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Financial Services

college of arts and sciences service center

Travel and Expense Reimbursement

  • Reviews expenditures for accuracy and policy compliance
  • Organizes/prepares travel and expense reports, and processes all expense vouchers in PeopleSoft

Budget Management

  • Works with departments to develop annual budget proposals
  • Yearly Budget Forecasting: reviews previous year’s budget, makes adjustments based on new needs, coordinates with Procurement to plan for large dollar (over $5,000) purchases and submits proposed budget to Dean and Provost; provides the department chairs with regular, meaningful information about their budgets; facilitates the academic budget process that has been established by the Provost’s Office
  • Scheduled Budget Review/Management: reviews department budgets and makes any changes needed; provides department chairs and PIs with regular, meaningful information about their budgets; facilitates the academic budget process that has been established by the Provost’s Office
  • Analyzes monthly budget and provides financial consulting/expertise for reviewing and discussing budget projections and forecasting
  • Assists with ad-hoc budgeting matters associated with projects and initiatives
  • Provides expertise and support for transfers performed in both Service Center and departments

Financial Reporting/Management

  • Providing the deans, chairs, principal investigators (PIs) and department staff with accurate, consistent and meaningful financial data/analysis and support on a monthly basis and as needed
  • Responds to standard and ad-hoc financial requests
  • Adheres to and promotes financial guidelines and policies (including year-end, payment cards, etc.)
  • Coordinates all cash and accounts receivables
  • Acts as liaison between departments and Cash Services

Procurement

  • Processes purchasing requisition and facilitates workflow through other departments for approvals and sourcing
  • Receives invoice from vendor and initiates payment process and purchase order reconciliation
  • Processes of vouchers for non-PO/non-PCard purchases
  • Reconciles PCard accounts
  • Enters all PeopleSoft transactions: Requisitions, Vouchers, PCard set-up (when needed)
  • Adheres to and promotes all University policies regarding procurement
  • Resolves procurement issues: PO and PCard reconciliation; payment issues
  • Assists labs and departments with procuring necessary supplies and services

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