Contracts and Grants Accounting Organizational Chart

Michael Riley

Associate Vice Chancellor and Controller

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Contracts and Grants Accounting (CGA)

Beata Najman

Director, Contracts and Grants Accounting

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Financial Accounting

Natalia Lau

Financial Accounting Manager

Accounts Receivable

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

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
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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
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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
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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