New Director of Financial Planning and Analysis

A message from Finance and Business Services Senior AVP Marna Genes:

I am pleased to announce the appointment of Doug Ward as Director-Financial Planning & Analysis effective Monday, September 16th. Doug has an extensive financial management and accounting background that includes more than six years with the University of California in roles that encompassed operations management, fiscal management and capital budgeting. In his last role with the U.S. Department of Health & Human Services he served as the Financial Management Officer and ended his tenure serving as the Executive Officer for a regional office that provided services to the states of Arizona, Nevada and Utah.  During his tenure in Federal service Doug streamlined financial operations for the region and received training in the model for improvement through the Institute for Healthcare Improvement.  Doug is a CSU alumnus from Long Beach and earned his Masters in Business Administration from the University of Wisconsin.

Doug’s title is new, replacing the former “Director of Budget Planning & Financial Management” title. The position responsibilities are essentially the same, but the new title appropriately reflects the growing emphasis on financial planning, modeling and analysis under our new three-year budget planning model, and with the centralization of operating fund compensation budgets. Doug oversees the office of Budget & Financial Management, which includes Roxanna Moradi, Claudia Gasca and Mike Vizzusi.

I can’t thank Susan Jaynes enough for serving as the Director of Budget Planning & Financial Management for the last two years. Susan recently returned to her former role, Manager-Capital Financial Planning & Analysis, and has shifted to a part-time schedule.

Please join me in welcoming Doug and thanking Susan.

Finance Open Lab Schedule for September to December 2019

Finance Open Labs have been scheduled for September to December 2019

Open labs are informal sessions where qualified personnel are available to assist department users who have access to the finance applications: CFS, FTS, Finance Data Warehouse, and Campus Marketplace. Come to an open lab for help on a number of topics:

  • Understanding procurement and finance policies and guidelines
  • Entering Requisitions or Travel Authorizations/Reimbursements in FTS
  • Ordering from Campus Marketplace and Staples Advantage
  • Running or reviewing Finance Data Warehouse reports
  • Managing PO encumbrances
  • Completing a PO Change Order Request
  • Recording receipts and inspections
  • Uploading Purchase Order invoices in e-Invoice
  • Reviewing PO/requisition information in CFS
  • Checking the payment status for a PO invoice, Direct Payment or Reimbursement

Unless noted, Open Lab is held in our new location IRC 210 from 9 a.m. to 12 p.m. on each of the days listed below. We encourage you to bring your laptop. Please refer back to this announcement for schedule and location changes.

September 6  in BBC 304

September 20 in BBC 304

October 4

October 18

November 1

November 15

December 6

 

July Accounting Period Close

For employees who track or manage department budgets, please note that the month of July 2019 is now closed in CFS.

This means that the General Ledger (GL) system will not accept any more entries with a July journal date. July transactions can still be entered into the GL system, but the journal date must be 8/1/2019 or later. The current period open is August 2019.