Profile

Lana Metayer

University of Vermont

Contact Details

University of Vermont

 

Bio

I have begun working in the field of research administration in 2010 at the University of Vermont, Sponsored Project Administration, as a Grant Financial Analyst.  Below is my most recent work history.

                                        

     Team Lead, Sponsored Revenue and Cash Management                                                           9/2015-present

  • Provide administrative and functional supervision to two exempt and one non-exempt Cash Management team staff members. Responsibilities include training, hiring, prioritizing work, selecting and applying assessment methods, conducting performance evaluations, providing salary recommendations.
  • Provide leadership to and oversight of Sponsored Project Administration (SPA) Cash Management team to include quality assurance of PeopleSoft contract set up, management of monthly invoicing and letter of credit cash draw downs, customer service support, and process improvement. Oversee management of sponsor payment application, outstanding receivables and collections, and accounting reconciliation. Ensure all invoicing milestones are met and maximize cash flow.
  • Perform regular analyses of billed and unbilled AR and deferred revenue for sponsored projects. Manage fiscal year end activities related to AR and deferred revenue. Prepare fiscal year end schedules for presentation in the University’s annual financial statements. Oversee and coordinate all audit activity related to AR, sponsored project revenue, and cash.
  • Drive continuous improvement of the grants, billing, and AR modules of the PeopleSoft ERP system. Serve as the liaison with the UVM Enterprise Application Service Team on system enhancements and/or business process changes. Represent SPA on PeopleSoft upgrade projects. Coordinate testing of system enhancements, changes, and upgrades within SPA.
  • Participate in sponsored project financial reporting activities. Remain current on compliance requirements and departmental processes. Act as a backup for other SPA team leads in the area of financial reporting, and assist with the review and approval of complex financial status reports.
  • Act as liaison between SPA and its customers and partners, including principal investigators, sponsors, and departmental administrators.

 

Senior Financial Analyst                                                                                                                 8/2012-9/2015

  • Provided administrative and functional supervision for three staff members. Responsibilities included training, hiring, assessing and redistributing workloads, problem resolution.
  • Oversaw and ensured consistency with award set up processes in InfoEd and PeopleSoft systems. Provided leadership, training, and quality control related to award set up.
  • Assisted Financial Compliance Lead with ensuring quality control and consistency with sponsored project financial reports and reporting processes. Reviewed and approved financial reports prepared by financial analysts.
  • Prepared financial reports for a portfolio of complex awards.
  • Provided functional support to six financial analysts.
  • Kept up-to-date on sponsor policies, guidelines and federal regulations and participated in internal and campus-wide business process development initiatives.

 

      Grants and Contracts Administrator / Financial Analyst                                                        11/2010-8/2012

  • Administered a portfolio of sponsored projects. Responsibilities included assessing expense transactions and cost transfers for allowability, compliance with federal cost principles, university policy, and sponsor-specific regulations; analyzing cost share requirements and making sure that commitments were met.
  • Maintained expertise on complex and evolving sponsor guidelines, federal regulations, University policy, and internal business processes.
  • Conducted financial reporting for a varied portfolio of sponsored projects. Ensured financial reports were submitted accurately and timely in accordance with sponsors’ requirements.
  • Coordinated with SPA billing/AR team to ensure timely invoicing and collections of receivables.
  • Advised principal investigators and business unit administrative staff on interpretation and implementation of University, federal, and award specific policies, procedures, and regulations.
  • Reviewed and approved invoices from subrecipients for compliance with individual subrecipient agreements and applicable policy.