Online TA Profiles
Madison-Isabelle Marie Cole, MS, JD
OTA ID#: 105715
| Education Experience: |
BA, Social Science, Chapman University, 2002 MLA, Business, Harvard University, 2009 Juris Doctorate (JD), Tax, IP, and Litigation, Northeastern school of Law, 2010 MS, Health Communication, Tufts University Medical School, 2008 |
|---|---|
| Focus of Study: | I am studying for my Masters in Health Communication as well as Business Administration. I will also begin law school in Fall 2007. |
| Awards: | Laura H. Cavazos Scholarship (Tufts Medical School)
Faculty Merit Scholarship (Tufts Medical School) |
| Work Experience: | NEW ENGLAND MEDICAL CENTER Department of Research Finance, Boston, MA
04/2007-Present Senior Financial Analyst MASSACHUSETTS GENERAL HOSPITAL, Department of Neurology, Boston, MA 11/2006-01/2007 Grant Manager •Managed a portfolio of sponsored research training and career development grants representing over $18 million in funding. •Participated in all aspects of management; research grants and human resource management of 22 P.I.’s, 35 Research Fellows, and 80 Technicians. •Worked with Principal Investigators and their support staff to coordinate all aspects of grant submissions and subcontracts; prepared budgets and budget justifications; managed expenses, and prepared quarterly finance reports. •Worked with several internal departments to understand the current status of ongoing contracts and subcontracts. •Ensured that grant submission, implementation, and reporting comply with all policies of the hospital, granting institutions, and subcontracting agencies; functioned as a resource person in clarification of policies. •Monitored grants and funds monthly; resolved accounting and reporting issues as necessary; prepared projections and monthly cost transfers on a timely basis. HARVARD SCHOOL OF PUBLIC HEALTH, Department of Epidemiology, Boston, MA 06/2005-08/2006 Training Grant Administrator (Internal advancement from position at Harvard University as Faculty Assistant 2004-2005) •Prepared and edited NRSA NIH grant proposals, annual progress reports, manages expenses, and prepared quarterly finance reports. •Provided Academic Services Coordinator and Program Directors with policy interpretation on grant parameters to ensure compliance with federal regulations and advises on financial policies. •Managed minority recruitment initiative including revision of procedure and implementation. •Oversaw compliance with human subjects’ requirements. •Interacted with internal and external finance/grants management offices, Finance Manager, Office of Sponsored Research, and Office of Student Financial Services, in addition to other academic departments. HARVARD UNIVERSITY, Cambridge, MA 7/2004-6/2005 Faculty Assistant to the Director of the Quantitative Social Science Institute & Harvard-MIT Data Center oResponsible for a large volume of varied, detail-oriented tasks including research assistance, manuscript submission and coordination, editing/proofreading, and varied data analysis. oOrganizing the process of faculty searches and recruitment; arranging travel and meeting arrangements for faculty visits; coordinating a busy meeting calendar and schedule. oServed on The Institute’s web committee and exercised detailed maintenance and creation of various websites and electronic databases. oConference coordination, resulting in heavy interfacing with various grant governing bodies, public health experts, and faculty members. oIndependently handled confidential information with discretion. oCreated web vouchers and travel reimbursements for students and for the Director of The Institute. SCHUBERT & COMPANY, Newport Beach, CA 12/1999-05/2004 Executive Assistant & Bookkeeper •Assisted with tax preparation for 400+ clients, worked long hours for several months during tax season. •Prepared all paperwork for client tax packages, including purchase orders, billing, invoicing, AR/AP, payroll, and individual client income tax returns. •Praised for professional handling of telephone & email communications and meticulous recordkeeping. • Monitored office supply inventory, worked with office supply vendors and ran errands as needed. • Managed vendor contracts on an ongoing basis. • Worked closely with the IRS and state taxing authorities on confidential client matters. INDEPENDENT CONSULTANT, Cambridge, MA 08/1998 - Present Per Diem Accountant • Manage financial statements and tax returns for up to 7 different clients, some with business revenues of up to $1 million and global operations with multiple locations. •Support clients as an active management team member with influence on all financial systems, including inventory control, purchasing, accounts payable and accounts receivable. •Handle all aspects of financial reporting, including A/R, balance sheets, GL, P&L, sales and tax forms. •Author 3-5 year strategic plans; support clients with accounting software selection and implementation. |
| Career Interests: | After completion of my Masters and Juris Doctorate, I plan to stay a Financial Analyst and/or Economist, as well as obtain my CPA license. |
| Outside Interests: | Massive amounts of reading and documentaries. Also, I love comedy clubs! |
| Postings Answered: | 423 |
| Cumulative OTA Rating: | 4.6/5 What is OTA Rating? |
- Filing Status, Dependency Exemptions, and Child Credit - Filing Status, Dependency Exemptions, and Child Credit. For the following taxpayers, indicate which tax form should be used, the applicable filing status, and the number of personal and dependency exe ...
- Taxation - 1) To whom does Circular 230 apply? 2) What are the suggested best practices for tax advisors? 3) Can the IRS penalize practitioners under Circular 230? Explain
- Tax- Discussion Question - a. What determines who must file a tax return? b. Is an individual required to file a tax return if he or she owes no tax?
- Assertions in Auditing - Chapter 5 Comprehensive Question 5-30 (Assertions) In planning the audit of a client's financial statements, an auditor identified the following issues that need audit attention. 1. The allowan ...
- Completing Form 1040 using Schedule A - John R. Lane (SSN 123-44-6666) lives at 1010 Ipsen Street, Yorba Linda, California 90102. John, a single taxpayer, age 66, provided 100% of his cousin's support. The cousin lives in Arizona. He wants ...
- Job Costing OR Process Costing - Job costing, process, costing. In each of the following situations, determine whether job costing or process costing would be more appropriate. a). A CPA firm b). An oil refinery c). A custom fur ...
- First Auditing Multiple Choice Questions - 1. Which of the following factors most likely would cause a CPA to not accept a new audit engagement? a. The prospective client has already completed its physical inventory count b. T ...
- Second Auditing Multiple Choice Questions - 11.When obtaining an understanding of an entity's internal control procedures, an auditor should concentrate on the substance of the procedures rather than their form because a. The procedures m ...
- Auditing - Substantive tests and tests for fraud - 18 . An unenlightened management can increase the probability of fraud in the company by A) Diversifying authority throughout divisions and subsidiaries in the organization. B) Measuring perform ...
- Third Auditing Multiple Choice Questions - 20. Sound internal control procedures dictate that defective merchandise returned by customers should be presented initially to the a. Accounts receivable supervisor. b. Receiving clerk ...
- How can the law be used as a tool for social engineering? - How can the law be used as a tool for social engineering? If you were in a position to enact laws, what kind of social engineering might you undertake? Why?
- Is the parallel loan a sort of swap? how does it work? - Is the parallel loan a sort of swap? how does it work?
- Renewal or Transformation - Can Steve Jobs Keep His Mojo Working? Can chief executive Steve Jobs provide a permanent reprieve for Apple Computer, Inc.? Jobs has brought Apple back from the verge of oblivion, racking up profi ...
- Government and Non-Profit Accounting Multiple Choice - Multiple Choice 1. A primary characteristic that distinguishes not-for-profit entities from business entities is a) The need to generate revenues equal to or in excess of expenditures/expenses b) ...
- Discuss the ethics of what Amy is doing. Are there any consequences to her actions? How does the stor account for Amy's returns? - Amy Martinez is a student who plans to attend approximately four professional events a year at her college. Each event necessitates a financial outlay of $100-$200 for a new suit and accessories. Afte ...
- Auditing Multiple Choice - 1. An auditor obtains knowledge about a new client's business and its industry to a. Make constructive suggestions concerning improvements to the client's internal control b. Develop an attitude of ...
- Accounting Multiple Choice - 1. Which of the following objectives is considered to be the cornerstone of financial reporting by a governmental entity? a) Accountability b) Budgetary compliance c) Interperiod equity d) Servic ...
- Auditing - Multiple Choice - 1. Which of the following statements is correct concerning an auditor's responsibilities regarding financial statements? a. Making suggestions that are adopted about the form and content of an entity ...
- Schools of thought in psychology - Identify the major schools of thought in psychology and examine their major underlying assumptions.
- Manager and Subordinate Consultations - How do regular consultations between managers and their subordinates impact productivity and job satisfaction?
