Director of Finance and Operations - Utah Museum of Fine Arts at University of Utah (2023-07 – Present)
- Supervises Security, Accounting, Museum Store, Museum Café, Museum Events, Museum Front Desk, and General Operations
- Serves as a member of the UMFA senior management team which provides oversight into accounting, earned revenue, operations, facilities and security for Executive Director and other managers
- Prepares budgets for museum and monitors revenue and expenses
- Facilitates the hiring of personnel for museum
- Coordinates the purchases of art
- Prepare financial statements for quarterly board meetings and other financial meetings
- Prepares and approves the travel and non-travel transactions
- Works with Development office of UMFA on grant application and reporting
- Works with Learning and Engagement on POPS (Professional Outreach Programs in the Schools) on annual application and monthly reimbursements
- Manages and works closely with the UMFA’s Advisory Board of Directors and Finance Committee
- Develops and implements customer service, human resource and financial objectives for the Museum consistent with the Museum’s mission and best practice
- Monitors $20 million endowments
- Assists events manager with events. This includes setup, teardown and cleaning. Events are corporations and university departments who need space. This includes the annual Holiday Market held the first weekend of December.
Assistant Dean of Finance, School of Fine Arts at University of Utah (2024-07 – 2024-10)
Interim role while position was filled
- Monitored budgets for affiliates and departments of School of Fine Arts
- Monitored projects that will affect departments
Director- Travel and Reimbursement Services, Accounts Payable and Procurement Card at University of Utah (2023-01 – 2023-07)
- Supervised Accounts Payable office of 11 full-time employees, 6 Travel employees and 4 PCard employees
- Implemented Concur Travel solution
- Facilitated the approval of up to 10,000 invoices in Accounts Payable
- Supervised Travel and Reimbursement office
- Negotiated contracts with travel vendors
- Implemented TCard solution
- Managed PCard office
Interim Associate Director Accounts Payable & Associate Director Travel & Reimbursement Services at University of Utah (2022-10 – 2022-12)
- Duties of Associate Director for Travel & Reimbursement Services
- Worked with Accounts Payable managers and team on AP functions
- Processed and audited wire payments and ePR invoices
Associate Director & Manager, Travel & Reimbursement Services at University of Utah (2014-04 – 2022-10)
- Coordinated work in accounting office up to 10 employees and managing up to 8 contracted and employed travel agents
- Oversaw execution of contract with Travel Agency, Travel System Software, dedicated Application developer, and consulting firms
- Continual process improvements applied to various systems
- Implemented internal control measures, as necessary
- Managed and monitors department’s team budget
- Forecasts the trends of expenses and revenue
- Interpreted and enforces compliance to university policies
- Assisted in design and development of Electronic Payment Request (ePR) system
- Implemented SAP Concur to campus from a paper system
- Oversaw Travel card program issued through a major bank
- Implemented new software across campus
- Comfortable training large groups up to 200 people
- Resolved issues as they arose in travel program with over 50M and 30K transactions in volume
- Consulted with Internal Audit and Campus departments to design system improvements that integrate with institutional systems
- Worked with outside consultants
Business Systems Analyst, Financial Information Systems at University of Utah (2012-03 – 2014-04)
- Participated in process mapping that informed system requirements and design
- Developed changes to institutional financial software
- Provided custom reports to university management
- Assisted in implementing PeopleSoft upgrade for Project Administration and Management
Accounting Supervisor, Travel & Reimbursement Services at University of Utah (2006-07 – 2012-02)
- Managed accounting staff ensuring departmental production of 15,000+ reimbursements annually were processed and assisted manager with time and attendance
- Used a wide range of tools and systems to effectively devise a feasible budget for department’s operations
- Conducted random samples to improve on reimbursement process
- Enforced University policies for university travelers
- Provided solutions/answers to complaints or suggestions made to travel department
- Prepared and analyzed external & internal airfare data (similar to a bank reconciliation to ensure accurate data posting to the general ledger of $5 - 7 million & 26,000 transactions)
- Facilitated travel training to campus users
Senior Accountant & Accountant, Travel & Reimbursement Services at University of Utah (2004-06 – 2006-06)
- Accounting liaison for university’s departments for correction of errors, resolving accounting related issues and provided documentation for departments as needed including special reports & year-end documentation
- Prepared and analyzed external & internal airfare data similar to bank reconciliation to ensure accurate data posting to the general ledger of $5 million & 26,000 transactions
- Reviewed & processed large wire transactions of $5.4 million annually for accuracy & timeliness
- Designed & delivered training sessions for university employees on Travel Department policies and procedures
- Performed duties and obligations relating to the matter of budgets and financial forecasts
- Provided interpretation of University of Utah’s travel policies and advised employees to act appropriately for internal control
- Resolved inaccuracies in external journal files & accounts payable files which feeds into university accounting system
- Supervised Accounting Clerks and Clerk positions
