Financial Operations

​Team 1 - Divisions: Executive, University-Wide, Business Affairs

         Budget Planner: Erin Hintz, Email Erin

         Accountant: Kim Letlebo, Email Kim

         Payment Services Specialist: Lynette Kvatek, Email Lynette

Team 2 - Divisions: Student Affairs, Wausau, Marshfield, University College, CNR

         Budget Planner: Brian Watkins, Email Brian

         Accountant: Chandra Page, Email Chandra

         Payment Services Specialist: Alyssa Martin, Email Alyssa

         Purchasing Agent: Vacant

         Student Financial Services: Teri Michalski, Email Teri

Team 3 - Divisions: Advancement, Marketing/Enrollment, Academic Affairs, IT, COLS, CPS, COFAC

         Budget Planner: Troy Durkee, Email Troy

         Accountant: Payton Schulist, Email Payton

         Payment Services Specialist: Mike Dresang, Email Mike

         Purchasing Agent: Amanda Rouse, Email Amanda

         Student Financial Services: Allison Batterman, Email Allison       

​Core Service Team Roles

Financial Planning and Budgeting

Manage and perform financial planning and budgeting. Develop, analyze, implement, monitor, and maintain budgets. Develop budgeting and forecasting systems, policies, procedures, and allocation methodologies. Conduct program and budget research, analyze data, and prepare complex financial reports. Assist in the development of operating policies and procedures to comply with regulations, policies, and objectives.

Budget Planner -

• Provide guidance and support as it pertains to budget, planning, and reporting
  
• Develop unit-specific short and long term budget projections
  
• Calculate annual pay plan increases and determine related allocation of budget
  
• Develop and monitor annual operating budgets
  
• Assist with annual setting of segregated and user fee rates at all three UWSP campuses
  
• Coordinate annual year-end balance reporting
  
• Coordinate annual program revenue assessment
  
• Assist PPAB with differential tuition allocations and management
  
• Coordinate, plan, and assist with process of annual allocations for campus fees such as the New Student Fee
  
• Review and approve GPR budget transfers
  
• Review and monitor cost recovery programs
  

Accounting, Financial Operations, and Reporting

Manage and perform accounting and financial operations. Ensure compliance with policies, procedures, rules and regulations. Maintain and strengthen internal controls. Analyze, monitor, prepare, process and reconcile financial information and transactions. Develop financial systems, policies, and procedures. Manage and provide collection services.

Accountant -

• Prepare and process journal entries
  
• Monitor and assist with reconciling accounts, investigate discrepancies
  
• Review and process Cost Transfer Tool Requests
  
• Recommend controls and process improvements
  
• Maintain chart of account structure; create, update, and close accounts
  

Payment Services -

• Audit and process financial transactions
  
• Assign funding; allocate expenses to appropriate funding
  

Student Financial Services -

• Provide guidance on revenue collection
  

 Procurement

Oversee acquisition of goods and services, including equipment acquisition and negotiation of complex contract terms and conditions involved with purchase of products and services. Responsible for market analysis, development of competitive solicitations, including request for bids and proposals, and management of the supply chain. Use strategic sourcing methods. Develop procurement systems, policies, and procedures. Monitor and report expenditures with third-party suppliers.

Purchasing Agent -

• Create and solicit bids and proposals from third party suppliers
  
• Negotiate contract terms
  
• Provide guidance and propose options for various purchases