Our Staff

Pronounciation:

I can help with: Oversight of the Office of Budget and Finance

I can help with: Oversight for Accounting & Financial Reporting and Payroll & Data Management

I can help with: Oversight for Financial Management Services, Payment Services, and Purchasing

I can help with: Oversight for Budget & Financial Planning, Bursar, and Central Business Office

I can help with: Terry Pankratz’s Calendar, Budget Hearings, Board of Regents Consent Agenda Items

Pronounciation:

I can help with: Historically Underutilized Businesses data analytics, DocuSign, OBF Website, Policies, Special Projects

I can help with: Accounting and Financial Reporting, Ad-Hoc Reporting, Reporting Console, Function Code Assignment, Account Codes, Reporting and Analysis, Month-end and Year-End Close, Plant Funds

I can help with: Reporting Console, Function Code Assignment, Financial Operations Analysis, Ad-Hoc Reporting

I can help with: Month-End Close, IDT, Journal Entries, General Accounting, Cost Center Closeouts

I can help with: Account codes, Capital Assets, LERR and STARS funding

I can help with: Cost Center Closeouts, State Accounting

I can help with: IDT, Journal Entries, Month-end Close

I can help with: Endowments and Gifts, Accounting, Agency Accounting

Pronounciation:

I can help with: Reporting Console, Function Code Assignment, Financial Operations Analysis, Ad-Hoc Reporting

I can help with: Plant Funds, LERR and STARS Funding, Account Codes, Capital Assets

I can help with: Reporting Console, Financial Operations Analysis, Ad-Hoc Reporting

Pronounciation:

I can help with: Budget and Financial Planning, Legislative Appropriations and Analysis, Ad-Hoc Reporting

Pronounciation:

I can help with: Budget Development, Budget Load, eMerit, New Department Requests

I can help with: Budget Transfer and Journals, Position Management, Funding Changes, Annual Budget Development

I can help with: Budget Transfer and Journals, Position Management, Funding Changes, Annual Budget Development.

I can help with: Budget Transfer and Journals, Position Management, Funding Changes, Annual Budget Development

I can help with: Budget Transfer and Journals, Position Management, Funding Changes, Annual Budget Development

I can help with: Student Financial Reporting, Tuition and Fees, Refunds, Orion Student Financial Access

I can help with: EZPAY, Tuition and Fee Questions, Refunds, 1098T Forms, Tuition Insurance

I can help with: Perkins Loans, Student Account Questions, Holds, Past Due Balances

I can help with: Perkins Loans, Student Account Questions, Holds, Past Due Balances

I can help with: Tuition Setup & Testing, Balance Sheet Account Reconciliations/ GL Account Analysis, Annual State Reporting

I can help with: Refunds, Student Account Questions

I can help with: RA / TA Student Health Insurance questions should be directed to RATASHIP@utdallas.edu

I can help with: RA / TA Student Health Insurance questions should be directed to RATASHIP@utdallas.edu

I can help with: Student Account Questions, Holds, 1098T Forms

I can help with: Student Account Questions, Holds, and Past Due Balances

I can help with: Student Account Questions, Holds, Past Due Balances

I can help with: Third Party Billing, TX Tomorrow / Tuition Promise

I can help with: Orion Technical Issues, Control M Processes

I can help with: Bursar Office Support, Tuition Setup & Testing

I can help with: Student Account Questions, Holds, and Past Due Balances

I can help with: EZPAY Questions, Insufficient Funds Checks, Flywire Payments

I can help with: Student Account Questions, Holds, Student Health Insurance

I can help with: Student Account Questions, Late Fee Appeals

I can help with: Student Account Questions, Holds, Past Due Balances

Pronounciation:

I can help with: Oversight of Central Business Office

I can help with: Centralized Business Services, Training, OBF Help  

I can help with: Faculty Startup and STARs Programs  

I can help with:Centralized Business Services, SPN & SP2 Building Liaison

I can help with: Faculty Startup and STARS programs, Central Revenue

I can help with: Contracts drafting and templates, escalated / unusual approvals, and signature

I can help with: Contracts review, monitoring and issue resolution, and signature

I can help with: Contracts drafting and templates, processes, and signature

I can help with: Using Contracts templates and resources, Contract status updates, and requests for Contract termination and renewal

I can help with: FMS/HCM/CS Enhancements and Issue Resolution (ARA, LOR, GL, Workflow, Chart of Accounts, Security, Vendors)

I can help with: Account Reconciliation (ARA), Letters of Representation (LORs)

I can help with: PeopleSoft University, Fiscal and Business Officers meetings, Dr. Brian Bernoussi’s calendar

I can help with: Reception, Directions, Check Pick-Up, Payments

I can help with: Cost Center Creation and Changes, CCS JIRA Tickets, Cost Center Access, Fund/Account/Function Creations and Changes

I can help with: Vendor Set-Up and Updates, Vendor Status

I can help with: eProcurement/Jaggaer, PaymentWorks, Marketplace/Touchnet, Integration Support

I can help with: eProcurement/Jaggaer, PaymentWorks, Marketplace/Touchnet, Integration Support

I can help with: Vendor Set-Up and Updates, Vendor Status

I can help with: Procurement Reporting, Procurement Analysis and Data

I can help with: Reporting Console, Internal Reporting, Ad-Hoc Reporting

I can help with: FMS/HCM/CS Enhancements and Issue Resolution

I can help with: FMS/HCM/CS Enhancements and Issue Resolution (Budget)

I can help with: Reporting Console, Internal Reporting, Ad-Hoc Reporting

I can help with: FMS/HCM/CS Enhancements and Issue Resolution (Payroll, Time and Labor)

Pronounciation:

I can help with: FMS/HCM/CS Enhancements and Issue Resolution

I can help with: Oversight of Payroll and Tax Services, Time & Labor, ePAR, Data Management

I can help with: Payroll Processing and TRS Reporting

I can help with: Payroll Tax Reporting, Employee Tax Withholding, Unrelated Business Income Tax, Teacher Retirement System (TRS) Payroll Reporting, Nonresident Alien Tax Compliance, Foreign National Tax Compliance, Texas State Sales Tax

I can help with: Payroll, Time & Labor module

I can help with: ePAR Processes, New Hire Training, State Reporting, ID Management

I can help with:
Payroll, Paychecks, Time & Labor, Wage Withholdings, Direct Deposit, Payroll Accounts, Pay Checks, Garnishments

I can help with:
Payroll, Paychecks, Time & Labor, Direct Deposit

I can help with: Payroll Tax Reporting, Employee Tax Withholding, Unrelated Business Income Tax, Teacher Retirement System (TRS) Payroll Reporting

I can help with:  Payroll, Paychecks, Time & Labor, Direct Deposit

I can help with:  Payroll, Paychecks, Time & Labor, Direct Deposit

I can help with:
Nonresident Alien Tax Compliance, Foreign National Employee Taxes, International Student Taxes, Foreign Vendor / Supplier Taxes

I can help with: Procurement regulations, Purchasing, Contract issues, Contract signature, RFP, RFS, Training, eProcurement, change orders

I can help with: Purchasing, RFPs, eProcurement

I can help with: Purchasing, RFPs, eProcurement

I can help with: Purchasing, RFPs, eProcurement

I can help with: Requisitions

I can help with: Purchasing, change orders, eProcurement

I can help with: Accounts Receivables, Sponsored Program Financial Compliance, External Sales Units, Internal Service Centers

I can help with: Internal Service Centers, Sponsored Program Invoicing, Reporting, Closeouts

I can help with: Accounts Receivables inquiries, Non-sponsored invoice setup and troubleshooting, Customer ID Setup, External Sales

I can help with: Sponsored Program Invoicing, Reporting, Closeouts

I can help with: Sponsored Program Invoicing, Reporting, Closeouts

Pronounciation:

I can help with: Internal Service Centers

I can help with: HUB program, identifying HUB vendors, HUB vendor relations, Mentor / Protégé

I can help with: Mentor / Protégé, HUB Vendor Relations

I can help with: Treasury and cash management, Investment & banking activity, Credit card processing & Marketplace, Cash Handling compliance & training

I can help with: Payment Services, 1099 Questions, Wire Payments, Voids / Reissues, Independent Contractors, PO Invoicing

Pronounciation:

I can help with: Travel, Concur, Travel Advance Cards, One Card, Citibank / GCMS

I can help with: Daily cash management, Bank activity, Transfer requests, Bank account reconciliation

I can help with: Investment & banking activity, Credit card processing & Marketplace, Cash Handling compliance & escheatment, UTIMCO transfers

I can help with: Travel, Concur, Travel Advance Cards, One Card, Citibank / GCMS

I can help with: Payment Services, PO Invoicing

I can help with: Independent Contractors, Utilities Payments, PO Invoicing

I can help with: Payment Services, PO Invoicing

I can help with: Travel, Rental Car billing, Concur (Non-Billing), Reimbursements

I can help with: Credit card processing & Marketplace, Bank account reconciliation, NSF Checks & credit card chargebacks, Escheatment