About Us

Financial Services
401 Golden Shore
Long Beach, CA 90802
(562) 951-4540
Fax: (562) 951-4865


Tracey L. Richardson
Assistant Vice Chancellor/Controller

Kerri Helfrick
Assistant Director, Financial Services Administration

Lisa Kasten
Director, Financial Services Accounting

Sheralin Klinthong
Director, Financial Reporting and Review

Melissa Mullen
Director, Sponsored Programs Administration

Director, Management and Accounting Practices Office

Sherry Pickering
Director, Legal Reporting and Tax

What We Do


  • 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 Se​rvices 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

Attention CSU and Auxiliary Staff:

GAAP and Legal Accounting manuals, FIRMS and systemwide year-end resources can now be found the on CSYOU intranet (login required)If you do not already have access, please contact your campus human resources or security department to request a CSU ID.