As the Office of Knowledge Enterprise Development Associate Director of Finance I provide fiscal oversight for Arizona State University Research Centers, Initiatives and Institutes with over $25M in current assets. Supervising a team of five financial specialists I provide business support for the ASU Biodesign Institute, Complex Adaptive Systems, Security and Defense Initiatives, Decision Theater Network, Zero Mass Labs, ASU Washington DC office and OKED Finance, Communications and Operations areas.

Working with the Office of Knowledge Enterprise Development (OKED) Finance Director and Assistant Vice President, I developed an accounting structure and comprehensive business processes for many of the President’s Office special initiatives. I also serve as the Business Manager for several OKED departments; constructing and managing personnel , expenditure and revenue budgets. I authorize the purchase of supplies, services and equipment as well as allocates salary through Peoplesoft position remapping. I prepare monthly, quarterly, forecast and ad hoc financial reports. I analyze and interpret statistics, financial data and management planning data to predict resource needs and develop long range plans. Other responsibilities include:* Develop and maintain the OKED Finance desk manual, as well as desk manuals for EDCE, SDSI, ZML and DT. Establish proper internal accounting controls with checks and balances to ensure compliance with university audit standards. Interpret relevant federal, ABOR and university regulations, policies and procedures and best practices for all OKED units. * Supervise and train three full time OKED Finance employees. Develop a progression plan and a positive acknowledgement system as well as working with staff to correct deficiencies, implement corrective action and discipline.* Analyze and interpret university rules, regulations, policies and procedures for the OKED Finance team. Provide advice and information on department programs, financial and operation policies and activities to the OKED community. * Represent OKED interests on committees and in meetings. Actively support sustainability programs.* Oversee fiscal year end accounting and budgeting activities. Coordinate budget planning and budget entry into STAR for state and local budgets.

Independently managed operational accounting processes which include (but were not restricted to) account analysis, budgeting, reconciliation and audits to ensure CRESMET’s fiscal integrity. Developed and established procedures for the budget processes and daily operations according to policies and procedures established by the university and outside governing agencies. Managed and controlled expenditures in accordance with budgeted amounts. Authorized requests for supplies and services, rarely requiring higher level authorization. * Prepared major operational and special budgets along with financial and administrative reports. Analyzed and interpret statistics, financial data and management planning data to predict resource needs and develop long range plans. * Assisted the CRESMET Director in increasing efficiency and effectiveness of center operations. Analyzed and planned for the needs for staff, capital equipment/improvements, space needs, supplies and services and took appropriate action - considering budget limitations. * Controlled, coordinated and advised on personnel matters such as preparing personnel forms, payroll classification, recruiting and new hire actions, interviewing and selecting new staff, reporting, performance reviews and termination actions. Addressed and processed employee grievances while ensuring compliance with applicable policies such as Affirmative Action. Supervised, trained, coordinated and assigned workload for CRESMET Administrative Team members. * Represented CRESMET at meetings with ASU Financial Services, OVPREA, ORSPA, ASU Foundation, the Provost and university organizations. Point of contact for coordinating and participating in internal and external audits. Prepared all audit work-papers.

* Managed multiple projects associated with post award activities for sponsored accounts to ensure compliance with federal, state, university and contractual requirements. Decided proper handling of financial transactions using GAAP. * Liaison between the ASU research community and federal, state, for-profit and non-profit sponsors. Resolved reporting and non-payment issues utilizing professionally worded communications. * Developed and maintained GCA Cash Management desk manual, establishing fiscal guidelines to sustain a sound financial status. Compared and contrasted current university policies and procedures and sponsor accounting requirements. Worked with the GCA Manager to update internal systems to meet new reporting requirements and ensure continuous improvement.* Prepared intricate journal entries and resolve budgeting issues. Reviewed and reconciled monthly fiscal activity and produce financial and administrative reports.* Supervised two full time employees and two students. Trained, directed and evaluated all team members. Worked with employees to correct deficiencies and recommend and implement corrective action.

Answered document processing and financial reconciliation questions on the Advantage Helpline (965-2334). * Developed training materials for CUFS and Advantage training classes.* Coordinated and taught CUFS and Advantage training classes for all expenditure and billing documents.

* Supervised four staff. Trained, directed and evaluated all team members. Worked with employees to correct deficiencies and recommend and implement corrective action. * Managed the processing up to 300 Request for Check documents and Travel Advances daily using the CUFS interactive mainframe. * Created statistical analysis of processing time for office metrics.* Reviewed document processing procedures to ensure compliance with ASU policies. Evaluated current Accounts Payable policies and made suggestions to update department and university manuals. * Developed training materials for the new travel reimbursement process.

* Supervised four tellers. Set schedules and defined workload. Trained, directed and evaluated all team members. Worked with employees to correct deficiencies and recommend and implement corrective action. * Processed and reconciled department receipts and approved CUFS documents. * Served as the primary contact for faculty and student problems, researching in financial and student databases to resolve fiscal issues. Researched and resolved report errors, missing receipts and bank wire questions. • Liaison to outside government agencies regarding various cash management issues.