The Heersink School of Medicine Finance Team supports the missions of the university and school by providing governance and oversight for Heersink School of Medicine and Joint Health Academic departments, centers, and institutes. Our responsibilities include oversight of regulatory and compliance issues, managing the budgeting process, supporting operations, development of policies and procedures, training and education, and reporting related to the Heersink School of Medicine.

Staff

Rachelle Hall
Executive Director of Finance







 

Samone Alexander
Director of Finance 
samone@uab.edu

• Budget Development and Administration
• Chair Package Disbursements
• Educational Sessions
• LCME Accreditation Reporting
• LCME Task Force
• Policies and Procedures
• Departmental Budget Reviews
• RCM Task Force

Faye Trotter
Fiscal Affairs Manager
morrow@uab.edu

• Dean’s Office Internal Budget Development and Administration
• Commitment database management
• Facilities and Capital Projects management
• Project Financing and Report Schedules (PFSRs)
• Educational Sessions
• Real Estate Lease Agreements
• Finance Website Management
• Intellectual Property Disclosures
• Recertification of Effort/Late Certification of Effort
• Effort Report >95% Extramural Funding Review
• Adobe Sign template and workflow management
• Heersink Dean’s Office Primary Work Flow Officer
• Security Officer (WAM management)/ACF approvals

Megan Lu
Financial Officer III
meganhlu@uab.edu

• IMPACT and Bridge Funding
• Cost Transfer Forms >120 Days
• New Account Requests
• New Org Requests
• Commitment database management
• Grant Related Forms
• Late Certification of Effort/Recertification of Effort
• Travel related requests (Travel >60 days)
• Budget coordination and Axiom entry
• Adobe Sign template and workflow management
• Finance Website management

Kristen Dubose
Financial Officer I
kahughes@uab.edu

Dean’s Office Duties:

• Intacct (EF) Requests and Contact Maintenance
• Worklist approvals
• Sub-Recipient Form Review
• Contract Review and Approval
• P-Card transaction management
• Event Approval Forms (EAFs)
• Signature Authority Maintenance
• Customer Service/Training for Departments
• Heersink SOM Sponsorships
• Add Axiom Budget Entry

Medical Education Duties:

• Contract Review and Approval
• P-Card transaction management
• Event Approval Forms (EAFs) Review and Approval
• Customer Service/Training for Departments
• Worklist Approvals

Kathleen Stanford
Financial Officer I
kmstanfo@uab.edu

• Intacct (EF) Requests and Contact Maintenance
• Worklist approvals
• Sub-Recipient Form Review
• International Travel Request Review
• Contract Review and Approval
• P-Card transaction management
• Quarterly Endowment transfers
• Event Approval Forms (EAFs)
• Signature Authority Maintenance
• Customer Service/Training for Departments