Controller's Office Controller's Office

 
Director of Contracts and 
Grants Accounting
Beata Najman
 
 
Director of Contracts and 
Grants Accounting
Beata Najman
 
 
Director of Contracts and 
Grants Accounting
Beata Najman
 
Director of Financial 
Accounting and Controls
Natalie Garkusha
Director of Financial 
Accounting and Controls
Natalie Garkusha
Director of Financial 
Accounting and Controls
Natalie Garkusha
Director of Payroll Policy
and Controls
Crystal Parkinson
Director of Payroll Policy
and Controls
Crystal Parkinson
Director of Payroll Policy
and Controls
Crystal Parkinson
Director of Accounts 
Receivable and Banking 
Services
Kirsten Wechling
Director of Accounts 
Receivable and Banking 
Services
Kirsten Wechling
Director of Accounts 
Receivable and Banking 
Services
Kirsten Wechling
Director of BFS Business 
Systems
Tracy Okamura
Director of BFS Business 
Systems
Tracy Okamura
Director of BFS Business 
Systems
Tracy Okamura
University of California, Berkeley
Controller’s Office
University of California, Berkeley
Controller’s Office
Michael Riley
Associate Vice Chancellor
and Controller
Michael Riley
Associate Vice Chancellor
and Controller
Daniel Feitelberg
Interim Vice Chancellor and 
Chief Financial Officer
Daniel Feitelberg
Interim Vice Chancellor and 
Chief Financial Officer
Director of Accounts
Payable and Travel
Dan Parnas
Director of Accounts
Payable and Travel
Dan Parnas
Director of Accounts
Payable and Travel
Dan Parnas
Sr Director, Gift and 
Investment Accounting
UDAR
Glen Chang
Sr Director, Gift and 
Investment Accounting
UDAR
Glen Chang
Administrative Officer
Kristina Lisle
Administrative Officer
Kristina Lisle

University of California, Berkeley

Accounts Payable

and Travel

University of California, Berkeley

Accounts Payable

and Travel

• Pay cycle production and

check printing

• Payment stops, reissues,

returns, rushes

• Outgoing ACH/Wire

• Relocation

Vendor Support

Susan Cook

Pam Tabron

Rachel Jensen

Siedah Corley

Vendor Support

Susan Cook

Pam Tabron

Rachel Jensen

Siedah Corley

• Vendor invoice inquiry help

desk

• Customer support

(marketing/education,

communications)

• Tax withholding review

• 1099 generation

• New supplier set-up

• Supplier record updates

• Supplier risk compliance

Last updated: June 2024

• Administration and

cardholder support for UC's

physical procurement and

travel cards

• Oversight and audit of

procurement card

transactions

• Payment Plus administration

and vendor support

• Administration of UC's

Expense Card program

Payables Operations

Lorane Washington

LaShawnta Jones

Erecka Dunn

Yenny Tjandra

Payables Operations

Lorane Washington

LaShawnta Jones

Erecka Dunn

Yenny Tjandra

• Invoice review and data

entry for voucher creation

• Exceptional transaction

clearing (monitor cXML/

Transcepta invoices, resolve

unmatched or rejected

items)

• Reimbursement and invoice

scanning

Outgoing Payables Operations

Lizalyn Evans-Levinson

Agnes DeGuzman

- vacant -

Outgoing Payables Operations

Lizalyn Evans-Levinson

Agnes DeGuzman

- vacant -

Projects/Recon Clearing

Laura Pan

Projects/Recon Clearing

Laura Pan

Dan Parnas

Director

Dan Parnas

Director

Dan Parnas

Director

• Review and clear balance

sheet reconciliations

• Journal entries

• Sales and use tax review

• Unit performance metrics

• Special projects

Travel and Entertainment

Operations

Donna Duncan

Mansoureh Sharif

Travel and Entertainment

Operations

Donna Duncan

Mansoureh Sharif

Payables, T&E, and

Procurement Card Operations

Jeff Kent

Payables, T&E, and

Procurement Card Operations

Jeff Kent

Vendor and Payment Support

Kelly Boyette

Vendor and Payment Support

Kelly Boyette

• Travel and Entertainment

reimbursement transaction

review

• Connexxus, Direct Bill, and

Direct Entry program

coordination

• Travel Advances

Procurement Card Program

Richelle Cristi

Brian Chapman

Procurement Card Program

Richelle Cristi

Brian Chapman

University of California, Berkeley

Accounts Receivable

and Banking Services

University of California, Berkeley

Accounts Receivable

and Banking Services

Cash Handling &

Banking Services

Nominique Chico

Cash Handling &

Banking Services

Nominique Chico

Reconciliation

and Data Analysis

Hui Xie

Reconciliation

and Data Analysis

Hui Xie

Accounts Receivable

Nicole Delhomme

Accounts Receivable

Nicole Delhomme

• Customer support

(CSC liaison,

escalated inquiries,

communication,

web text)

• Campus bank

deposit coordination

and processing

• Incoming ACH/Wire

claiming

• AR payment posting

(student and non-

student)

• Petty cash / research

subject pay card

coordination

• Campus Solutions

system

configuration

(tuition calculation,

item type creation

& maintenance

• Student transaction

quality assurance

(charge & payment

file monitoring,

reports, SME

testing, account

maintenance,

payment

application)

• Campus user

support (marketing,

education, account

inquiries, user

training)

• Campus Solutions

BSA liaison, use case

administration,

system testing, and

BFS integration

testing

• Student & delegate

inquiry support via

Salesforce tickets

and email, CSC

liaison

• Campus Solutions

error report reviews,

resolution &

escalation to system

administrators

• Student account bad

debt recovery

(collection outreach,

payment agreement

creation &

monitoring,

collection agency &

FTB file submissions,

bankruptcy claims)

• Third-party

sponsored student

program

administration

Last updated: June 2024

Kirsten Wechling

Director

Kirsten Wechling

Director

Kirsten Wechling

Director

Cash Handling

Calvin Huynh

Erika Thorsteinsson

Cash Handling

Calvin Huynh

Erika Thorsteinsson

System Administration

Pam Creason

Adrian Ramos

System Administration

Pam Creason

Adrian Ramos

Student Institutional Loans

Miriam Hudson

Student Institutional Loans

Miriam Hudson

Non-Student BFS:AR

Kwan Kim

Collector

- vacant -

Non-Student BFS:AR

Kwan Kim

Collector

- vacant -

Credit Card Coordination

Timi Adegbite

Melissa Cunningham

Credit Card Coordination

Timi Adegbite

Melissa Cunningham

Student AR

Deborah Clark

Javonne Byrd

Isaac Ojikutu

Student AR

Deborah Clark

Javonne Byrd

Isaac Ojikutu

• Campus business

unit and customer

training, billing and

AR support

• BFS:AR account

administration

(customer & contact

creation, product

code creation, write-

offs)

• Bad debt recovery

for non-student

accounts (aging

production &

review, collection

outreach. collection

agency assignment)

• Bankruptcy review &

claims submission

• Incoming ACH/Wire

log review

• BFS:AR use case

admin, system

testing, eBill / ACH

integration

• Student institutional

loan issuance (loan

document

production,

disbursement

creation, receivables

creation, document

retention)

• Loan servicer

relationship / new

institutional loan

program setup

• Perkins/HPSL/

Institutional Loan

administration,

counseling and

collections

• Merchant

coordination

(account set-up,

business process

consultation, advise

departments

regarding credit card

acceptance policy)

• Campus PCI

compliance

• Review and clear

balance sheet

reconciliations

• Journal entries

• Unit performance

metrics

• Special projects

Contracts and Grants

Phillip Larkin

Contracts and Grants

Phillip Larkin

Contracts and Grants

Varun Bhatnagar

Contracts and Grants

Varun Bhatnagar

Contracts and Grants

Esther Chang

Contracts and Grants

Esther Chang

Mark Roderick

Winnie Wang

Thess Solis

Angel Ryono

Mark Roderick

Winnie Wang

Thess Solis

Angel Ryono

Erick Fernandez

S. Martin Mustafa

Stephanie Carroll

- vacant -

Erick Fernandez

S. Martin Mustafa

Stephanie Carroll

- vacant -

Katelyn Barrett

Marina Lum

Sharon Wang

Ting Xue

Katelyn Barrett

Marina Lum

Sharon Wang

Ting Xue

University of California, Berkeley

Contracts and

Grants Accounting

University of California, Berkeley

Contracts and

Grants Accounting

• 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/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

Paul Carter

Anood Albaram

Alison Wong

Paul Carter

Anood Albaram

Alison Wong

Geraldine Panado

Contracts and Grants

Love Joy Sevilleja

Contracts and Grants

Love Joy Sevilleja

Reggie Santa Cruz

Glenda Smith

Julia Salvacion

Megan Hagler

Reggie Santa Cruz

Glenda Smith

Julia Salvacion

Megan Hagler

LOC Invoicing and

Draw Down

Roy Perez

LOC Invoicing and

Draw Down

Roy Perez

• Invoicing, LOC

drawdowns,

post invoices to

website

• Online invoicing

• System access

tracking

Last updated: June 2024

Accounts

Receivable

Tina Yang

Accounts

Receivable

Tina Yang

Angela So

Accounting and

Reporting

Sravani Duggirala

Accounting and

Reporting

Sravani Duggirala

Accounting and

Financial Analysis

Michelle Teoh

Accounting and

Financial Analysis

Michelle Teoh

Research

Administrator

Ebony Harper

Research

Administrator

Ebony Harper

• 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

• Fund inactivation

• BFS PC systems –

Testing –

Monitoring –

Maintenance

– Training –

Reconciling

Contracts and Grants

Accounting Manager

Natalia Lau

Contracts and Grants

Accounting Manager

Natalia Lau

Contracts and Grants

Manager

Lynne Coulson

Contracts and Grants

Manager

Lynne Coulson

Contracts and Grants

Manager

Katie Hudson

Contracts and Grants

Manager

Katie Hudson

Accounting and

Compliance

Victoria Wu

Accounting and

Compliance

Victoria Wu

Beata Najman

Director

Beata Najman

Director

Beata Najman

Director

• AR aging

• Statement of

accounts to

sponsors

• Receivables

collections

• Research requests

and respond to

inquiries

• Year-end financial

reporting - bad

debt review

• Review and

monitor suspense

and credit

balances

• Update accounts

receivable policies

and procedures

• Check receipts

• AR cash deposits &

application

• UAR/AR WIP

reporting

• cga_receivables@

berkeley.e du

departmental

• 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

• STIP refunds to

DHHS

• GL to PC

reconciliations and

monitoring

• High Risk Direct

Retros

• Cga_ar_help@ber

keley.edu

departmental

Melissa De La Fuente

Monica Duarte

Melissa De La Fuente

Monica Duarte

• External and

internal audit

coordination

• Effort Reporting

System

• Post-award

compliance

monitoring

• Month-end close

including data

validations

• Fiscal year-end

• Sponsored award

statistics

• cgaawards@berke

ley.edu

departmental

• cgahelp@berkeley

.edu departmental

Reporting and Analysis

Sonali Wickramasinghe

___

Chris Tokarski

Janet Hui

Leo Shevyakov

Bhavya Rengachary

Reporting and Analysis

Sonali Wickramasinghe

___

Chris Tokarski

Janet Hui

Leo Shevyakov

Bhavya Rengachary

Plant Accounting and Analysis

Sandra Carnero

___

James Cooney

Hossai Necko

Tammee Tan

Christian Tom

Plant Accounting and Analysis

Sandra Carnero

___

James Cooney

Hossai Necko

Tammee Tan

Christian Tom

• Journal entry processing (related to

plant funds and depreciation)

• Account analysis and reconciliation

(including capital assets-related)

• Chart of account maintenance-plant

• CAAN maintenance

• Debt financing draws

• IRS declarations for external financing

• State capital appropriation claims

• Year-end financial reporting and

schedules

• Financial statement external audit

support

• Financial accounting analysis of third

party capital transactions

• Campus support

(plantaccounting@berkeley.edu)

Internal Controls, Compliance,

and Reconciliation

Yohei Azuma

___

Amanda Cai

Mario Estrella

- vacant -

Internal Controls, Compliance,

and Reconciliation

Yohei Azuma

___

Amanda Cai

Mario Estrella

- vacant -

• Account analysis and reconciliation

(including revenue/expense variation

analysis)

• Chart of account maintenance-

agency, current, loan)

• Allocations (AFC, IDC on non C&G

funds, STIP)

• Billing (LBNL, International House,

HHMI)

• Mapping to UCOP COA

• Special state appropriation claims

• Financial statement preparation

• Monthly and fiscal close coordination

• Year-end financial reporting and

schedules

• Financial statement external audit

support

• Campus support (gao@berkeley.edu)

• Journal entry processing (including

bank fees, SHLP/ZIP loans, suspense

clearing)

• Account analysis and reconciliation

(including cash, payroll, loan,

inventory, clearing accounts)

• UC Path location champion (journal

interface, certain GL-related business

processes and projects) and jira

defect liason

• Central deptid analysis and

monitoring

• Financial accounting analysis of

complex transactions (other than

capital transactions)

• Campus support

(controllers_ucpath@berkeley.edu)

University of California, Berkeley

Financial Accounting

and Controls

University of California, Berkeley

Financial Accounting

and Controls

Last updated: June 2024

Reconciliation and Analysis

Ariana Lightner

___

Dora Chen

Eric Zhou

Jose Luis Ibarra-Gutierrez

Reconciliation and Analysis

Ariana Lightner

___

Dora Chen

Eric Zhou

Jose Luis Ibarra-Gutierrez

• Journal entry processing (including

Intercampus, ITOF)

• Account analysis and reconciliation

(including receivables, payables,

intercampus, etc.)

• External audits reporting

• DFL/SAR controls monitoring

• Division certification and management

rep coordination

• Unrelated business income tax and

other tax related issues

• Financial statement external audit

support and coordination

• Campus support

(financialcontrol@berkeley.edu and

itof@berkeley.edu)

Natalie Garkusha

Director

Natalie Garkusha

Director

Natalie Garkusha

Director

Payroll System

• Release coordination

• System and production maintenance

• PPS access and security

• PPS ad-hoc reports

CalTime Timekeeping System

• Access

• Respond to Service Now tickets

• Trouble shoot system issues

• System configuration

• Change Request Management

• Upgrades and releases

• Testing and validation

• Approval reminder notifications

• System approval sign off

Friendly Name Application

• Access and System maintenance

• Change Management

UCPath

• 181/618/185 file submission and error triage

Payroll Escalation and Foreign Tax Compliance

• Customer Service Window Service

• GLACIER documentation

• Foreign tax payments

• Legacy PPS Troubleshooting & Adjustments

• UCPath pay escalation

• Instant Pay Card Special Handling

• Special Projects (Payroll review and analysis)

• PPS Overpayment netcalcs

Audit and Reporting

• Journal adjustments

• Inter-campus transfers

• Billing journals

• PPS Check reissuance

• Imputed Income

• GL Accounts review

• Payroll records & data requests

• FICA review and adjustments

• 1042 remittance and reporting

Payroll and Tax Compliance

Supervisor

Jerri Rausse

Payroll and Tax Compliance

Supervisor

Jerri Rausse

University of California, Berkeley

Payroll Policy and Controls

University of California, Berkeley

Payroll Policy and Controls

Glacier Non-resident Tax

Administration and

Reconciliation

Sofia Nekmal

Katy (Lai Nei) Chung

Glacier Non-resident Tax

Administration and

Reconciliation

Sofia Nekmal

Katy (Lai Nei) Chung

Pay Analysis, Adjustments

and Customer Service

Anne Sato

- vacant -

Pay Analysis, Adjustments

and Customer Service

Anne Sato

- vacant -

Last updated: June 2024

CalTime Timekeeping and

Friendly Name Application

Systems Administration

Theron Ginn

Kristina Ruiz

CalTime Timekeeping and

Friendly Name Application

Systems Administration

Theron Ginn

Kristina Ruiz

Crystal Parkinson

Director

Crystal Parkinson

Director

Crystal Parkinson

Director

University of California, Berkeley

BFS Business Systems

University of California, Berkeley

BFS Business Systems

Tracy Okamura

Director

Tracy Okamura

Director

Tracy Okamura

Director

Last updated: July 2024

• System Access Review

• BFS security

• SARA integration

• Security Access Review system

• General ledger module

• UCOP reporting

• Month end close coordination

• Chartfields

• Combo edit maintenance

• Batch interfaces – journals

• HCM interface

• BIBS module

• UCPATH Integration for employee data

• Accounts payable module

• Batch interfaces – vouchers

• BearBuy interface to AP/PO

• Supplier interfaces

• Grants, contracts, projects and

commitment control modules

• Phoebe interface

• CBR processing

• AR, billing, and eBill modules

• Billing interfaces

• Invoice formats

• Aging and dunning processes

• Billing and AR month end close

• New billing and AR business.unit setup

• CGA Month end close

• Effort Reporting Interfaces

• Maintenance patching

• Unit and Regression Testing

• System Implementations and upgrades

• Automatic test script creation,

maintenance and execution

• Coordination of Communications and

Change Management

FIS Security

Justin Whitmer

Mark Weisberger

FIS Security

Justin Whitmer

Mark Weisberger

FIS Program

Management Office

Gopi Margam

FIS Program

Management Office

Gopi Margam

FIS Grants Supervisor

Fenny Teng

FIS Grants Supervisor

Fenny Teng

FIS GL/BO Analyst

Richard Burge

Mauricio Sosa

FIS GL/BO Analyst

Richard Burge

Mauricio Sosa

FIS Financials

Supervisor - Interim

Siva Karthik Pallu

FIS Financials

Supervisor - Interim

Siva Karthik Pallu

• Requirements gathering & modifications

• Query writing

• System documentation

• UCPath ChartField and COA Validation Interfaces

• Campus application integrations

• Business process improvement and mapping

• Special Projects

Project Coordinator

Elissa Anderson

Project Coordinator

Elissa Anderson

FIS Manager

Anoop Hirdani

FIS Manager

Anoop Hirdani

FIS AP Analyst

Dan White

Karthik Gunasekaran

FIS AP Analyst

Dan White

Karthik Gunasekaran

FIS Grants Analyst

Tejavardhan Pichikala

Madhuri Ponnam

FIS Grants Analyst

Tejavardhan Pichikala

Madhuri Ponnam

FIS BI/AR Analyst

Neeren Sharma

- vacant -

FIS BI/AR Analyst

Neeren Sharma

- vacant -