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Randy Wilson | Dieter Nevels | Marsha McClellan | Donna Kostel
Vickie Martorelli | Christian Elsberry | Cheryl Bouldin | Erinn Odell | Alice Park |
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| Sr. Associate Dean of Finance & Budget / CFO |
Randy Wilson
randywilson@northwestern.edu
312-503-3125 | - Directs and oversees FSM Office of Finance, Budget, & Payroll
- Liaison with NU Central financial offices and clinical affiliates on financial issues
- 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
- Participates on University wide initiatives related to financial systems and budget planning
- Provides financial forecasts for various projects including the EFP team of the GAMC initiative
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| Director of Finance & Budgets |
Dieter Nevels
d-nevels@northwestern.edu
312-503-0360 | - 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 departments
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| Director of Financial Management |
Marsha McClellan
m-mcclellan@northwestern.edu
312-503-2836 | - 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 departments
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| Ass't. Director of Financial Management |
Donna Kostel
d-kostel@northwestern.edu
312-503-3133 | - 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
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| Budget Analysts |
Vickie Martorelli
v-martorelli@northwestern.edu
312-503-0118
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Christian Elsberry
c-elsberry@northwestern.edu
312-503-4544 | - 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
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| Coordinators of Payroll & Financial Services |
Cheryl Bouldin
c-bouldin@northwestern.edu
312-503-4730
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Erinn Odell
erinn-odell@northwestern.edu
312-503-1602 | - 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 department payroll suspense accounts, notifying depts of needed action
- Assists depts with payroll-related problems
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| Assistant to CFO / Department Assistant |
Alice Park
parkalice@northwestern.edu
312-503-4540 | - 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
- Provides FSM NU Financials security access approval for new FSM personnel
- Maintain internal paper flow of payroll forms that are received and sent from the office
- Prepares exception requests for travel & entertainment expenses for approval by Sr. Associate Dean
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