Contact Us by Activity for Staff & Faculty

Find contact information organized by department, or organized by financial activities common to your role:

 arrow graphic  About Financial Management Services

Select the activity to view the contact information:

Staff & Faculty Activities
Account Structure: Stanford's Chart of Accounts Month-End / Year-End Close
Budget Management Payroll Administration
Buying and Paying Payroll for Employees
Cash Handling & Deposits Petty Cash Administration
Capital Equipment and Capital Projects Reimbursement
Financial Authority Supporting Students
Financial Reporting Tools Tax Compliance
Funds Management Travel
Global Business Services –––
back to top

Account Structure: Stanford's "Chart of Accounts"
Area of Responsibility Contact Name Department Contact Info
New PTA setup (Capital Projects) See Capital Accounting Department
New PTA setup (non-sponsored, non-capital) Financial Support Center (3-2772)
New PTA setup (sponsored, non-capital) See School and Department Contacts for Sponsored Funding
Chart of Accounts – Object Codes and Expenditure Types

Matt Savage

Sr. Financial Analyst
Financial Analysis & Information Reporting (FAIR)

msavage1@stanford.edu

650-723-8682
back to top

Budget Management
Area of Responsibility Contact Name Department Contact Info

General Inquiries and Assistance:

  • Budgeting
  • TideMark System
Org Code Change Requests

Mike Ling

Computing Info Systems Analyst
Univeristy of Budget Office (UBO)

mikeling@stanford.edu

650-725-0962
Budget Training Course Enrollment, Completions, or Training Records

Mark Rickey

Budget Analyst and Trainer
Univeristy of Budget Office (UBO)

mrickey@stanford.edu

650-725-1220
Request for Infrastructure Exemption

Dana Shelley

Director, Budget Planning and Policy Analysis
Univeristy of Budget Office (UBO)

dshelley@stanford.edu

650-725-1256

Fax signed form: 650-723-2060
back to top

Buying & Paying
Area of Responsibility Contact Name Department Contact Info

General Inquiries and Assistance:

  • SmartMart Orders
  • Standard Purchase Requisitions / Orders
  • Supplier Invoices
  • Purchasing Cards
  • Other Checks
Support Analysts Financial Support Center (3-2772) Financial Support Center (3-2772)
Vendor Sourcing, Contracts, and Other Purchasing Services See complete listing of Procurement (Purchasing and Payment Services) contacts Procurement See complete listing of Procurement (Purchasing and Payment Services) contacts

Will Call Check Requests (Non-Payroll)

Support Analysts Financial Support Center (3-2772) Financial Support Center (3-2772)

Payroll & Payments Services Will Call
   On Campus:

  • University Payments Office
    459 Lagunita Drive, Suite 7 (2nd floor, Tresidder Memorial Union)
    Stanford, CA 94305
    MC:  6036

  • Hours:
    Monday – Friday
    3 – 5PM

   Porter Drive:

  • Porter Drive Main Reception Desk
    3145 Porter Drive

  • Hours:
    Monday – Friday
    9AM – 10AM and
    4PM – 5PM
PCard Administration PCard Administrator Procurement – Payment Services

pcardadmin@stanford.edu

650-723-2772
back to top

Cash Handling & Deposits
Area of Responsibility Contact Name Department Contact Info
Department Deposits Q&A Accounting Associate University Payments Office
  • 650-498-7526
  • 650-725-0345
Payments Office General Assistance

Customer Service

University Payments Office HelpSU
University Payments Office

TJ Fletcher

Director, Student Financial Services
University Payments Office

tjfletcher@stanford.edu

650-725-0320
StanfordCardPlan

StanfordCardPlan Office

University Payments Office
  • Incoming ACH Transfers
  • Incoming Wire Transfers

Cash Management

Cash Management / Office of the Treasurer Submit a HelpSU
  • Outgoing Fund Transfers
  • Unclaimed Property
  • Check Cancellations
  • Check Stops

Cash Management

Cash Management / Office of the Treasurer Financial Support Center (3-2772)
Cash Handling Support Financial Support Specialists Financial Support Center Financial Support Center (3-2772)
Petty Cash Administration

Cash Management

Cash Management / Office of the Treasurer

cashmanagement@lists.stanford.edu

650-723-3954
eCommerce Product Management Office of the Treasurer Credit Card Merchant Services / Office of the Treasurer merchants@stanford.edu
back to top

Capital Equipment & Capital Projects
Area of Responsibility Contact Name Department Contact Info
Fixed Asset Accounting

Dorotea Bactad

Fixed Assets Accountant

Capital Accounting

doroteab@stanford.edu

650-497-9259
  • Capital Project Accounting
  • Financed Equipment Purchases
  • Debt Accounting

Ron Yu

Fixed Assets and Debt Accounting Supervisor

ronaldyu@stanford.edu

650-725-8987
Software Capitalization

For all software project costs exceeding $500,000, the Software Costs – Capitalize vs. Expense Form needs to be filled out and submitted, along with the project charter, signed agreement and supporting documentation, to Business Affairs Finance and Facilities for Systems Governance Group (SGG) projects and Capital Accounting for non-SGG projects.

See Overview: Software Costs – Capitalize vs. Expense.

Capital Accounting

Linda Tam

Manager of Capital Accounting

Capital Accounting

lindatam@stanford.edu

650-725-6817
back to top

Financial Authority
Area of Responsibility Contact Name Department Contact Info

Authority Manager

HelpSU Web Site

Administrative Systems, Middleware and Integration Services

HelpSU

(Select Request Category: Administrative Applications, Request Type: Authority Manager)

back to top

Financial Reporting Tools
Area of Responsibility Contact Name Department Contact Info
ReportMart3 Reports

Reyna Rojas

Labor Distribution Coordinator

Systems and Reporting Operations

reynar@stanford.edu

650-723-2276

Oracle Financial Reporting

Anne Sweeney

Senior Director of Information Systems and Reporting

Information Systems and Reporting

asweeney@stanford.edu

650- 723-8792
back to top

Funds Management
Area of Responsibility Contact Name Department Contact Info

Guidance for Expendable, Income, Endowment and Agency Funds; EFP and Endowment Income Allocations; Endowment Share Values Calculations

For specific school / department Fund Accountants, see School and Department Contacts for Non-Sponsored Funding

Fund Accounting

For specific school / department Fund Accountants, see School and Department Contacts for Non-Sponsored Funding

Fund Accounting

Lynette Kruger

Interim Fund Accounting Manager

Fund Accounting

lynetteb@stanford.edu

650-723-9773

Accounting for Capital Equipment & Capital Projects

See Capital Accounting

 

 

Oracle Business Process Support:

  • Feeders and iJournals
  • Month / Year End Close

Vanessa Alcantar

Interim Manager, Systems and Reporting Operations
Information Systems & Reporting

alcantar@stanford.edu

650-721-4195
Information Systems and Reporting

Anne Sweeney

Senior Director of Information Systems and Reporting

Information Systems and Reporting

asweeney@stanford.edu

650-723-8792
Chart of Accounts – Object Codes and Expenditure Types

Matt Savage

Sr. Financial Analyst
Financial Analysis & Information Reporting (FAIR)

msavage1@stanford.edu

650-723-8682
Financial Analysis and Reporting, External Audit

Lisa Yu

Manager, Financial Reporting

Financial Analysis & Information Reporting (FAIR)

lisayu@stanford.edu

650-724-3899
Faculty / Staff Housing Receivables

Alfred Tolentino

FSH A/R Analyst

Financial Analysis & Information Reporting (FAIR)

alfredt@stanford.edu

650-721-1250

Patty Chiao

FSH A/R Analyst

plchiao@stanford.edu

650-724-6553
Miscellaneous Receivables

Joan Chua

Misc. A/R Analyst

Financial Analysis & Information Reporting (FAIR)

jchua@stanford.edu

650-736-2452
back to top

Global Business Services
Area of Responsibility Contact Name Department Contact Info
Global Compliance and Business Operations

Karen Kearney

Treasurer & Global Business Director
Global Business Services
back to top

Month-end / Year-end Close
Area of Responsibility Contact Name Department Contact Info

Oracle Business Process Support:

  • Feeders and iJournals
  • Grants Accounting and General Ledger
  • Month-End / Year-End Close

Rubi Paredes

Financial Systems Analyst

Systems and Reporting Operations

rubip78@stanford.edu

650-724-6306

Oracle Business Process Support:

  • Setups: Grants Accounting and General Ledger
  • Commitment Management System (CMS)
  • Faculty Financial Inquiry Tool (FFIT)
  • ReportMart3 (RM3)

Reyna Rojas

Financial Systems Analyst

Systems and Reporting Operations

reynar@stanford.edu

650-723-2276

Oracle Business Process Support:

  • Month-End / Year-End Close
  • Labor Distribution, including Payroll in Oracle Financials

Nicholas Hartman Ponce

Financial Systems Analyst

Systems and Reporting Operations

nhartman@stanford.edu

650-736-7798

571-214-2887

Oracle Business Process Support:

  • Labor Distribution
  • Org Suspense Accounts
  • Org Hierarchy Maintenance in Oracle Financials

Melissa Ceniceros

Financial Systems Analyst

Systems and Reporting Operations

mceni2@stanford.edu

650-723-6652
Systems and Reporting Operations

Vanessa Alcantar

Interim Manager

Systems and Reporting Operations

alcantar@stanford.edu

650-721-4195
Information Systems and Reporting

Anne Sweeney

Senior Director of Information Systems and Reporting

Information Systems and Reporting

asweeney@stanford.edu

650-723-8792
back to top

Payroll Administration
Area of Responsibility Contact Name Department Contact Info

General Assistance

HelpSU Web Site

Payroll & Records

 

payrollhelp@stanford.edu

650-723-2772

HelpSU
(Select Request Category: Financial Support, Request Type: Payroll)

Payroll Processing

Shawna Powell-Blunt

Payroll Operations Manager

Payroll & Records

spowell@stanford.edu

I-9 (Employment Eligibility Verification)

Patrick Kinnier

I-9 Compliance Specialist

Payroll & Records

pkinnier@stanford.edu

650-497-4982

Payroll

Kelly Wright

Payroll Director

Payroll & Records

kelly.wright@stanford.edu

650-725-3276

Oracle Business Process Support:

  • Labor Distribution

Reyna Rojas

Labor Distribution Coordinator

Information Systems & Reporting

reynar@stanford.edu

650-723-2276

Oracle Business Process Support:

  • Grants Accounting and General Ledger
  • Feeders and iJournals
  • Month-End / Year-End Close

Vanessa Alcantar

Interim Manager, Systems and Reporting Operations
Information Systems & Reporting

 

alcantar@stanford.edu

650-721-4195

Oracle Business Process Support:

  • Feeders and iJournals
  • Month-End / Year-End Close
  • HelpSU

Rubi Paredes

Computing Information Systems Analyst

Systems and Reporting Operations

rubip78@stanford.edu

650-724-6306
back to top

Payroll for Employees
Area of Responsibility Contact Name Department Contact Info
General Assistance HelpSU Web Site

Payroll & Records

payrollhelp@stanford.edu

650-723-2772

HelpSU
(Select Request Category: Financial Support, Request Type: Payroll)

Payroll Processing

Shawna Powell-Blunt

Payroll Operations Manager

Payroll & Records

spowell@stanford.edu

I-9 (Employment Eligibility Verification)

Patrick Kinnier

I-9 Compliance Specialist

Payroll & Records

pkinnier@stanford.edu

650-497-4982
Payroll

Kelly Wright

Payroll Director

Payroll & Records

kelly.wright@stanford.edu

650-725-3276
back to top

Petty Cash Administration
Area of Responsibility Contact Name Department Contact Info
Petty Cash Administration

Cash Management

Cash Management

Financial Support Center (3-2772)

back to top

Reimbursement
Area of Responsibility Contact Name Department Contact Info

General Inquiries and Assistance:

  • Reimbursement Policy & Procedure
  • Expense/Reimbursement Reports
  • Petty Cash
Support Analysts Financial Support Center (3-2772) Financial Support Center (3-2772)
Will Call Check Requests (Non-Payroll) Support Analysts Financial Support Center (3-2772) Financial Support Center (3-2772)

Payroll & Payments Services Will Call
   On Campus:

  • University Payments Office
    459 Lagunita Drive, Suite 7 (2nd floor, Tresidder Memorial Union)
    Stanford, CA 94305
    MC:  6036

  • Hours:
    Monday – Friday
    3 – 5PM

   Porter Drive:

  • Porter Drive Main Reception Desk
    3145 Porter Drive

  • Hours:
    Monday – Friday
    9AM – 10AM and
    4PM – 5PM
back to top

Supporting Students
Area of Responsibility Contact Name Department Contact Info
~ Start here for help supporting students ~
Assistance with
  • Student Billing
  • Student Collections
  • Loan Management
  • Loan Compliance
  • Policy & Procedure
  • Compliance Awareness & Training
  • Third Party Contract Sponsorships

Student Services Specialists

 

 

Student Services Center

Student Services Center

  • HelpSU to Student Services Center

  • Call-in Hours:
    Monday - Friday 8AM – 5PM

    866-993-7772 (toll-free)
    650-723-7772

  • Walk-in Hours:
    Monday - Friday 9AM – 5PM

    2nd floor, Tresidder Memorial Union Suite 7
    459 Lagunita Drive
    Stanford, CA 94305
    MC: 3071

StanfordCardPlan StanfordCardPlan Office University Payments Office

Third Party Contract Team

  • For questions specific to third party contract sponsorships

Dena Zlatunich

Student Financial Analyst
Student Financial Services

tpcsupport@stanford.edu

General Assistance for:

  • Authority and Access to PeopleSoft Student Financials
  • GFS Item Type Setup
  • System Feeds and Interfaces

HelpSU Web Site

Student Accounting & Fiscal Reporting

HelpSU
(Select Request Category:  Administrative Applications, Request Type:  PeopleSoft SA or PeopleSoft GFS)

eCommerce Product Management / General Assistance Office of the Treasurer Credit Card Merchant Services / Office of the Treasurer merchants@stanford.edu
back to top

Tax Compliance
Area of Responsibility Contact Name Department Contact Info
Form W-2 Payroll Payroll HelpSU or 650-723-2259
General Inquiries regarding:
  • University-Issued Tax Forms (e.g. 1099)
  • University Forms
Support Analysts Financial Support Center Financial Support Center (3-2772)
Tax Compliance

Ben Davidson

Deputy Tax Director
Tax Compliance

benari@stanford.edu

650-725-7730
Tax Compliance

Chris Canellos

Director
Tax Compliance

canellos@stanford.edu

650-725-1732
back to top

Travel
Area of Responsibility Contact Name Department Contact Info
General Inquiries and Assistance:

  • Travel Policy & Procedures
  • Travel Services
  • Expense / Reimbursement Reports
Support Analysts Financial Support Center Financial Support Center (3-2772)
Travel Card Administration Travel Card Administrator Payment Services

travelcardadmin@stanford.edu

650-723-2772
Will Call Check Requests (Non-Payroll) Support Analysts Financial Support Center (3-2772)

Payroll & Payments Services Will Call
   On Campus:

  • University Payments Office
    459 Lagunita Drive, Suite 7 (2nd floor, Tresidder Memorial Union)
    Stanford, CA 94305
    MC:  6036

  • Hours:
    Monday – Friday
    3 – 5PM

   Porter Drive:

  • Porter Drive Main Reception Desk
    3145 Porter Drive

  • Hours:
    Monday – Friday
    9AM – 10AM and
    4PM – 5PM

back to top