Experience

UNC School of Medicine

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Accounting Technician-Advanced

  • Aug 2019 - Present

  *Provide budget and financial management as part of the FiRST Group within the School of Medicine supporting Neuroscience and Pulmonary Departments. *Tasks include the financial forecasting, analysis and monitoring of all accounting functions associated with each Department’s extensive grant funding portfolio. This includes all post-award financial management for a designated list of faculty members, reconciliation of expenditures between department records and university accounting systems, interpretation of allowable expenses based on available funding and sponsor guidelines, and cost accounting standards, monitoring and approving account transactions, reporting and project closeout. *Monitor account balances in existing UNC systems*Provide regular account updates and monthly reports to PIs, assist other finance staff with problems or issues*Provide immediate reports to upper management when problems are identified, determine compliance based on guidelines, university and federal policies, regulations and laws, establish and maintain effective working relationships with related on-campus departments, PIs and department staff.*Organized, able to prioritize and work under pressure of deadlines, displays decision-making ability and good judgement in dealing with a variety of financial accounts, including trust accounts, contract and grant accounts, professorships, and med foundation accounts. *Strong communication skills and able to communicate effectively in both oral and written form. *A team player with a strong work ethic and be able to interact with faculty, staff, postdocs and students in a fast-paced academic and research environment.



Soccer Unlimited

• United States
• Retail
• 1 - 100 Employee

• Office Manager/Buyer

  • Jul 2007 - Aug 2019

  - Supervise employees daily- Coordinate booking orders with elite sports vendors (i.e. Nike, Adidas, Under Armor, and New Balance)- Oversee store and online sales via Amazon and custom ordering site designed for team/school orders- Created efficient store filing system that organizes inventory and orders- Ascertain needs of clients determining appropriate products to generating custom orders following through to completion - Forecast and maintain inventory- Complete complex financial transactions with accuracy- Prepare Invoices- Record Accounts Receivable / Prepare deposits-Quickbooks experience



First Union National Bank

• Banking
• 1 - 100 Employee

• Customer Service Representative

  • 1985 - 1989

  - Opened and closed accounts- Assessed mortgage and loan applications - Assisted customers with personal financial and investment decisions - Opened and closed accounts- Assessed mortgage and loan applications - Assisted customers with personal financial and investment decisions