Serve as an independent contractor/consultant providing project-based deliverables, primarily working with institutions of higher education and non-profit organizations. Develop and/or provide budget analysis, personnel analysis, financial forecasting, data analysis and analytics and corresponding report development. Assist with updated strategic planning efforts and business assessments/planning through comparative research analysis (determine which organizations are complimenting client's work and which organizations client may be competing with for resources — e.g. funding, audience, and/or network). Leverage organization's financial data and/or GuideStar to provide revenue and expense analyses.

Serve in an Interim capacity to support to the Vice President and Chief Financial Officer. Direct and oversee critical central fiscal and business functions within the CFO’s portfolio of payroll, accounting and financial reporting, and planning and forecasting. Work with the Vice President to construct budgets and financial forecast to support strategic initiatives and align financial resources to support the campus-wide strategic plan. Partner with the campus constituency to improve and refine policies and procedures affecting the fiscal operations of the university. Create and lead teams to facilitate modernization efforts for the university’s administrative systems as well as reporting efforts to increase usability and access to data by the campus community. Lead offices that provide financial services to a broad range of the University's academic and administrative units and ensures timely and accurate analysis and reporting for its stakeholders. Ensure financial operations conform to legal, regulatory, and business best practices.

Serve as Interim Assistant Vice President (part-time) while University conducts a search to fill the position on a full-time basis. The AVP is responsible for supporting the Vice President for Finance and Administration (CFO) and providing strategic, forward thinking leadership and direction to overall policies, practices, and procedures related to the development and management of the University's multiyear financial plan, annual operating and capital budgets, and all financial analyses.

Advise the Associate Vice Provost on budget and financial matters affecting the academic component of the university in the areas of resource planning, including financial and personnel activities. Prepare, develop, and present strategic financial modeling, reporting, analysis of accounts and balances, and preparation and presentation of reports, schedules, and surveys on academic budget data, including financials, faculty and staff headcount, semester credit hours, and student demographic data.

Advise the Executive Vice President and Provost (EVP&P) and the Senior Vice Provost (SVP) on budget and financial matters affecting the academic component of the university and serve as a member of the executive administrative team for the Office of the Provost, providing leadership on behalf of, and as delegated by, the EVP&P and SVP in all areas of academic resource planning, including personnel activities. Prepare, develop, and present strategic financial modeling, reporting, analysis of accounts and balances, and preparation and presentation of reports, schedules, and surveys on academic budget data, including faculty FTE, headcount, and student semester credit hours. Oversee academic budget planning and forecasting through the development and analysis of revenue and expenditure forecasts. Oversee the preparation of five-year budget simulation documents for all colleges, schools, and units reporting to the EVP&P. Oversee the Provost’s academic renovation budget. Responsible for impact studies on proposed and actual institutional policies affecting the provost’s budget and the colleges and schools. Collaborate with executive leaders to set university policies affecting colleges, schools, and units reporting to the EVP&P, including financial and human resource policies. Assist the Deans and Chief Financial Officers in the colleges and schools with budget and financial matters. Manage and track all financial commitments, including faculty hiring and retention commitments. Serve as liaison with the budget office on budget, accounting, and information management matters. Evaluate systems and processes and creatively improve and redesign systems and build efficiencies. Partner with institutional reporting and data analytics teams to develop financial models in business intelligence software. Oversee the business and administrative affairs components of the Vice President's Office, including accounts payable, accounts receivable, and human resource functions.

Oversee the college's financial and business functions including accounting, reporting and forecasting, purchasing and payables, cash management, operational funding, as well as internal controls and compliance. Execute the annual representation letter and performs the accounts certification and review of balances for the college. Act as Chief Financial Officer for the college through preparation of financial and other statistical reports, including aggregating unit-specific financial information at the department level. Manage and fulfill financial commitments. Manage special funding requests. Provide regular financial reporting and analysis to the deans and other senior leaders. On an ad hoc basis, generate financial reports to accommodate a diverse set of needs and users. Coordinate the preparation of the fiscal budget for the college comprised of appropriated funds, tuition and fees, and gift and endowment funds. Coordinate the preparation of the five -year budget planning document. Track faculty hiring commitments. Assist with oversight of human resource activities within the college including salary increase policies and implementation. Ensure compliance with institutional policies and procedures. Serve as a part of the leadership team for the college, contributing management insight and provide oversight in addressing the operational challenges, performance, and business direction of the college. Serve as a resource to department units and collaborates with them to minimize unnecessary bureaucracy and improve overall efficiency. Serve as liaison with the Provost's Office, Budget Office, Office of Accounting, Office of Sponsored Projects and other administrative offices of the University.

Assist the Senior Vice Provost and the Associate Vice Provost with preparation and development of strategic financial modeling, reporting, analysis of accounts and balances, and preparation of reports, schedules, and surveys on academic budget data and development and analysis of revenue and expenditure forecasts. Oversee the preparation of five -year budget simulation documents for all colleges, schools, and units reporting to the provost. Assist with managing and tracking the supporting data and commitments for the university’s faculty investment initiative, including faculty hiring plans, separations, and faculty retention efforts for the colleges and schools participating in the program. Oversee the Provost's academic renovation budget and instructional funding initiative. Develop and perform ad-hoc financial analyses at request of the Senior Vice Provost. Serve as Director for the business and administrative component of the Vice President's Office including accounts payable, accounts receivable, and human resource functions.

Serve as primary budget resource for developing and maintaining reports for the Vice President and Chief Financial Officer (CFO) and university constituents. Assist CFO with developing university’s ten-year financial forecast of tuition and endowment revenue for review and approval by Board of Trustees. Coordinate with senior and departmental leadership on the distribution, collection and consolidation of department budgets, expenditures, projections, and staffing data. Ensure accuracy of data sources and systems used to manage budget activities. Develop new reports and processes to improve efficiencies and reduce manual tasks. Serve as the primary technical resource for budget and financial reporting initiatives. Develop ad hoc financial analysis/reports, projections, and statistical models utilizing revenue and expenditure trends.

Oversee and train the business affairs team within the Provost’s Office to ensure timely and accurate creation as well as review and approval of financial and human resource documents. Serve as an HR contact for the provost’s portfolio and units reporting to the provost, approving HR activities that require approval by the provost through delegated authority. Identify ways to streamline and automate processes and procedures to reduce paper-based or manual processes. Develop and distribute policies to units reporting to the Provost’s Office pertaining to business processes and budget preparation. Serve as portfolio compliance officer, reviewing existing and new policies to ensure compliance. Recommend updates and changes to policies as legislative or UT System policies change. Develop ways to automate compliance procedures and approvals when possible. Review grievance and investigative reports submitted to the provost for ruling, and meet with the provost and relevant parties to prepare final report.

Assist with development and implementation of a pilot program for a new Shared Services initiative. Develop a contact center with a strong culture of customer service to serve as a hub for day -to-day business interactions with university employees, departments, and vendors. Guide and manage the ongoing operation of the center with a scope of services including all human resource activities and financial activities including inventory, accounts receivable and collections, budgeting, accounting, procurement, payment services, travel and entertainment reimbursements. Ensure compliance in these areas and reduce risk. Coordinate and conduct management level interactions to maintain relationships with customers and ensure responsiveness to their needs and escalation to resolution of internal performance problems. Foster a performance driven culture through measurement and feedback by implementing a continuous improvement program to drive end-to-end process improvements and cost reduction. Work with information technology team and management to determine appropriate tools needed for a successful implementation.

Progressively increasing scope of duties and roles, including promotions from Budget Analyst in May 2006 to Financial Analyst in September 2007, Senior Financial Analyst in May 2009, and then to Financial Officer in May 2012. Portfolio of responsibilities included: Serve as backup to the Budget Director. Manage preparation and submission of the university’s annual operating budget, including coordination of internal reports and review with Budget Director. Prepare budget calendar and assign budget tasks/duties to staff. Oversee the appropriate reporting of budget changes processed via funds transfer(s) and certain HR changes to the university system office. Prepare and review data for annual five-year planning forecasts required for completion by the vice president portfolios. Prepare and manage the university’s five-year financial planning forecast of the Academic Core budget, including financial modeling for general revenue, available university fund, tuition, and interest income as well as modeling for expenditure categories supported by these funds. Develop various reports and presentations of the forecast for publication. Manage preparation of and submission of legislative appropriations request. Prepare, track, analyze and report on all commitments made by the President and University Budget Council. Serve as functional lead in the development of new administrative applications, including enterprise resource planning software; business rule development and tracking, functional and user interface testing, and development of training materials. Serve as budget officer for the VP and CFO portfolio – prepare budget documents, process funds transfers, monitor personnel appointment activity, and prepare five-year plan and forecast. Serve as Business Officer for the VP for Legal Affairs, including oversight of financial and human resources activities as well as preparing monthly account reconciliations and the annual five-year plan and forecast.

Conduct various financial and performance audits of institutions of higher education and state agencies. Sample of audit work included: Audit billing and payment processes; Review details posted expenditures to determine validity of an emergency appropriations request; Review general financial system controls to provide assurance of a protected financial system; Evaluate the budgeting and spending of four universities to determine the reasonableness of raised tuition.