Author Archives: FinanceConnect

2024/25 Fiscal Year-End Planning and Deadlines

The 2024/25 fiscal year-end deadlines are now available and posted on the Finance and Business Services website.

Please review the schedule now and plan ahead to ensure transactions are recorded in the proper fiscal year by meeting these deadlines. Your commitment to following this schedule enables the campus to meet financial reporting and audit requirements of the State Controller’s Office, CSU Chancellor’s Office, and various other agencies.

Want to see key deadlines on your Google calendar? No problem! With our FABS Fiscal Year Calendar, all SJSU employees can easily toggle on/off the campus’ published fiscal year end deadlines.

Mark Your Calendars – PO Encumbrance Management Workshop!

To kick off year-end activities, FinanceConnect will host a PO Encumbrance Management Workshop on Friday, March 7 from 2 p.m. to 4 p.m.

In this session, we’ll review the lifecycle of a purchase order (PO), review tools in CFS and the Finance Data Warehouse that aid in managing encumbrances, and do some hands-on review of POs.

No reservation is needed, just log in and Join us!

 

Introducing Amit Jain, New Associate Vice President for Budget Planning and Financial Management

 

Finance and Business Services is pleased to announce Amit Jain as our new Associate Vice President, Budget Planning and Financial Management.  Amit is a University of California alum and has previously worked as a Budget Director at UCSF School of Medicine Dean’s office.  He started his career as an engineer and worked for preeminent organizations such as NASA and Intel for over 15 years.  Since 2007, Amit has held executive finance roles at multiple organizations including as CFO for a healthcare startup.

Amit has resided in Santa Clara since 1996 with his family.  He is married to an IT professional and has one daughter who is pursuing her JD/MBA degree at The University of Chicago.  Amit is an avid Jeopardy fan and in his spare time he likes to play tennis, solve crossword puzzles, and volunteer for community service.  He holds an MS in Chemical Engineering, an MS in Materials Engineering, and an MBA from the Haas School of Business at UC-Berkeley.

We want to thank the members of the Search Committee for their work in this important recruitment:  Stephanie Reitz (Chair), Catherine Voss Plaxton, Kimberly Gallow, Heidi Wong, and Jim Westbrook.

NEW Journal Upload Process

What better way to start the new fiscal year than by sharing a new, streamlined journal upload request process. The Accounting Services team recently adopted an OnBase workflow to manage journal submission and approvals. After a successful soft launch with several campus stakeholders, the OnBase Journal Request Form is available via FTS and a tile in One.SJSU for campus wide use.

Use the new form to submit department journal upload and manual journal entry requests. Once submitted, the streamlined campus experience includes:

  • Automated email referencing a request ID.
  • Communications from the Accounting Services team streamlined through OnBase, via reply-to-accounting-services@sjsu.edu. 
  • Email confirmation of the completed request, with reference to CFS journal IDs as appropriate.

The Finance & Business Services website has been updated to reflect the new process. For tips on using the Journal Request form, please take a look at Quick Steps: Journal Request Process.

Please use arbilling@sjsu.edu for requests to invoice auxiliaries or outside agencies, payment collections and related inquiries.