• Analyze, Design, Test, and Monitor SFS General Ledger Functionality
• Analyze, Design, and Monitor SFS Security for All Modules
• Manage and Monitor Interface Between SFS and WiSMART
• Monthly Reconciliation Between SFS and WiSMART
• SFS Help Desk Support for GL
• Support End User Needs Related to Use of SFS Allocation Process

• Systemwide Budget Control
• Spending Authority/Allotment Reconciliations, Adjustments
• Annual Reconciliations/Carryover
• Academic Fee Issues - Projection
• Financial and Administrative Policy Interpretation
  Expenditure Code Inquiries/Interpretation

• UWSA Travel Expense Report/Audit/Processing
• Systemwide Billings
• UWSA Work Study Student Salary Payments
• UWSA Time Effort Reports (Federal Grant Funds)

• Auxiliary, Tuition Cash Analysis
• Academic Fee Income, Energy Expense Analysis
• Financial Appropriation Structure Updates
• SFS and ISIS Training Unit Management
• Assist Year End Closing and Reconciliation
• Consultant for Endowment Funds Issues
• Recording Secretary BOR, Bus. and Fin. Committee
• Backup Support for ZBA Cash Management
• 1099/1042S Reporting

• Capital Project Expenditure Transactions

• Budget Allocation Monitoring and Transfers
• M/D Financial Aid Spending Survey
• Academic Fee Income/Transfer Fee Analysis
• Salary Fringe Benefit Analysis
• Program Revenue Spending Authority Analysis/Monitoring
• Systemwide Contingent Fund Analysis
• Systemwide Budget Transfers to Institutions
• Quarterly Position Control Report

• Analyze, Design, Test, and Monitor Payroll Operations
  • Functional Lead for Design/Analysis
  • Functional Lead for System Testing
  • Prepare and Maintain User Manuals
  • Provide Training for End Users
• SFS Help Desk Support for Expense (ATS) and Payroll Operations

• Financial Report Questions
• Tax Issues, Including UBIT, Sales Tax, 1099, 1098
• Procurement and Travel Card Administration

• UWSA Procurement Card Administration
• UWSA Invoice Payment Processing
• UWSA Requisitions and Local Purchase Order Audit
• UWSA Receipt Deposits
• Transfers
• Foundation Accounts
• Petty Cash
• Excel TER/PIR Maintenance and Assistance

• Analyze, Design, Test, and Monitor Systemwide Solutions
• WISDM Financial Data Tool - User Support and Training
• BRIO-WISDM - Database Use as a Financial Warehouse - User Support and Training
• SFS nVision Reports - User Support and Training
• SFS Help Desk Support for GL, AP, PO, AM

• Zero Balance Checking Reconciliation
• ZBA Cash Management
• Bank Account Signature Management

Larson, Janet
jlarson@uwsa.edu
(608) 890-1632

• Analyze, Design, Test, and Monitor Systemwide Accounts Payable (AP) and Purchasing (PO) Solutions
• Functional Lead for Design/Analysis
• Functional Lead for System Testing
• Prepare and Maintain User Manuals
• Provide Training for End Users
• SFS Help Desk Support for AP and PO
• SFS Help Desk Support for Payroll Processing

Larson, Scott
slarson@uwsa.edu
(608) 890-1698

• Analyze, Design, Test, and Monitor Systemwide Accounts Receivable and Billing (ARBI), Asset Management (AM), and Reporting Solutions
• Functional Lead for Design/Analysis
• Functional Lead for System Testing
• Prepare and Maintain User Manuals
• Provide Training for End Users
• SFS Help Desk Support for ARBI, AM, and Reporting

• Analyze, Design, Test, and Maintain Interfaces Into and Out of SFS
• Manage Year-End Closing Operations
• Provide Backup Support for Payroll Interface Daily Operations
• Project Consultant

• UWSA Budget Issues
• UWSA Accounting and Finance Issues
• UWSA Controllership Functions
• UWSA Foundation Accounts

• Fund 161/162 Endowment Accounts
• Trust Account Reports (Projections, Summaries)
• Extramural Support Deposits
• Trust Account Expenditures/Refunds

• Administrative Support

• Analyze, Design, Test, and Monitor Systemwide Solutions
• Reconciliation of AP Balances within SFS
• Manage 1099 Tax Reporting Operations within SFS
• Manage Zero Balance Checking Operations of SFS
• SFS Help Desk for Expense (ATS), Grants, AP, and PO

• Monthly Reporting
• WiSMART Reconciliation
• Annual Reconciliation
• GPO Pool Analysis and Shifts
• Adhoc Reporting
• 1099/1042S Reporting

• Travel Policy Interpretation
• Meeting Planning Assistance
• Travel Contracts Administration
• Moving Contracts
• Value Added Tax Recovery

• Trust Fund Accounting

• Systemwide Management of the Shared Financial System (SFS)
  • Daily Operations
  • Systems and Project Planning and Implementation
  • Partner Relationships
  • Steering Committee Member - SFS Representative
  • SFS Budget Preparation and Administration
  • SFS Upgrade Project Manager
  • SFS Change Request Manager

• Plant Funds - Financial Report
• Capital Projects - Program Revenue Bonding
• Debt Service

Stefonek, MaryAnn
mstefonek@uwsa.edu
(608) 263-5692

• Grants and Contracts Administration Issues
• Extramural Fringe Benefit Rates
• Financial Aid and Tuition Remissions/Issues
• Preaudit and Postaudit Issues
• Indirect Cost Rate Calculation

• Current Funds - Financial Report
• National Science Foundation Questionnaire
• Expenditure Data by Organization and Account Fund Code
• Integrated Postsecondary Education Data System (IPEDS)
• Peer Expenditure Data

• Zero Balance Checking Reconciliation
• Financial Report - Accounts Receivable, Capital Equipment, Capital Leases, Library Holdings

• Financial Administration Website Design/Maintenance
• Administrative Support
• Financial Report Production and Distribution