College of Liberal Arts Budget and Finance Roles and Responsibilities
This information is also available in PDF.
Karen E.S. Dewanz, Chief Financial Officer (4-1008 receptionist) kdewanz@umn.edu
- CLA data, finance and budget information
- General questions (budgets, financial policies and procedures)
- IMG (including tuition and ICR)
- Indirect Cost Recovery (ICR) questions
- Long-term planning and projections
- RRC Manager for CLA
- HRMS PeopleSoft key contact and FFN Manager
- Signature authority: Dean's level, RRC manager level. See also
CLA signature list.
Pandora Aaron, Instructional Resources Analyst (4-9370) aaron012@umn.edu
- Instructional funding policies and procedures
- Analysis of instructional costs and trends
- IRIS policy questions and reconciliation
- Departmental rates and course fees
- Financial Web Report questions or access to Web Reports, DWFS, DWPY, queries
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
Stacy Bonn, Executive Accounts Specialist (6-5039) bonnx002@umn.edu
- Administrative Area Financial Support
- Soft Commitment Transfers
- Printed Budget changes
- Coordinate Call Phone/PDA Supplement Requests
- Obtain Dean’s Level Signature for Chair Reimbursements
- Assist with Donated Fund
Peggy Buckley, Fiscal Officer(6-9812) mab@umn.edu
- Area Manager for CLA Administration (446)
- Budget prep input in CUFS; preparation of CLA printed budget
- Financial Policy and Procedures
- RRC Manager Designee
- CLA Chart of Account Guidelines, ORG (account) requests in CUFS
- College closing of accounts (end of year for CLA)
- Department Administrator for College Purchasing Cards
- Printed budget questions (Green sheets, beige sheets & all PB adjustments)
- Purchasing questions
- Signature authority: alternate RRC signature. See also CLA signature list.
- Soft money transfers
- Supervision of regional accountants
Paul Escen, Executive Assistant (4-0250) escen001@umn.edu
- Coordinates system access request processing
- Financial Forms Nirvana (Division Administrator for CLA)
- GE Capital Travel Card and purchasing cards applications
- Purchasing equipment, disbursements
- Services questions, office supplies, maintenance-related questions, keys for Johnston Hall
- Coordinator for monthly accounting meetings
Mary Ann Keddie, Senior Accountant (5-4388) keddi001@umn.edu
- HRMS entry for CLA units
- Regional Accountant
- General accounting support
Ping Li, Info Tech Professional pli@umn.edu
- CLAIR database management and web development
- IRIS technical issue troubleshooting and solutions
Deb Ludowese, Principal Office and Administrative Specialist (4-1008) ludow006@umn.edu
- Calendar for CFO
- CLA NOW weekly electronic newsletter for accountants
- Faculty retentions, searches, new hire set-ups (tracking)
- Files and records (Budget)
- Mailing lists (CLA)
- Receptionist (208)
- Web Content
Rose Pederson, Executive Assistant (6-7611) r-kerb@umn.edu
- Oversee management of endowed and other gift funds
- Prepare Donated Fund Reports
- Facilitate budget request process
- General accounting
- Special projects
Kathleen Post, Accountant (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 Worksheet, action and reason codes
Toni Ziegler, Principal Accountant (4-4153) a-zieg@umn.edu
- Authorized signature for payroll
- Authorized signature record
- Employee Benefits
- Fringe Benefits
- HRMS PeopleSoft co-key contact
- Implementing pay plans
- Office Manager for 205 & 209
- Payroll & Services Office Manager
- Payroll, Summer Session, UC
- Payroll protocol and policy / HRMS PeopleSoft expert
- Vacation and sick leave questions, step increases
Last updated: 1/29/2008