Accounting & Budget Services
Staff Directory

The following is a directory of our current staff and some of the primary services they provide. Unsure who to call? Please call Debi Morgan at ext. 3224, and she can refer you to the appropriate individual.

Cheri Finnegan Senior Accountant Telephone: 253-879-3400 Location: Jones 018 E-mail: cfinnegan@ups.edu	Endowment and related expendable funds, including other sponsored programs Deferred giving arrangements (Life Income funds)

Barbara Goucher Accounting Operations Coordinator Telephone: 253-879-3223 Location: Jones 018 E-mail: bgoucher@ups.edu	Manages Accounts Payable Budget Administration Web application New funds, orgs, and accounts Which account to use New budget manager orientation Budget Variance Report Purchase order support

Janet Hallman '84 Associate Vice President for Accounting & Budget Services Telephone: 253-879-8620 Location: Jones 018 E-mail: jhallman@ups.edu	Accounting policies Budget Task Force support External audit issues Ideas for improving service Unusual situations

Katie Holmes '01 Payroll Manager & Analyst Telephone: 253-879-3225 Location: Jones 012 E-mail: kphelps@ups.edu	Manages Payroll Compensation budgets International faculty, staff, student staff, tax reporting Other payroll tax issues Unusual payroll situations

Deanna Kass Accounts Payable Specialist Telephone: 253-879-3468 Location: Jones 018 E-mail: dkass@ups.edu	Payments to vendors Travel or expense advances Reimbursements Coding corrections Purchase order support

Judy Knold Accounting Specialist Telephone: 253-879-3440 Location: Jones 018 E-mail: jknold@ups.edu	Payments to vendors Puget Sound funded research and enrichment grants Reconciliations

Stefanie Lund Senior Accountant & Analyst Telephone: 253-879-8619 Location: Jones 018 E-mail: slund@ups.edu	Budgets Externally funded grants (federal & private) Fixed asset accounting and depreciation Long-term debt

Cheryl Meyer Director of Financial Systems & Disbursements Telephone: 253-879-3934 Location: Jones 012 E-mail: cmeyer@ups.edu	Financial system security Custom financial reporting Ideas for financial system enhancements Fringe benefit rate calculations Payroll & AP tax issues

Debi Morgan Administrative Assistant Telephone: 253-879-3224 Location: Jones 018 E-mail: dmorgan@ups.edu	Reception General questions and referrals Department administrative support Banking questions Visa card issuance and management (Treasury) Merchant card support (Treasury)

Jody Putman Director of Financial Reporting & Tax Telephone: 253-879-6110 Location: Jones 018 E-mail: jputman@ups.edu	Gift Accounting Non-cash gifts Financial Statements & Reports Tax Reporting & Compliance Financial Surveys

Iara Raley Accounts Payable Specialist Telephone: 253-879-8656 Location: Jones 018 E-mail: iraley@ups.edu	Payments to vendors Travel or expense advances Reimbursements Coding corrections Purchase order support

Chris Vernon Payroll Specialist Telephone: 253-879-3416 Location: Jones 012 E-mail: cvernon@ups.edu	Time sheets Direct deposits Paychecks Form W-4 (federal withholding) changes Form W-2s Employment verification

Vacant Accountant	Cash accounting Gift accounting Non-cash gifts Financial Surveys

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Created by: Accounting & Budget Services
Contact: e-mail: Debi Morgan phone: 253-879-3224

Accounting & Budget Services Staff Directory

Accounting & Budget Services
Staff Directory