Michael Riley
Associate Vice Chancellor and Controller
Contracts and Grants Accounting (CGA)
Beata Najman
Director, Contracts and Grants Accounting
Financial Accounting
Natalia Lau
Financial Accounting Manager
Accounts Receivable
Contact
Roles and Responsibilities
- AR aging
- Statement of accounts to sponsors
- Receivables collections
- Research requests and respond to inquiries
- Year-end financial reporting and bad debt review
- Review and monitor suspense and credit balances
- Update accounts receivable policies and procedures
- Check receipts
- AR cash deposits and application
- UAR/AR WIP reporting
Team Members
- Tina Yang
- Alison Wong
- Anood Albaram
- Zanniab Khan
Accounting and Reporting
Contact
Roles and Responsibilities
- Deficit clearing
- Intercampus requests for reimbursement and reporting
- Quarterly Federal Cash Transaction verifications
- IRR monitoring and collection
- Intercampus Financial Control recon review
- Membership and Caltrans overhead distributions
- Review, monitor, and adjust for GAEL insurance assessment
- CIEE management fee distribution
- Fiscal year-end close
- STIP refunds to DHHS
- GL to PC reconciliations and monitoring
- High Risk Direct Retros
Team Members
- Sravani Duggirala
- Geraldine Panado
Accounting and Compliance
Roles and Responsibilities
- External and internal audit coordination
- Effort Reporting System
- Post-award compliance monitoring
- Month-end close including data validations
- Fiscal year-end close
- Sponsored award statistics
Team Members
- Victoria Wu
- Angela So
Accounting and Financial Analysis
Michelle Teoh
Accounting and Financial Analysis Manager
Roles and Responsibilities
- Quarterly variance analysis
- Internal controls for ICTRL
- ICTRL Budget
- HCM maintenance
- Balance sheet review and reconciliation
- SEFA/CAFP report maintenance
- System Management Administrator
- Process documentation
- Fiscal year-end close
- Fund inactivation
- BFS PC systems:
- Testing
- Monitoring
- Maintenance
- Training
- Reconciling
Team Members
- Melissa De La Fuente
- Monica Duarte
Contracts and Grants
Lynne Coulson
Contracts and Grants Manager
LOC Invoicing and Draw Down
Roles and Responsibilities
- Invoicing, LOC drawdowns, post invoices to website
- Online invoicing
- System access tracking
Team Member
- Roy Perez
Contracts and Grants
Roles and Responsibilities
- New award and modification set-up in PeopleSoft Contracts and Grants module
- New award and modification budget review and upload
- Interim and final financial reports and Indirect cost exception
- Invoicing (non LOC)
- Coordinate special invoicing requirements
- Maintain award information in PeopleSoft Contracts and Grants module (e.g., No Cost Extension)
- Fiscal compliance with sponsor, agency and UC guidelines
- Cost sharing review and reporting
- Departments and sponsors issue resolution
- Communications related to post-award financial administration
- Service delivery
- Award closeout
- Inactivating funds
- Review and update CGA procedures and manuals
Team Members
- Love Joy Sevilleja
- Reggie Santa Cruz
- Julia Salvacion
- Megan Hagler
- Pamela Andrews
Team Members
- Varun Bhatnagar
- Erick Fernandez
- S. Martin Mustafa
- Stephanie Carroll
- Thomas Cantu
Katie Hudson
Contracts and Grants Manager
Contracts and Grants
Roles and Responsibilities
- New award and modification set-up in PeopleSoft Contracts and Grants module
- New award and modification budget review and upload
- Interim and final financial reports and Indirect cost exception
- Invoicing (non LOC)
- Coordinate special invoicing requirements
- Maintain award information in PeopleSoft Contracts and Grants module (e.g., No Cost Extension)
- Fiscal compliance with sponsor, agency and UC guidelines
- Cost sharing review and reporting
- Departments and sponsors issue resolution
- Communications related to post-award financial administration
- Service delivery
- Award closeout
- Inactivating funds
- Review and update CGA procedures and manuals
Team Members
- Esther Chang
- Katelyn Barrett
- Allyson Cappello
- Sharon Wang
- Ting Xue
Team Members
- Phillip Larkin
- Winnie Wang
- Thess Solis
- Angel Ryono
- Marina Lum
Research Administration
Team Member
- Ebony Harper