Experience

University of North Carolina at Chapel Hill

• United States
• Higher Education
• 700 & Above Employee

• Assistant Treasurer (prior Interim Director)

  • Jul 2015 - Present

  Reporting to the Senior Assistant Vice Chancellor and Treasurer, responsibilities include, but are not limited to: directing the Department of Treasury Services on strategic operational and capital planning; development of senior management reporting and data analysis; oversight, management, and direct support for a highly specialized bond program with over $1.3 billion in outstanding debt; planning, recommending, executing, disbursing, reporting, and complying with all facets of the University's bond program; direct contact and management of the University's credit rating; monitoring and reporting on cash and short-term investments; general financial analysis; and, staff supervision.

• Treasury Operations Analyst and Manager

  • Oct 2008 - Jul 2015

  Responsible for developing and leading all operational activities for the Department of Treasury Services including, but not limited to: debt accounting practices; departmental policies and procedures; compliance management; arbitrage monitoring; capital improvement cash flow planning; debt disbursements; debt service payments; reconciliations; and, staff supervision.

• Financial Accounting Manager

  • Jun 2006 - Oct 2008

  Responsible for managing the trust general ledger for the central Accounting Services Department including, but not limited to: maintaining tables and attributes for the University's central accounting system; preparation of ad hoc reports; managing the month-end closing process for trust funds; approving transactions and account requests; campus consultation on trust fund accounting matters; and, staff supervision.

• Business Manager

  • Oct 2002 - Jun 2006