Leadership
Tracey L. Richardson
Assistant Vice Chancellor/Controller
Kerri Helfrick
Assistant Director, Financial Services Administration
Lisa Kasten
Director, Financial Services Accounting
Amy Wu
Director, Financial Reporting
Melissa Mullen
Director, Sponsored Programs Administration
Scott Pak
Director, Management and Accounting Practices Office
Sherry Pickering
Interim Sr. Director, Financial Systems, Statutory Reporting and Tax
What We Do
Accounting
- Accounting services for the Chancellor’s Office, including:
- Accounts receivable, asset capitalization, bank reconciliation, trust funds, and deposits
- Accounts payable and travel management services
- Accounting Services for the CSU System including:
- Reconciliation % reporting of systemwide investments
- Movement of funds between campuses
- Accounting training and Policies
Financial Services Administration
- Division budget, planning and Balanced Scorecard initiatives
- Human resources, recruiting and employee relations partner
- Legislative policy analysis and coordination
- Communications and committee facilitation
Management and Accounting Practices Office (MAPO)
- Best practices and reporting requirements for campuses
- Financial policy and procedure administration
- Financial process and systems training
Sponsored Programs Administration
- Pre- and post-award support for externally funded grants, contracts and CO-funded grants
- Policy development, audit advice and systemwide training for grants
- Indirect cost rate negotiation
Systemwide Financial Standards & Reporting
- Standards and guidelines for generally accepted accounting principles (GAAP) and legal financial reporting and systemwide financial statement preparation
- Promotes consistency and accuracy with financial data
- Tax compliance
- Revenue bond and capital projects accounting