Vice Chancellor for Finance and Administration

• Apr 2023 - Present

Vice Chancellor for Business and Finance

• Apr 2020 - Mar 2023

Associate Vice Chancellor

• Jan 2017 - Mar 2020

Provide support and direction to the Student Accounts, A/R, A/P, Accounting, Debt Management, Capital Improvement, Contracts & Grants, Payroll, Financial Reporting, Tax; Associated Entities; & Endowments. Provides advice and counsel on financial matters and reporting to other divisions of the University. Develops operational goals and objectives and ensures that financial initiatives, finance operations, reporting, internal controls, compliance, fiscal constraints, and resources are aligned… Show more Provide support and direction to the Student Accounts, A/R, A/P, Accounting, Debt Management, Capital Improvement, Contracts & Grants, Payroll, Financial Reporting, Tax; Associated Entities; & Endowments. Provides advice and counsel on financial matters and reporting to other divisions of the University. Develops operational goals and objectives and ensures that financial initiatives, finance operations, reporting, internal controls, compliance, fiscal constraints, and resources are aligned and available to the University. Work with other Directors to ensure that shared responsibilities and business processes are as efficient and effective as possible. Serves on the Business Affairs Task Force Committee, Associated Entities Board, and other steering committees and groups that involve complex financial situations and as delegated by the Vice Chancellor for Business Affairs. Serve as Backup for Vice Chancellor of Business Affairs and serves as the Associate Chief Financial Officer, and as Controller, functions as the Chief Accounting Officer, with primary responsibility for the University’s financial accounting operations, reporting, and policy functions, and is the principal accounting and financial policy advisor to senior administration. The position interacts with General Administration, the Endowment Board of Trustees, the Audit Committee, Associated Entity Boards, Office of State Controller, Office of State Treasurer, Office of State Budget and Management, Office of State Auditor, Federal Agencies, State Agencies, parents, students, University Chief Financial Officers and Controllers, local banks, and various other agencies, vendors and external parties.

Controller

• Dec 2012 - Apr 2017

Provide support and direction to the Auxiliary Services, Student Accounts, Accounts Receivables, Accounts Payable, General Accounting and Financial Reporting units. Management oversight responsibility to the university’s $55 million operating budget. Monitors the university's cash flow and commitments to ensure the availability of funds necessary for daily operations. Provide oversight to the annual external audit process and the compilation of the University’s and other GAAP and FASB… Show more Provide support and direction to the Auxiliary Services, Student Accounts, Accounts Receivables, Accounts Payable, General Accounting and Financial Reporting units. Management oversight responsibility to the university’s $55 million operating budget. Monitors the university's cash flow and commitments to ensure the availability of funds necessary for daily operations. Provide oversight to the annual external audit process and the compilation of the University’s and other GAAP and FASB financial statements. Provide oversight to monthly and fiscal year-end close processes, and production of periodic and ad hoc financial reports for internal and external users, including senior management. Ensure proper and consistent financial accounting methodology, techniques, and policies are adopted by the University and used in operations. Develop and communicate relevant changes to University accounting policies and procedures to the University community. Work with other Directors to ensure that shared responsibilities and business processes are as efficient and effective as possible. Serve as Backup for Senior Director of Business Affairs. Accomplishments: Achieved clean audit opinions for two straight years. Streamlined processes resulting in reducing time expended for year-end processing from 60 days to 46 days. Achieved 93% rating in Key Performance Indicators.

Controller

• Apr 2012 - Dec 2012

Provide support and direction to the Student Accounts, Accounts Payable, Accounting and Financial Reporting units, as well as associated staff (management and staff of 12). Management oversight responsibility to the university’s $90 million operating budget. Monitors the university's cash flow and commitments to ensure the availability of funds necessary for daily operations. Provide oversight to the annual external audit process and the compilation of the University’s and other GAAP… Show more Provide support and direction to the Student Accounts, Accounts Payable, Accounting and Financial Reporting units, as well as associated staff (management and staff of 12). Management oversight responsibility to the university’s $90 million operating budget. Monitors the university's cash flow and commitments to ensure the availability of funds necessary for daily operations. Provide oversight to the annual external audit process and the compilation of the University’s and other GAAP financial statements. Provide oversight to monthly and fiscal year-end close processes, and production of periodic and ad hoc financial reports for internal and external users, including senior management. Ensure proper and consistent financial accounting methodology, techniques, and policies are adopted by the University and used in operations. Develop and communicate relevant changes to University accounting policies and procedures to the University community. Work with other Directors to ensure that shared responsibilities and business processes are as efficient and effective as possible. Serve in various committee capacities as directed, including Banner Steering Committee, Chairperson. Accomplishments: Achieved clean audit opinion. Improved month end close from 10 business days to five days or less. Streamlined processes resulting in reducing time expended for year-end processing from 60 days to 55 days. Developed WEBFOCUS routines to produce various financial reports which reduced the number of manual report preparation. Show less Provide support and direction to the Student Accounts, Accounts Payable, Accounting and Financial Reporting units, as well as associated staff (management and staff of 12). Management oversight responsibility to the university’s $90 million operating budget. Monitors the university's cash flow and commitments to ensure the availability of funds necessary for daily operations. Provide oversight to the annual external audit process and the compilation of the University’s and other GAAP… Show more Provide support and direction to the Student Accounts, Accounts Payable, Accounting and Financial Reporting units, as well as associated staff (management and staff of 12). Management oversight responsibility to the university’s $90 million operating budget. Monitors the university's cash flow and commitments to ensure the availability of funds necessary for daily operations. Provide oversight to the annual external audit process and the compilation of the University’s and other GAAP financial statements. Provide oversight to monthly and fiscal year-end close processes, and production of periodic and ad hoc financial reports for internal and external users, including senior management. Ensure proper and consistent financial accounting methodology, techniques, and policies are adopted by the University and used in operations. Develop and communicate relevant changes to University accounting policies and procedures to the University community. Work with other Directors to ensure that shared responsibilities and business processes are as efficient and effective as possible. Serve in various committee capacities as directed, including Banner Steering Committee, Chairperson. Accomplishments: Achieved clean audit opinion. Improved month end close from 10 business days to five days or less. Streamlined processes resulting in reducing time expended for year-end processing from 60 days to 55 days. Developed WEBFOCUS routines to produce various financial reports which reduced the number of manual report preparation. Show less

Assistant Controller

• Dec 2009 - Mar 2012

Provide leadership and management oversight for the following Business Office functions: accounting, payroll, student accounts, and accounts payable. Monitors the university's cash flow and commitments to ensure the availability of funds necessary for daily operations. Oversees the University's financial reporting systems and maintains accurate and detailed financial records, including, reviewing accuracy of journal entries, reviewing the general ledger and account reconciliations… Show more Provide leadership and management oversight for the following Business Office functions: accounting, payroll, student accounts, and accounts payable. Monitors the university's cash flow and commitments to ensure the availability of funds necessary for daily operations. Oversees the University's financial reporting systems and maintains accurate and detailed financial records, including, reviewing accuracy of journal entries, reviewing the general ledger and account reconciliations, preparation of financial statements such as balance sheets, statements of operation, and statements of changes in cash flow position, in accordance with Generally Accepted Accounting Principles. Develops and implements University financial policies and procedures, as well as trains University and college campus staff. Interprets and issues advisories on GASB and other accounting rules and regulations. Show less Provide leadership and management oversight for the following Business Office functions: accounting, payroll, student accounts, and accounts payable. Monitors the university's cash flow and commitments to ensure the availability of funds necessary for daily operations. Oversees the University's financial reporting systems and maintains accurate and detailed financial records, including, reviewing accuracy of journal entries, reviewing the general ledger and account reconciliations… Show more Provide leadership and management oversight for the following Business Office functions: accounting, payroll, student accounts, and accounts payable. Monitors the university's cash flow and commitments to ensure the availability of funds necessary for daily operations. Oversees the University's financial reporting systems and maintains accurate and detailed financial records, including, reviewing accuracy of journal entries, reviewing the general ledger and account reconciliations, preparation of financial statements such as balance sheets, statements of operation, and statements of changes in cash flow position, in accordance with Generally Accepted Accounting Principles. Develops and implements University financial policies and procedures, as well as trains University and college campus staff. Interprets and issues advisories on GASB and other accounting rules and regulations. Show less

Assistant State Auditor

• Oct 2001 - Dec 2009

Served as assistant supervisor in the largest and most complex audits in state government, and as auditors in charge of medium sized and smaller audits; Directs and trains subordinate auditors by giving advice or instructions in the course of an examination or by clarifying the findings of a completed audit; Audits funds characterized by complex accounting procedures and very complex rules and regulations governing expenditures; Consults with agency personnel in the preparation of financial… Show more Served as assistant supervisor in the largest and most complex audits in state government, and as auditors in charge of medium sized and smaller audits; Directs and trains subordinate auditors by giving advice or instructions in the course of an examination or by clarifying the findings of a completed audit; Audits funds characterized by complex accounting procedures and very complex rules and regulations governing expenditures; Consults with agency personnel in the preparation of financial statements and makes pertinent comments on the conditions and expenditures of agency funds in the audit report; Performs single audit work such as Student Financial Aid at universities; and Prepares the audit report indicating the financial position of an agency. Show less Served as assistant supervisor in the largest and most complex audits in state government, and as auditors in charge of medium sized and smaller audits; Directs and trains subordinate auditors by giving advice or instructions in the course of an examination or by clarifying the findings of a completed audit; Audits funds characterized by complex accounting procedures and very complex rules and regulations governing expenditures; Consults with agency personnel in the preparation of financial… Show more Served as assistant supervisor in the largest and most complex audits in state government, and as auditors in charge of medium sized and smaller audits; Directs and trains subordinate auditors by giving advice or instructions in the course of an examination or by clarifying the findings of a completed audit; Audits funds characterized by complex accounting procedures and very complex rules and regulations governing expenditures; Consults with agency personnel in the preparation of financial statements and makes pertinent comments on the conditions and expenditures of agency funds in the audit report; Performs single audit work such as Student Financial Aid at universities; and Prepares the audit report indicating the financial position of an agency. Show less