• Responsible for the compilation, monitoring, and accuracy of monthly reports for the Law School Foundation and Law Alumni Association accounts.• Provided guidance, responding to faculty and staff inquiries, working through reporting and/or reconciliation issues.• Assisted with the annual audit process, create monthly, and annual journal entries.• Managed the reconciliation of restricted and unrestricted cash, gift, endowment, and scholarship accounts.• Assisted in supervision and cross training of 3 finance employees.• Developed a streamlined journal entry process and reconciliations; and led the department’s adoption of the more productive process.• Managed the annual filing of escheatable property in compliance with guidelines established by the North Carolina Department of Treasury.

• Managed domestic/international bank accounts for the University and Health System; responsibilities included identifying and correcting reporting discrepancies.• Managed and approved the daily cash position and movement of funds. Reviewed employees’ work for accuracy, and responded to inquiries from various departments within the University/Health System.• Maintained expert understanding of changes within the banking industry, especially in the area of fraud prevention.• Prepared the monthly direct cash flow reports for Duke University Health System senior management team.• Analyzed bank account costs and trends, in order to reduce unnecessary costs to the University.• Reviewed staff work for accuracy and processed annual staff performance reports, and developed staff professional development improvement plans.

• Managed domestic/international bank accounts for the University and Health System; responsibilities included identifying and correcting reporting discrepancies.• Managed and approved the daily cash position and movement of funds. Reviewed employees’ work for accuracy, and responded to inquiries from various departments within the University/Health System.• Maintained expert understanding of changes within the banking industry, especially in the area of fraud prevention.• Prepared the monthly direct cash flow reports for Duke University Health System senior management team.• Analyzed bank account costs and trends, in order to reduce unnecessary costs to the University.• Reviewed staff work for accuracy and processed annual staff performance reports, and developed staff professional development improvement plans.

• Assisted EVP/CFO with the daily cash activities and initiated movement of funds.• Prepared daily/monthly cash forecast reports, and assisted with annual budget cash forecast.• Managed all of the bank accounts (signatory on all accounts).• Initiated and processed escheat program, property and casualty insurance, including workers’ compensation audits.• Analyzed monthly analysis charges and prepared monthly journal entries for all bank account activity.