💎 Financial Operations & Grants Coordinator | QuickBooks ProAdvisor | 10+ Years in Bookkeeping & Financial Management
👋Hello, I'm Leah Palma, a finance and bookkeeping professional with 10+ years of experience helping organizations maintain accurate financial records, strengthen financial processes, and turn complex financial information into clear, actionable insights.
✨My background goes beyond traditional bookkeeping. I support day-to-day financial operations, grant and contract financial management, budgeting, invoicing, accounts payable and receivable, reconciliations, expense allocation, payroll allocation, financial reporting, and compliance documentation.
I have hands-on experience managing finances across multiple programs and funding sources, including monitoring budgets and remaining balances, preparing financial projections, reviewing program-level Profit & Loss reports, preparing grant and contract invoices, reconciling supporting documentation, and coordinating with internal leadership and external stakeholders to resolve financial and billing issues.
I also enjoy process improvement and financial workflow design. I build and improve spreadsheets, trackers, forms, reporting tools, and automated workflows that reduce manual work, strengthen documentation, and make financial processes more efficient and reliable.
✨Core Expertise
• Bookkeeping & Financial Operations
• Grant & Contract Financial Management
• Budget Monitoring, Forecasting & Variance Analysis
• Accounts Payable & Accounts Receivable
• Bank & Credit Card Reconciliations
• Invoicing & Billing Management
• Payroll & Staff Cost Allocations
• Financial Statements & P&L Reporting
• Expense & Program/Class Allocation
• Financial Documentation & Compliance
• Process Improvement & Workflow Automation
• Data Cleanup, Catch-Up & Reconciliation
✨Technology and Systems
QuickBooks Online (QBO) | Xero | ----------- | ADP | Gusto | A2X | Hubdoc | Microsoft Excel | Microsoft 365 | SharePoint | OneDrive | Google Workspace | Procentive | Ritten | MN-ITS | MPSE | Availity | Optum Provider Express | EGMS | Microsoft Forms | Power Automate | Jotform | Microsoft Teams | Slack | Trello | Canva
I’m especially interested in opportunities where I can combine bookkeeping, financial operations, grant management, and process improvement to help organizations build accurate, efficient, and scalable financial systems.
🎯 Open to remote opportunities and client partnerships in bookkeeping, financial operations, and grant finance.
