Core Service Teams

Core Services Teams are individuals from different financial and administrative departments who partner together to become subject matter experts in specific divisions across UWSP.

Team One – Divisions: Executive, University-Wide, Finance and Administration, IT, Marshfield

Budget Planner: Erin Hintz

Accountant: Jordan Brzezinski​

Accounts Payable Specialist: Lynette Kvatek

Purchasing Agent: Jesse Crain

Student Financial Services: Jamie Bednarek

Team Two- Divisions: Student Affairs, Wausau, University College, CNR

Budget Planner: Brian Watkins

Accountants:

Accounts Payable Specialist: Lynette Kvatek and Michael Dresang | Email Accounts Payable

Purchasing Agent: Jesse Crain​

Student Financial Services: Teri Michalski

Team Three – Divisions: Advancement, Marketing / Enrollment, Academic Affairs, Continuing Education, COLS, CPS, COFAC

Budget Planner: Heather Springer

Accountants:

Payton Schulist (COLS, CPS, COFAC), Email Payton

  • Amanda Kronberger (Advancement, Marketing/Enrollment, Academic Affairs, Continuing Education)

Accounts Payable​​ Specialist: Mike Dresang

Purchasing Agent: Jesse Crain​

Student Financial Services: Allison Batterman

Core Team Roles & Responsibilities

Financial Planning and Budgeting

Manage and perform financial planning and budgeting. Develop, analyze, implement, monitor, and maintain budgets. Develop budgeting and forecasting systems, policies, procedures, and allocation methodologies. Conduct program and budget research, analyze data, and prepare complex financial reports. Assist in the development of operating policies and procedures to comply with regulations, policies, and objectives.

Budget Planner

  • Provide guidance and support as it pertains to budget, planning, and reporting
  • Develop unit-specific short and long term budget projections
  • Calculate annual pay plan increases and determine related allocation of budget
  • Develop and monitor annual operating budgets
  • Assist with annual setting of segregated and user fee rates at all three UWSP campuses
  • Coordinate annual year-end balance reporting
  • Coordinate annual program revenue assessment
  • Assist PPAB with differential tuition allocations and management
  • Coordinate, plan, and assist with process of annual allocations for campus fees such as the New Student Fee
  • Review and approve GPR budget transfers
  • Review and monitor cost recovery programs

Accounting, Financial Operations, and Reporting

Manage and perform accounting and financial operations. Ensure compliance with policies, procedures, rules and regulations. Maintain and strengthen internal controls. Analyze, monitor, prepare, process and reconcile financial information and transactions. Develop financial systems, policies, and procedures. Manage and provide collection services.

Accountant

  • Prepare and process Accounting Journals 
  • Monitor and assist with reconciling accounts, investigate discrepancies
  • Review and process Accounting Adjustments
  • Recommend controls and process improvements
  • Maintain Foundation Data Model (FDM); create, update, and close worktags


Accounts Payable​

  • Audit and process financial transactions
  • Assign funding; allocate expenses to appropriate funding


Student Financial Services

  • Provide guidance on revenue collection
Procurement

Oversee acquisition of goods and services, including equipment acquisition and negotiation of complex contract terms and conditions involved with purchase of products and services. Responsible for market analysis, development of competitive solicitations, including request for bids and proposals, and management of the supply chain. Use strategic sourcing methods. Develop procurement systems, policies, and procedures. Monitor and report expenditures with third-party suppliers.

Purchasing Agent

  • Create and solicit bids and proposals from third party suppliers
  • Negotiate contract terms
  • Provide guidance and propose options for various purchases