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 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 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 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 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 Accountant III: Responsible for all capital construction accounting, including debt service and
asset management.
502/852-6316 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.

502/852-8242 Accountant III: Responsible for all capital construction accounting, including debt service and
asset management.

University Accounting

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

502/852-6389 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 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 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 Accountant II: Reconciles cash for consolidation bank and other non-payroll bank accounts. Provides
backup support for authorization of payroll tax liability payments.

 502/852-8251 Accountant II: 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.

Accounting Operations 

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

Mary Alexander-Conte

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

Accounts Payable & Travel


Website

 Sandy See

  502/852-6264

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

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

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

 Accounting Payable Specialist: Performs data input and customer service for accounts payable invoices.

Mike Walsh

 502/852-4550

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

Wesleigh Hummel

 502/852-7737

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

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

 502/852-8230

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.

Payroll Services      

Main Office Phone: 502/852-2978

Website
Rachel Wurth

502/852-2118

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.   

Sharon Robards

502/852-6259

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

Payroll Practitioner Sr.: Assists employee last names beginning with: B, N, 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 

Payroll Practitioner Sr.: Assists employee last names beginning with: P, S. T, V, X, A, G 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

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

Payroll Practitioner Sr.: Assists employee last names beginning with: D, 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

Payroll Practitioner Sr.: Assists employee last names beginning with: C, E, J, L, W, O 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

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

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

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

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

Carrie McCubbins

 502/852-6505

Bursar

VACANT

 502/852-6872

Student Account Representative

Cari Meadows

 502/852-2308

Cash Disbursement Specialist

Stephany Meadows

 502/852-6892

Student Account Representative

502/852-2634

Student Account Representative

Jenny Wolf

502/852-6507

Student Account Representative

Leann Wooldridge

 502/852-2687

Student Account Representative

Andrea Dolle

 502/852-7774

Assistant Bursar Operations

Don Hudson

 502/852-6843

AR Collections

Heidi Pence

 502/852-6780

AR Collections

Elizabeth Thomason

 502/852-6395

Third Party Process Specialist


Budget & Financial Planning


Grawemeyer Hall
Room 20
Louisville, KY 40292

Bursar


Phone: 502-852-6503
Houchens Building
Room 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

Position Management

Phone: 502-852-2346
Grawemeyer Hall
Room 20
Louisville, KY 40292