Senior Vice President for Finance & Administration and Chief Financial Officer | 919-962-4600
Clinton serves as the chief financial officer and is responsible for the financial affairs of the UNC System and the finance and business affairs of the UNC System Office. In this role, he has primary responsibility for the development and execution of the UNC System’s unified budget, tuition and fees, capital construction, real estate, debt management, human resources, information technology, investments, efficiency and effectiveness initiatives, economic and financial analysis, and the business services of the System Office. He reports to the president of the University and works collaboratively with the UNC Board of Governors, key executives within NC State Government, UNC System Office staff, and Chief Financial Officers from the unique seventeen institutions of the University of North Carolina to accomplish strategic financial and operational priorities.
Executive Assistant to the Senior Vice President for Finance & Administration and Chief Financial Officer | 919-962-4607
Angelisa maintains the Senior Vice President for Finance & Administration and Chief Financial Officer’s calendar; coordinates the scheduling of meetings, events, and travel; and provides other administrative support as required. Responsibilities include coordinating agenda and related items for the Committee on Budget and Finance of the UNC Board of Governors; preparing minutes of meetings, and communicating information regarding actions taken by the Board to institutions.
Lindsay McCollum Farling
Vice President for Financial Planning and Analysis | 919-962-4601
Lindsay is responsible for the development and execution of the University’s operating budget (continuation and expansion budgets). She also conducts mandated University and/or legislative program reviews and studies and supports UNC System constituent institutions, UNC Board of Governors, Fiscal Research Division, and the Office of State Budget and Management.
Executive Assistant to the Vice President for Financial Planning and Analysis | 919-962-4609
Mary serves as the executive assistant to the Vice President for Finance Planning and Analysis. Responsibilities include maintaining the vice president’s calendar; scheduling meetings, events, and travel; and providing other administrative support as required.
Director of Shared Services and Financial Operations | 919-962-4605
Aubrey is the lead consultant on shared service strategy and direction for the UNC System and serves as a liaison between the Finance Division and other System Office entities, state government offices, and UNC System institutions.
CAD Technician | Offsite
Karen supports the Space Utilization and Analysis staff using CAD to produce accurate measurements of new and renovated structures listed on the DAVE data collection system. She also converts old hard copy blueprints to electronic drawings for campuses in the UNC System and the 58 Community College System.
Finance and Capital Data Analyst | 919-962-4604
Daphne is working on aligning the State Property Office, Department of Insurance, and UNC System Office building databases. In addition, she works with each UNC System institution to identify the proper designation of appropriated (built with state funds) or non-appropriated (built with receipt/student fee funds).
Assistant Vice President for Financial Planning and Analysis |
This position is responsible for managing the analysis of policy, financials, and data on various University matters, information requests, and analysis of the fiscal impact of potential policy changes.
Front Desk Program Assistant | 919-843-5000
Debbie serves as the conference services agent, event planning coordinator, and account assistant for the Center for Leadership Development (CSLD) Complex.
Assistant Director of Space Utilization and Analysis | 919-962-4564
This position supports the director of Space Utilization and Analysis with the annual data collection of building, room inventory, and utilization files for the 17 constituent institutions, the 58 community colleges, and participating NC private institutions. It also monitors quality of data for the annual publication, special reports, and develops improvements to survey processes. This position is also responsible for Primavera scheduling system applications and management.
Director, Space Utilization and Analysis | 919-962-4569
This position is responsible for the annual data collection of building, room inventory, and utilization files for the 17 UNC constituent institutions. It is also oversees the collection of same data for the 58 community colleges and any participating private institutions in North Carolina. The compiled data is published in the annual Facilities Inventory and Utilization Study.
Facilities Maintenance Technician | 919-843-2754
Matt is responsible for issues related to maintenance at the Center for Leadership Development (CSLD) office building & grounds and provides conferencing support at the CSLD building. He is also responsible for maintenance and special requests/repairs for the UNC System President’s Residence.
Assistant Vice President for Debt Management | 919-843-4513
David’s primary responsibilities are for ongoing debt management among the statewide UNC institutions, including debt capacity, financial analysis of bonds and bond payments, and performing calculations relating to bond issuance. He is also responsible for the annual system-wide debt capacity study.
Senior Associate Vice President for Finance and Capital Planning | 919-962-2790
Katherine is responsible for the facility, construction, and capital planning programs within the University System and serves as a resource for the constituent institutions regarding facilities maintenance and operations. Other responsibilities include: capital planning; budget development and execution; design and construction of capital facilities; real estate and property matters; sustainability and HUB initiatives; and energy management.
UNC System Capital Budget and HUB Coordinator | 919-962-4608
Jeanine supports the capital budget revision process for both the University of North Carolina and the System Office. She also serves as the UNC System liaison for Historically Underutilized Businesses (HUB) program. Other responsibilities include assisting with capital improvement projects management, construction and design administration, energy management, environmental matters, physical plant operations, web-based advertisements, and preparation of items for the BOG Committee on Budget and Finance.
University Program Specialist | 919-962-4606
Karen is responsible for tuition and fees, expansion budget preparation/budget allocations, debt management, legislative/information requests, and Distinguished Professors Endowment Trust Fund reports.
University Architect Emeritus | 919-962-0462
Gordon’s primary responsibilities include CM at Risk construction method and design and construction management of the System Office projects.
Higher Education Policy Analyst | 919-843-6737
Daniel is responsible for providing programmatic, policy, and fiscal analysis, assessment, and reports on the various public policy areas including University fiscal policy, state fiscal policy, and higher education policy, and on topics such as higher education finance, tuition and fees, enrollment, performance metrics, financial aid, and other areas.
Facilities Maintenance Technician | 919-962-4561
Tyrone’s primary responsibilities include building and grounds, facility issues and logistics, mail delivery, and cleaning crew scheduling for the UNC System Spangler Center.
Senior Finance and Policy Analyst | 919-843-6737
Rob is responsible for providing fiscal, economic, and statistical modeling, and policy research and analysis on various program areas, including higher education finance, tuition and fees, enrollment, performance metrics, financial aid, and other areas.
Facilities Manager | 919-843-4308
Cindy serves as the facilities and conference services manager of the UNC Center for School Leadership Development (CSLD) building. Her responsibilities include managing the building and grounds, cleaning crew scheduling, front desk, and all catering contracts for the revenue generating conference services operation for the CSLD complex. She also serves as the health and safety coordinator.
Director of Capital Planning | 919-962-4611
Miriam’s primary responsibilities include energy management, CAPSTAT system applications and management, web-based advertisements for design and construction, reporting on HUB participation, ad hoc data requests, and design and construction website updates.
Assistant Vice President for Business Affairs | 919-962-4557
Sarah is responsible for overall internal facing financial operations for the UNC System Office including accounting, budgeting, financial reporting and purchasing.
eRA Systems Analyst | 919-962-4572
Sweta serves as the applications programmer for electronic sponsored-research administration tools, including RAMSeS. She consults with campus users, provides technical support, and develops and implements technical solutions.
Accounting Technician | 919-962-4241
This position is a part of the general accounting team in Business Affairs. Its primary responsibilities include administering travel authorization and reimbursement functions, management of VISP integration within ConnectCarolina PeopleSoft, cash allotment reconciliation, and monitoring.
Director of Budget | 919-843-6735
This position manages the General Fund budget, as well as trust fund budgets for the UNC System Office. Its primary responsibilities include departmental budget reporting, transfers of general funds within the System Office (Budget Codes 16010, 16011, 16012, 16015) and transfers between the System Office and UNC’s constituent institutions. It also provides guidance to the System Office’s leadership for budget execution.
Director of University Financial Reporting | 919-962-3992
Debbie is responsible for UNC System-wide financial reporting, the University System Office’s required financial reports, ConnectCarolina PeopleSoft system maintenance & reporting, and internal control.
Accounting Technician | 919-843-5164
Nuray is a member of the general accounting team. Her primary responsibilities are monitoring bank accounts, processing daily deposits, sending and receiving funds via Cash Management Transfer System, and processing some of monthly payments.
Systems Accountant | 919-843-5178
Scott’s responsibilities include main contact for departmental workflows, accesses for InfoPorte and PeopleSoft, any technical issues related to the financial systems, and System Office staff training.
Budget Analyst | 919-843-2720
Angela is responsible for the System Office’s four operating budget codes and non-general fund budgets. She also provides guidance to the System Office’s business enterprise-type activities (Shared Service Centers, Conferencing Facility, and Overhead operations).
Purchasing Manager | 919-843-5163
Melaina serves as the UNC System Office Purchasing Manager for internal business. Primary responsibilities include managing the enterprise’s purchasing operations, fixed asset accounting, fixed asset inventory, health and safety programs, motor fleet vehicles operations, P-Card program, American Express corporate card program, and required OSHA accident and injury reporting.
Financial Analyst/Endowment Analyst | 919-962-4652
Ratna is responsible for month-end close and completion of monthly bank reconciliations, tracking daily cash balances via the Cash Management Control System (CMCS), the year-end budget roll, and the realignment of budget pool accounts. Other responsibilities involve serving as back-up support for the day-to-day general accounting functions of AR Billing and Travel for the System Office. In her role, Ratna works with the Advancement team and the North Carolina Gift Planning, LLC.
Sponsored Programs Accountant | 919-843-5187
Tenora is responsible for administrative and financial compliance of the contract and grant portfolio awarded to the UNC System Office and system-wide campus engagement through SPARC.
Controller | 919-962-4243
John provides oversight of the UNC System Office accounting functions, including month, quarter and year-end cycles; accounts payable; accounts receivable; cash management and treasury/allotment functions; tax compliance; escheats and other financial reporting; purchasing and budget.
Accountant | 919-962-3698
Rhonda is primarily responsible for monitoring vouchers for withholding/reporting purposes and serving as backup for preparing Accounts Receivable invoices for the System Office, PeopleSoft and OSC Cash Management Control and serving as the University System Office tax withholding coordinator, which includes tax compliance for IRS forms1099, W-2, and 1042. Her other responsibilities include serving as support for the day-to-day general accounting, cash receipts, and disbursement functions for the System Office.
Purchasing and Contract Analyst | 919-962-3128
Bob manages the RFP process from RFP creation through award for most System Office RFPs. He also reviews and edits procurement documents and advises University personnel regarding procurement issues.
Accounting Technician | 919-962-4242
Lou is a member of the general accounting team. Her primary responsibilities include administering accounts payable (voucher approvals and other voucher-related functions), daily cash receipts, cash management system reconciliations, and escheats fund management.
eRA Systems Analyst | 919-843-2960
Traci serves as the applications programmer for AIR, IRBIS and IACUC electronic sponsored research administration tools. She consults with campus users, provides technical support, and develops and implements technical solutions.
Accountant | 919-962-4241
Preksha is primarily responsible for preparing accounts receivable invoices for System Office and backup for monitoring vouchers for withholding/reporting purposes, PeopleSoft and OSC Cash Management Control, and serving as the University System Office tax withholding coordinator, which includes tax compliance for IRS forms 1099, W-2, and 1042. Other responsibilities involve serving as support for the day-to-day general accounting, cash receipts, and disbursement functions for the System Office.P oversees the accounting office. Her other responsibilities include supervising the day-to-day general accounting, billing, cash receipts, and disbursement functions for the UNC System Office.
Accounting Manager | 919-843-5184
This position oversees the accounting office. Primary responsibilities include supervising the day-to-day general accounting, billing, cash receipts, and disbursement functions for the UNC System Office. Other responsibilities include administering the System Office’s cash allotment reconciliations for general and capital improvement funds, monthly reconciliation of FRS to OSC Cash Management Control, and tax compliance for IRS forms 1099, W-2, and 1098e.
Purchase Specialist | 919-962-3355
Shirl serves as the System Office’s purchasing agent/fixed asset technician. Her primary responsibilities include administering purchasing operations, fixed asset accounting, printing services, American Express Corporate Card program, and telecommunication equipment repairs and integration services.
Director of University Purchasing and Strategic Sourcing | 919-962-4656
Robby serves as a subject matter expert for state procurement regulations and processes, strategic sourcing, contracting, and spend analysis. He also facilitates collaborative efforts between the UNC System Office, constituent institutions, affiliates, state agencies, and the state’s Division of Purchase and Contract on all purchase and contracting activities for the University.
Financial Analyst | 919-843-5183
Megan is responsible for preparing UNC System-wide financial reports, preparing UNC System Office’s financial reports, and reviewing & maintaining internal policy. She also facilitates collaborative efforts between the UNC System Office, constituent institutions, affiliates, and state agencies to address financial reporting issues.
Director of eRA Information Systems | 919-843-5100
Martisha directs implementation and usage of web-based sponsored research administration tools at the UNC System’s sixteen universities. She supports the development of responses to requests for information on System-sponsored research and related data.