Janet Chen, Mba Email & Phone Number

Durham, Nc, Us

Chapel Hill, Nc

>>Managed a diverse budget totaling $15M, encompassing state, trust, F&A, and grant funding;>>Conducted in-depth state funding analyses and expertly managed fund allocation;>> Skillfully addressed the unique needs of 14 departments and provided expert guidance to departments on budgeting, spending, and university policies, resulting in optimized financial management; >>Actively sought opportunities to support units in achieving their goals, demonstrating a… Show more >>Managed a diverse budget totaling $15M, encompassing state, trust, F&A, and grant funding;>>Conducted in-depth state funding analyses and expertly managed fund allocation;>> Skillfully addressed the unique needs of 14 departments and provided expert guidance to departments on budgeting, spending, and university policies, resulting in optimized financial management; >>Actively sought opportunities to support units in achieving their goals, demonstrating a forward-looking, strategic mindset focused on enhancing the organization's financial health; >>Successfully completed the ULEAD program (University Leadership and Development Program at UNC, Chapel Hill); >>Implemented the OVC Hub SOP to proactively address retention challenges and foster positive collaborations among hub members; >>Enhanced Hub reconciliation mechanisms, improving efficiency by 40%. Show less

Raleigh, North Carolina, United States

>>Provided budget management for three departments with a total budget of $5M through fund redistributions and budget revisions as needed;>>Completed five year budget for two auxiliary service units and one state appropriate service unit;>>Advised four P&BS program area Assistant Directors on matters of strategic planning, budget and position management; minimized revenue loss from WolfCopy auxiliary services due to reduced operation during pandemic through appropriate… Show more >>Provided budget management for three departments with a total budget of $5M through fund redistributions and budget revisions as needed;>>Completed five year budget for two auxiliary service units and one state appropriate service unit;>>Advised four P&BS program area Assistant Directors on matters of strategic planning, budget and position management; minimized revenue loss from WolfCopy auxiliary services due to reduced operation during pandemic through appropriate budgeting projection and personnel redistribution;>>Provided consultation and advice to 30+ employees on all employment related actions and policy changes with appropriate interpretation of federal, state, and university policies and procedures; participated recruitment and onboard training to fill 6 vacant positions in a year.>>Completed recruitment and onboard position training for two direct reports; developed one direct report from an admin support role to an accounting technician position;>>Created Standard Operating Procedures and improved SOP efficiency by 25% using google forms and digital process;>>Reduced Fedex exception reporting by 65% through enhancing settings for 1400+ user accounts;>>Improved Purchasing Solicitation email templates to suppliers; eliminated RFQ, RFP email submissions; improved data security and efficiency; Show less

Raleigh-Durham, North Carolina Area

>>Involved with company globalization restructuring in preparation for company IPO;>>Reviewed and discussed semi-annual budget plans with site supervisors before submission to the CEO for approval;>>Secured a $400K Paycheck Protection Program (PPP) loan to support the company during the challenging times of the pandemic, ensuring financial stability and sustaining operations. >>Involved with budgeting, purchasing, and project management in building a 5000+ sq… Show more >>Involved with company globalization restructuring in preparation for company IPO;>>Reviewed and discussed semi-annual budget plans with site supervisors before submission to the CEO for approval;>>Secured a $400K Paycheck Protection Program (PPP) loan to support the company during the challenging times of the pandemic, ensuring financial stability and sustaining operations. >>Involved with budgeting, purchasing, and project management in building a 5000+ sq ft new GMP facilities in CA;>>Completed annual auditing reports with public accounting firms to ensure successful financing with investors;>>Led a team of three to support both the NC site and CA site with accounting, budgeting, purchasing, payroll, and admin support to ensure smooth business operation;>>Maintained up-to-date knowledge of applicable state and Federal Laws and regulations; Provided updates and trainings for the leadership team in order to stay compliant;>>Developed companywide HR policies and trained 12 hiring managers in best practices in hiring, team building, and professional development resulting in company growth from three employees to thirty plus; Show less

Chapel Hill, North Carolina, United States

>>Oversaw and managed $40M+ budget, accounts including contract and grant, trust, F&A, state and Professorship;>>Involved with Pre-Award Administration; prepared proposals and developed budget for new contracts and grants and other research initiatives >>Involved with Financial Management for Post-Award Administration; oversaw the daily posting, prepared and processed personnel actions, consultants payments, non-personnel financial transactions, purchasing… Show more >>Oversaw and managed $40M+ budget, accounts including contract and grant, trust, F&A, state and Professorship;>>Involved with Pre-Award Administration; prepared proposals and developed budget for new contracts and grants and other research initiatives >>Involved with Financial Management for Post-Award Administration; oversaw the daily posting, prepared and processed personnel actions, consultants payments, non-personnel financial transactions, purchasing, disbursement transactions, payroll transactions and deposits; provided monthly reconciliation and budget projection;>>Collected $60K+ past due recharge payment from service departments and colleges by updating invalid chartfield strings;>>Tracked all Corporate and Private Gift and Sponsorship with annual receipts over $2M; analyzed annual donor report to identify major donor prospects.>>Led a team of three professionals, including selection / hiring, objective setting, coaching, and training; Show less

Chapel Hill, North Carolina, United States

>>Oversaw and managed the operating and expenditures budget totaling excess of $42M;>>Found and corrected purchasing procedure flaw which impacted department financial reports for years;>>Claimed $40K water bill refund for Energy services according to error found on financial report;>>Created check request and small order processing total $500+ annually, follow up the delivery and receipts, and process invoices after all material and / or service… Show more >>Oversaw and managed the operating and expenditures budget totaling excess of $42M;>>Found and corrected purchasing procedure flaw which impacted department financial reports for years;>>Claimed $40K water bill refund for Energy services according to error found on financial report;>>Created check request and small order processing total $500+ annually, follow up the delivery and receipts, and process invoices after all material and / or service received;>>Reconciled six Purchase Cards with 80+ monthly transactions for the department. Ensure expenses are recorded correctly in internal tracking documents, Maximo database and online requisition. Show less

Master Of Business Administration - Mba

Accounting

Bachelor'S Degree, English Literature