Staff Directory

Kerry Schmidt – Director of Finance & Operations

Phone: 852-5400, e-mail

Serves as the lead financial manager for the Executive Administration units. Responsible for the oversight of all aspects of the daily financial operations in the Executive Administration units, including, but not limited to accounting, budgeting [including reconciliations], purchasing /procurement, payroll and human resources transactions.

Supports long-range planning, budgeting and forecasting processes, including providing relevant and
accurate financial performance analysis.

Performs policy, budgetary and data analyses as it pertains to the Executive Administration units.

Tonja Craig - Budget & Reconciliation Business Manager

Phone: 852-1120, e-mail

Budget & Program Monthly Reconciliation – Processing program/speedtype reconciliations monthly. Ensuring all the appropriate backup documentation supports all transactions. Ensuring that transactions meet University and Executive Administration unit policies and are processed in the most efficient, effective means possible. Correcting any issues or errors via journal entry when necessary. Working with Finance & Accounting Lead to determine departments or offices that would benefit from additional consultative services.

BPS Liaison – Working with the BPS staff and LFO's to ensure that the budget system stays in balance. Collaborate with LFO's on any current year budget transfers that require processing.

BA Specialist – Maintenance and operation of BA system for Provost's Unit. OnBoarding any departments that are not currently on BA so that entire unit uses the system. Providing support and direction to other BA users in unit. Developing a deeper understanding and utilization of the BA system.

Amanda Detherage – Procurement & Payment Business Manager

Phone: 852-8558, e-mail

Travel, Vendor OnBoarding, Payment Request & Requisition Initiation – Entering all travel & expense requests, non-PO purchases/reimbursements and requisitions into PeopleSoft Financials. Assisting departments with onboarding new vendors. Providing customer service to the unit relating to all payment and purchasing questions and issues.

AR/Billing Liaison – Creating all invoicing and posting all billings related to accounts receivable. Following up on all past due billings. Processing all incoming payments. Posting incoming funds to appropriate departments/programs.

Libby Kinberger - Budget & Reconciliation Business Manager

Phone: 852-8572, e-mail

Budget & Program Monthly Reconciliation – Processing program/speedtype reconciliations monthly. Ensuring all the appropriate backup documentation supports all transactions. Ensuring that transactions meet University and Executive Administration unit policies and are processed in the most efficient, effective means possible. Correcting any issues or errors via journal entry when necessary. Working with Finance & Accounting Lead to determine departments or offices that would benefit from additional consultative services.

BPS Liaison – Working with the BPS staff and LFO's to ensure that the budget system stays in balance. Collaborate with LFO's on any current year budget transfers that require processing.

BA Specialist – Maintenance and operation of BA system for Provost's Unit. OnBoarding any departments that are not currently on BA so that entire unit uses the system. Providing support and direction to other BA users in unit. Developing a deeper understanding and utilization of the BA system.

Ungerboeck Specialist – Support of Ungerboeck system for Delphi Center. Assistance with data feed to Ungerboeck system.

Kenyatta Martin – Timekeeping/Payroll Manager & Procurement Card Manager

Phone: 852-8585, e-mail

Timekeeping & Payroll Entry & Maintenance - Gathering all biweekly time sheets and monthly leave summary forms, keying time into payroll pay lines, working with departments to record time correctly for exception situations, providing consultative services to departments for timekeeping and leave reporting matters, working with departments to resolve paycheck issues and errors.

Leave Balance Reporting – Providing supervisors with leave balance reporting for their employees each pay period

Payroll & Leave Auditing – Auditing and following up on payroll and leave inconsistencies and omissions.

Procurement Card Reconciliation Liaison – Ensuring that all unit procurement cards are reconciled completely, accurately and timely each month. Submitting the unit Procurement Card Certification to the Procurement Card office each month.

Ann Phillips – Budget Analyst

Phone: 852-5822, e-mail

Budget & Planning System Manager – Working with departments and the Budget & Reconciliation Business Managers to keep the budget planning system accurate and updated. Processing all necessary current year budget transfers. Providing consultative services regarding budget transactions, program budget structure and budget analysis. Working with the Director to perform all budget planning system cleanup and updates at year-end. Serving as the liaison to the University’s Budget & Planning Office.

Procurement Card Reviewer – Providing an initial review of all unit procurement card transaction summary logs to ensure all documentation is complete and accurate, and that all reallocations have been completed.

Mitchell Priddy – Human Resources

Phone: 852-5337, e-mail

Human Resource Liaison – Process all transactional detail for all human resource actions. This includes all job data change forms, position authorization requests, additional payments, employee onboarding, student/temp/graduate assistant onboarding and job opening requests.

LeAnn Taylor – Budget & Reconciliation Senior Business Manager

Phone: 852-2483, e-mail

Budget & Program Monthly Reconciliation - Processing program/speedtype reconciliations monthly. Ensuring all the appropriate backup documentation supports all transactions. Ensuring that transactions meet University and Executive Administration unit policies and are processed in the most efficient, effective means possible. Correcting any issues or errors via journal entry when necessary. Working with Finance & Accounting Lead to determine departments or offices that would benefit from additional consultative services. Overseeing the activity & results of the other Budget & Reconciliation Specialists.

Program Monthly Reconciliation Approver – Approving monthly operating results for select Executive Administration unit programs.

BPS Liaison – Working with the BPS staff and LFO's to ensure that the budget system stays in balance. Collaborate with LFO's on any current year budget transfers that require processing.

BA Specialist – Maintenance and operation of BA system for Provost's Unit. OnBoarding any departments that are not currently on BA so that entire unit uses the system. Providing support and direction to other BA users in unit. Developing a deeper understanding and utilization of the BA system.

Heather Thomas – Budget & Reconciliation Business Manager

Phone: 852-1116, e-mail

Budget & Program Monthly Reconciliation – Processing program/speedtype reconciliations monthly. Ensuring all the appropriate backup documentation supports all transactions. Ensuring that transactions meet University and Executive Administration unit policies and are processed in the most efficient, effective means possible. Correcting any issues or errors via journal entry when necessary. Working with Finance & Accounting Lead to determine departments or offices that would benefit from additional consultative services.

BPS Liaison – Working with the BPS staff and LFO's to ensure that the budget system stays in balance. Collaborate with LFO's on any current year budget transfers that require processing.

BA Specialist – Maintenance and operation of BA system for Provost's Unit. OnBoarding any departments that are not currently on BA so that entire unit uses the system. Providing support and direction to other BA users in unit. Developing a deeper understanding and utilization of the BA system.

Christie Van Buren – Financial & Accounting Lead Business Manager

Phone: 852-8567, e-mail

Financial Consultant to Department Heads, Budget & Program Monthly Review - Meeting with department heads regularly to review operating results, providing consultative services to department heads relating to budget/financial matters.

Data Analysis – Working with Budget & Reconciliation Business Managers on data inconsistencies and errors and to determine departments or offices that would benefit from additional consultative services.

Sponsored Program/Grant Accounting Specialist – Working with departments and Executive Administration unit Grant Specialists on the accounting aspects of grants, ensuring charges processed correctly and allowable, working with Post Award staff in Sponsored Programs Administration to close out grants properly and timely.

Patti Williams - Budget & Reconciliation Business Manager

Phone: 852-3714, e-mail

Budget & Program Monthly Reconciliation – Processing program/speedtype reconciliations monthly. Ensuring all the appropriate backup documentation supports all transactions. Ensuring that transactions meet University and Executive Administration unit policies and are processed in the most efficient, effective means possible. Correcting any issues or errors via journal entry when necessary. Working with Finance & Accounting Lead to determine departments or offices that would benefit from additional consultative services.

BPS Liaison – Working with the BPS staff and LFO's to ensure that the budget system stays in balance. Collaborate with LFO's on any current year budget transfers that require processing.

BA Specialist – Maintenance and operation of BA system for Provost's Unit. OnBoarding any departments that are not currently on BA so that entire unit uses the system. Providing support and direction to other BA users in unit. Developing a deeper understanding and utilization of the BA system.