Experience

University of Iowa Research Foundation

• United States
• Research Services
• 1 - 100 Employee

• Assistant Director of Finance and Operations

  • Mar 2019 - Present

  Manage administrative programs and evaluate operational performance in meeting stated objectives. Recommend, develop, and implement policy changes, strategic plans, and new programs. Develop budget, oversee financial performance, perform internal audit, and evaluate performance. Monitor effectiveness of risk management, internal controls, governance, and compliance standards. Initiate, draft, and negotiate standard license and option agreements and amendments to existing agreements. Develop practices to support staff engagement, optimized efficiency, and quality improvements. Represent organization, create communication strategy, and present to professional groups to promote our program. Show less



University of Iowa

• United States
• Higher Education
• 700 & Above Employee

• Assistant Director

  • Mar 2019 - Present

• Finance and Operations Manager

  • Oct 2017 - Feb 2019

  Manage work processes to optimize organizational efficiency.Assure applicable compliance standards and recommend changes in policies and procedures.Facilitate and evaluate quality improvement efforts and develop quality improvement tools.Inform faculty and staff on operational activities including use of funds, contract or grant requirements.Assist in development, implementation and evaluation of strategic plans.Develop program budgets, allocate resources, and approve fiscal transactions.Provide projections and recommendations, and manage financial data and information.Review UIRF programs to ensure effective operations as a 501(c)3 organization.Prepare annual financial reports, tax return, and document GASB compliance for annual audits. Show less

• Senior Accountant

  • Jul 2013 - Sep 2017

  Prepare financial statement, accounting reports, and budgets using QuickBooks Pro.Create audit workpapers, maintain accounting records and provide verification to external auditors.Perform the year-end closing of accrual accounts and make adjusting entries.Establish and monitor internal control and cash handling procedures.File 990 Tax Return and all other IRS filings, including 1099-MISC and 1042.Review transactions for appropriateness and compliance with policies and approve in workflow.Maintain financial component, troubleshoot and resolve discrepancies in Wellspring database financial component.Supervise professional and student employees. Show less

• Accountant

  • Oct 2008 - Jun 2013