What We Do

What We Do


Customer Service
Fiscal Stewardship
Operational Excellence


Oversee the planning and allocation of the financial resources of an emerging pre-eminent, public research university. This includes responsibility for all university internal and external financial reporting, conducting analyses and special studies to support strategic decision-making and planning, and developing and maintaining fiscal policies and procedures to drive fiscal accountability and stewardship.

We partner with fiscal administrators and other stakeholders across the institution to innovate accounting, budgeting, and financial and operational business models, processes, and systems to align with industry best practices, ensure accuracy of financial reporting, deliver high-quality services, and improve overall resource management. We recently collaborated with UCF’s Academic Affairs Division to develop and implement a new incentive-based budget model and accompanying planning and forecasting tool– Workday Adaptive Planning–to improve operational efficiency, optimize resource allocation, and better align resources with university needs and strategic goals. Additionally, we are engaged in a university-wide collaboration to build a new Chart of Accounts and upgrade to a cloud-based enterprise resource planning (ERP) system.

Our services include the following:

Budget Planning and Analysis
Develop, implement, and maintain the university’s operating budget. Provide timely and accurate data to assist units with resource management, maintain policies and processes that promote fiscal stewardship and accountability, and monitor compliance with State and University rules in matters pertaining to resource allocation and budget reporting.

Disbursement Services
Ensure that our UCF community and external suppliers/vendors are informed about allowable expenditures and are paid accurately, timely, and in compliance with applicable laws, regulations, and University requirements. Disbursement Services include Travel Payables, Vendor Payables and UCF’s Procurement Card (PCard).

Financial Reporting and General Accounting
Ensure the integrity of the general ledger in compliance with applicable laws, regulations, and University requirements. This includes consolidated financial reporting, fixed asset accountability and control, Direct Support Organizations (DSO) accounting, general ledger reconciliation and analysis, and general accounting questions and guidance.

Procurement Services
Facilitate timely procurement of goods and services for academic and administrative departments to support the educational and research mission of the university.

Student Account Services
Assess tuition and fees, bill students, process tuition waivers, collect and record revenues, and process refunds.

Tax Compliance
Serve as a centralized resource to the University community to meet their business needs while ensuring compliance with Federal and State tax laws, rules, and regulations