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TO: University Business Managers
Finance Council Members
Major Organizational Unit Financial Leads
Finance Staff

FROM: Tricia Hennessey, Executive Director for Continuous Improvement & Business Intelligence (CIBI), Finance and Administration

SUBJECT: New Directors in Continuous Improvement & Business Intelligence

DATE: Jan. 15, 2016

I’m pleased to welcome two new additions to the finance continuous improvement and business intelligence team. Effective Jan. 4, Erik Bowe became the Director of Campus Financial Reporting, Analytics, and Business Intelligence. In this role, Erik will work to expand central administration’s financial reporting capability for internal reporting, analytics, and business intelligence for campus-wide use by schools, divisions, departments, colleges, centers and more than 20 affiliated foundations.

In this new role, Erik is responsible for establishing an internally-focused financial reporting strategy to complement the existing external reporting already in place. He will lead a group of financial reporting and business intelligence analysts in the development of reports and analytical tools that reflect an understanding of the many lines of business within the University and that balance strategy, industry, business, and financial factors at the institutional and department levels. His team will also engage senior campus financial leaders to develop a campus-wide strategy and implementation plan.

Most recently, Erik has worked with Finance and Administration to develop strategies, reports, and plans to implement business intelligence tools. Erik was previously Assistant Vice President and Chief Data Officer for Enterprise Information Management and Institutional Research with Kennesaw State University in Kennesaw, Georgia. Erik holds a Master of Science in Information Systems from Kennesaw State University and a Master of Science in Technology Management from Southern Polytechnic State University.

Effective Feb. 1, Collette Wilshire will become the Director of Business Innovation and Continuous Improvement. In this role, Collette will bring senior campus business leaders together to establish and implement a campus-wide strategy for continuous financial improvement and business process reengineering. The integrated finance, human resources, payroll and student systems in ConnectCarolina necessitate revisiting all business and financial processes, policies and procedures to operate more innovatively, efficiently and effectively. Collette will work with campus leaders to identify significant business process improvement opportunities, and will lead a staff of continuous improvement, project management and training specialists in this effort.

She brings a wealth of related experience from most recent role as Assistant Dean of the Business Center at the College of Arts of Sciences.  She has provided leadership, oversight, and senior-level guidance to 19 departments supported by the College’s Finance Business Center for more than three and a half years. Collette has researched, designed and implemented the College’s Finance Business Center by evaluating metrics and reviewing and redesigning business processes and has led change management for the College during the ConnectCarolina implementation.

She holds a Master of Business Administration and a Master of Science in Health Care Administration from the University of Colorado.

I want to thank the following individuals who joined me on the search committees for these two positions: Director of Student Accounts and University Receivables DeAhn Baucom, Vice Chancellor for Research Director of Operations JoAnn Gustafson, School of Dentistry Associate Dean for Financial Affairs Jackie Schroeders, Facilities Services Accountant Edward Mann, School of Public Health Assistant Dean for Finance and Business Katie Thornsvard, School of Medicine Finance Service Center Manager Tracey Conrad, Interim Director of Treasury Operations Scott Dwyer and Associate Director of Energy Services Ben Poulson.

Please join me in welcoming Erik and Collette to their new roles on the finance continuous improvement and business intelligence team.

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