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 serves as the executive assistant to the Senior Vice President for Finance & Administration and Chief Financial Officer. Responsibilities include maintaining the SVP’s calendar; scheduling of meetings, events, and travel; and provides other administrative support as required. She also coordinates the 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 the UNC System institutions.
Vice President for Financial Planning and Analysis | 919-962-4601
This individual is responsible for the development and execution of the University’s operating budget (continuation and expansion budgets). They 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
Dianna 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.
Bethany supports the tuition and fees process, the all-funds budget process, and the system strategic financial metrics. She provides financial and policy analysis on special projects for financial planning and analysis and manages the finance reports for the Finance Data Mart.
Assistant Vice President for Financial Planning and Analysis | 919-962-4605
Aubrey is responsible for managing the annual tuition and fees process. He manages the enrollment funding model and supports the UNC System Finance Data Mart. The Financial Planning and Analysis team also supports the system’s ad hoc financial planning needs.
Director of Campus Planning and Space Utilization | 919-843-0185
Owen is responsible for coordination of systemwide campus planning and maintaining a systemwide facilities database, as well as property acquisitions and dispositions and related processes and procedures. He collaborates with the institutions on space utilization, facilities condition and utilization, and planning initiatives.
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).
Special Projects Analyst and Business Process Lead for General Accounting and Capital Projects | 919-624-4371
Cliff is responsible for (1) developing and maintaining the Assessment of Internal Control over Financial Reporting requirements, various accounting and reporting procedural guidance, and updates to the General Accounting and Capital Asset Business Process Standards and related KPIs, (2) meetings with the controllers and program advisory team, (3) providing training and updates, and (4) monitoring compliance.
Business Compliance Analyst | 919-843-0342
Heather’s primary responsibilities include leading the Business Process Compliance Program (BPCP) and improving processes within the System Office business affairs.
Facilities Maintenance Technician | 919-843-2754
Matt is responsible for facility management and maintenance at the Center for Leadership Development (CSLD) office building and grounds at the CSLD building. His responsibilities include managing the building and grounds, cleaning crew scheduling, front desk, and event support. 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 System 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.
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; planning, design, and construction of capital facilities; real estate and property matters; space utilization and facilities management, 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 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.
Facilities Maintenance Assistant Technician | 615-485-1024
Warren assists with the maintenance, special requests, and repairs at the Center for Leadership Development (CSLD), Spangler Complex, the President’s residence, and other System Office buildings. He also supports events at CSLD.
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.
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.
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, construction management, and related processes and procedures. She collaborates with the institutions on energy, sustainability, and HUB participation initiatives.
Kim Van Metre
Assistant Vice President for Business Affairs | 919-827-8506
Kim is responsible for overall internal facing financial operations including accounting/cash management, financial reporting, procurement/supplier management, sponsored programs and the UNC Business Process Compliance Program.
Director of Sponsored Programs | 919-843-0270
Valerie is responsible for the sponsored programs portfolio at the UNC System Office including administrative and financial compliance. She is also responsible for execution of day-to-day post-award operations.
Director of University Financial Reporting | 919-228-8486
Daniel is responsible for UNC System-wide financial reporting, the University System Office’s required financial reports, ConnectCarolina system maintenance and query development/deployment.
Accounting Manager and Assistant Controller | 919-962-4243
Nuray oversees the accounting team and is responsible for management of general accounting operations including accounts payable, accounts receivable, cash management and tax compliance.
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 and 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.
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, 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 (ACIFR) and support for day-to-day general accounting functions.
Accountant | 919-843-5164
Kevin is primarily responsible for the accounts payable function and University tax withholding (1099/1042), supporting the 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 WebTravel.
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, and other related reporting. She is also engaged with UNC System 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.
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 pay cycle funding and payroll payment processes, escheat fund management, core banking and daily deposit functions.
Sponsored Programs | 919-843-5187
Tenora works with the UNC System Office contracts and grants portfolio. She is responsible for execution of day-to-day pre-award operations and is primarily responsible for all subaward issuance and monitoring activities.
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.
Accounting Technician | 919-962-0416
Hedi supports day-to-day general accounting and disbursement functions. She is responsible for administering accounts receivable (deposit and inbound NCFS transfer processing) and other accounting functions.
Accounting Technician | 919-445-0775
Melinda supports day-to-day general accounting and disbursement functions. She is responsible for administering accounts payable (voucher review/approval and payment) creating outbound transfers via the NC Financial System, and travel reimbursements.
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.