Helen R. Montojo
New Westminster,Canada
Summary
Results-driven Finance Officer at the University of British Columbia, skilled in analytical accuracy and effective communication. Successfully managed complex grant accounts, ensuring compliance and enhancing financial reporting processes. Demonstrated strong problem-solving abilities and organization, contributing to improved funding collection and audit readiness.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Finance Officer
University of British Columbia
Vancouver, Canada
08.2011 - 04.2024
- Administers contract and grant accounts for complex sponsored research funds
- Reconciles complex grants; invoices sponsoring agencies; prepares financial reports on the use of the contract and grant funds
- Advises and informs research faculty on financial matters
- The job is not routine and entails exercise of judgment and knowledge of University, Granting Agency, and accounting policies and procedures
- Establishes own priorities in accomplishing work and receives instruction only on unusual problems
- Oversees own portfolio of contract and grant accounts for sponsored research funds
- Works independently, with no direct supervision.
- Tasks include interpreting the Agency’s guidelines and University policies to ensure that the administration and use of the funds are in compliance with contracts, agreements, and policies.
- Preparing invoices and financial statements to sponsor agencies according to terms & conditions of Agency & University policies & procedures;
- Preparing complex reconciliation of PGs, reviewing & maintaining budgets, initiating and following up on collection of funds due to the University, inactivating PGs, and monitoring deposit of funds;
- Reviewing PG set-up and budget set-up initiated from Research Services;
- Identifying and reviewing cash receipts to ensure correct allocation of funds to the appropriate grant account;
- Assist in over expenditure monitoring of grant accounts;
- Advises and provides authoritative advice to Faculty, Department Administrators, and Department Heads regarding: Financial information pertaining to their research PGs; granting agency policies and contract terms; University policies and procedures
- Communicates with Research Services, Industry Liaison, Faculty, and administrative personnel
- Answers non-routine enquiries concerning research grants
- Assists internal and external auditors as required, as well as proposes solutions for increasing compliance rates
Education
Bachelor of Science - Commerce major in Accounting
Polytechnic University of the Philippines
Manila, Philippines03.1981
Skills
- Analytical accuracy
- Organization and time management
- Effective communication skills
- Multi-tasking
- Dependable and responsible
- Assertiveness
- Critical thinking
- Problem-solving
- Data entry
- Task prioritization
Certification
Certified Public Accountant, Philippines, 06/01/82
Volunteer Experience
Holy Spirit Parish, New Westminster, BC, Member of the Finance Committee, 2013 - present
References
References available upon request.
Timeline
Finance Officer
University of British Columbia
08.2011 - 04.2024
Bachelor of Science - Commerce major in Accounting
Polytechnic University of the Philippines
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