Christopher Lawrence Hale, C.R.A.
OBJECTIVE:
W ORK: UC Davis Dept of Internal Medicine 4150 V Street, Suite 3100 Sacramento, CA 95817 (916) 734-8590 clhale@ucdavis.edu
HOME : 7924 Reindeer Way Sacramento, CA 95823 (916) 399-0306 home (530) 848-9413 cell/message clhale@hotmail.com
Utilization of education and experience to successfully integrate into the position of Hospital Administrator. Expand upon current knowledge and experience to develop strong general management and accounting/budgeting background. • Experience managing wide variety of research studies, grants, contracts, and donations. • Five years of human resource and payroll accounting experience. • • Supervisory role in organized research unit and food service industry. • B.S. in Health Services Administration with Minor in Business. • Proficient with MS Office, Windows 95, 98, and 2000, Internet, Decision Support, DaFIS (Accounting System), Eudora, Lotus Notes, Microsoft Outlook, HTML, Netscape, Internet Explorer, and Novell Working Professional MBA Program, Graduate School of Mgmt. September 2006 - Present University of California, Davis, Davis, CA 95616 Courses completed: Financial Accounting Managerial Economics Corporate Financial Reporting Evaluation of Financial Information Advanced Financial Accounting
SUMMARY:
EDUCATION:
Indiv and Group Dynamics Marketing Corporate Governance Decision and Mgmt Science Real Estate Financing and Dev
Statistics Finance Management of Biotechnology Database Systems Derivatives Securities August 1997 - May 2000
Bachelor of Science in Health Services Administration University of Central Florida, Orlando, Florida 32816 Minor in Business Courses taken included: Medical Terminology Intermediate Accounting I & II Financial Accounting
Managerial Accounting Financial Accounting Management of Organizations Business Finance Health Care Finance Statistics August 1996 – June 1997
Undergraduate Studies, Electrical Engineering North Carolina State University, Raleigh, NC 27695
EXPERIENCE:
Analyst V, Supervisor/Extramural Finance Manager February 2008 Present UC Davis School of Medicine, Internal Medicine, Sacramento, California $60,729, annual salary • Provide budget and fiscal management for extramural funds, intramural grant funds, gifts, and endowments in the Internal Medicine Department, which includes 9 Divisions and 4 Sections. • Work with principal investigators/ project leaders and professional researchers to assist in development and review of complex budgets for proposals to extramural agencies requiring knowledge of University and Agency requirements. • Serve as department’s resource and liaison to intra and inter-campus offices, federal, state and other external funding agencies for research or service oriented contracts, grants, gift and endowments relating to fiscal matters. Resource for application process, interim and final reporting requirements for funding agencies. Establish interface with Hospital for clinical trial research projects that include patient care costs. Review all budget proposals prior to Chair approval. • Develop and maintain operational policies and procedures to ensure appropriate and sound audit trails are implemented in accordance with University and external granting agency requirements. • Maintain signature authorization for approximately 800 accounts. Review and approve all expenditures, encumbrances, adjustments and budget transfers. Oversee purchases and research
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contracts ensuring proper compliance with university policies and procedures and agency requirements. Review equipment purchases for verification of funding and propriety under terms of contracts/grants. Prepare or supervise preparation of faculty cost recovery from grants. Oversee maintenance of accounting and purchasing records per UC record retention policy. Responsible for or supervise those responsible for monthly reconciling of accounts, preparation of accurate monthly financial reports and the distribution of account reports to principal investigators. Monitor monthly/annual projections verses actual expenditures and analyze discrepancies. Utilizing DaFIS post all appropriations, charges, transfers, and corrections to reconcile the general ledger. Prepare data for direct charging faculty salaries to grants, transfers, budget adjustments, payroll transfers and adjustments, etc. Ensure faculty are alerted to budgetary shortfalls and advise on alternate course of action. Implement fiscal closing procedures and prepare all required documents. Ensure all account analysts implement fiscal close procedures. Directly supervise five Analyst II account managers and one Admin Spec I purchasing/accounts payable supervisor. Provide indirect staff management supervision of one AA III and three AA II purchasing/accounts payable processors. Ensure individuals know all University policies and procedures related to purchasing, expenditures, cash/gift acceptance, travel, etc. Ensure individuals have working knowledge of extramural funding agencies polices and that they are followed. Responsible for account managers applying standard accounting practices and knowledge of DaFIS. Coordinate leaves while ensuring University deadlines for fiscal close, etc., are met. Resolve personnel problems in compliance with University policies and appropriately utilizing University resources; follow due process for disciplinary action as required by union contracts and University. Promote teamwork. Formally evaluate employees yearly. Prepare and develop position descriptions and head recruitment process for vacant positions. Monitor and approve time sheets, payroll, and leave of absence records. Supervise completion and maintenance of payroll-related and personnel-related forms and maintenance of confidential files. Provide opportunities for staff development and training for career growth.
Management Services Officer I/Business Manager July 2003 – February 2008 UC Davis Cancer Center, Sacramento, California $50,489, annual salary • Responsible for the management and supervision of the daily operations of Cancer Center facilities. Ensures all functional areas are operating efficiently and effectively. • Administer and supervise budgetary control functions (including tracking and verifying expenditures and income), for department totaling $21 million. Review and authorize all purchase requests and payments. • Perform post-award accounting functions for all department accounts including maintaining control of flow of departmental and research funds; analyzing expenditures; reconciling ledgers, initiating transfer of funds; payroll transfers and cost recoveries; supervising preparation of travel vouchers, entertainment expense vouchers, purchase order and requisitions, honoraria, direct charges, and resolving vendor/departmental discrepancies. Perform fiscal closing, independently taking initiative to transfer funds where appropriate. • Monitor research accounts and provide reports to Cancer Center Manager and research faculty on status of accounts, ensuring expenditures are in compliance with University and granting regulations and within award budget. • Under the general guidance of the Manager, implement day-day operation goals, assess current and future program needs, establish priorities, and identify fiscal and support resources. Provide problem-solving alternatives, innovative solutions to a full range of administrative problems. • Approve all payroll and personnel actions through the Payroll and Personnel System (PPS). Ensure cost recovery was completed on a timely manner on all contracts and grants. • Responsible for Cancer Center's building maintenance and security, working with PO&M, Telecommunication, and other service departments on plans for space allocations and redesign. Attended quarterly safety coordinator meetings and maintained safety manual for department • Develops policies and procedures and other training or guidelines as needed for optimal functioning of Cancer Center operations.
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Directly supervise 5.0 FTE. Regularly prepare Employee Development Worksheet with staff. Approve leave and/or overtime requests, making independent judgment as to the staffing needs of the office. Supervise the workflow of clerical staff. Determine staff needs, assign work, and supervise projects to completion. Serve as liaison between management, staff and Labor Relations when filing change notices and resolving problems. Received $1,000 Health System Performance Award – July, 2004
Analyst II/Financial Analyst December 2002 – June 2003 UC Davis Medical Center, Sacramento, California $3,050/month, 40 hours/week • Handling the financial management of the consortium grant including processing financial reports, inputting invoices from other institutions, creating calendar to track deadlines for various regulatory reports, and reconciling Institutional online accounts with department worksheets. • Financial management of industry sponsored pharmaceutical studies including preparing budgets, submitting invoices, tracking payment, and account reconciliation. • Handling payroll and personnel matter within the unit including submitting funding slips, tracking leave and sick time usage, and reconciliation with general ledger. Assistant Clinical Research Associate June 2002 – November 2002 UC Davis Medical Center, Sacramento, California $2,650/month, 40 hours/week • Working as a Clinical Trials protocol administrator for the consortium trials and in-house trials. Handling administrative responsibilities from receipt of protocol through enrollment of patients. Creating protocol Consent Forms, Description of Study forms, and various other forms required for submittal to Contracts Office and Institutional Review Board. Once approved, assisting Senior CRA in enrolling patients on protocols. • Handling the financial management of the consortium grant including processing financial reports, inputting invoices from other institutions, creating calendar to track deadlines for various regulatory reports, and reconciling Institutional online accounts with department worksheets. • Assisting supervisor with cost recovery for Clinical Support Unit staff and principal investigators assigned to various protocols. Administrative Assistant II, December 2000 to May 2002 UC Davis Medical Center, Sacramento, California $2,350/month, 40 hours/week • Provided clerical support to 8 Hematology/Oncology faculty members including typing, preparation of correspondence, ordering of supplies, submitting request for membership renewals, preparing academic personnel actions including appointments, merits, and promotions. • Served as grant administrator for the division by assisting principal investigators in grant proposal preparation including creating budgets, ensuring all proposal guidelines were met, routing proposal for appropriate review, and submission of proposal to funding agency. Developed grant-tracking system for all division faculty members. • Served as equipment manager for division including annual equipment inventory of all divisional equipment. Handled all service requests including information technology, facilities maintenance, communication services, and food services. Assisted faculty members and staff in the comparison and selection of office computers and other equipment purchases. • Received an excellent rating on yearly performance review. This was the highest rating given to all Administrative Assistants in the Division.
TRAINING:
UC Davis Financial Information System: FIS 101 Intro to DaFIS Accounts Payable Decision Support 201 & 202 Purchasing 101 Capital Asset Maint System Accountability and Business Rules Intercampus Transactions Account Manager 101 & 102 Staff Development and Professional Services: Business Contracts NSF Fastlane
Decision Support 101 Purchasing DaFIS Approvers Purchasing Card
Travel Management
Collective Bargaining Basics, Spvsr Acctblty, Ethics, Int. Controls Web Publishing: Intermediate Academic Personnel: Overview Mgr Introduction University Accounting
Proposal Prep and Project Admin Research Agreements Private Sector UCDHS Cost Accounting Academic Personnel: Recruitment University Financial Management
Web Publishing: Intro PPS &OPTRS Purchasing Budget Concept Fin E-mail Liability
Workshops NCURA: 2007 Annual Meeting, Washington, DC NCURA: 2006 Annual Meeting, Washington, DC NCURA: 2006 Region VI/VII Annual Meeting, Kauai, HI NCURA: 2006 Financial Research Administrator Conference VII, Palm Springs, CA NCURA: 2005 Annual Meeting, Washington, DC NCURA: 2005 Financial Research Administrator Conference VI, Orlando, FL NCURA: 2004 Annual Meeting, Washington, DC NIH 2004 Regional Seminar, Miami, FL NCURA: 2004 Financial Research Administrator Conference V, San Diego, CA NCURA: 2003 Annual Meeting, Washington, DC NIH 2003 Regional Seminar, Palo Alto, CA NCURA: Subawards and Subcontracts, Videoconference, UC Davis NCURA: A-110 for Departmental Administrators, Videoconference, UC Davis NCURA: What Departmental Administrators Need to Know about Post-Award and Cost Analysis, Videoconference, UC Davis SRA: Research Confidentiality, Videoconference, UC Davis SRA Northern California Chapter Annual Meeting 2003, Napa, CA Leadership Training University of California: Business Officers Institute, 2003 UC Davis Extension: Leadership Development Course, 2003
ACTIVITIES/ HONORS:
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Certified Research Administrator - 2006 Air Force ROTC 4-year scholarship recipient - 1996 Order of the Daedelions scholarship recipient - 1996 Eagle Scout with 3 palms – 1992