Terri Evans Email & Phone Number

Kansas City, Kansas

Key Responsibilites and Achievements:Directed team of 11 in financial management and administration of federal, state, foundation, and corporate grants and awards.Prepared, analyzed and presented financial statements for: CMH Research Institute ($15 million annual revenue), and CMH Foundation ($200 million organization with ~ 150 endowment funds)Oversight for annual A-133 audit and CMH Foundation audit.Built team from 4 to 11 staff in response to business and internal customer needs.Worked with new manager to design and implement specialized multi-team structure.Made improvements in revenue recognition procedures.Member of several project teams for discovery, design, testing, training and deployment of ERP system (Infor Lawson) modifications and internally-developed applications. Development and dissemenation of policies, procedures and internal controls.

Key Responsibilities and Achievements:Led, trained, mentored and coached 5 accounting staff for $100 million research organization.Prepared, analyzed and presented monthly financial statements to KUMC executives and board members.Managed annual audit and IRS 990 preparation.Project lead for discovery, design and implementation of SciQuest procurement system.Managed all accounting and report for KU Innovation and Collaboration (KUIC).ERP system - PeopleSoft

Key Roles and Achievements:Developed and implemented new schedules and processes for annual financial statement audit significantly reducing audit fees and staff time required during audit.Hired, trained, mentored and managed up to 10 high performing cohesive team members in finance, network administration, merchandising, human resources and building/office management functions.Designed monthly financial reporting package; provided oversight of preparation, review and presentation of reports to management and executive committee of national board of trustees,Managed banking, vendor and investment management relationships resulting in favorable terms and returns.Secured funding and managed team for design, development, testing, launch and marketing of online store. To achieve maximum efficiency, online store was integrated with accounting software modules used for order entry, inventory control and accounts receivable. Financial and customer impacts of online store included: reduced expense for print catalogs, customer service and warehouse staffing expenses reduced or redirected, and enhanced customer shopping and ordering available 24/7.Managed upgrade of equipment and capabilities for in-house print shop used to produce publications, posters and labels for resale and internal needs. Print shop upgrades resulted in lower per unit cost and provided necessary resources to support just-in-time production thereby reducing investment in inventory.

Key Responsibilities and Achievements: Reviewed journal entries recording asset sales and activity. Established and updated specialized procedures for compliance with RTC accounting standards. Managed, trained and developed staff accountants and clerical staff.

Key Responsibilities and Achievements Migrated four RTC Accounts Payable departments into one office Standardized four different interpretations of RTC Accounts Payable policy to maximize output and responsiveness while minimizing processing costs Implemented new Accounts Payable computer system and procedures Managed, trained and developed up to 17 staff accountants

Key Responsibilities and Achievements:Streamlined and rewrote department procedures reducing staffing needs, Monthly reporting to store and corporate managers, Managed annual audit, Corporate and store cash management

Bachelor Of Science Degree, Business Administration; Accounting Concentration

Certificate, Fasttrac New Venture Program