• 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

• Capital Project Expenditure Transactions

Biltz, Benjamin
bbiltz@uwsa.edu
(608) 890-3208

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

• Travel/Corporate Card Administrator
• Maintain Vendor Files and W9 Forms
• Audit and Process TER and PIR Forms
• Manage Petty Cash Funds
• Post Credit Card and Wire Transfer Receipts
• Prepare Check and Cash Deposits
• UWSA Salary Transfers and Encumbrance Adjustments
• UWSA and Systemwide Billings

• 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
• Backup Support for ZBA Cash Management
• 1099/1042S Reporting

• 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 Systemwide e-Reimbursement, WISDM Financial Data Tool, and Financial Data Warehouse
• 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 (e-Reimbursement) and WISDM

• Travel Management, including Policy Interpretation
• Meeting Planning Assistance
• Travel Contracts Administration
• Relocation Assistance
• Financial Policy Administration/ Interpretation
• Procurement Card/Corporate Card Program Management
• Tax Exemption
• Value Added Tax Recovery
• 1098T and 1098E Tax Issues

• Work with Technical Project Managers to Coordinate and Lead Functional Responsibilities during Project Implementation, Maintenance Packs, and Upgrades
• SFS Change Management Team
• Functional Lead for Design/Analysis Phase
• Functional Lead for System Testing Phase
• Provide Training for End Users Where Appropriate
• SFS Help Desk Support

Grams, Laurie
lgrams@uwsa.edu
(608) 263-4372

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

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

• Paycycle/Print Checks
• Nonsalary Expense Transfers
• Reconcile Clearing & ZBA Accounts
• Post Deposit Upload/CC Merch Fee/Interest & Service Charges
• W2 and 1099 Tax Reporting
• Grant Accounting
• UWSA Requisitions and PO Accounting
• UWSA Procurement Card Administrator
• Allocate and Distribute State Investment Fund Interest
• Foundation Accounting
• Fixed Asset and Inventory Accounting

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

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

• Analyze, Design, Test, and Monitor Systemwide Grants, Contracts, Accounts Receivable, Billing, Project Costing, WISPER, and Cost Share
• 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 Grants, Contracts, Accounts Receivable, Billing, Project Costing, WISPER, and Cost Share

• Analyze, Design, Test, and Maintain Interfaces Into and Out of SFS
• Payroll to General Ledger
• General Ledger to DOA
• Manage Year-End Closing Operations
• Provide Backup Support for Payroll Interface Daily Operations
• HRS Project:
• Functional Lead for DOA Interface
• Subject Matter Expert for Payroll Interface to General Ledger
• Subject Matter Expert for Payroll Vendor Transaction Coding

• Administrative Support

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

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

• Program and Policy Development for Veteran's Issues
• Wisconsin GI Bill Analytical and Data Support
  
  

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

• 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

• Financial Report Questions
• Tax Issues, Including UBIT, Sales Tax, 1099

• 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

• Functional Lead for Security, Reporting, GL, Systemwide Solutions
• Provide SFS Help Desk Support for infrastructure, Security, Reporting (nVision and query), GL, AP/PO
• Provide Backup Support for Grants, WISDM (Brio/Hyperion), and Expense (e-Reimbursement)
• Prepare and Maintain User Manuals
• Prepare and Maintain Web Content
• Provide Training for End Users
• Prepare and Maintain nVision Reports, User Support, and Training

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

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