Randy Wilson | Dieter E. Nevels  | Marsha McClellan | Donna Kostel

Seletta Goodall-Nichols | Vickie Martorelli  |  Erinn Odell  |  Cheryl Bouldin |  Alice Park

Randy Wilson - Senior Associate Dean/CFO - 312.503.3125 - randywilson@northwestern.edu

• Primarily responsible for the operation of the Finance, Budget & Payroll Office
• Primarily responsible for FSM financial planning, management and control
• Advises FSM leadership on financial policy and performance
• Oversees annual Medical School budget process
• Provides leadership in implementing FSM financial model
• Recommends new financial policies, procedures and reporting systems
• Provides financial forecasts and planning scenarios for FSM revenue and expense

Dieter E. Nevels - Director Finance & Budget - 312.503.0360 - d-nevels@northwestern.edu

• Primarily responsible for the annual budget planning process for the academic Depts.
• Primarily responsible for internal and external reporting on behalf of the Medical School
• Identifies data sources in detail for data contained in budget application and, in conjunction with MIS, serves as primary architect of the budget application
• Develops reports for the annual budget ap, including the endowment report
• Develops the instructions for the budget ap, provides training on the application and responds to dept. questions regarding all aspects of the budget application
• Prepares the materials for the annual budget meeting for the academic Depts.

Marsha McClellan - Director of Financial Management - 312.503.2836 - m-mcclellan@northwestern.edu

• Primarily responsible for implementing and analyzing the FSM budget for the administrative Depts.
• Supervision of the business functions of the office, incl. billing, collection, and school level approval of dept. expenditures - PD's
• Supervision of the payroll function
• Approves dept. requests for new accounts and movement of funds
• Transfers funds to Depts. to honor Dean's commitments
• Conducts initial review and preparation of requests for new endowments/ quasi-endowments
• Releases all prior year funds to depts. and recovers funds due to overexpenditure
• Oversees the annual fiscal year closing of accounts for FSM, ensuring a positive FSM financial performance
• Coordinates the financial aspects of moving, incl. letters of guarantee for the administrative Depts.

Donna Kostel - Assistant Director of Financial Management - 312-503.3133 - d-kostel@northwestern.edu

• Supervises FSM financial transactions related to budget and financial accounting; manages Budget Analysts
• Facilitates compilation of administrative and Dean’s office budgets
• Functions as liaison between the Central Budget Office and FSM during the transfer from CUFS to PeopleSoft
• Approves Department requests for new accounts and the movement of funds

Vickie Martorelli - Budget Analyst - 312.503.0118 - v-martorelli@northwestern.edu

• Provides detailed analytical support for complex budget projects and special reports.
• Assists and guides departmental personnel in understanding budget and financial matters for assigned departments (see attached)
• Provides problem solving to Depts. as issues arise
• Reviews all submitted FSM Admin Budgets and provides detailed analyses and recommendations on the budgets.
• Develops, reviews and analyzes an all funds recharge budget approach from Cores that are requested funds from the Dean's Research Council
• Prepares departmental budgets for Fund 0037, 0022  and 0024 accounts for next year's budget, ensuring that all budgets are balanced
• Reviews requests for opening new accounts
• Prepares a monthly indirect cost report by department and division, resolving any discrepancies
• Provides school-level approval of PD's above $5000, ensuring that Univ. policies/procedures have been followed

Seletta Goodall-Nichols - Budget Analyst - 312.503.4544 - s-goodall-nichols@northwestern.edu

• Provides detailed analytical support for complex budget projects and special reports.
• Assists and guides departmental personnel in understanding budget and financial matters for assigned departments (see attached)
• Provides problem solving to Depts. as issues arise
• Reviews all submitted FSM Admin Budgets and provides detailed analyses and recommendations on the budgets.
• Prepares departmental budgets for Fund 0037, 0022  and 0024 accounts for next year's budget, ensuring that all budgets are balanced
• Ensures that the internal assessment of a school wide gift tax occurs monthly, reconciling input to actual postings
• Monitors the accuracy of revenue codes used for departmental deposits monthly and works with departments to correct any miscoding
• Prepares tuition and financial aid reports, distributes reports to appropriate departments for review and accuracy, and helps resolve related issues
• Provides school-level approval of PD's above $5000, ensuring that Univ. policies/procedures have been followed

Erinn Odell - Coordinator of Payroll & Financial Services - 312.503.1602 - erinn-odell@northwestern.edu

• Builds relationships with assigned departments and provides overall supervision regarding the financial management of payroll (see attached)
• Review and approve all related payroll transactions, including appointment or position forms, on-line funding and journal entries and more complex hard copy journal entries
• Review and approve complex Salary Distribution Forms, and ensuring that required cost-sharing is properly handled on the proposed funding
• Bills affiliates and depts for services, including rents
• Monitors dept. payroll suspense accts., notifying depts of needed action
• Assists depts with payroll-related problems

Cheryl Bouldin - Coordinator of Payroll & Financial Services - 312.503.4730 - c-bouldin@northwestern.edu

• Builds relationships with assigned departments and provides overall supervision regarding the financial management of payroll (see attached)
• Review and approve all related payroll transactions, including appointment or position forms, on-line funding and journal entries and more complex hard copy journal entries
• Review and approve complex Salary Distribution Forms, and ensuring that required cost-sharing is properly handled on the proposed funding
• Bills affiliates and depts for services, including rents
• Monitors dept. payroll suspense accts., notifying depts of needed action
• Assists depts with payroll-related problems

Alice Park- Assistant to the CFO/Department Assistant - 312.503.4540 - parkalice@northwestern.edu

• Primarily responsible for providing technical and clerical support to the office.
• Responsible for performing many of the business functions of the office
• Maintain/manage Sr. Associate Dean's calendar
• Distributes monthly budget, accounting, payroll & telecommunication reports to depts.
• Enters all Transfer and select Journal vouchers into FB&P database
• Provides FSM CUFS/EPS security access approval for new FSM personnel
• Maintain internal paper flow of payroll forms that are received and sent from the office.