Services

We manage day-to-day financial operations including budget development, account reconciliation, and transaction processing. Our goal is to ensure accuracy, compliance, and timely support across all funding sources.

We prepare standard financial reports tailored to faculty, departments, and leadership. These reports support informed decision-making through analysis of expenditures, forecasting, and funding balances.

FiRST provides business operations leadership for departments that need additional oversight. This includes advising on departmental budgets, reviewing complex transactions, resolving escalated issues, and coordinating with School of Medicine leadership on strategic financial matters.

We assist researchers in developing and submitting grants and clinical trial proposals. Our team collaborates on budget creation, negotiation, internal routing, sponsor compliance, and submission to the Clinical Trials office.

We provide end-to-end post-award support, including account setup, effort tracking, financial monitoring, invoicing, and close-out. Our focus is on ensuring compliance with sponsor terms and UNC policies while keeping investigators informed.

We support personnel transactions such as funding source updates ad retroactive PAATs in ConnectCarolina. We also process financial journal entries to ensure funds are properly allocated and compliant with accounting standards.

We consolidate all funding sources—state, trust, overhead, grants, and clinical—into unified reports for comprehensive financial planning. This helps departments see the full picture of their financial health and supports strategic resource allocation.