Experience

• 

  Virginia institute of marine science

  Jan 1995 - Jan 1999

  Accountant

  • Participated in the planning, development, and execution of the annual budget submission to the Governor and General Assembly• Assisted in preparing internal operating budgets; analyzed indirect cost revenues; compiled faculty evaluation and salary data; prepared market analysis of tuition and assistantship data• Used FOCUS software within the W&M Financial Records System (FRS) and human resource system to prepare routine and special management reports• Performed maintenance and revision of budget information to the FRS system• Created and maintained local database in Access on all employees; generated specific reports for the office Show less

• 

  Christopher newport university

  Jan 1999 - Jan 2000

  Senior budget analyst

  • Supported the planning, development, and coordination of the biennial and annual operating and capital budget submissions to the Governor and General Assembly• Calculated personal service costs, including fringe benefits, and ensured consistency with the recommended salary regrades and performance increases• Recommended allocation of resources based on analysis of program and departmental budget requests• Evaluated legislative appropriations; compiled fiscal and statistical data reports; independently replied to budget inquiries from operational budget managers• Represented the University at relevant budget meetings in Richmond• Designed spreadsheets for budget preparation and financial planning• Utilized central automated system for internal budget execution; monitored Maximum Employment Level; calculated monthly employee FTE counts• Prepared appropriation and allotment adjustments for submission to DPB• Monitored the appropriation and allotment status of all funds• Worked closely with University Architects when reporting financial information for capital outlay projects Show less

• 

  Virginia institute of marine science

  Jan 2000 - Aug 2006

  Budget manager

  • Served as Chief Assistant to the Director of Planning and Budget; advised her on all circumstances affecting the financial operations of the Institute• Managed the planning, development, coordination, and evaluation of the multifarious internal operating budgets supported by educational and general funds, indirect cost recoveries, and grants and contracts (the 2006 appropriation exceeded $43 million)• Developed internal operating and budgeting policies and procedures as needed in compliance with Commonwealth guidelines; advised fiscal personnel of departments and support areas to ensure compliance with established budgets and operational plans• Coordinated the Equipment Trust Fund (ETF) list for SCHEV and approved all expenditures against the approved listing (the 2006 allotment exceeded $478k)• Authorized funding for all faculty, staff, and student personnel actions; regularly prepared salary and personnel reports• Prepared funding requests to DPB and the General Assembly for new programs and projects• Authorized funding of all capital outlay projects; managed the appropriations and allotments (the 2006 appropriation exceeded $30 million); provided financial information to Virginia’s Bureau of Capital Outlay Management (BCOM)• Prepared and submitted the non-general fund revenue estimate report to DPB• Prepared the operating summary report and the capital outlay program report for quarterly meetings of the Board of Visitors• Prepared reconciliations between Banner (financial system) and the Commonwealth’s Accounting Record System Show less

• 

  College of william and mary

  Sept 2006 - Aug 2009

  Assistant to the dean/director of budget and personnel, school of education

  • Served as the Dean’s chief strategic advisor on financial, administrative, and personnel matters; successfully managed daily business and human resource operations through effective communications; worked collaboratively to resolve problems affecting the efficiency of key functional areas • Co-developed and implemented the strategic plan• Supervised fiscal and administrative support staff, faculty and staff searches, and new employee on boarding• Developed and implemented internal protocols to ensure policy and procedure compliance• Reviewed and approved all budgets and commitments for submission of extramural grants and contracts; approved/disapproved expenditures from all funding sources Show less

• 

  Virginia institute of marine science

  Aug 2009 - Jan 2018

  Chief financial and administrative officer

  • Assisted the Director in managing all functions associated with institutional operations through significant delegated authority; develop short and long-term financial strategies; establish financial and administrative policies • Formulated and executed strategic and operational plans; evaluated key functional areas to ensure optimal and efficient use of resources• Actively followed ongoing and emerging issues of importance in Higher Education• Cultivated strong professional relationships with the General Assembly, Governor’s Cabinet Offices, and Congressional Staff; served as legislative liaison to state central offices• Developed operating and capital budget submissions for Governor and General Assembly; crafted Six Year Plan for submission to the State Council for Higher Education in Virginia• Supervised the Office of Finance and Administration, spanning key functional areas including Budget (~$23 million E&G operating, ~$64 million capital program, FY 2018), Foundation Operations (~$20 million in assets, FY 2018), Sponsored Programs (~$24 million, FY 2018), and Administrative Services• Reviewed and approved/disapproved all personnel actions Show less

• 

  Christopher newport university

  Jan 2018 - now

  • Chief of Staff

    Jan 2024 - now

  • Vice President for Finance and Chief Financial Officer

    Oct 2020 - Jan 2024

  • Vice President, Strategy and Planning

    Jan 2018 - Oct 2020