College of Liberal Arts University of Minnesota
101 Pleasant St SE
215 Johnston Hall
Minneapolis, MN 55455
Student Info: 612-625-2020
General: 612-624-9839

Budget and Finance Roles and Responsibilities

Pandora Aaron

Interim Chief Financial Officer (4-1008 receptionist) aaron012@umn.edu

  • CLA finance and budget information
  • General questions (budgets, financial policies and procedures)
  • University Budget Model (including tuition and ICR)
  • Long-term planning and projections
  • RRC Manager for CLA
  • Signature authority: Dean's level, RRC manager level.
  • Annual budget process

Pandora Aaron

Assistant Director for Budget Planning & Reporting (4-9370) aaron012@umn.edu

  • Data and Analysis requests
  • Instructional funding and replacement teaching policies and procedures
  • Analysis of instructional costs and trends
  • IRIS policy questions and reconciliation
  • Departmental rates and course fees
  • Financial Reporting questions and assistance

Gayle Anderson

Grants Management Coordinator (6-9612) ander104@umn.edu

  • Grant proposal administrative support and review
  • Sponsored project policy questions (pre- and post-award)
  • Oversee CLA Certified Approver program
  • Financial compliance on sponsored projects

Scott Appelwick

Assistant Director- Financial Services (5-7790) appel015@umn.edu

  • Cluster Director for CLA
  • Supervise CLA Financial Services: Team Leads, Payroll Systems Analyst, and Senior Accountant Back-up
  • Intersections-Hiring business process owner
  • HRMS PeopleSoft key contact

Rana Murphy

Payroll Systems Analyst- Financial Services (5-3236) murph059@umn.edu

  • Oversight of all CLA Payroll systems
  • HRMS PeopleSoft key contact
  • Fiscal Administration DEBCP (Department Employee Benefits Contact Person)
  • Process improvement manager
  • Collegiate financial analysis
  • Payroll processes questions

Stacy Bonn

Accountant II (6-5039) bonnx002@umn.edu

  • Soft commitment transfers
  • Printed budget changes
  • Review and approve moving expenses
  • Obtain Dean's Level Signature for Chair Reimbursements
  • Assist with Preparing Annual Budget
  • Indirect Cost Recovery (ICR) questions

David Harvey

Senior Accountant (4-6839) harve251@umn.edu

  • Provide back-up for Senior Accountants on the service teams
  • Provide back-up for Payroll Systems Analyst
  • Ad-hoc financial reporting and analysis

Rose Pederson

Accountant II (6-7611) r-kerb@umn.edu

  • Oversee financial management of endowed and other gift funds
  • College Billing Specialist
  • Coordinate DMS (Donor Mgmt System) Access for fiscal staff and DMS authorzed signer changes.
  • College level projections and reporting on gift funds
  • Scholarship processing and CLA shared scholarship database financial questions
  • Facilitate annual budget request process

Mary Beth Kluesner

Office Supervisor (4-4153) klue0054@umn.edu

  • Manage calendar for CFO
  • Primary contact for questions, inquiries, and general information
  • Administrator of the CLA Fiscal Administration email account
  • Oversees CLA NOW e-newsletter/blog
  • Administrative coordinator for the annual budget and planning process (responsible for communication, material distribution, receipt, and storage)
  • Oversees maintenance of budget files and records
  • Oversees CLA Fiscal Administration intranet pages
  • Oversees daily activities of CLA Fiscal Administration office
  • Special projects

Erin Flannery

Prin Ofc Admin Specialist (4-1008) erinf@umn.edu

  • CLA Fiscal Administration receptionist
  • Provide calendar support for internal fiscal meetings
  • Serve as secondary intranet editor
  • Create web and Adobe PDF files and forms
  • Provide financial support to faculty merit, soft commitments, and faculty searches, hires, and retentions
  • Support annual budget and planning communication process
  • Serve as secondary administrator of the CLA Fiscal Administration email account
  • CLA NOW list serv administrator
  • CLA NOW e-newsletter/blog editor

Jennifer Thissen Swain

Grants and Research t (6-5910) this0017@umn.edu

  • Managing electronic submission tools, including budget detail entry and document conversion
  • Preparing the Proposal Routing Form (PRF) and other proposal components using the Electronic Grants Management System (EGEMS)
  • Interpreting Agency requirements/guidelines
  • Serve as resource for policy questions (pre- and post-award)
  • Serve as liaison between PIs, CLA administrators and University central research systems /offices. i.e. SPA, SFR, OAR, OVPR, EGMS, ECRT and others.