Financial Information Management

Responsible for University-wide controllership and management of campus accounting functions.


This department develops and implements financial policies and procedures for university-wide business processes for compliance with tax laws and other Federal and State regulations.

Services Provided

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Access to Data

Accounting Services provides data access to all the information processed.   This access is web based WISDM inquiries and SQL queries of the accounting data warehouse.

Accounting and Budget Control Functions

Accounting Services maintains an accounting and budget control system for UW-Madison and participates in financial decisions regarding accounting and budget control.   The system records budgets, encumbrances, receipts and disbursements and generates various reports for the System Administration and State and Federal agencies.   Accounting Services maintains the General Ledger and transaction information, prepares and distributes checks, and performs any necessary tax withholding and reporting.

Accounts Receivable Services

Accounting Services maintains the General Accounts Receivable (GAR) System, which provides billing services for Research and Sponsored Programs at UW-Madison.   It also provides accounts receivable consulting services, write-off approval and limited collection services for UW-Madison units which sell goods and services.

Annual Financial Reporting

Accounting Services assembles required UW-Madison information for the preparation of the UW-System and State of Wisconsin GAAP Financial Statements.

Contingent Fund Services

Accounting Services writes contingent fund checks for emergency transactions at UW-Madison. The fund is also used for issuing Non-Travel Cash Advances for UW-Madison programs.

Property Control

Property Control records and maintains information about UW-Madison capital equipment acquisitions, both Federally and University titled, following University, State and Federal property guidelines.   Equipment information, including item description as well as financial data, is stored in a centralized database for ease in reporting and to provide accessibility for all Madison departments.

Receipt Processing Functions

Accounting Services uses the Decentralized Revenue Entry system to record the distribution of receipts, sales credits and refund of disbursement transactions to revenue codes and accounts for UW-Madison.

For UW-Madison, Accounting Services develops and implements policies and procedures to be used in depositing receipts, accounting for cash and maintaining banking relations, and reconciliation of our bank accounts.

Reconciliation Services

Accounting Services reconciles the Legacy accounting information to the Shared Financial System (SFS), the SFS to WISDM, and the data access information on a daily basis.

Leadership

Lea Erickson

Position title: Director of Financial Information Management

Email: lea.erickson@wisc.edu

Phone: (608) 890-1765

Tricia Johnson

Position title: Finance Associate Director - Non-Sponsored Accounts Receivable & Billing

Email: tricia.johnson@wisc.edu

Phone: (608) 890-1328

Omar Siddiqi

Position title: Finance Associate Director - Cash Management

Email: omar.siddiqi@wisc.edu

Phone: (608) 263-7461

Accounts Receivable and Billing

Erica Boutelle

Position title: Accountant I

Email: erica.boutelle@wisc.edu

Phone: (608) 263-6580

Tricia Johnson

Position title: Finance Associate Director - Non-Sponsored Accounts Receivable & Billing

Email: tricia.johnson@wisc.edu

Phone: (608) 890-1328

Shauna Schwantes

Position title: Accountant III

Email: shauna.schwantes@wisc.edu

Phone: (608) 262-4018

Capital Equipment

Jill Coburn

Position title: Accountant III

Email: jill.coburn@wisc.edu

Connie Jump

Position title: Accountant III

Email: connie.jump@wisc.edu

Cha Ying Lor

Position title: Finance Associate Director - Property Accounting

Email: chaying.lor@wisc.edu

Zhengyu Pei

Position title: Accountant I

Email: zhengyu.pei@wisc.edu

Phone: (608) 262-3474

Yuan Zhang

Position title: Accountant III

Email: yuan.zhang@wisc.edu

Phone: (608) 262-5315

Cash Management

Asim Batajoo

Position title: Accountant III

Email: asim.batajoo@wisc.edu

Phone: (608) 265-4211

Gian Compuesto

Position title: Accountant III

Email: gian.compuesto@wisc.edu

Phone: (608) 262-6874

Janet Hamm

Position title: Compliance Specialist II

Email: janet.hamm@wisc.edu

Phone: (608) 265-2909

Omar Siddiqi

Position title: Finance Associate Director - Cash Management

Email: omar.siddiqi@wisc.edu

Phone: (608) 263-7461

Janice Verhelst

Position title: Accountant IV

Email: janice.verhelst@wisc.edu

Phone: (608) 265-6182

Data and Financial Systems Management

April Cook

Position title: Finance Associate Director - Financial Reporting, Analysis, and Systems

Email: april.cook@wisc.edu

Phone: (608) 262-0726

John Jameson

Position title: Accountant IV

Email: john.jameson@wisc.edu

Aaron Ranke

Position title: Accountant IV

Email: ranke@wisc.edu

Phone: (608) 265-0834

Mary Rickard

Position title: Accountant IV

Email: merickard@wisc.edu

Phone: (608) 265-3679

Emily Von Haden

Position title: Accountant III

Email: emily.vonhaden@wisc.edu

Phone: (608) 263-7666

Gifts and Taxes

April Cook

Position title: Finance Associate Director - Financial Reporting, Analysis, and Systems

Email: april.cook@wisc.edu

Phone: (608) 262-0726

Jose Carus Jr.

Position title: Compliance Administrator

Email: jose.carus@wisc.edu

Phone: (608) 262-0582

General Information

Find Accounting Services

21 N. Park Street
Madison, WI 53715-1218

Call Accounting Services

Phone: 608-262-5748

Fax Accounting Services

Fax:
(608) 262-5060 (Controller’s Office)
(608) 262-9681 (File Room)
(608) 265-9035 (Vendor Relations)

Contact Email per Topic/Area

Topic Where to Submit Questions
Account Codes sfsmsn@bussvc.wisc.edu
Accounting Services / Making Payments acctg@bussvc.wisc.edu
Accounts Receivable & Billing uwmsnar@bussvc.wisc.edu
Capital Equipment property@bussvc.wisc.edu
Cash Management cashmgt@bussvc.wisc.edu
CashNet cashnet-help@bussvc.wisc.edu
Custodian Funds cstdnfnd@bussvc.wisc.edu
Gift Management giftmgt@bussvc.wisc.edu
Inter Unit Journals iuj_uwmsn@bussvc.wisc.edu
Journal Entry journals@bussvc.wisc.edu
PCI Compliance pci-help@bussvc.wisc.edu
Shared Financial System (set up) sfssetup@bussvc.wisc.edu
Tax Compliance & Reporting Jose.carus@wisc.edu
Wisconsin Foundation & Alumni Assoc help@uwadvancement.org
WISER sfsmsn@bussvc.wisc.edu