Valerie Roulic Sr Executive Assistant Craig Carmichel Vice President of Finance Steve Todd Andy Koepke Paula Yarbrough Jane Zubulake Financial Reporting Compliance Policies Financial Issues Cost Reporting Operations AVC Support Grants & Contracts (Post-Award) Federal Grants Non-Federal Grants Contracts Deposits Restricted Centers Unrestricted Funds Billing/Collection VA and IPA Issues SOM Support Group SOM Budgets Unrestricted Centers
Department Support Services & Financial Reporting/Analysis Steve Todd Research Compliance Financial / Administration / Assistance Training Research Administration Financial Systems Center Creates Financial Statements Monthly Performance Data Financial Analysis Tesha Garcia-Taylor Sean Dorris Sr Financial Analyst James Mizell Tim Munsell
Cost Reporting & Financial/Operational Assistance Research Issues (IDC) Space Utilization Special Projects Faculty Salaries Internal Audit Liaison Incentive Calculations LEAP Calculations Andy Koepke VACANT Manager Yohannes Shenkute
Grants & Contracts (Post-Award) Overview Paula Yarbrough Shelly Bohan Lynn Capps Eric Ingram Systems Support Audit Coordination (KPMG / Internal Audit / Other External) Systems Implementations PeopleSoft Data Support (Ad Hoc Requests) Special Projects Non-Federal Grants, Contracts, Gifts & Endowments Federal Contracts Federal Grants Payment Management System -PMS Reporting (LOC Draws) Construction Grants
Federal Grants (Post-Award) Eric Ingram Kelley Thurmon Accounting Manager Lauren Milam Doug Smith Kristie Shirley Julia Mefford Jesse Moles Center creates Review capital requisitions Review 1275 budgets for input to GL Coordinates internal and external post award audits Approve journal entries Review and approve epacs Unrestricted Funds Billing / Collection VA and IPA Issues 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
Federal Contracts, Non-Federal Grants, Contracts, Gifts & Endowments (Post-Award) Lynn Capps Annette Carter Accounting Manager Jennifer Cliff Lori Hanley Susan Simpson Todd Brachey Sirin Sethapiyanon Erica Hosford Melanie Nichols Center creates 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 Prepares invoices on a timely basis Prepares interim and final non-federal financial reports in coordination with departments Resolves payment problems with sponsors Pre-audits certain financial transactions to ensure compliance with applicable regulations Provides institutional oversight on cost transfers Processes payments of approved subcontractor invoices Resolves payment problems with sponsors
Financial Support Group SOM Budgets SOM Dean s Office Development Funds Tracking Capital Tracking Compliance / Internal Controls Jane Zubulake Tracie Grandy Cindy Spann Manager Dave DeLair Sr Financial Analyst Yenny Hardin