Accounting Team
Zhi-Dan Lin
Senior Accountant
(617) 432-5616
zhi-dan_lin@hms.harvard.edu
Tracy Nguyen
Senior Accountant
(617) 432-5605
tracy_nguyen@hms.harvard.edu
Cheryl O'Toole
Controller and Director of Accounting, Endowments, and Gifts
(617) 432-5049
cheryl_otoole@hms.harvard.edu
Vicky Wei
Associate Director of Accounting
(617) 432-5049
vicky_wei@hms.harvard.edu
Nellie Zhao
Staff Accountant
(617) 432-5639
caixiang_zhao@hms.harvard.edu
Helpful Links
We now invite you to visit the Accounting & Finance Learning Portal .
This workspace allows users to:
- access accounting & finance training in one central location.
- choose course tracks relevant to their role or desired competency.
- track training completions within the Harvard Training Portal.
Please see the quick guide to get started. (eCommons ID required).
Calendar
Due dates, meetings, and important deadlines can be found here.
TIP: Use the Subscribe feature to import these events directly into your calendar.
Cash Receipts
Cash receipts guidance during remote work
Credit Voucher Template (Excel)
Journals
Bad Characters for Batch or Journal Names
Best Practices for Completing a Journal Entry
Cover Sheet for Journal Entries $100K+
Documenting a Business Purpose