Finance and Budget Staff

Finance
Dr. Rick Whitfield
Interim Senior Vice President and Chief Financial Officer | 919-962-4600
Rick serves as the interim chief financial officer and is responsible for the financial affairs of the UNC System and the finance and business affairs of the 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, 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 campuses of the University of North Carolina to accomplish strategic financial and operational priorities.
 
Angelisa Riggsbee
Executive Assistant to the Interim Senior Vice President and Chief Financial Officer | 919-962-4607
Angelisa maintains the Interim Senior Vice President 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 Board of Governors; preparing minutes of meetings, and communication to campuses related to actions of the Board.
 
Nathan Knuffman
Vice President for Financial Planning and Analysis | 919-843-4513
This position is responsible for development and execution of the University's operating budget (continuation and expansion budgets), conducting mandated University and/or legislative program reviews and studies, support to UNC constituent institutions, Board of Governors, Fiscal Research Division and Office of State Budget and Management.
 
Vacant
Associate Vice President for Finance and Capital Planning | 919-962-4611
This position is responsible for the facility, construction, and capital planning programs within the University System. His primary 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.
 
Vacant
Higher Education Financial Analyst | 919-843-6737
This position is responsible for conducting economic and fiscal analyses and projecting university enrollment.
 
Debbie Fox
Front Desk Program Assistant | 919-843-5000
Debbie serves as the conference services agent, event planning coordinator, and account assistant for the CSLD Complex.
Assistant Director of Space Utilization and Analysis | 919-962-4564
Lindsay 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 private institutions in North Carolina. Lindsay monitors quality of data for the annual publication, special reports, and develops improvements to survey processes. In addition, she is responsible for Primavera scheduling system applications and management.
 
Director, Space Utilization and Analysis | 919-962-4569
Jeff is responsible for the annual data collection of building, room inventory, and utilization files for the 17 UNC constituent institutions.  He 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.  
 
Vacant
Higher Education Financial Analyst | 919-962-4604
Primary responsibilities include evaluating potential fiscal impacts to policies, information request analysis, and external reporting.
 
Assistant Vice President for Financial Planning and Analysis | 919-962-4601
Lindsay 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.
 
Vacant
Higher Education Financial Analyst | 919-962-3776
Primary responsibilities include evaluating potential fiscal impacts to policies, information request analysis, and external reporting.
 
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.
 
Karen Russell
University Program Specialist | 919-962-4606
Karen is responsible for tuition and fees, expansion budget preparation, debt management, legislative/information requests, and Distinguished Professors Endowment Trust Fund reports.
 
Gordon Rutherford
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.
 
Vacant
Administrative Assistant | 919-962-4609
This position provides administrative support to the Associate Vice Presidents for Finance. She is responsible for scheduling meetings, events, and travel.  Other responsibilities include purchase requisitions through PeopleSoft and assisting with special projects as needed.
 
Facilities Maintenance Technician | 919-962-4561
Tyrone's primary responsibilities include building and grounds, University System Office facility issues and logistics, mail delivery, and cleaning crew scheduling.
 
Cindy Sykes-Walker
Facilities Manager | 919-843-4308
Cindy serves as the facilities manager, overseeing all maintenance contracts with commercial and state vendors for the CSLD Complex. She also serves as the health and safety coordinator and conference services manager.
 
Special Projects Officer
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.
 
Business Affairs
Sarah Smith
Controller and Director of Sponsored Research | 919-962-4557
The primary responsibilities of the University Controller involve management and overall responsibility for business operations of the UNC System Office, including accounts payable, accounts receivable, travel, and special funds.
 
Beth Crutchfield
Budget Analyst | 919-843-6735
Beth manages the General Fund budget, as well as trust fund budgets for the UNC System Office. Her 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.  She also provides guidance to the System Office's business enterprise-type activities (Shared Services Centers, Conferencing Facility, and Overhead operations).
 
Director of University Financial Reporting | 919-962-3992
Debbie is responsible for UNC System Office financial reporting, single audit functions and related federal financial reporting, Governmental Accounting Standards Board (GASB) guidance, developing the University Financial Report, and other system-wide financial reporting requirements.
 
Scott Ganas
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.
 
Angela Glaspie
Accounting Technician | 919-962-4241
Angela is a member of the general accounting team in Business Affairs. Her primary responsibilities include administering travel authorization and reimbursement functions, management of VISP integration within ConnectCarolina PeopleSoft, cash allotment reconciliation, and monitoring.
 
Melaina Hall
Purchasing Manager | 919-843-5163
Melaina serves as the University 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.

Cassandra Jones
Sponsored Programs Accountant | 919-843-5187
Cassandra 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.
 
Vacant
Accounting Technician | 919-843-2720
Primary responsibilities include accounts payable and departmental accounting support.
 
Vacant
Accountant | 919-962-2790
This position is a member of the accounting office. His primary responsibilities include month-end close, disbursement and payroll transactions, business process review, and contact for PeopleSoft end user issues.
 
Debra Mosley
Accountant | 919-962-3698
Debra is a member of the accounting office. Her primary responsibilities include monitoring vouchers, preparing reconciliations of bank accounts, PeopleSoft and OSC Cash Management Control and serving as the University System Office vendor coordinator, which includes tax compliance for IRS forms 1099, W-2, and 1098-e. Other responsibilities involve serving as back-up support for the day-to-day general accounting, cash receipts, and disbursement functions for the System Office.
 
Vacant
Director of Budget and Business Enterprises | 919-962-3697
This position 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).
 
Beatrice Powell
Accounting Technician | 919-962-4242
Beatrice is a member of the general accounting team. Her primary responsibilities include administering daily cash receipts, cash management system reconciliations, and escheats fund management.
 
DP Singla
Accounting Manager | 919-843-5184
DP 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.
 
Shirl Smith
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.
 
Robby Terry
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.
 
Robert Vickery | 919-843-5183
Director, Financial Reporting and ERP System Integration
Robert serves as the Director of Financial Reporting and System Integration. His primary responsibilities include the University System Office's Comprehensive Annual Financial Reporting (CAFR), IPEDS Reporting, Institutional Trust Fund Reporting, ConnectCarolina PeopleSoft/NCAS reporting/reconciliation and financial system integration services along with Fiscal Research/OSBM/general media reporting.