Experience

University of North Carolina at Chapel Hill

• United States
• Higher Education
• 700 & Above Employee

• Administrative Director for Research & Compliance-Institute for Global Health & Infectious Diseases

  • Oct 2017 - Present

  Maintains fiscal oversight of the Institutes contracts, grants, trust and F&A accounts, meeting all operational and financial requirements of the funding source, University, School of Medicine and in-country constraints. Total funding $70 million of which $65 million in grant funding.Manages the complex infrastructure required to assure success of all IGHID related research efforts worldwide; as well as overseeing international services in countries with an Institute presence, including their funding needs and operational structure. Assures up to date oversight of all compliance issues within the Institute, University, School of Medicine, as well as within the countries IGHID led research takes place, including supervising the regulatory manager.Provides oversight and coordinate regularly with Department of Medicine, School of Medicine and University HR Coordinators to accomplish goals and activities pertaining to IGHID human resources.Serves as part of the Institute's leadership and management team.Supervises a team of 20.

• Business Officer

  • Feb 2013 - Present

  Business Officer for UNC's Center for Infectious Disease AIDS Clinical Trial Unit , The Southeast Regional Center of Excellence for Emerging Infectious and Biodefense (SERCEB) and the Southeastern Sexually Transmitted Infections Cooperative Research Center (SE STI CRC)Financial Management: - Budget Planning and Development - assists investigators in preparing detailed budget for sponsored programs. Analyzes contractual guidelines to ensure budgetary compliance. - Expenditure Analysis and Financial Reporting - responsible for maintaining an assigned portfolio of contract, grant and translational research accounts in compliance with departmental and University accounting standards. - Personnel management and effort reporting - responsible for managing personnel cost associated including forecasting of personnel costs.Pre and Post Award Administration - Proposal management and budget preparation - Ensures awards are set up correctly and that the subcontracts processes are initiated - Monitoring cost sharing commitments - Prepares termination paperwork (NOTR)

• International Accounting Manager

  • Jul 2014 - Oct 2017

  - Participates in pre-award and post award administration, general budget planning and development, financial management including expenditure analysis and financial reporting- Develops, executes and monitors policies and procedures related to management of international grant and contract accounts overseen by the Institute for Global Health and Infectious Diseases - Supervises a team of five international grant accountants, each of whom has a set of accounts to manage in accordance with established Institute and UNC grants accounting guidelines- Monitors the expenditure rates of all accounts to alert the PIs and financial management staff should expenditures significantly exceed or fall below projected spend rates- Nine International sites including Zambia, Malawi, Vietnam and China- Funding Agencies include NIH, NIAID, Doris Duke, Fogarty,and FHI for grants including R01s, R03s, R21s, K awards, D43 and T32's.- Member of the CTU Leadership and Operational Committees.- Reviews department's state, trust and F&A accounts.

• Accountant

  • Nov 2004 - Feb 2013

  Managed financial processes including accounts payable/receivable, purchasing, gift processing, pre and post-award grant management, online journal entries, budget revisions/reductions and interdepartmental fund transfers.Oversaw departmental accounts, including state, trust, endowment, gifts, contract and grant funds.Prepared monthly financial reporting on all state, overhead, trust, contract and grant accounts.



PFPC

• Financial Services
• 100 - 200 Employee

• Control Accounting Senior - Tax Department

  • 2003 - 2004

  - Mock and Live production tax form review- Filing of original and corrected IRS and State files- Review of history and tax file discrepancies to identify trends and issues- Project leader 529 Plans

• Control Accounting Senior - Commission Department

  • 2000 - 2003

  - Daily reconciliation of commission DDA’s (demand deposit accounts)- Balancing direct commission and trail commission cycles- Quality control of commission books