Experience

University of North Carolina at Chapel Hill

• United States
• Higher Education
• 700 & Above Employee

• Associate Finance Director in Student Affairs

  • Oct 2021 - Present

• Director of Business Services - OVC Business Hub in Student Affairs

  • Jan 2020 - Oct 2021

  Oversee all business and financial functions provided by the OVC Business Hub which supports 12 of 18 departments in Student Affairs with a total of $12.8M in total funding across state appropriations, grants, F&A, student fees, gifts, and expendable endowments. Manage the annual budgeting process across all sources to ensure alignment of resources with department priorities. Provide consult on State and University policies and procedures to two direct reports and one indirect report who are responsible for daily transaction processing and approval. Provide training and professional development opportunities to support their growthPartner with and advise department directors to facilitate their operational and programmatic needs within the boundaries of State and University policies and procedures. Develop and maintain process workflows for departments and OVC Business Hub teamProvide support to the Senior Finance Director by participating in the Finance Leadership Team and offering feedback, sharing ideas, and assisting with writing Student Affairs-wide policies and guidance



North Carolina State University

• United States
• Higher Education
• 700 & Above Employee

• Accountant - College of Engineering Dean's Office

  • Sep 2017 - Jan 2020

  Managed all business processes and finances for the College of Engineering's $12.4 million student-paid Enhancement Fee. Prepared five-year forecast of revenue and expenditures by cultivating and maintaining relationships with various levels of stakeholders. Supervised spending against annual budget which included analyzing expenditures for compliance with state regulations and policies, as well as defensibility under audit. Reconciled the Fee on a daily basis to verify accuracy of posted expenditures and promptly resolved discrepanciesExamined and improved existing business processes that increased efficiency in accessing budget allocations as well as the frequency and transparency of reporting. Replaced manual monthly reporting updates with automated statements that could be generated by the stakeholder on demand at no additional cost to them or the CollegeCollaborated with colleagues on professional development initiatives for the College’s departmental business leads. Created presentations and training videos and coached colleagues on how to improve their own

• Business Officer - College of Textiles Dean’s Office

  • Oct 2016 - Sep 2017

  Managed quarterly and fiscal year-end close out for the College including $12.2 million in state appropriations and receipts. Recommended courses of action for closing deficits within the College that addressed both short and long-term causesServed as the primary resource for policies and procedures on state appropriations, appropriated receipts, F&A, ETF, trust, gift, and agency funds for the College, as well as foundation and endowment funds made available by the North Carolina Textile Foundation. Coordinated daily financial operations for the College related to these funding sources which included transactional review and approval. Trained, managed, and delegated some of these activities to three employeesServed as the service center administrator for the College requiring extensive knowledge of cost accounting standards and service center policies. Analyzed the direct costs and utilization of diverse centers for rate development and renewals

• Business Services Manager - Analytical Instrumentation Facility

  • Aug 2015 - Oct 2016

  Managed business processes, finances, and human resources for the facility including $1 million in state appropriations, appropriated receipts, and trust funds. Projected revenue and expenses to forecast the year-end position of the facility and suggested solutions to address deficitsEvaluated the facility’s billing and data management processes and designed a database that improved data storage, reporting, and billing at no additional cost to the facility. Consulted with other service centers that were seeking similar process and system improvementsAnalyzed direct costs and facility utilization to develop new rates for approval by the University and identify trends for use in proposals and strategic planning

• Business Services Coordinator - Analytical Instrumentation Facility

  • Jun 2014 - Aug 2015

  Managed business processes, finances, and human resources for the facility including $1 million in state appropriations, appropriated receipts, and trust funds. Projected revenue and expenses to forecast the year-end position of the facility and suggested solutions to address deficitsEvaluated the facility’s billing and data management processes and designed a database that improved data storage, reporting, and billing at no additional cost to the facility. Consulted with other service centers that were seeking similar process and system improvementsAnalyzed direct costs and facility utilization to develop new rates for approval by the University and identify trends for use in proposals and strategic planning



New York University

• Higher Education
• 700 & Above Employee

• Budget Coordinator - Department of Music & Performing Arts

  • Mar 2013 - May 2014

  Reconciled department operating budgets and processed financial transactions against these funding sources that included journal entries, invoice payments, expense reimbursements, and purchasing of equipment and suppliesArranged travel for faculty attending conferences and guests traveling to the University to offer master classesVetted student employee’s appointment paperwork and answered their payroll questions Reconciled department operating budgets and processed financial transactions against these funding sources that included journal entries, invoice payments, expense reimbursements, and purchasing of equipment and suppliesArranged travel for faculty attending conferences and guests traveling to the University to offer master classesVetted student employee’s appointment paperwork and answered their payroll questions



Bay Bridge Productions

• Entertainment Providers
• 1 - 100 Employee

• Bookkeeper, Part-time

  • Jan 2012 - Feb 2014

  Managed daily bookkeeping activities including accounts payable and accounts receivable, general ledger account coding, bank deposits, bank reconciliations, payroll, and the corporate credit card accountCreated and analyzed quarterly financial statements, and assisted in preparation of year-end taxes Managed daily bookkeeping activities including accounts payable and accounts receivable, general ledger account coding, bank deposits, bank reconciliations, payroll, and the corporate credit card accountCreated and analyzed quarterly financial statements, and assisted in preparation of year-end taxes



CBS

• United States
• Entertainment Providers
• 700 & Above Employee

• Senior Payroll Coordinator

  • Jun 2010 - Mar 2013

  Developed comprehensive knowledge of 15 collective bargaining agreements negotiated with the International Brotherhood of Electrical Workers (IBEW), International Alliance of Theatrical Stage Employees (IATSE), Directors Guild of America (DGA), Writers Guild of America (WGA), and United Scenic Artists (USA). Tracked and interpreted contractual changes and tested resulting programming modifications to company-developed payroll softwareVerified premiums and penalties generated by company-developed payroll software for 1,000 unionized staff and per diem employees and manually adjusted pay when necessary. Trained, managed, and delegated work to two Payroll CoordinatorsProcessed paperwork for new employees and assisted them with payroll questions and issues

• Payroll Coordinator

  • Apr 2009 - Jun 2010

  Developed comprehensive knowledge of 15 collective bargaining agreements negotiated with the International Brotherhood of Electrical Workers (IBEW), International Alliance of Theatrical Stage Employees (IATSE), Directors Guild of America (DGA), Writers Guild of America (WGA), and United Scenic Artists (USA). Tracked and interpreted contractual changes and tested resulting programming modifications to company-developed payroll softwareVerified premiums and penalties generated by company-developed payroll software for 1,000 unionized staff and per diem employees and manually adjusted pay when necessary. Trained, managed, and delegated work to two Payroll CoordinatorsProcessed paperwork for new employees and assisted them with payroll questions and issues



Broadway Asia Company

• Bookkeeper, Part-time

  • Jan 2008 - Apr 2009

  Managed daily bookkeeping activities including accounts payable and accounts receivable, general ledger account coding, bank deposits, bank reconciliations, payroll, and the corporate credit card accountCreated and analyzed quarterly financial statements, and assisted in preparation of year-end taxes Managed daily bookkeeping activities including accounts payable and accounts receivable, general ledger account coding, bank deposits, bank reconciliations, payroll, and the corporate credit card accountCreated and analyzed quarterly financial statements, and assisted in preparation of year-end taxes



Broadway Asia Entertainment

• Finance Manager

  • Oct 2007 - Apr 2009

  Created and maintained prospective financials that forecasted net income and cash for a five-year periodManaged daily bookkeeping activities for 13 sets of books including accounts payable and accounts receivable, general ledger account coding, bank deposits, payroll, corporate credit card accounts, petty cash accounts, and employee benefitsAssisted Finance Director in preparation of weekly financial statements, year-end taxes, and annual audit

• Assistant to the Controller

  • Jun 2007 - Oct 2007

  Created and maintained prospective financials that forecasted net income and cash for a five-year periodManaged daily bookkeeping activities for 13 sets of books including accounts payable and accounts receivable, general ledger account coding, bank deposits, payroll, corporate credit card accounts, petty cash accounts, and employee benefitsAssisted Finance Director in preparation of weekly financial statements, year-end taxes, and annual audit