Claudia Jeannette Morales

Direct, manage and supervise administrative and financial operations of all research and development, service, and consulting projects executed with local and international research activities in health, agriculture, environment, biodiversity, education, and engineering, among others; as well as scholarship programs financed by international donors., Oversee, analyze, and authorize expenditures and revenues for a yearly average of one hundred projects and more than US 8M in fund execution, twelve thousand administrative transactions, and ninety proposals and seventy contracts and agreements for authorization and signature by the UVG Rector., Liaise and communicate regarding all administrative and financial aspects related to projects with important international donors, among others, CDC, USDA, USAID, IAI, NIH, RTI WHO, and European Union; universities that promote projects that benefit professional training and research, such as Johns Hopkins, Maryland, California, Georgia, Nevada, Washington, Colorado Bill, and Melinda Gates Foundation, and Norwegian University of Life Sciences; as well as local donors, such as Soros, Pantaleon, TIGO Foundation, Defenders of Nature Foundation, and the Humanist Institute for Cooperation with Developing Countries (HIVOS)., Create the proper administrative and operational conditions to carry out activities and prepare financial reports for donors, audits, Project Managers, and UVG authorities with due diligence and efficiency in a timely manner, ensuring strict project execution within budgeted amounts and terms established by authorized agreements and transparency in the compliance of all contractual obligations acquired with local and international donors., Support and act as intermediary with other UVG administrative and financial units for all transactions carried out by Project Managers and their teams, ensuring correct and timely delivery and compliance with institutional and donors’ policies and procedures, as well as legal and fiscal requirements., Prepare, coordinate, and serve as the main contact for all internal and external audits; and ensure compliance with institutional and donors’ policies and procedures and required reporting formats., Led a cross-functional team that reviewed and updated internal administrative processes and procedures for project management and financial execution, developed and implemented 7 manuals and sixteen forms, and prepared and led several workshops designed to introduce and enhance participant’s current knowledge of institutional policies, procedures, rules, and regulations.

Promoted to manage key projects with a team of four Financial Coordinators and two Assistants, allocated workload to prepare financial reports for donors, audits, Project Managers, and UVG authorities, assured strict project execution within budgeted amounts and terms established by authorized agreements; prepared, coordinated, and served as main contact for internal and external audits of assigned projects; and ensured compliance with required reporting formats and institutional and donor policies and procedures., Devised and implemented a workflow-help desk, in conjunction with the department Director, for monthly reports for Project Managers and UVG authorities to monitor and control active projects and termination dates, compliance with project termination procedures, status of new proposals, agreements, and contracts, administrative transactions, fund execution and balances, financial reports to donors, audits, and monthly reconciliation and payment of accounts receivable and payable between projects and UVG., Participated in the development of funding requirement estimates and eligibility information for a UVG proposal to apply for the American Schools and Hospitals Abroad (ASHA) Annual Program Statement: APS-ASHA-14-00000, which achieved a US$1.2M education cooperative agreement.

Administered and maintained control of assigned projects budget, analyzed and oversaw costs and expenditures adhering to strict donor and internal protocols, and ensured well-managed budgets that prevented cost overruns and allowed for continued smooth project execution and financial reporting to donors, UVG authorities, and internal and external audits., Achieved overall financial success of assigned projects, reconciled all expenditures, income, bank accounts, accounts payable and accounts receivable, payments to suppliers, charges to customers, travel expenses liquidations, invoice tax and deduction calculations, and any accounting movement that could affect the financial information reported and related decision-making., Participated with an active and important role as part of the cross-functional team assigned for the migration to a new accounting system, Microsoft Dynamics Great Plains during 2007 and 2008; developed a structure and analytical accounting for projects and an accounting process for liquidation of travel expense advances; and designed and conducted the corresponding training programs for all personnel involved in project management and financial analysis., Supported the Director in the design and implementation of a total reorganization of the Project Administration Department in 2010; adjusting to a new structure and position responsibilities that supported and contributed to improving project management activities and financial operations.

Execution and presentation of internal audit results in the areas of Technology: Audit of telecommunications, hardware, systems, Audit of Programming, Audit of Systems Security (Ethical Hacking), Audit of Processes and their documentation, Operations: Audit of compensation process CCB, Audit of automatic compensation process CCA, Audit of classification process, Audit of customer service department, Administration: Risk management evaluation (yearly), Audit of the Business Continuity Plan, MICR Study, Financial Department Audit, Human Resources Department Audit.

Supporting the operations manager with the logistics of product imports from Asia, overseeing the inventory of imported products, and coordinating special events for the sales rooms.

Coordinate risk assessments at all facilities in the state of New Jersey, mailroom supervision, coordinate mail deliveries between New Jersey and New York headquarters, and participate in the development of the Business Continuity Plan. Supervision of contractors responsible for the construction and maintenance of the Distribution Center.

Coordinate and supervision of the technical support team, see potential clients, make, and present proposals to potential clients, and follow up on services.

Translating the results of the audits in Spanish and English, attention to the reception and telephone plant.