Jillian Lam

Faculty pay plans: For all SON departments, I create and manage pay plans for non-sponsored faculty. Create and manage a funding workbook. SON Chairs refer to this document when meeting with faculty during the renewal period and during the fiscal year. Assist with the faculty appointment renewal process annually. I create faculty pay plans for the upcoming fiscal year, and I create a new funding workbook worksheet. I meet with Chairs and faculty to ensure pay plans are accurate.
Contracts – MOU and PSAs: · Provide financial information to the Office of Clinical Placements. The rates and chartstrings I provide are used in MOUs and PSAs. Provide monthly reports to OCA to ensure that faculty are being correct. · Calculate and submit HZC’s for faculty annually. · Calculate and submit quarterly HZC to HR for faculty with PSAs. · Reconcile MOU and PSAs monthly. · Communicate with our partner organizations when they have financial questions. · Submit Funding Entries and Salary Cost Transfers for faculty with MOUs and PSAs.
Financial: Submit funding entry and salary cost transactions in UCPath for non-sponsored faculty. · Submit budget allocation journals. Submit financial journals. · Enter budget information in UPlan.
Grants: · Sumit HRSA NFLP performance reports annually.
Interim responsibilities during vacancies: · Prepared Department financial reports quarterly for Chairs. · Prepared financial reports for Leadership Institute. · Prepared Diabetes budget report. · Prepared Department Financial presentations. · Temporary RSA. I managed 11 faculty portfolios.

Represent the School of Nursing for campus-wide financial transaction systems, such as MyReports and UCPath.

Scholarships/Student Funding:

· Prepare and process all financial journals to transfer funds between accounts for award and disbursement purposes

· Process and track all student scholarship awards through UCSF Financial Aid Office or Student Accounting as appropriate

· Manage and process Return to Aid student awards, including revising and redisbursing award if student is on leave.

· Review and reconcile scholarship accounts

· Responsible for entering and maintaining all Phd funding into the Graduate Division Student Funding Tool for the School of Nursing

· Resolve and respond to any issues regarding awards from various offices/agencies

· Process emergency loan payments for students

· Monitor student loanrepayments

· Deposit student repayments into Student Accounting’s emergency loan account

· Process School of Nursing student scholarship applications

Financial:

· Calculate and distribute quarterly Department Disbursements from OAP’s Special Studies/Post-Masters account to each Department’s account

· Prepare Annual Summary of enrollment and stipends for Post-Masters and Special Studies students

· Calculate and distribute Special Studies funds to WHO

· Oversee and manage funds for the Nursing Student Council

· Manage tax disbursements annually for Post-Masters and Special Students

· Review and update pcard chartstring information and determine if taxes should be reported

· Determine and notify staff which accounts can be used for purchasing based on agency guidelines

· Represent School of Nursing Dean’s Office for campus wide financial transaction system

· Member of the Dean’s Office fiscal team

· Ensure new vendors are set up in campus online purchasing system

Grants:

· Responsible for gathering and completing required student information on grant forms for student nursing training/scholarship and NFLP grant applications to federal and private agencies

· Compose narrative on expenditures in annual progress reports to funding agencies

· Generate student demographics for data reports for funding agency’s biannual progress reports

· Ensure compliance with agency and University guidelines

Course evaluations:

· Manage and maintain the CoursEval system

· Communicate with School Faculty to obtain course information

Miscellaneous:

· Provide support for School of Nursing Graduation ceremony

Master’s Entry Program in Nursing (MEPN) and Master’s of Science Program

· Prepared new graduate applications for screening and admitting

· Ensured accurate and efficient coordination of data entry and file preparation

· Worked with faculty Admissions Committees to facilitate admissions/denial process

· Coordinated student interviews and orientation Financial

· Responsible for entering Office of Student Affairs’ financial data into School’s centralized database

Oversaw ongoing day to day operational activities in the Resource Center

· Acted as resource person for Center

· Performed data entry and library maintenance

· Tracked weekly client utilization and volume

· Created reports using Center software

· Obtained client payment for classes and programming

· Prepared mailings to the community and UCSF Health clinicians

· Conducted tours of center

Financial

· Reconciled payroll and non-payroll ledgers for various accounts

· Researched ledger discrepancies and obtained documentation

· Prepared check requests, entertainment requests and travel vouchers

· Prepared payroll and non-payroll transfers

· Deposited checks and accompanying journals

· Reconcile ledgers for various accounts in the Department

· Prepared check requests for Principal Investigators

· Prepared non-payroll and payroll transfers

· Performed general clerical duties as assigned.

Act as assistant to three research faculty members.

· Conducted library searches using Medline

· Entered library searches into Endnote database.

· Contacted research participants

· Acted as laboratory assistant including preparing media agents