Gale Helms Email & Phone Number

Charlotte, North Carolina Area

Charlotte, North Carolina Area

Retired - May 2013 Assistant Director for Financial Systems Support – responsible for operational activities and supervising two positions. (Aug 2012 – present) Interim Director for Financial Systems Support – responsible for overall activities of the department and supervising six positions. (Jan 2010 – Aug 2012) Member of implementation team for University’s new Finance system (Banner). Member of implementation team for University’s new eprocurement system (SciQuest). Production support for Finance, Payroll, Student Accounts – assisted university staff and Financial Services employees by troubleshooting and documenting problems. Training Manager – Wrote training documentation for university staff and Financial Services employees, created on-line training class in Moodle, taught classroom training. Coordinated administrative testing with ITS. Responsible for the overall planning and testing implementation of upgrades and enhancements. Job scheduling administrator. UNC Financial Systems Conference Chair (March 2011 – March 2013) – coordinated three day financial systems conference for 350 employees of the 17campuses of the UNC University system UNC Financial Systems Conference Vendor Coordinator (March 2003 – March 2010) – responsible for contacting and obtaining sponsorships for the UNC Financial Systems Conference

 Reconciled University and Foundation checking accounts Reconciled University internal accounts Assisted with general inquiry related to account transactions Maintained various reports on a daily/weekly/monthly basis Responsible for creating new University Petty Cash accounts and ensuring they were handled properly Worked with General Ledger Accountant to prepare University Financial Statements

Charlotte, North Carolina Area

 Processed nightly feeds from Payroll and Student Accounts to the Finance system Processed journal entries, cash deposits, book receipts, book disbursements Ran daily/weekly/monthly reports for University staff and Financial Services employees Distributed monthly microfiche

Charlotte, North Carolina Area

 Supervised four Accounts Payable Clerks Ran twice weekly check writer Reviewed and approved Purchase Order invoices for payment Reviewed and approved all payments made by Athletics Backup for each A/P Clerk