Financial Affairs

FINANCIAL ACCOUNTING & REPORTING General contact information

Department/Unit	Mail Stop	Address	City	State	ZIP
Financial Accounting and Reporting (FAR)	Accounting	1156 High St	Santa Cruz	CA	95064

Area	E-mail or Web Address

Financial Accounting & Reporting (FAR)	finpolicy@ucsc.edu
Equipment Administration	eq.administration@ucsc.edu
Entertainment	entertainmenthelp@ucsc.edu
General Accounting	accounting@ucsc.edu

FINANCIAL ACCOUNTING & REPORTING Team

Name - Email - Phone (831)	Title	Services
Berman, Leslie leberman@ucsc.edu 459-2981	Plant/Equipment Specialist	Leases - Capital Equipment, Space Physical Inventory Reports Plant Specialist - Current funds, CFRs Plant Encumbrances Plant Invoice Payment Approval
Ditmars, Ivan iditmars@ucsc.edu 459-3206	Financial Policy and Controls Manager	"True-Colors" Trainer for Financial Affairs Campuswide Travel and Entertainment Training Facilitator Campuswide CTE and Procard Training Facilitator UCSC Systemwide Travel Connexxus Liaison CTE Card Program Administrator Chrome River Implementation Team Member Financial Affairs Website Content Development and Maintenance
Einy, Anson aeiny@ucsc.edu 459-3784	FAR Admin/Accounting Assistant	Checkwrite Printing and Delivery Mail Distribution Financial Affairs Records Management Supply Ordering and other in Office Administrative Support
Jarvis, Rob rsjarvis@ucsc.edu 459-5294	General Accountant	AIS/FIS Interface Reconciliation Auxiliary & Serv. Enterprise Statements & Admin Recharge Balance Sheet Account # Assignment - Current Fund Group Campus Working Capital Loan Payment Schedules Credit Card Merchant - Assignment Education Abroad Program - Journal Processing Fund # Assignment - Current Fund Group Intercampus Reconciliations Miscellaneous Ledger Questions Revenue Account # Assignments Service Enterprise - Depreciation Schedules STIP Income Distributions Debt Service Draw Downs
Kinney, Nathan nakinney@ucsc.edu	FAR Admin/Accounting Assistant	Checkwrite Printing/Delivery Mail Distribution Financial Affairs Records Management Other In-Office Admin and Accounting Support
Lawlor, Irena irenav@ucsc.edu 459-2196	General Accountant	Bank Account Reconciliations Financial Control Journals Intercampus Recharges (IOC) & Expense Transfers Stop Payment - Vendor Checks Unclaimed / Uncashed Vendor Check Maintenance
Mariani, Janean mariani@ucsc.edu 459-2355	Plant / Equipment Assistant	Equipment tags, fabrications, updates & agency reports
Molina, Rebecca rmolina1@ucsc.edu 459-3682	General Ledger and Tax Accountant	Sales Tax Research and Compliance Check and ACH Payment Processor Wire Transfers Vendor Database Maintenance (204 Processor for businesses) AP Review 1099s Glacier-Foreign National Withholdings BCD Journals FinPolicy Support
Moran, Ed efmoran@ucsc.edu 459-1926	Accounting Services Director	Audit Requests Fiscal Closing Policy Guidance
Purcell, Josh jmpurcel@ucsc.edu 459-4266	Disbursement Assistant	Check and ACH Payment Processor Returned and Stale Dated Checks Vendor Database Administrator (204 processor) Recharges Petty Cash and Change Fund Administrator ERF Processor Delegation of Authority Forms
Schofield, Kristina dataentry@ucsc.edu 459-4522	Lead Key Entry Operator	Keys Cashier Deposits Keys Journal Entries
Schwarz, Scarlett scarlett@ucsc.edu 502-6008	Assistant Accounting Director	Manage 7 person Accounting Services Team Monthly General Ledger Close - Payroll, Banking, etc. Manage Cash Disbursement Operations Day to Day Management over CTE Card Program and related Process Control and Policy Guidance Cash Advance Program Approver and Administrator Financial Control Reconciliation for Payroll related Accounts Financial Policy Guidance Maintain Integrity of certain Balance Sheet Accounts Fixed Asset Capitalization Financial Analysis for UCOP and UCSC Banking responsibilities (ACH Cancellations, Positive Pay, etc.) with BNY Mellon and Wells Fargo Fiscal Year-End Closing Chrome River Implementation Team Member UC Travel Council Team Representative
White-Martinez, Libby libbys@ucsc.edu	Senior Accountant	FAR Accounting Services

Financial Accounting and Reporting

objective

The Financial Accounting and Reporting (FAR) Office oversees the General Accounting, Accounts Payable, Plant, Travel Accounting, and Equipment Management departments.

The FAR Office focuses its efforts on:

Maintaining the campus operating and general ledger
Financial control and reporting responsibilities, including administering financial policies
Tax reporting issues, including reporting and withholding for 1099 statements and sales tax returns
Maintaining vendor database
Processing check writes, ACH transmissions and wire transfers
Preparing financial statements for campus auxiliary units
Account reconciliations, including bank statements
Equipment management, including issuing property tags, preparing award close-out reports, and processing physical inventory reports and adjustments
Training on policies, financial accountability, and controls
Administering the campus travel program
Monitoring and reporting on real property and equipment leases