Project Budget Management

Budget Oversight and Grant Compliance

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This set of artifacts highlights my role in managing and supporting the financial oversight of SMART 2.0, a $3.8 million federally funded initiative. Samples include a budget overview modeled after the format submitted to the federal government (with figures removed for confidentiality), as well as tracking tools and instructions created for sub-award grantees. Additional materials include a grant tracking summary and a detailed quarterly breakdown of budget categories and expenditures. These tools were developed to ensure clarity, compliance, and consistency in managing federal funds across project partners.

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Although not pictured here, I also managed a $25,000 professional development budget in my role with Boise Regional REALTORS®, including responsibility for tracking expenditures, maintaining accurate records, and reporting member attendance and engagement through monthly summaries. Across roles, my focus has remained on transparency, accuracy, and the strategic use of financial data to support planning and decision-making.