SUSAN BONK KLIE
Columbia,SC
Summary
Well-qualified budget administrator with an excellent background in leadership, strategic planning and project management. Collaborative and personable with a clear understanding of budget requirements, fiscal accounting and budget administration. Analytical problem-solver devoted to increasing efficiencies, streamlining and enhancing operations. Formulates, monitors and presents budgets up to $250 million. Skilled in directing staff and strengthening policies.
Overview
29
29
years of professional experience
Work History
Director of Budget and Finance
College of Arts and Sciences, Dean's Office
2017.01 - Current
- Director of fiscal and budget affairs for all College of Arts and Sciences units. Manages, develops, monitors, and analyzes the college's $240 million unrestricted funds and $45 million in Foundation Funds. Works closely with the College's Grants Team to also monitor the $35 million in restricted funds
- Successfully transitioned the College budgeting process to align with the shift to an RCM budget model in FY21. Supported the College during leadership changeover in January 2021, including training a new Dean in all aspects of the College's budget
- Manage all aspects of administering, preparing, reviewing, monitoring, projecting, and allocating the all-funds budget for the College of Arts and Sciences, to maintain the fiscal health of the College, and to align with the College's and University's strategic plan
- Review, analyze, recommend, and implement resource allocations and budget requirements for the execution of the approved annual budget. Prepare financial projections for all budgeted and unbudgeted accounts as scheduled or requested and communicate essential budgetary information to the Dean of the College
- Oversees budgets of the 53 separate departments, programs centers, and institutes within the College; ensuring compliance with policies and procedures, managing budget development, and providing financial reporting to unit heads as required
- Analyze financial data regularly and monitors transactions to identify potential problems and formulate an action plan to rectify problems in a timely manner
- Works with members of senior leadership to create and maintaina database of College information pertinent to the new budget model (i.e credit hour production, fee production, etc.)
- Project, administer, and reconcile salary and fringe for all staff, faculty, temporary employees, and students in the college (approximately $135 million annually)
- Manage all other unrestricted budget allocations for all units in the college
- Direct annual carry-forward process for all A funds
- Worked closely with Academic Leadership to grow College A-fund carry-forward from $7M to $23M from 2017 to 2022
- Manage College Budget team, directing professional staff that are responsible for budgets, financial administration, and the reporting of University funds; establish work priorities/workflow and resolve management or personnel issues
- Provide training, support, and guidance for office staff, and evaluate job performance
- Serve as a resource to budget staff, College departments, and others in interpreting budgeting/accounting policies, regulations, and state statutes
- Respond to questions concerning State and University policies and procedures
- Identify major areas of concern and make recommendations to create efficiencies and more effective operations
- Serve as authority for RCM budget model, providing training to chairs, directors, faculty, and staff as necessary
- Develops and directs the budgetary processes via policy interpretations, development and dissemination of procedures, data accumulation, budgetary request preparation and analysis, estimate revisions, final budgetary consolidation, internal and external presentations, implementation and monitoring, and financial and statistical reporting
- Confers with the Dean about budgetary goals and objectives, unit managerial controls, and funding levels and sources
- Serves as a primary resource in resolving problems and identifying alternatives regarding budgetary and fiscal issues
- Serve as the liaison to the central Budget Office staff to coordinate all budget functions as required. Complete Fall and Spring budget reviews, web-based budget development, and any other regular budget actions
- Provide all requested data and reports. Performs research, analyzes, and summarizes data to make specific recommendations to the Dean. Prepare reports needed for senior management decision-making processes
- Develop internal policies and procedures and establish strategic standards, goals, and objectives for the college's strategic plan.
Interim CFO; Grants and Business Manager
Health Sciences South Carolina
2016.01 - 2017.01
- Managed all financial aspects of Health Sciences South Carolina (HSSC) including accounts receivable; accounts payable; preparing financial reports for grants, as well as quarterly reports for the CEO and Board of Directors; internal and external audits; payroll and banking
- Liaised with the University of South Carolina to manage University funds. Maintained external accounts with QuickBooks and reconciled to USC financial reports. Total funds approximately $150M in membership dollars, and federal and philanthropic grant monies
- Improved accounting process to ensure that all organization funds were properly reconciled. Worked closely with the University Associate Vice President for Finance and Budget to clean up accounts and manage fund balances
- Reviewed and reconciled monthly bank statements and prepared reports for the USC Office of Research
- Managed payroll for all team members across the organization, ensuring expenses were aligned with time and effort
- Processed payroll account changes as needed. Reconciled payroll expenses for invoices from SCRF, USC SOM, and other partners
- Made improvements to the process of distributing quarterly payments for Medicaid Teaching Physician's Supplements to MCOs across the state totaling approximately $100M a year and processed all payments
- Completed all year-end tasks to ensure all accounts are properly reconciled including review of bank accounts and USC GL accounts, preparing checks for accounts payable, and reviewing balance sheets for accumulated depreciations and make appropriate adjustments
- Coordinated with SAM office on budget development and review. Provided budget reports to PI and project team
- Tracked expenses and budgets using PeopleSoft or QuickBooks
- Reviewed, obtained approval, and submitted invoices for payment from sub-awardees and contractors on grants
- Worked with SAM and C&GA office on required budget reports or create budget reports for non-University grants
- Developed and managed strategies for grant development, writing, and submission resulting in on-time submission of grants
- Coordinated with Pls on grant content and supporting materials resulting in a completed grant package. Generated supplementary grant materials for on-time submission
- Maintained timelines for all grant projects and communicated milestones and deadlines with PIs and other relevant team members
- Worked closely with PIs to provide necessary content research and edits on grant narratives. Worked closely with project PIs to develop appropriate budgets for grant submissions, ensuring budget meets funding and USC guidelines.
- Coordinated with SAM office on JIT requests, reports, and other relevant grant benchmarks and generated any necessary documents
- Worked with PIs and other relevant team members to compile and maintain a list of potentially fundable topics and projects for HSSC. Maintained comprehensive knowledge of areas involved in identifying and soliciting grants. Conducted research on potential funding sources and maintained a funding opportunity database
Business Manager
McKissick Museum
2014.01 - 2016.01
- Managed all financial records of the museum, including drafting and monitoring organizational, project-specific, and grant project budgets; processing expenses, revenues, travel authorizations & reimbursements, and procurements; preparing monthly financial reports
- Managed all human resources functions for the museum, including coordinating employee search activities, hires, and terminations; managing employee time-tracking; scheduling annual performance reviews; maintaining employee files; and coordinating undergraduate work-study and graduate student hiring, orientation, assessment, and terminations
- Assisted museum director in development and fund-raising activities including coordinating an annual fund plan; maintaining a solicitation calendar; researching and communicating opportunities to staff; assisting in individual donor cultivation & annual fund solicitation
- Worked with staff to produce grant proposals including creating budgets; writing and editing proposals and submitting packages
- Managed museum membership program including maintaining membership database; producing membership campaigns; and processing memberships.
Grants Coordinator
The Center, Nutrition and Health Disparities, USC
2013.01 - 2014.01
- Provided pre-award services to affiliated scholars, including preparing, reviewing, and submitting competitive proposals to funding agencies
- Created budgets, prepared supporting documents, edited and formatted proposals, completed federal grant packages, and routed proposals through the internal USC system
- Researched grant opportunities and communicated to appropriate faculty
- Coordinated monthly Nutrition Seminar series, including booking speakers, coordinating logistics, and marketing series to the USC community
- Created and distribute monthly Nutrition Center newsletter
- Provided support to the Nutrition Center director; including planning steering committee meetings, and editing and formatting relevant documents and manuscripts
- Worked with Nutrition Center staff on other projects, such as annual symposium planning.
Director of Exhibits and Experiences
EdVenture Children's Museum
2007.01 - 2012.01
- Led creation, planning, and execution of all informal education experiences, such as programs, events, and special initiatives for all museum audiences, including children 12 and younger and their families, caregivers, and educators, with a focus on STEM
- Researched, wrote, and prepared grants, including federal grants, as well as managed federally funded grant projects, such as the NSF- funded C3 project led by ASTC and IMLS-funded Big Ed Health Initiative
- Secured $1.3 million SEPA grant from the National Institutes of Health in January 2010 and served as Principal Investigator on this 5-year project
- Secured $150,000 IMLS grant in July 2010 for an early childhood initiative and served as project director
- Directed exhibit development of current and future exhibits, including the museum's traveling exhibit program
- Served as project director for the museum's Next Generation Exhibit Plan
- Managed $2 million exhibit project initiative
- Led the development, fabrication, and installation of Blooming Butterflies in 2009; Wags & Whiskers and Body Detectives in 2011; My Backyard and Little Builders in Spring 2012; and World of Work exhibits in Fall 2012
- Built and sustained relationships, strong community collaborations, partnerships, and networks with local, state, and national organizations to expand the museum's education initiatives and build broader audiences
- Maintained relationships with local and state education offices, including the State Department of Education and statewide school districts
- Contributed to the museum's strategic planning initiatives, working with senior staff and the Board of Trustees to develop long-range plans
- Ensured programs meet all audience needs, including early childhood initiatives, teacher professional development, youth programs, parenting programs, and health initiatives
- Managed Exhibits and Experiences team, including the Director of Exhibits, Museum Experiences Manager, Health Education Programs Manager, BioInvestigations Lab Manager, MAP Coordinator, and all Experience Team members (30 – 45 part-time staff)
- Oversaw management of department budgets
- The total museum budget was $10 million
- Served as Containment Director for the museum's Blooming Butterflies exhibit
- Developed and presented the museum's Hands-On, Minds-On! Summer Teacher Institute from 2008 to 2010
- Created and maintained new associated website
- Secured $500,000 in funding for this project from the South Carolina State Department of Education in 2010
- Directed all curriculum-based experiences, including school programs, outreach, afterschool programs, youth programs, and teacher professional development from 2007 through 2011
- Directed the progress of the Big ED Health Initiative from 2007 to 2009, including creating and sustaining community relationships and managing the development of all related programs.
Adjunct Faculty
College of Charleston
2008.01 - 2012.01
- For Hands-On, Minds-On! Summer Teacher Institute at EdVenture
Director of Education
Stepping Stones Museum for Children
2001.11 - 2007.01
- Developed and implemented strategic plans to support museum educational and financial goals as laid out in the museum's Long Range Plan
- Led Education Team to develop action plans for long-range education program development and implementation
- Managed team members including hiring, training, and evaluation
- Directed the creation, implementation, and evaluation of all museum education programs and offerings
- Oversaw annual business planning and managed program department budget
- Built and maintained community partnerships, including work with local and statewide organizations and governments
- Directed the progress of the Healthy Children, Healthy Communities project, a statewide children's health initiative, including creating and sustaining community relationships and managing the development of all related programs
- Served as a leader on all exhibit planning teams to ensure the standards outlined in the museum's Education Framework were achieved in all exhibit projects, including Rainforest Adventure and Healthyville
- Worked with volunteers, including directing the museum's Stepping Up Junior Volunteer Program, designed for youth in seventh through twelfth grades, and working closely with the museum's Board of Directors
- Directed the management of the museum's accessibility initiative, Open Arms
- Worked with the Development team to support contributed income strategies, including writing grant proposals and reports, and managing budgets
- Worked with the Marketing and Visitor Services teams to develop and implement support programs, such as marketing campaigns and staff training.
Naturalist/Educator
Roaring Brook Nature Center
1994.01 - 2001.08
- Developed and taught original curriculum for weekly summer nature programs for children ages four to ten
- Designed school programs on the natural history and ecology of Connecticut for preschool to middle school-aged students
- Cared for and rehabilitated indigenous animals, as well as managed the small animal center
- Coordinated and directed assistant teachers and animal care volunteers
- Designed and produced original natural history exhibits
Teacher
Fieldston Lower School
2000.01 - 2001.05
- Co-taught in second-grade and third-grade classrooms
- Developed and implemented science curriculum for both classrooms; including a study of water and the Hudson River
- Designed and planned lessons for daily small language groups in both classrooms
- Coordinated and planned field trips for both classrooms
- Worked with students one-on-one, and in small and whole group settings
Educational Consultant
The New-York Historical Society
2000.01 - 2000.05
Educator
The Bronx Zoo
2000.01 - 2000.05
Environmental Educator
Northwest Park
1998.01 - 1998.06
Teacher
Waterford High School
1998.01 - 1998.06
Educator
The Stanley-Whitman House
1997.09 - 1998.05
Education
Masters of Science - Elementary Education; Museum Education
Bank Street College of Education, Education
New York, NY05.2001
Bachelors of Arts - Zoology
Connecticut College
Skills
- All Microsoft products
- Peoplesoft Finance
- Peoplesoft HCM
- Finance Intranet
- Banner
- Data Warehouse
- PeopleAdmin
- Carolina Analytics
- Anaplan
- Reporting Express
- PaperSave
- QuickBooks
Accomplishments
Dragonfly TV; 2013
- Presenter for series featuring museum programs on climate change
Association of Science and Technology Centers; 2011
- Presentation - NIH Science Education Partnership Awards: How to Obtain SEPA Funding
Association of Children's Museums
- A New Look at Outreach Through Afterschool Programs; 2008
- Satisfying Without Sacrifice: Where Mission Meets Service; 2004
Stepping Stones Museum for Children; 2005
- Early Childhood Training: Using Public Television in the Preschool Classroom
Volunteer Experiences
Growing Home Southeast, Inc.; 2009 - 2015
Vice-chair of Board/CEO Evaluation Committee/Mergers and Acquisitions Committee
Celebrate Freedom Foundation; 2013 - 2014
Program and Grant Writing Volunteer
Habitat for Humanity; 2014
Women’s Build
Wolf Conservation Center; 2007
Educator
Norwalk School Readiness Council; 2004 - 2007
Council Member
Science Education Center; 2003 - 2007
Board of Directors - Secretary
Connecticut Ornithological Association; 2003 - 2004
Member
Additional Information
University of South Carolina, Human Resources
Managing High Performance Teams Certificate; ongoing
Lead 1; 2018
University of South Carolina, Controller’s Office
USC Accounting Certificate Program - part of development team; 2023
University of South Carolina, Purchasing Department
Business Manager Training Certificate Program; 2015
University of South Carolina, Office of Research
GRANT (Gamecock Research Administrative Network Training) Program; 2014
University Cooperative on Atmospheric Research Education and Outreach
Climate Discovery Course; 2009
United Way
Blueprint for Leadership Course; 2009
The Disney Institute
Disney’s Approach to Quality Service; 2007
Timeline
Director of Budget and Finance
College of Arts and Sciences, Dean's Office
2017.01 - Current
Interim CFO; Grants and Business Manager
Health Sciences South Carolina
2016.01 - 2017.01
Business Manager
McKissick Museum
2014.01 - 2016.01
Grants Coordinator
The Center, Nutrition and Health Disparities, USC
2013.01 - 2014.01
Adjunct Faculty
College of Charleston
2008.01 - 2012.01
Director of Exhibits and Experiences
EdVenture Children's Museum
2007.01 - 2012.01
Director of Education
Stepping Stones Museum for Children
2001.11 - 2007.01
Teacher
Fieldston Lower School
2000.01 - 2001.05
Educational Consultant
The New-York Historical Society
2000.01 - 2000.05
Educator
The Bronx Zoo
2000.01 - 2000.05
Environmental Educator
Northwest Park
1998.01 - 1998.06
Teacher
Waterford High School
1998.01 - 1998.06
Educator
The Stanley-Whitman House
1997.09 - 1998.05
Naturalist/Educator
Roaring Brook Nature Center
1994.01 - 2001.08
Masters of Science - Elementary Education; Museum Education
Bank Street College of Education, Education
Bachelors of Arts - Zoology
Connecticut College
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