• SFS General Ledger Functionality
• Interface Between SFS and WiSMART
• Year-End Closing Operations
• Monthly Reconciliation Between SFS and WiSMART
• SFS Help Desk Support for GL
• SFS Allocation Process
• Functional Lead for Design/Analysis
• Functional Lead for System Testing
• Training for End Users

• Capital Project Expenditure Transactions

Backus, Jim
jbackus@uwsa.edu
(608) 890-2086

• SFS Project Implementation, Maintenance Packs, and Upgrades
• SFS Change Management Team
• Functional Lead for Design/Analysis Phase
• Functional Lead for System Testing Phase
• Training for End Users Where Appropriate
• SFS Help Desk Support

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

• SFS Security for All Modules
• SFS Help Desk Support for Infrastructure, Security
• Functional Lead for System Testing
• Training for End Users

• Systemwide Accounts Payable (AP), Purchasing (PO), and Tax Solutions
• Functional Lead for Design/Analysis
• Functional Lead for System Testing
• Training for End Users

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

Diring, Linda
ldiring @uwsa.edu
(608) 890-2839

• HRS Interfaces Into and Out of SFS
• Payroll to General Ledger
• General Ledger to DOA
• Payroll Interface Daily Operations Support
• HRS Support:
• Functional Lead for DOA Interface
• Subject Matter Expert for Payroll Interface to General Ledger
• Subject Matter Expert for Payroll Data/Reporting in SFS

• Financial Appropriation Structure/Account Code Updates
• 1099/1042S Reporting
• W-2 Fringe Benefits Reporting
• Energy Expense Analysis
• WiSMART Security Administration
• Year End Closing and Reconciliation Assistance
• Endowment Funds Issues Consultant
• Backup Support for ZBA Cash Management

• Systemwide Budget Control and Monitoring
• Systemwide Budget Transfers
• Budget Reconciliation to Allotments/Allocations
• Year-End Closing and Annual Reconciliation
• Systemwide Carryover/Justification
• Program Revenue Annual Report
• Zero Balance Checking Reconciliation Assistance
• 3270 Departmental Additions/Deletions

• 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

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

• Annual Financial Report Questions
• LAB Liaison
• Integrated Postsecondary Education Data System (IPEDS)
• Systemwide Auxiliary Enterprises Financial Review
• Various Expenditure and Revenue Categories Trends and Analyses
• Indirect Cost Rate Calculations

• Systemwide Budget Control
• Spending Authority/Allotment Reconciliations, Adjustments
• Annual Reconciliations/Carryover
• Academic Fee Issues - Projection
• Financial and Administrative Policy Interpretation
• Expenditure Code Inquiries/Interpretation
• Bank Reconciliations
• UWSA Accounting, Finance, Budget
• Tax Issues, Including UBIT, Sales Tax, 1099

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

• Zero Balance Checking Reconciliation
• ZBA Cash Management
• Bank Account Signature Management
• US Bank SinglePoint System Administrator
• Systemwide Deposit Account
• DOA Daily Reconciliation Transfers
• Annual Bank Accounts Certification/Balance Report
• Trust Funds Bank Account and Wires
• Trust Funds WiSMART Entries

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

• Systemwide WISDM Financial Data Tool and Financial Data Warehouse
• Systemwide Grants, Contracts, Accounts Receivable, Billing, Project Costing, WISPER, and Cost Share
• Functional Lead for Design/Analysis
• Functional Lead for System Testing
• Training for End Users
• SFS Help Desk Support for Grants, Contracts, Accounts Receivable, Billing, Project Costing, WISPER, and Cost Share
• SFS Help Desk Support for Reporting (nVision, Query, WISDM)

• Administrative Support

• SFS Project Implementation, Maintenance Packs, and Upgrades
• SFS Change Management Team
• Functional Lead for Design/Analysis Phase
• Functional Lead for System Testing Phase
• Training for End Users Where Appropriate
• SFS Help Desk Support

• Grants and Contracts Administration Issues
• Extramural Fringe Benefit Rates and Tool
• Financial Aid and Tuition Remissions/Issues
• Preaudit and Postaudit Issues

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

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

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

• Shared Financial System (SFS) Systemwide Management
  • 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

• Current Funds - Financial Report
• 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

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