Craig Carmichel Vice President of Finance. Tesha Garcia-Taylor Assistant Director

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1 Karen Woodruff Sr Executive Assistant Craig Carmichel Vice President of Finance Tracie Grandy Associate Director Tesha Garcia-Taylor Paula Yarbrough Director Academic Financial Operation Department Support Budget Financial Analysis Research Cost Reporting Academic Operations Support Compliance Policies Faculty Salaries Grants & Contracts (Post-Award) Federal Grants Non-Federal Grants Contracts Gifts/Endowments Restricted Centers Unrestricted Funds Billing/Collection VA and IPA Issues VU Grants

2 Budgeting & Financial Analysis Tracie Grandy Associate Director Budget Development and Support Department Administration Assistance Financial Analysis VU to VUMC Invoicing Review and Processing Funds Flow Reporting and Analysis Center Creates Financial Statements Monthly Performance Data Payroll and Additional Pay Approvals Shanon Simons Jake Sawatzky Amy Ivey Jinglin Li

3 Grants & Contracts (Post-Award) Overview Paula Yarbrough Director Shelly Bohan Sr Accounting Manager Lynn Capps Eric Ingram Kelley Thurmon Systems Support FFATA Reporting Salary Cap Review FTE Reporting Prepare Annual Uniform Guidance Audit Audit Coordination (PWC / Internal Audit / Other External) Systems Implementations Non-Federal Grants, Contracts, Gifts & Endowments Federal Contracts VU Grants (Billing & Reporting) Federal Grants Compliance & Reporting Payment Management System -PMS Reporting (LOC Draws) Construction Grants Deposits VUMC Non-patient Billing / Collections VUMC / VU Cross funding Sub-Awards and Billing Agreements

4 Cost Reporting & Financial/Operational Assistance Indirect Cost Proposal Research Issues (IDC) Space Utilization Special Projects and Surveys Faculty Salaries Research Compliance Effort Reporting Compliance Department Support Research Administration Financial Systems Andy Koepke (Part-time) Doug Smith Tesha Garcia-Taylor Robert Dow Sr Accounting Manager Susan Simpson Kimberly Judkins

5 Federal Grants (Post-Award) Eric Ingram Emily Mcdonald Jennifer Schmaltz Sara Tomasek Vacant Accountant Center creates (federal grants) Review capital requisitions Review 1275 budgets for input to GL Coordinates internal and external post award audits Approve journal entries Review and approve epacs Daily, ACH, and lockbox deposits Processes payments of approved subcontractor invoices Prepares interim and final FSRs in coordination with departments Pre-audits certain financial transactions to ensure compliance with applicable regulations Identifies reportability of program income Monitors levels of program income Provides institutional oversight on cost transfers Approves, or recommends approval, of carry forward of unexpended funds

6 Federal Contracts, Non-Federal Grants, Contracts, Gifts & Endowments (Post-Award) Lynn Capps Jodie Beezley Sr Accounting Manager Annette Carter Accounting Manager Jennifer Cliff Edith Ashcraft Melanie Nichols Alex Fink Center creates (all restricted except federal grants) Review capital requisitions Review 1275 budgets for input to GL Coordinates internal and external post award audits Approve journal entries Review and approve epacs Prepare Annual Uniform Guidance Single Audit Reports (formerly A-133) Prepares interim and final non-federal financial reports in coordination with departments Pre-audits certain financial transactions to ensure compliance with applicable regulations Provides institutional oversight on cost transfers VU Grants (Endowments) Reporting

7 VUMC Non-Patient Billing & Collections (Unrestricted) Kelley Thurmon Chris Gallimore Lori Hanley Staci Turner Melody Pacer Rebecca Leopard Jeffrey Chu VUMC Non-Patient Billing and Collections Unrestricted (VUH, VA Housestaff, VA/IPA, MCA, etc.) Restricted (federal and nonfederal grants and contracts) VUMC/VU cross funding sub-awards and billing agreements Resolves payment problems with sponsors

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