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.

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 instructions

Credit Voucher Template (Excel)

Credit Voucher Template (PDF)

Journals

HMS Journal Entry Guidelines

Bad Characters for Batch or Journal Names

Best Practices for Completing a Journal Entry

Cover Sheet for Journal Entries $100K+

Documenting a Business Purpose

Looking for something else?  Please visit our Resource Index.