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Research Financial Services

Location: 337 Peterson Service Building

Phone: (859) 257-3662

Fax: (859) 323-1947

Managing the research funding of a large organization such as the University of Kentucky requires coordination among many individuals, both inside and outside of the university hierarchy. Research Financial Services is an integral part of that endeavor, overseeing the financial reporting and compliance requirements of all externally sponsored projects.  Our primary goal is to facilitate the management of funds provided to the university by outside entities, in compliance with relevant guidelines, for the purpose of continuing research.

The receipt of externally sponsored funds comes with an expectation of compliance with various guidelines, rules and regulatory requirements surrounding the use of the funds. We welcome the opportunity to collaborate with our campus partners and external sponsors alike as we strive to shape a culture of compliance, supporting our university research community in meeting those expectations.

Research Financial Services prepares institutional reporting information for varying external organizations beyond sponsoring agencies.  Some examples include, but are not limited to, the Schedule of Expenditures of Federal Awards (SEFA) and Single Audit report; Homeland Security Grant Funding SEFA 7 report; Biomedical Research & Development Price Index (NIH) survey; and the Higher Education Research and Development Survey (HERD/NSF).  Our office also prepares and submits the Facilities and Administrate Rate calculation to the Department of Health and Human Services (DHHS) Cost Allocation Services (CAS) to establish the approved Facilities and Administrative rates allowable on sponsored projects.

Our organization is defined by specialty area to provide optimal support and expertise in the diverse areas surrounding the financial management of sponsored projects.

We thank you for taking the time to visit our website and look forward to working with you!

 

Staff

Research Financial Services    
Erin Wallett Director (859) 257-3749
Paige Brown Director (859) 257-1750
Darin Cecil Assistant Director (859) 257-3193
Samantha Montgomery Assistant Director (859) 257-4870
Tina Reynolds Assistant Director (859) 257-6267
Vacant Compliance Specialist TBD
Vacant Data Analysis Specialist TBD
Misty Atchison Data Analysis Specialist, Sr (859) 257-1028
Travis Montgomery Data Analysis Specialist (859) 257-9094
Research Financial Administration    
Tracy Morgan Financial Administrator Supervisor (859) 218-7008
Lois Thomas Financial Administrator III (859) 257-5421
Christy Maddox Financial Administrator III (859) 257-1683
Andrei Shliakhau Financial Administrator III (859) 257-4290
Marc McGinnis Financial Administrator III  
Jeremy Rogers Financial Administrator II (859) 257-5422
Kathleen Moberly Financial Administrator I (859) 562-0499
Julie West Financial Administrator I (859) 257-9017
Nathan McGinnis Financial Administrator I (859) 562-0681
Lindzie Abner Financial Administrator I (859) 257-5419
Tracy Cayson Financial Administrator I (859) 257-5420
Accounts Receivable    
Accounts Receivable Supervisor (859) 323-0687
Ryan House Accounts Receivable Specialist (859) 257-3662
Vacant Accounts Receivable Specialist (859) 257-7933
Payroll Confirmation & Service Centers    
Jessica MacLeod Payroll Confirmation & Service Centers Supervisor (859) 218-1210
Cherri Wallace Payroll Confirmation Specialist (859) 257-1747