CPA, CRA
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Oversee the office of research administration (ORA) which includes pre-award, award setup, post-award, effort reporting, and billing and revenue. Oversee the office of research integrity and compliance (ORIC) which includes conflicts of interest (COI) and commitment (COC), responsible conduct of research, research integrity and misconduct, export controls, research security, and foreign influence. Oversee the office of human subjects protection (UMCIRB) and the institutional animal care and use committee (IACUC).
Assistant Vice Chancellor, Research Administration & Compliance at East Carolina University (2022-08 – Present)
Assistant Vice Chancellor, Research Administration & Finance at East Carolina University (2019-08 – 2022-07)
Directed the offices of pre-and post-award administration, award setup, and billing. Directed REDE's divisional finance administration (including state, F&A, grant, foundation, and residual funds) and human resources program. Fiduciary responsibility to all external funding agencies and to the State of NC for assuring appropriate use of extramural funds.
Ensured compliance with federal, state and other sponsor regulations, policies, procedures, and audit requirements defined in statutes, federal OMB Circulars, Uniform Guidance, and agency-specific guidelines. Provided leadership in improving compliance and creating financial management procedures and systems that meet external funding requirements. Supervised 13 direct reports.
Assistant Vice Chancellor, Finance & Administration at East Carolina University (2018-08 – 2019-07)
Direct responsibility for administrative staff and operating budgets within the Research, Economic Development and Engagement Division (REDE), and enterprise-wide responsibility in the areas of faculty startup awards, retention funds, seed grants programs, undergraduate research, personnel actions for post-doctoral scholars, and projects conducted in association with the Engaged Outreach Scholars Academy. Oversee the Division's budgets. Divisional signature authority for expenditures from all funding sources.
Perform management, analytical, financial and administrative duties, including: planning, development and formulation of budgets and budget policies; and generating, submitting, and defending reports to other units within ECU, UNC System Office, and the State of North Carolina. Formulate projections on revenue from F&A based on the current levels of proposal submissions and grants awarded; and tracks enterprise-wide expenditures of F&A. Generates, submits, and defends F&A expenditure reports as required by UNC System Office and sponsors, including federal agencies.
Manage all human resource-related transactions requiring divisional review and approval for new positions, equity adjustments, upgrades, performance evaluations and any other personnel actions as necessary. Provide expert advice for research administrators and program directors from across the institution on analyzing and solving technical administrative challenges; formulates, interprets and implements division policy as it relates to the division's business services. Prepare and analyze monthly budget reports for the VC; represent the division in major university policy committees such as the Faculty Senate Budget Committee, Administrative Advisory Committee, and EHRA Collaborative Group.
Supervise 1 direct report.
Associate Director, Finance & Administration at University of New Mexico Health Sciences Center (2017-04 – 2018-08)
Direct, plan, organize, coordinate and evaluate the financial programs and supporting information systems of the HSC Office of Research, including budgeting, receipt of revenue, expenditure of funds, and conservation of assets. Approve, coordinate, and implement changes and improvements in automated financial and management information systems for the HSC Office of Research. Oversee the approval and processing of revenue, expenditure, and position control documents, department budgets, mass salary updates, ledger and account maintenance and data entry, ensuring compliance with university, state, and federal policies and regulations, while maintaining appropriate internal control safeguards.
Coordinate the preparation of financial statements, financial reports, special analyses, and information reports; presents recommendations for programmatic and fiscal changes. Develop, interpret, implement, and coordinate finance, accounting, billing, and auditing procedures for the HSC Office of Research. Interact with other unit managers, providing consultative support to planning initiatives through financial and management information analyses, reports, and recommendations.
Establish and implement short- and long-range organizational goals, objectives, strategic plans, policies, and operating procedures; monitor and evaluate programmatic and operational effectiveness, and effect changes required for improvement. Ensure records systems are maintained in accordance with GAAS. Evaluate and recommend changes in rate structures for all shared core facilities and service centers under the HSC Office of Research.
Develop, and direct the implementation of strategic business and/or operational plans, projects, programs, and systems, as appropriate to the objectives of the EVC. Serve as Deputy Executive Research Operations Officer, ensuring that the conduct and review of institutional research is in compliance with federal regulations. Supervise 7 personnel.
Program Operations Director at University of New Mexico Health Sciences Center (2015-06 – 2017-03)
Manage projects for the HSC Executive Vice Chancellor/Vice Chancellor for Research. Establish and implement short and long-range goals, objectives, policies, operating procedures and budgets for the HSC Office of Research. Serve as principal point of collaboration, leadership, and expertise to both internal and external constituencies on operational matters pertaining to the mission, goals, objectives, and workscope of the HSC Office of Research.
Develop, reconcile and manage annual budgets for the Office of Research and perform periodic cost and productivity analyses. Engage in MOU and contract negotiations for the Office of Research including any faculty start-up packages for CTSC scholars. Serve on multiple HSC-wide planning and policy-making committees.
Oversee daily operations of the HSC Office of Research, ensuring compliance with university, state, and federal laws, policies, and regulations (2 CFR 200). Work with internal/external auditors on any audits under the EVC. Supervise 4 personnel.
Supervisor, Fiscal Services at University of New Mexico Health Sciences Center (2013-04 – 2015-05)
MACCT – University of New Mexico (2014-12)
MBA in Finance Concentration – University of New Mexico (2012-12)
MA in Economics with Econometrics Concentration – University of New Mexico (2008-05)
BA in Management and Marketing (dual degree) – New Mexico State University (2002-05)
