain internal controls over agency grants and contracts area. • Prepare annual government contract renewals for signature and submission. • Review and process consultant agreements, MOUs, and other grant related agreements and sub-award contracts • Monitor and track spending for cost reimbursable contracts. • Prepare financial reports, budgets, forecasts, analysis, and ad-hoc reports for program and admin staff • Review terms and conditions of new awards for issues involving allowable costs, budgeting and reporting, staff time and effort allocations • Participate in the preparation of the agency and program annual operating budgets

M

Financial Operations Analyst

Mercer LLC

Jan 2020 - May 2022 (2 years 5 months)

• Developed and implemented a comprehensive billing process, including the creation of training materials and instructional videos, which enhanced team understanding and efficiency. • Collaborated with IT department to resolve system errors, ensuring accurate asset posting and invoice processing. • Facilitated team communication to proactively address potential challenges, and provided expert guidance on complex inquiries, maintaining operational continuity during periods of high staff turnover.

F

Contracts Manager - Quality

Fenway Health

Jun 2018 - Apr 2019 (11 months)

• Ensured stringent financial compliance by conducting thorough reviews of grant expenses for completeness, accuracy, and adherence to regulations, alongside meticulous processing of journal entries and purchase order adjustments. • Enhanced fiscal oversight by preparing accurate federal financial reports for contracts and conducting detailed receivables analysis against aging reports, facilitating informed budget monitoring and reporting.

P

Grants Manager - Quality

Perkins Sch. for the Blind

Jun 2018 - Apr 2019 (11 months)

• Managed comprehensive grant documentation, successfully addressing auditors' inquiries and affirming expenditure compliance with grant and gift agreements. • Prepared accurate grant revenue and expense reports, contributing to fiscal year budget maintenance and financial projection processes.

C

Staff Accountant - Quality

City Year Inc.

Jul 2016 - Jan 2017 (7 months)

• Conducted meticulous - monthly bank reconciliations, promptly reporting discrepancies to management and maintaining the integrity of financial data. • Facilitated accurate financial reporting by distributing cash activity updates to the finance team and contributing to audit preparation processes. • Ensured precise tracking and entry of multimillion-dollar transactions, including charity donations and credit card activity, supporting both accounts receivable and payable functions.

G

Grant Accountant

Jul 2015 - Jun 2016 (1 year)

• Managed financial operations for grants and contracts, ensuring adherence to pertinent regulations and laws, and executed the preparation and analysis of complex financial and budgetary reports. • Conducted thorough reviews of grant expenditures for compliance with budgetary guidelines, processed fund requests from granting agencies, and diligently pursued the collection of outstanding receivables. • Maintained effective communication and collaboration with management, development, and government relations teams to support financial integrity and operational efficiency across various organizational branches.

Grant Coordinator

Biogen Idec Biotechnology

Jan 2014 - Jan 2015 (1 year 1 month)

• Managed the gathering of necessary documentation, including Letters of Agreement, ensuring compliance for various funding initiatives, and facilitated the release and processing of payments through internal systems. • Conducted comprehensive reviews and reconciliations for grant-funded events, maintaining meticulous records and closing out activities in the company's tracking spreadsheets.

M

Grant Accountant

Massachusetts Eye and Ear Infirmary

Jun 2013 - Nov 2013 (6 months)

• Managed the general ledger by preparing and reviewing journal entries, ensuring accuracy throughout monthly, quarterly, and year-end financial closing processes. • Maintained compliance with federal financial reporting standards by submitting reports via eCcommons/NIH, overseeing effort reporting, and conducting thorough expense reconciliations. • Contributed to the financial integrity of grant management by reviewing expenditures, updating award modifications, and facilitating the close-out process to meet reporting deliverables and inform stakeholders of financial status.

P

Grant Administrator / Financial Analyst

Partners Healthcare (BWH Hospital)

Aug 2008 - Apr 2013 (4 years 9 months)

• Managed a diverse portfolio of grants and contracts, ensuring compliance with institutional and grantor regulations, and facilitated the administrative and financial coordination of grant submissions alongside principal investigators and support teams. • Implemented a tracking system to monitor research support, conducted monthly financial reviews to identify and resolve accounting discrepancies, and collaborated with Research Finance to address complex financial matters. • Oversaw the financial closeout process for expired projects, including final desk audits, to ensure adherence to sponsor guidelines and the timely reconciliation of contract billing and receivables.

P

Finance Specialist

Partners Healthcare (Corporate Office)

Aug 2008 - Apr 2013 (4 years 9 months)

• Managed financial operations for multiple departments, ensuring accurate and prompt submission of billed claims and maintaining compliance with contractual obligations. • Facilitated the annual funding renewal process by reviewing agreements and approvals, and conducted thorough invoice reconciliation for various billing types. • Performed general ledger maintenance, executed journal entries, and updated financial systems, contributing to the integrity of monthly, quarterly, and year-end financial reporting.

A

Case Manager/Family Advocate

Action for Boston Community Development, Inc.

• Managed meticulous client records, ensuring accurate data entry and timely scheduling of follow-up services to support client needs effectively. • Facilitated client access to essential programs by assisting in the collection of required documentation and establishing clear educational and occupational objectives.

Angel Santiago

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