Enterprise Financial Reporting & Forecasting
Oversees all accounting services for UMMS and UMHHC including financial close, financial reporting, intra-institutional transfers and reconciliations, and chart of account maintenance.
Key Services / Oversight Areas:
- Financial statement production and presentation
- Liaison for UM departments and Financial Operations
- Implementation and maintenance of internal models
- Provide support for external and internal audits
- Internal controls and financial policy development
- Shared Services development and administration
- Institutional cash forecasting
- Coordination of debt borrowing with campus
- Quarterly Forecasting process
- Analyzing operational trends
- Training and Educational effort on Forecasting process
- Management Reporting of Forecast results
Team Members
- Bobby Hewlett, Director
- Patrick Dunn, Manager
- Shawn McIntosh, Senior Manager
- Diane Coleman, Senior Financial Analyst
- Rachel Cortis, Financial Analyst Intermediate
- John Jansen, Financial Analyst Intermediate
- Sara Spicer, Financial Analyst Intermediate
- Stephanie Staebler, Accountant Associate
- Sue Thanedar Senior Financial Analyst
- David Weiss, Financial Analyst Intermediate
