Julie Morff

Experience

• 

  Missouri State Board of Accountancy

  Feb 1999 - Oct 2008

  Office Manager and Executive Assistant

  Supervised 4 FTE & 2 interns directing the overall planning, development, & administration. Updated Executive Director, investigator, staff, and associations to any changes or issues as they arose. Served as staff liaison to various board committees developing strategic plans, drafting of proposed changes to licensing statutes & regulations. Participated in the re-write of the Boards statutes and rules editing & incorporting the UAA with existing statutes. Assisted in rewriting of CSRs, responsible for completing necessary forms for JCAR and SOS, & following the CSR through the rule process. Reviewed & ensured compliance of all contracts with outside legal counsel, as well as our CPA examination vendor. Communicated daily with customers, employees & other individuals answering questions & explaining information. Review of files, records, other documents obtaining btain information for including Sunshine requests. Coordinated all licensing activities for the regulation of CPAs& public accounting firms;approving complex applications in accordance to guidelines developed. Monitored & provided support of legislation & rule changes proposed which could pertain to or affect MO CPAs was a primary duty during the legislative session. Served as interim Senior Auditor/Investigator while the investigator served as Acting Executive Director for part of 2007. During this time I performed all duties of the Executive I (as stated above) as well as prepared detailed investigative reports of complaints filed against CPAs for potential violations of Missouri statutes, Board regulations and professional accounting and auditing standards. I was the Board’s liaison with our Legal Counsel Attorneys (Private firm), Division Attorneys, Attorney General’s Office, law enforcement officials and agencies, licensees, professional organizations and the public regarding complaints, disciplinary actions, board rules and regulations/statutes. Show less

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  JCCI - Missouri Senate

  Oct 2008 - Apr 2011

  Analyst

  As an Analyst for the Joint Committee on Capital Improvements and Leases Oversight (JCCI) I monitored proposed state-funded capital improvement (CI) projects, operating costs of projects, monitoring new construction of state-funded CI projects & repairs & maintenance on existing state buildings & facilities with capital expenditures. Investigation of total bonded & indebtedness with lease purchase agreements with the state, departments, divisions, & agencies with state building projects. Assisted in budgeting analysis for proposed capital improvement projects, providing similar analysis to the Senate Appropriations & House Budget Committee. Researching areas of interest for Senators or Representatives & preparing reports addressing such information as it pertained to existing policies, practices, procedures, & expenditures regularly occurs. Monitoring of project expenditures related to budget allocations/appropriations. Tracking appropriations & policy legislation of OA,working with that department to monitor all leases & proposed leases property paid with state funds. Monitoring property operating costs or costs associated with any such lease agreements. Assisted with the compilation & preparation of fiscal & statistical budgetary info, as well as program information of Committees annual report which was presented to the Missouri Senate & House annually. During the legislative session we monitored & tracked capital improvement & leasing legislation as they moved through the legislative process. Attended Senate & House hearings on all CI & Leasing legislation & CI budget hearings. We maintained files & fiscal notes for all CI & leasing legislation, including project cost statements, fiscal notes, blue prints, statute changes,etc. Assisted in organizing JCCI hearings, serving as secretary at hearings recording all committee actions & minutes. Made site visits inspecting facilities and premises such as correctional institutions, state schools, universities, etc. Show less

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  Missouri Medicaid Audit and Compliance

  Apr 2011 - Jan 2012

  Policy and Compliance Audit Manager

  Responsible for reviewing various provider policies & contracts maintained by DSS, DHSS, & DMH that relate to the expenditures of Missouri Medicaid funds to ensuring all past & future policy changes are properly incorporated; comprehensively analyzing & reviewing past memorandums & bulletins. Provide oversight & guidance including assigning program policies for review; reviewing audit reports for recommendations; supervising & coordinating activities of staff responsible for various operations of the unit, including training & educating them in maintenance of program policies as to the need for timely & accurate modification to program policies. onducting audits of the MMAC Unit and developing and initiating needed changes to reporting and procedures to ensure the reliability and integrity of the Unit. Tracking & reporting statistical data to finance monthly. Assist unit legal counsel with development, editing & compliance of unit statutes & code of state regulations, which could include monitoring legislation & attending hearings as needed. Serve as Directors back up on boards & committes such as the Change Control Board. Tracking & auditing of program integrity & program operations referrals. Assigned 17 FTE which perform duties such as Policy, Contracts, and Provider Enrollment. Show less

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  Missouri House of Representatives - House Appropriations

  Jan 2013 - Oct 2019

  Budget Analyst IV

  Examines highly complex budgets within a state agency/group of agencies, analyzing budget & allocation requests on complex issues for completeness, accuracy, & conformance with procedures, regulations, & policies; evaluates needs & priorities of agencies determining if funds may be reduced or where more funds are needed, examines alternatives available in funding agency programs. Monitors budget allotment & reserve plans to ensure compliance, monitors expenditures according to budget allocations/appropriations & recommends adjustments as needed. Review, analyze, & assist with the development of performance measurement data to ensure effective budget requests. Analyzes federal & state funds, reviews & develops financial forecasts, & estimates future outcomes; develops/coordinates funding recommendations, justifications, & alternatives for funding of agency programs to meet current & evolving needs. Developing complex cost allocation plans & methodologies for assigned agencies. Liaison with other agencies and committees; attends committee hearings & answers questions concerning agency budgets. Provides technical advice & assists in the preparation of budgets, interpretation of budget policies; provides recommendations on budget/financial objectives; & ensures that objectives are implemented. Prepares & assembles fiscal & statistical data, charts, graphs, & reports for use in budgetary & program evaluations & budget hearings. Tracking policy legislation & appropriations bills concerning assigned agencies; attends hearings and reports on status of bills. Reviews bills that pass the General Assembly; & prepares/coordinates responses to budget questions. Analyzes appropriations bills & evaluates the possible effects. Prepares, reviews, & analyzes fiscal notes. Prepares & reconciles documents for budget tracking prepared within the agency; codes core budget reconciliation items & new decision items into the budgeting system. Show less

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  Missouri General Assembly

  Oct 2019 - now

  Director of Oversight Division for the Joint Committee on Legislative Research

  The Oversight Director is responsible for the overall direction and administration of the Oversight Division for the General Assembly - Joint Committee on Legislative Research. Design & plan all the work of the division. Including directing, administering and coordinating all the work and staff. I am responsible for overseeing/approving all Human Resources, Procurement & IT needs. Contract negations, maintaining of personnel records, purchasing of all office and IT equipment. Approval & payments of bills for Oversight, including approval in the SAMII system. Supervise the design of & direct implementation & operations of all evaluations, investigations, inquiries & special studies assigned to or falling under the general jurisdiction of the division. Supervise the preparation of fiscal notes for the General Assembly. Provide the administrative supervision of the planning, preparation & justification of the budget, all purchases, leases, and any other expenditures for the division. Be Primary Contact for the members of the General Assembly Members & Staff when they have questions or concerns on Fiscal Notes. Primary liaison with outside entities concerning the policy, procedures, rules, regulations & activities of the office involved in the division. Oversee in the development & maintenance of any comprehensive training program for the staff. Develop & maintain a recruiting program for qualified personnel. Conduct staff meetings, planning sessions, or group sessions for the purpose of identifying problems & alternative solutions so as to maintain the Division at the highest level of effectiveness. Develop & maintain effective working relationships with staff at various levels in other State agencies. Direct the implementation of inquiry techniques & procedures establishing (with the approval of the Committee on Legislative Research) policies for gathering & compiling data and facts related to program reviews/evaluation efforts. Show less