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.