Senior Vice President for Finance & Administration and Chief Financial Officer | 919-962-4600
Jennifer 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, she 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. She 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 VP 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).
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.
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 is responsible for managing the capital budget process and advises university personnel in capital planning, budgeting, and architectural/engineering services, as well as property acquisitions and dispositions and related processes and procedures. She collaborates with the institutions on energy, sustainability, and HUB participation initiatives.
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.
Accounting Manager and Assistant Controller | 919-843-5184
The Accounting Manager and Assistant Controller oversees the accounting team. The primary responsibilities include day-to-day general accounting, billing, cash receipts, and disbursement functions for the UNC System Office. The Assistant Controller is also responsible for the monthly reconciliation of ConnectCarolina to the NC Financial System, and tax compliance for IRS forms 1099, W-2, and 1098e.
Director of University Financial Reporting | 919-228-8486
Debbie is responsible for UNC System-wide financial reporting, the University System Office’s required financial reports, ConnectCarolina system maintenance & query development/deployment.
Systems Accountant | 984-999-2040
Scott’s responsibilities include main contact for departmental workflows, system access requests for InfoPorte and ConnectCarolina, any technical issues related to the financial systems, and maintains the myapps.northcarolina.edu/finance website.
Budget Analyst | 919-843-2720
Angela is responsible for the System Office’s four operating budget codes and non-general fund budgets. She is responsible for maintaining the position database for personnel management within the System Office. She is also responsible for all budget execution and management within the System Office ERP system [PeopleSoft]. She is a trusted source of information and guidance to the core business contacts within the System Office organization.
Accounting Technician | 919-962-4016
Melissa is a member of the general accounting team. Her primary responsibilities include administering accounts payable (voucher review/approvals and VISP voucher creation), NC Financial System outbound transfers, web travel and processing monthly payments.
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, including review/approval of purchase orders for compliance with state regulations and accurate entry in ConnectCarolina, motor fleet vehicles operations, P-Card program and American Express corporate card program and telecommunication equipment repairs and integration services.
Financial Analyst/Endowment Analyst | 919-962-4652
Ratna is responsible for month-end close and completion of monthly bank reconciliations and tracking daily cash balances via the NC Financial System. Other responsibilities involve serving as lead for assessment of internal controls over financial reporting and support for day-to-day general accounting functions.
Accounting Technician | 919-843-5164
Kevin is a member of the general accounting team. His primary responsibilities are monitoring bank accounts, processing daily deposits, receiving funds via NC Financial System, and supporting accounts receivable billing notices function.
Director of Accounting and Controller | 919-962-4243
Quita directs the full scope of accounting operations for the UNC System Office including providing oversight of month, quarter and year-end cycles, accounts payable, accounts receivable, cash management and treasury/allotment functions, tax compliance, escheats, fixed assets and other related reporting. She is also engaged with UNC Institutions through the Controllers Work Group and the general Accounting/Financial Reporting Advisory Group for the UNC Business Process Compliance Program.
Director of Budget | 919-843-6735
Jessica manages the General and Trust Fund budgets for the UNC System Office. Her primary responsibilities include budget development, execution, reporting, and analysis of all funds within System Office responsibility. She also provides guidance to the System Office’s leadership for budget execution and serves as a trusted source for direction amongst the system’s Budget Officers.
Accountant | 919-962-3698
Rhonda is primarily responsible for University tax withholding, 1099/1042 tax reporting and accounts payable functions. She supports day-to-day general accounting and disbursement functions. Duties include monitoring vouchers for withholding/reporting purposes, creating outbound transfers via the NC Financial System, voucher review/approval and payment, and web travel.
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.
Accountant | 919-962-4241
Preksha is primarily responsible for the accounts receivable billing process for System Office shared/distributed services and accounts receivable functions. Duties include bill creation in ConnectCarolina, functions around payroll payment processes, escheat fund management, core banking and daily deposit functions.
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. She is primarily responsible for all subaward issuance and monitoring activities, time and effort reporting, Key Performance Indicator (KPI) reporting, monthly draw downs for US DoEd and tracking incoming payment from sponsors.
Purchase Specialist | 919-962-3355
Shirl serves as the System Office’s supplier coordinator. Her primary responsibilities include review/approval of all new supplier set up requests in ConnectCarolina and reviewing supplier documentation for appropriate tax classification. Shirl administers motorfleet vehicle registration, the Bank of America Pcard monthly reconciliation process and the American Express Corporate Card program, as well as processing Purchasing related transactions in ConnectCarolina.
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.