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
Buying and Paying Payroll Administration
Cash Handling & Deposits Payroll for Employees
Capital Equipment and Capital Projects Petty Cash Administration
Financial Authority Reimbursement
Financial Reporting Tools Supporting Students
Funds Management Tax Compliance
Global Business Services Travel
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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

Betsy Sun

Sr. Financial Analyst

bssun@stanford.edu

650-736-9546
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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 Cashier's Office
    459 Lagunita Drive, Suite 7 (2nd floor, Tresidder Memorial Union)
    Stanford, CA 94305
    MC:  6036

  • Hours:
    Monday – Friday
    9AM – 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
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Cash Handling & Deposits
Area of Responsibility Contact Name Department Contact Info
Department Deposits Q&A University Cashier University Cashier's Office
  • 650-498-7526
  • 650-725-0345
Cashier's Office General Assistance

Customer Service

University Cashier's Office HelpSU
University Cashier's Office

TJ Fletcher

Director, Student Services Center
University Cashier's Office

tjfletcher@stanford.edu

650-725-0320
StanfordCardPlan

StanfordCardPlan Office

University Cashier's 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
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Capital Equipment & Capital Projects
Area of Responsibility Contact Name Department Contact Info
Capital Project Accounting

Marsha Trammel

Capital Project Accounting Supervisor

Capital Accounting

marshat@stanford.edu

650-725-4641

Financed Equipment Purchases

Jun Tang

Accountant

Capital Accounting

agodeva@stanford.edu

650-721-1460
Fixed Asset Accounting

Danelle St. Germain

Fixed Assets Analyst

Capital Accounting

dstgerma@stanford.edu

650-725-9656
Fixed Assets & Debt Accounting Supervisor

Ron Yu

Fixed Assets and Debt Accounting Supervisor

Capital Accounting

ronaldyu@stanford.edu

Capital Accounting

Eliot Alfi

Manager of Capital Accounting

Capital Accounting

eliot.alfi@stanford.edu

650- 724-6361
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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)

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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
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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

Linda Tam

Fund Accounting Manager

Fund Accounting

lindatam@stanford.edu

650-725-6817

Accounting for Capital Equipment & Capital Projects

See Capital Accounting

 

 

Oracle Business Process Support:

  • Feeders and iJournals
  • Month / Year End Close

Isabel Alvarez-Valdez

Manager, Systems and Reporting Operations
Information Systems & Reporting

ialvarez@stanford.edu

650-724-3078
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

Betsy Sun

Sr. Financial Analyst

bssun@stanford.edu

650-736-9546
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
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Global Business Services
Area of Responsibility Contact Name Department Contact Info
Global Compliance and Business Operations

Karen Kearney

Global Business Director
Global Business Services
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Month-end / Year-end Close
Area of Responsibility Contact Name Department Contact Info

Oracle Business Process Support:

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

Isabel Alvarez-Valdez

Manager, Systems and Reporting Operations

Information Systems & Reporting

ialvarez@stanford.edu

650-724-3078

Oracle Business Process Support:

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

Melissa Rivera

Financial Systems Analyst

Systems and Reporting Operations

mmrivera@stanford.edu

650-736-2308

Oracle Business Process Support:

  • Labor Distribution

Reyna Rojas

Labor Distribution Coordinator

Information Systems & Reporting

reynar@stanford.edu

650-723-2276
ReportMart3 Reports

Lily Y. Ng

Reporting Business Analyst

Information Systems & Reporting

lilyyng@stanford.edu

650-724-9808
Information Systems and Reporting

Anne Sweeney

Senior Director of Information Systems and Reporting

Information Systems and Reporting

asweeney@stanford.edu

650-723-8792
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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

Isabel Alvarez-Valdez

Manager, Systems and Reporting Operations
Information Systems & Reporting

 

ialvarez@stanford.edu

650-724-3078

Oracle Business Process Support:

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

Melissa Rivera

Financial Systems Analyst

Systems and Reporting Operations

mmrivera@stanford.edu

650-736-2308
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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
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Petty Cash Administration
Area of Responsibility Contact Name Department Contact Info
Petty Cash Administration

Cash Management

Cash Management

Financial Support Center (3-2772)

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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 Cashier's Office
    459 Lagunita Drive, Suite 7 (2nd floor, Tresidder Memorial Union)
    Stanford, CA 94305
    MC:  6036

  • Hours:
    Monday – Friday
    9AM – 5PM

   Porter Drive:

  • Porter Drive Main Reception Desk
    3145 Porter Drive

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

Student Services Center Staff Contacts (for Staff & Faculty Only)

StanfordCardPlan StanfordCardPlan Office University Cashier's 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
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Tax Compliance
Area of Responsibility Contact Name Department Contact Info
General Inquiries regarding:
  • University-Issued Tax Forms
  • University Forms
Support Analysts FMS Support Center Financial Support Center (3-2772)
Tax Compliance

Ben Davidson

Senior Associate Tax Director
Tax Compliance

benari@stanford.edu

650-725-7730
Tax Compliance

Chris Canellos

Director
Tax Compliance

canellos@stanford.edu

650-725-1732
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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 Disbursements

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 Cashier's Office
    459 Lagunita Drive, Suite 7 (2nd floor, Tresidder Memorial Union)
    Stanford, CA 94305
    MC:  6036

  • Hours:
    Monday – Friday
    9AM – 5PM

   Porter Drive:

  • Porter Drive Main Reception Desk
    3145 Porter Drive

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

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