Budget and Finance Roles and Responsibilities
Karen Dewanz
Chief Financial Officer (4-1008 receptionist) kdewanz@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 Analysis & 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
- Indirect Cost Recovery (ICR) questions
- 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 for Financial Services (5-7790) appel015@umn.edu
- Supervise CLA Financial Service Teams, CLA Payroll Staff, Procurement Specialist and Department Preparer Floater
- EFS Cluster Director for CLA
- HRMS PeopleSoft key contact
- Accounting and Payroll process and procedure questions
Stacy Bonn
Senior Accountant (6-5039) bonnx002@umn.edu
- Soft commitment transfers
- Printed budget changes
- Coordinate Cell Phone/PDA Supplemental Requests
- Obtain Dean's Level Signature for Chair Reimbursements
- Assist with Preparing Annual Budget
Peggy Buckley
Fiscal Officer (6-9812) mab@umn.edu
- Financial reporting for CLA Administration
- Preparation of CLA recurring budget
- Financial Policy and Procedures
- RRC Manager Designee / alternate signature
- CLA Chart of Accounts Guidelines, Review and approve new chartfield requests
- College year-end procedures
- Recurring budget questions
- Faculty Merit
- Signature authority: alternate RRC signature
Paul Escen
Executive Assistant (4-0250) escen001@umn.edu
- CLA Procurement Specialist
- Coordinate system access request processing (ARF)
- Amer Exp Travel card and purchasing card applications
- Services questions, keys for Johnston Hall
Gelane Firisa
Executive Accounts Specialist (4-4594) firis001@umn.edu
- HRMS entry for CLA units
Deb Ludowese
Executive Office and Administrative Specialist (4-1008) ludow006@umn.edu
- Primary contact for questions, inquiries or general information.
- Manage calendar for CFO
- Manage communications from the college for fiscal processes (budget letters, budget instructions, faculty merit, search authorizations, instructional funding guidelines)
- Coordinate CLA NOW
- Coordinate monthly CLA Financial/Human Resources meetings
- Faculty new hire set-up, searches and retentions (tracking)
- Maintain budget files and records
- Maintain fiscal administration web pages
- Special projects
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
Kathleen Post
Assistant CLA Payroll Manager (4-0814) postx002@umn.edu
- HRMS entry for CLA units
- HRMS PeopleSoft main contact
- JV transfers for step increases, in-range adjustments, job reclasses, market adjustments
- Payroll questions re: leaves, sabbaticals, CLA HRMS Entry Worksheets, action and reason codes
- Payroll training for new CLA payroll contacts
Ed Zerylnick
Associate Analyst (4-5827) zeryl001@umn.edu
- CLAIR Access Requests
- Data requests
Toni Ziegler
CLA Payroll Manager (4-4153) a-zieg@umn.edu
- Authorized signature for payroll
- Employee Benefits
- Fringe Benefits
- HRMS PeopleSoft co-key contact
- Implementing pay plans
- Payroll Manager