Our Team

Organizational Chart
Controller Administration
Accounting & Financial Reporting

Accounting Operations

Tax & Compliance
Treasury Management & Merchant Services
Bursar

 

Controller Administration

Main Office Phone: 502/852-6164
Hours of Operation: 8:00am-4:30pm, Monday - Friday

502/852-6272
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Controller/Treasurer: Directs and manages the administrative and operational activities of the Office of
the Controller. Possesses overall responsibility to maintain and report the financial status of the 
University of Louisville and its affiliated corporations.

502/852-8239
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Director of Financial Analysis: Responsible for the development of information that senior leadership
uses in making key decisions across the University. Prepares the quarterly financial package and
presentation for the Finance Committee and Board of Trustees. Prepares ad hoc financial analysis in
support of entire finance organization including strategic initiatives in support of key leadership.
Prepares and analyzes financial data for use by rating agencies in their credit opinion. Uniquely qualified
to bridge financial reporting and budget.

Sarah Robertson

502/852-6261
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Executive Assistant: Responsible for providing a wide variety of high level support duties focused on
independently managing special and routine projects.

Accounting & Financial Reporting

(University Accounting)

Hours of Operation: 8:00am-4:30pm, Monday - Friday
Website

502/852-8219
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Director of Accounting and Financial Reporting: Managerial responsibility for the financial reporting
of the University of Louisville and its affiliated corporations as well as University Accounting. Supervise
the activities and professional development of staff assigned to the Plant, Loan Fund, Athletic,
general, auxiliary, patient care, and agency fund accounting staff.

502/852-8236
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Accountant III: Responsible for all capital construction accounting, including debt service and
asset management.

502/852-3557
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Lease Accountant

502/852-8242
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Accountant III: Responsible for all capital construction accounting, including debt service and
asset management.
502/852-6316
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Assistant Director, Accounting & Financial Reporting: Assists with the monthly close and financial
reporting of the University of Louisville and its affiliated corporations as well as University Accounting
and other special projects.

502/852-8251
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Accountant II

University Accounting

 for all JV’s, OnBase, journal postings & questions
 for cash transactions postings & questions

502/852-6389
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Assistant Director, General Ledger: Responsible for maintaining PeopleSoft financial system,
supervision of inputs and financial system maintenance. Provides customer support and problem
resolution related to financial system.

502/852-8221
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Accountant I: Prepares input for Peoplesoft GL Systems area, maintains filing for PS entries.
Provides customer support through problem resolution and assistance to PS users.

502/852-6267
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Accounting Specialist Sr.: Reconciles depository and state bank accounts. Prepares journal
entries for the allocation of travel expenses to University programs. Prepares entries for bank
transfers and other transactions. Assists with inquiries regarding accounting transactions as assigned.

502/852-8243
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Accountant II: Reconciles cash for consolidation bank and other non-payroll bank accounts. Provides
backup support for authorization of payroll tax liability payments.
Chat on Teams Accountant I: Reconciles depository and state bank accounts. Prepares journal entries for the
allocation of cash receipts. Assist with inquiries regarding accounting transactions and provides
support to accounting and university departments.

Disbursements Services

(Accounts Payable & Travel, Payroll Services)
Hours of Operation: 8:00am-4:30pm, Monday - Friday

Mary Alexander-Conte

502/852-6273
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Director of Disbursements Services: Managerial responsibility for the support service area including
accounts payable, payroll, travel and data entry.

502/852-2978
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Program Coordinator Sr.

Rachel Wurth

502/852-2118
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Payroll Analyst: Provides oversight for day-to-day payroll operations, supports new and existing pay
programs, drives process standardization, automation, work flows, and improvement in controls and
helps ensure process efficiency and effectiveness.   

Accounts Payable & Travel


Website

 Sandy See

502/852-6264
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Accounts Payable Manager: Supervisory responsibility for daily accounts payable activities. Resolve
all budget errors, match exceptions and document tolerance errors. Process all electronic feeds and
problem resolution.

 Max Baechle

502/852-4551
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Vendor Database Specialist: Assigns new supplier information, updates supplier information,
maintains L-Z vendor database. Reviews Payment Requests forms for accuracy and compliance.

 Kay McGuffin

502/852-8238
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Accounting Specialist Sr.: Provides customer service to internal and external users on any accounts
payable errors.  Research all checks payable to the University of Louisville that are received by the
Office of the Controller. Processes requests involving University bank issues relating to stop payments
and voiding checks.  Provides assistance with Swift gift card inquiries that include training, access,
card orders and Swift system issues.

Becky Milburn

502/852-8232
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 Accounting Payable Specialist: Performs data input and customer service for accounts payable invoices.

Mike Walsh

502/852-4550
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Vendor Database Specialist: Assigns new supplier information, updates supplier information,
maintains A-K vendor database. Reviews Payment Requests forms for accuracy and compliance.

Chat on Teams Disbursements and Travel Specialist

Wesleigh Hummel

502/852-7737
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Accountant II - AP/Travel: Preparation of University travel and payroll (non-cash) operations and
transfer entries. Perform sanction checking and TIN matching for new suppliers and work with
Supplier Database specialist to resolve problems. Administer Travel Card program and assist
with approving Travel and Expense reimbursements.

502/852-8230
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Accountant II - AP/Travel: Preparation of University travel and payroll (non-cash) operations and
transfer entries. Perform sanction checking and TIN matching for new suppliers and work with
Supplier Database specialist to resolve problems. Administer Travel Card program and assist
with approving Travel and Expense reimbursements.

502/852-8229
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Accountant I - AP/Travel: Assists with travel and expense reimbursements for University employees,
travel card program and training on travel policies and procedures.

502/852-2000
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Accountant I - AP/Travel: Assists with travel and expense reimbursements for University employees,
travel card program and training on travel policies and procedures.

Payroll Services      

Main Office Phone: 502/852-2978

Website

Sharon Robards

502/852-6259
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Payroll Manager: Oversees International Payroll (all non-resident aliens) for new hires, rehires, terminations,
and miscellaneous job data changes, Visas, work authorizations, and income tax treaty exemptions.

Evangelene Holt

502/852-0699
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Payroll Practitioner Sr.: Assists employee last names beginning with: A, B, D, N, O, Q, R for new hires,
rehires, terminations, and miscellaneous job data changes. As well as garnishments and international
payroll (all non-resident aliens) for last names A-K.

Linda Lynch

502/852-2984 
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Payroll Practitioner Sr.: Assists employee last names beginning with: G, P, S, T, V, X  for new hires,
rehires, terminations, and miscellaneous job data changes. As well as garnishments and international
payroll (all non-resident aliens) for last names L-Z.

Wendy Engel

502/852-4571
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Payroll Manager: Oversees Domestic Payroll (all U.S. citizens and legal permanent residents) for
new hires, rehires, terminations, and miscellaneous job data changes, Visas, work authorizations,
and income tax treaty exemptions.

Ashley Bertram

502/852-8244
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Payroll Practitioner Sr.: Assists employee last names beginning with: F, K, M, U, Y, Z, H, I for new hires,
rehires, terminations, and miscellaneous job data changes. As well as direct deposit for all employees.

Carol Singleton

502/852-8244
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Payroll Practitioner Sr.: Assists employee last names beginning with: C, E, J, L, W for new hires,
rehires, terminations, and miscellaneous job data changes. 

Tax & Compliance

Hours of Operation: 8:00am-4:30pm, Monday - Friday

Website

502/852-3337
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Tax Manager: Overall managerial responsibility for tax compliance of University and affiliated entities,
including preparation and filing of Forms 990, 990-T, payroll tax returns, and other required returns.
Identifies and reports unrelated business income and advises departments as to risk factors in this area.
Works daily with Accounts Payable and Payroll departments on tax treatment of complex payment issues,
including approval of payments to foreign vendors.

502/852-1614
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Accountant II - Tax: Primary responsibility for sales tax reporting and preparation and filing of Forms 1099,
Form 720, unclaimed property, and other required miscellaneous returns. Works daily with Accounts
Payable and Payroll departments advising on tax treatment of payment issues, including fringe benefits.
Assists Tax Manager with Form 990, Form 990-T, and payroll tax return preparation.

Treasury Management & Merchant Services

Hours of Operation: 8:00am-4:30pm, Monday - Friday

Website

502/852-6265
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Director of Investments: Provides cash management services for the University of Louisville and its affiliated
corporations. Oversees UofL operating fund investment program; including monitoring and forecasting cash
balances, performing due diligence of external fund managers/strategies and monitoring cash flows to provide
sufficient liquidity for operations. Provides advice and assists departments with banking services offered by
the university. 

502/852-8253
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Assistant Treasurer: Provides cash management services for the University of Louisville and its affiliated
corporations. Cash management functions include daily analysis of cash position, preparation of cash flow
projections, execution of funds movement, management of banking relationships, and short term
investment decisions and reporting. Also responsible for payroll tax liability remittance, state appropriation
management, and serving as primary administrator for the banks reporting platform.

Bursar

Main Office Phone: 502/852-6503
Hours of Operation: 9:00am-5:00pm, Monday - Friday

Website
Andrea Dolle 502/852-7774 Bursar
Cari Meadows 502/852-2308 Bursar Management Systems Coordinator 
Stephany Meadows 502/852-6892 Student Account Representative
502/852-2634 Student Account Representative
502/852-6507 Student Account Representative
502/852-6872 Student Account Representative
Elizabeth Thomason 502/852-6395 Assistant Bursar
Don Hudson 502/852-6843 AR Collections
Heidi Pence 502/852-6780 AR Collections
Leann Wooldridge 502/852-2687 Third Party Process Specialist


The Office of Finance and Administration serves all eligible faculty, staff, and students regardless of race, color, national origin, sex, disability, or age.

Budget & Financial Planning

Grawemeyer Hall
Rm LL14
Louisville, KY 40292
Bursar

Phone: 502-852-6503
Houchens Building
Suite 101
Louisville, KY 40292
Controller

Phone: 502-852-6164
Service Complex
2nd Floor
Louisville, KY 40292
Accounts Payable & Travel

Service Complex
2nd Floor, Rm 212
Louisville, KY 40292
Payroll Services

Phone: 502-852-2978
Service Complex
2nd Floor, Rm 223
Louisville, KY 40292

Operations

Grawemeyer Hall
Louisville, KY 40292