Financial Management provides a variety of services to aid in the management and internal controls at the university.
Functional Services
On this page:
Accounting: Non-Sponsored RF
Provide support and guidance for managing Non-Sponsored RF accounts
Establish and maintain Non-Sponsored Accounts
Process and Complete RF budget revisions and expenditure transfers
Prepare annual RF reporting requirements
Campus Liaison for University Federal Facilities and Administrative (Indirect) Cost Proposal
Audit Non-Sponsored RF Payroll information
Accounting: State
Provide support and guidance for managing State accounts
Implement Internal Financial Plan deliveries
Process expenditure transfers
Manage budget revisions
Serve as a liaison for addressing financial data concerns
Prepare annual SUNY budget submission
Assist in addressing financial data requests
Accounts Payable
Provide customer service regarding all facets of the payment process
Verify invoices and process payments to suppliers
Respond to and assist suppliers and departments with payment related questions
Maintain applicable files and documentation for audit purposes
Card Programs and Asset Management
Manage and maintain the centralized accounting and reporting of university assets.
Provide guidance and support for managing university assets
Oversee and administer Purchasing Card operations
Cost Accounting and Financial Reporting
Develop and maintain fees in accordance with university policies.
Provide guidance and support to departments on fees.
Conduct peer reviews and re-calculations of fees.
Calculate the facilities Use rates that are charged to external entities who are using university space.
Maintain All Funds Chart of Accounts and UB Code data
Prepare university’s financial statements
IFR, Revenue Accounting and Treasury Management
Provide support and guidance for managing IFR and revenue accounts
Process and complete IFR budget revisions, revenue transfers, and inter-agency Journals
Prepare all Uniform Revenue Accounting System (URAS) reporting to SUNY
Facilitate UB Marketplace maintenance, institutional loan fund repayments and student refunds
Manage the State university banking contract and reconciliation of associated accounts
Provide the campus with the ability to collect credit card payments for deposit into State accounts via merchant card terminals
Travel Services
Provide travel-related guidance, support, and training.
Process travel-related and personal reimbursements
Administer the NET Card which can be used for state-funded airfare and Amtrak expenses incurred by non-employees of UB (ex. candidates, guest speakers) while traveling on official UB business
Review travel expenses to ensure they are within allowable rates, required documentation is included, expenses are actual, necessary, and reasonable
Maintain applicable receipts and other supporting documentation for audit purposes