Julie Schwindt
Spanish Fort,AL
Summary
Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success. Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance.
Overview
29
29
years of professional experience
1
1
Certification
Work History
Director, Post-Award Accounting
University of Mississippi Medical Center
11.2022 - Current
- Responsible for the research administration financial functions at a state funded university with a medical school
- Review and establish procedures to guide campus administrators through Federal, State and University policy governing grant and contract funds
- Assess and modify internal controls as necessary to safe-guard extramurally sponsored funds
- Conduct training in fiscal compliance best practices to campus research administrators and research faculty
- Serve as main contact to external auditors performing Single Audit, as well as to various project and programmatic audits and reviews as requested.
Associate Vice President
University of South Alabama
05.2019 - 11.2022
- Responsibilities included the Post-Award Accounting, Student Financial Aid, Scholarship Services and Student Accounting (Bursar) functions
- Reviewed and established procedures to guide campus administrators through Federal, State and University policy governing grant and contract funds
- Assessed and modified internal controls as necessary to safe-guard extramurally sponsored funds
- Conducted training in fiscal compliance best practices to campus research administrators and research faculty
- Served as main contact to external auditors performing Single Audit, as well as to various project and programmatic audits and reviews.
Assistant Vice President
University of South Alabama
10.2015 - 05.2019
- Responsibilities included the Post-Award Accounting, Student Financial Aid, Scholarship Services and Student Accounting (Bursar) functions
- Reviewed and established procedures to guide campus administrators through Federal, State and University policy governing grant and contract funds
- Assessed and modified internal controls as necessary to safe-guard extramurally sponsored funds
- Conducted training in fiscal compliance best practices to campus research administrators and research faculty
- Served as main contact to external auditors performing Single Audit, as well as to various project and programmatic audits and reviews.
Director of Research Accounting
University of South Alabama
11.2014 - 10.2015
- Responsibilities included the Post-Award Accounting function
- Reviewed and established procedures to guide campus administrators through Federal, State and University policy governing grant and contract funds
- Assessed and modified internal controls as necessary to safe-guard extramurally sponsored funds
- Conducted training in fiscal compliance best practices to campus research administrators and research faculty
- Served as main contact to external auditors performing Single Audit, as well as to various project and programmatic audits and reviews.
Director
North Carolina State University
02.2010 - 11.2014
- Responsibilities included the Office of Contracts and Grants office at a major research, land-grant University
- Directly managed 5 employees; indirectly responsible for an additional 19 employees
- Contracts and Grants responsibilities included: effort reporting, facilities and administrative rate proposal, NSF survey preparation, fringe benefit rate proposal, training, compliance, campus outreach, cash management and financial reporting of sponsored projects
- Ensured University adherence to OMB Circulars A-21, A-110, A-133, Cost Accounting Standards, University policy, State law and agreement specific terms
- Was responsible for coordinating all external sponsor audits, as well as the A-133 Single Audit
- Was responsible for writing policy related to research administration and periodically reviewing for accuracy
- Was responsible for writing specifications for research administration system enhancements, testing, implementation and campus training.
Assistant Director, Operations
North Carolina State University
04.2005 - 02.2010
- Directly managed the daily functions of two Senior Accountants and one PeopleSoft Systems Accountant; indirectly responsible for the activities of an additional 11 post-award employees
- Managed operations for approximately 4,100 accounts representing $878 million in budgets and a research expenditure base of $232 million
- Lead all vital efforts regarding financial reporting, invoicing, letter of credit draws, compliance and cash management areas of contract and grant administration
- Served as a key contact for principal investigators and college/departmental personnel relative to contract/grant administration and compliance requirements
- Served as Subject Matter Expert in during PeopleSoft system modifications and upgrades
- Designed and conducted frequent internal staff and campus training on post-award management issues.
Contract Negotiator
Office of Sponsored Programs and Regulatory Compliance Services
06.2004 - 04.2005
- Evaluated agreements for export control issues, publication restriction terms and indemnification language
- Successfully negotiated key agreement provisions with federal, private and industry sponsors to secure the most favorable terms for the University
- Prepared and negotiated subcontractor agreements
- Served as a liaison for sponsors submitting various prior approval requests.
Manager of Cost Reimbursement and Analysis
Medical College of Georgia
06.2002 - 06.2004
- Spearheaded the development of the Facilities and Administrative Rate Proposal
- Conducted annual space survey during F&A Proposal base year
- Designed and managed the process to capture cost sharing in PeopleSoft
- Co-designed and managed the institution’s monthly time and effort reporting system
- Designed new financial reports to assist in managing sponsored projects
- Prepared quarterly Payment Management System 272 report
- Conducted training on various “mission critical” processes for internal and departmental staff.
Senior Financial Analyst
University of Alabama at Birmingham
03.1999 - 06.2002
- Developed and negotiated the Facilities and Administrative Rate Proposal
- Developed and negotiated the Composite Fringe Benefit Rate Proposal
- Prepared analyses for capital improvement bond issue.
Financial Officer II
UAB Research Foundation
06.1997 - 03.1999
- Managed all financial resources for the Office of Technology Transfer including preparing monthly financial statements, yearly budgets, and cash-flow analyses
- Administered the distribution of royalty and research income according to the University Royalty Distribution Policy
- Facilitated payment of expenditures on a bi-monthly basis, maintained board-designated accounts, and invoiced licensees on a quarterly basis for patent filing related expenditures
- Designed and implemented ASAP (Accounting Software for Academic Patents) database, enhancing the University’s capabilities relevant to maintaining financials and generating key reports
- Managed the Invention Tracking System database to ensure proper tracking of patent filing documents
- Served as Treasurer of the UAB Research Foundation Board (11/97 – 9/98).
Staff Accountant
UAB Eye Foundation Hospital
06.1995 - 06.1997
- Prepared month-end journal entries for Ellen Gregg Ingalls Eye Research Institute
- Prepared financial statements for monthly Foundation board meetings
- Monitored and conducted the collection process for patient account receivables.
Education
Doctor of Philosophy - Instructional Design and Organizational Effectiveness
University of South Alabama
Master of Science - Public Health, Public Health Policy and Analysis
University of Alabama at Birmingham
Master of Business Administration -
University of Alabama at Birmingham
Post Baccalaureate - Accounting Courses necessary to meet Certified Public Accountant exam requirements
University of Alabama at Birmingham
Bachelor of Science - Finance, Financial Management and Investments
University of Alabama at Birmingham
Skills
- Budget Control
- Business Planning
- Staff Development
- Business Development
- Contract Management
- Project Management
- Staff Management
- Operations Management
- Organizational Development
- Strategies and Goals
- Change Management
- Program Management
Certification
- Certified Research Administrator, Since October 2004
- Certified Financial Research Administrator, Since March 2017
- Certified Internal Auditor, Certification: 158562, since January 2018
- Certified Public Accountant, North Carolina license number: 36943
- Certified Public Accountant, Alabama license number: 12499-R
- Certified Public Accountant, Mississippi license number: R8327
- Project Management Professional, Certificate 2314642
Timeline
Director, Post-Award Accounting
University of Mississippi Medical Center
11.2022 - Current
Associate Vice President
University of South Alabama
05.2019 - 11.2022
Assistant Vice President
University of South Alabama
10.2015 - 05.2019
Director of Research Accounting
University of South Alabama
11.2014 - 10.2015
Director
North Carolina State University
02.2010 - 11.2014
Assistant Director, Operations
North Carolina State University
04.2005 - 02.2010
Contract Negotiator
Office of Sponsored Programs and Regulatory Compliance Services
06.2004 - 04.2005
Manager of Cost Reimbursement and Analysis
Medical College of Georgia
06.2002 - 06.2004
Senior Financial Analyst
University of Alabama at Birmingham
03.1999 - 06.2002
Financial Officer II
UAB Research Foundation
06.1997 - 03.1999
Staff Accountant
UAB Eye Foundation Hospital
06.1995 - 06.1997
Doctor of Philosophy - Instructional Design and Organizational Effectiveness
University of South Alabama
Master of Science - Public Health, Public Health Policy and Analysis
University of Alabama at Birmingham
Master of Business Administration -
University of Alabama at Birmingham
Post Baccalaureate - Accounting Courses necessary to meet Certified Public Accountant exam requirements
University of Alabama at Birmingham
Bachelor of Science - Finance, Financial Management and Investments
University of Alabama at Birmingham