Our Staff and Services

Responsible for managing the compliance, accounting, reporting, and post-award grant management for foundation grants, federal and state grants, and all sub-awards or contracts. Coordinates treasury management functions including cash management, cash flow projections, and bank reconciliations.

Responsible for financial accounting and reporting supporting investments, gifts and endowments, journal entries and department and institutional financial reporting.

Responsible for student accounting including billing tuition, student activity fee, room, board, music lessons, off-campus program and etc. Coordinates financial aid and monthly payment plan application to student accounts. Prepares and sends the student account statements.  Works with Perkins and Carleton Institutional Loans.  Manages health insurance enrollment and billing for Carleton students.

Responsible for managing all accounts payable functions including vendor payment processing, capital expense management, administration of the purchasing card program, and directing financial payments for the Off Campus Study programs. Ensures compliance with IRS tax form 1099-MISC reporting, and unclaimed property reporting to the state of Minnesota.  Provides direction and support for Carleton Student Association (CSA) and Faculty Professional Development Account  (F/PDA) payments.

Responsible for payroll and tax management. Facilitates non-resident alien tax compliance for students, faculty, and visitors including Glacier access, preparation of IRS tax forms 1042S and annual reporting. Prepares IRS tax form 990, external financial surveys, bond compliance reports/debt payments and cash operation schedules.

Coordinates all payroll processes for students, faculty and staff to ensure timely payroll disbursements.  Remits payroll tax and benefit filings and monthly vendor payments for payroll deductions.  Assists employees and supervisors with Web Time Entry questions.

Responsible for managing institutional purchasing, including administration of the purchasing card program, issuing purchase orders/requisitions, and reviewing supplier contracts. Systems Analyst specializing in supporting Workday processes, configurations, and enhancements.

Responsible for all aspects of the vendor payment process ensuring vendor invoices and employee/student reimbursements are paid in a timely manner. Completes data entry, review of supporting documentation, vendor correspondence, account validation along with transaction research and support to complete weekly check runs. Also responsible for preparing, distributing and reporting of the 1099-MISC tax forms to applicable vendors and the IRS. Supports Accounts Payable Manager with the review of unclaimed property, notifying owners of outstanding checks.

Responsible for all Business Office management; providing direction and assistance for current year budget management; payroll; student accounting; purchasing; accounts payable and institutional reporting.