Alex Luna: Assistant Dean for Administration, Graduate School of Education

Year you started working at UC Berkeley: 2001
Year you started working in the finance field: 2002
Favorite Excel Short Cut: I really like the refresh button in Excel
Finance Areas of Expertise: Post-Award Research Administration
Opportunities/Challenges of Unit Budgeting: 
Favorite thing about working for UC Berkeley: I can see the direct impact of the work that I am doing and I also enjoy belonging to the campus community.

Amy Robinson: Budget Officer, L&S Biological Sciences

Year you started working at UC Berkeley: 1991
Year you started working in the finance field: 2004
Favorite Excel Short Cut:
Finance Areas of Expertise: Planning and analysis, organizational development, process improvement
Opportunities/Challenges of Unit Budgeting:  Opportunities: Getting to know my division (I’ve been in this role for 1 year); developing analytical tools for my dean and depts to support planning and decision making; working to increase transparency and build trust.
Challenges: Implementing budget reductions while protecting instruction; managing many funds which are not fungible.
Favorite thing about working for UC Berkeley: I love working for the best public university in the world!

Anna Weidman: Budget Officer, L&S Arts & Humanities

Year you started working at UC Berkeley:  2014
Year you started working in the finance field: 1994
Favorite Excel Short Cut: Customizing my tool bar to have all my favorite function keys at my fingertips.
Finance Areas of Expertise: Fundraising; project cost accounting; non-profit management; publishing (my former professional sphere before coming to campus).
Opportunities/Challenges of Unit Budgeting:  Additional training is needed for Academic department staff to participate more fully in the budgeting process.  In my Division, I have 19 departments (35 L4s and 135 (L7s) Dept IDs and I need to get them information, access, and skills to be involved.  This will start with Cal Reporting and the ability to run College-designed SmartView reports.  
Favorite thing about working for UC Berkeley: My colleagues in the College of Letters & Science. It is a great and dedicated group to work with. I also love being located in the center of campus  at Durant Hall.

Barbara Lane: Assistant Dean, College of Natural Resources

Year you started working at UC Berkeley: 1985
Year you started working in the finance field: 1987
Favorite Excel Short Cut: Never play favorites with your Excel shortcuts
Opportunities/Challenges of Unit Budgeting: Berkeley has made many changes over the last several years, many of which increase workload while budget cuts have decreased staffing. It creates a challenging environment where sometimes we don't have the time to step back and evaluate the actual impacts of the changes.
Finance Areas of Expertise:  Campus Funds, Contract and Grant Accounting, Gift Accounting, Strategic Funds utilization, Purchasing, Human Resources/Staffing/Organization Strategy, Risk
Favorite thing about working for UC Berkeley:  In spite of all obstacles the miracle continues - we keep producing new knowledge, educated students and solutions to our worlds most pressing challenges.

Calvin Eng: Chief Financial Officer, Cal Performances

Year you started working at UC Berkeley: 2002
Year you started working in the finance field: 1980's
Favorite Excel Short Cut:
Opportuinites/Challenges of Unit Budgeting: Need for project-based labor distribution system; cloud based self-service financial tools
Finance Areas of Expertise: Strategic financial & capital planning, annual budgeting & forecasting, financial modeling & analysis, management consulting/proposal development, project management, enterprise systems implementation
Favorite thing about working for UC Berkeley: It’s Berkeley - go bears!

Carolyn Capps: Chief of Staff, Vice Provost for the Faculty

Year you started working at UC Berkeley: 1994
Year you started working in the finance field: 1984
Favorite Excel Short Cut: Command+shift+end
Finance Areas of Expertise: Accounting, finance and procurement.
Opportunities/Challenges of Unit Budgeting:  The programmatic directors in my unit are responsive to financial reports and their input is critical as we develop, plan and implement our budget.  Using CALreports to educate them has been very effective.
Keeping everyone focused on the same goal of improving the faculty experience, with an eye on the proposed budget, requires constant  coordination and communication, which is always a challenge and an opportunity.
Favorite thing about working for UC Berkeley: The privilege of working with inspiring colleagues.

Dat Le: Assistant Dean for Administration, College of Engineering

Year you started working at UC Berkeley: 1990
Year you started working in the finance field: 1991
Favorite Excel Short Cut:  Save button
Finance Areas of Expertise: Framework, business process and systems, make data meaningful
Opportunities/Challenges of Unit Budgeting:  Learning, limited resources, non-agile resource allocation methods, central business processes and decisions that don’t make sense or align to unit needs
Favorite thing about working for UC Berkeley: Balance, relationships

David Castellanos: Budget Director, Research, Policy, Planning and Administration

Year you started working at UC Berkeley: 2008
Year you started working in the finance field: 2008
Favorite Excel Short Cut: Paste Values
Finance Areas of Expertise: Analysis
Opportunities/Challenges of Unit Budgeting: Maintaining transparency across the Control Unit, Division and Unit perspectives. 
Favorite thing about working for UC Berkeley: Go Bears!!

David Secor: CFO, Intercollegiate Athletics

Year you started working at UC Berkeley: 2013
Year you started working in the finance field: 1982 (with a rew years in IT)
Favorite Excel Short Cut:  Tie between CTRL+Home and F2 F9
Finance Areas of Expertise: Budgets, Specifically Athletics Budget. Also Capital
Opportunities/Challenges of Unit Budgeting:  While Athletics faces some budgetary challenges, I look forward to the opportunity of leaving the department in a better financial place than when I started here.
Favorite thing about working for UC Berkeley: Love the Bay Area!

Drew Knab: Chief Financial Officer, Berkeley Law

Year you started working at UC Berkeley: 2015
Year you started working in the finance field: 2007
Favorite Excel Short Cut: Ctr-shift-page up/down to move between tabs.
Finance Areas of Expertise: Financial Reporting and Analysis, Multi-Year Financial and Business Planning, Business Process Improvement, Responsibility Based Budgeting (RBB/RCM).
Opportunities/Challenges of Unit Budgeting: Challenges:(1) Compensation expense growth; (2) Frozen fee levels; (3) Competing for top-quality students
Opportunities: (1) Evaluating all career staff vacancies and opportunities to reduce select cost categories; (3) Growing Summer PLLM Revenue; (4) Expanding fundraising activities and results; (5)  Comprehensive fund plan to maximize use of restricted funds, particularly financial aid.
Favorite thing about working for UC Berkeley: People & Mission

Elena Wen Jiang: Chief Financial Officer, Admin and Finance

Year you started working at UC Berkeley:
Year you started working in the finance field:
Favorite Excel Short Cut:
Finance Areas of Expertise:
Opportunities/Challenges of Unit Budgeting:
Favorite thing about working for UC Berkeley:

Grace Crvarich: Chief Operating Officer, VC-Real Estate

Year you started working at UC Berkeley: 2010
Year you started working in the finance field: 1996
Favorite Excel Short Cut:
Finance Areas of Expertise: Documenting how reports are run so others can recreate them. Tying budgets to unit’s strategy & goals. Involving responsible parties in the unit in the budgeting process. Knowledge of plant accounting.
Opportunities/Challenges of Unit Budgeting:  Lack of understanding as to why there are so many reporting requirements from our division level up to VCAF/Budget Office. Budget Office staff has less experience than my staff, which presents a challenge
Favorite thing about working for UC Berkeley:

Heidi Wagner: Assistant Dean for Administration, School of Social Welfare

Year you started working at UC Berkeley: 2012
Year you started working in the finance field: 2005
Favorite Excel Short Cut: Format Painter
Finance Areas of Expertise: I have worked with various grants and sponsor restrictions. I have worked with many types of federal and flo-through funds.
Opportunities/Challenges of Unit Budgeting:  Multi-year planning; mid level forecasting and projections
Favorite thing about working for UC Berkeley: Being part of changing the world for the better.

Jan Miller: Assistant Dean for Administration, College of Environmental Design

Year you started working at UC Berkeley: 2002
Year you started working in the finance field: 1990
Favorite Excel Short Cut:
Finance Areas of Expertise: My finance expertise is fairly general.  I have managed budgets, revenues and expenditures for approximately 25 years.  I am lucky to work with 2 very capable Financial Analysts at CED.  Finance is just one area of my portfolio, which also includes human resources, facilities and IT.
Opportunities/Challenges of Unit Budgeting:  One of the biggest challenges in managing the College’s budget is that the College has three academic departments; each of which has its own operating budget. Managing these disparate pieces through the annual budget process presents a significant challenge.
Favorite thing about working for UC Berkeley: The spirit of community and social responsibility.

Jean Delaney: Director of Administration, L&S Undergraduate Studies

Year you started working at UC Berkeley: 1980
Year you started working in the finance field: 1990
Favorite Excel Short Cut: Number formatting (control shift symbol)
Finance Areas of Expertise: I manage finance, academic and staff HR, and student services so I am not a full time finance officer. My expertise is in planning undergraduate teaching, enrichment, and advising programs including the financial planning to support these endeavors. For 2014-15, I directly oversaw TAS planning and expenditures for 17 different programs.
Opportunities/Challenges of Unit Budgeting:  Planning is particularly challenging given the current state of campus finances. The shifting campus strategies for responding to the budget crisis (unfunded salary and benefits increases, for example) combined with diminishing resources is making long term planning very difficult while shifting expenses to reserves is no longer adequate to support core operations. In my own division, the changes that the Undergraduate Education Initiative are likely to bring to our work has put much planning on hold until final decisions are made and announced.
Favorite thing about working for UC Berkeley: The opportunity to work with the very smart, engaged, and innovative faculty and staff.

Jenny Collins: Assistant Dean for Finance and Administration, School of Information

Year you started working at UC Berkeley: 2013
Year you started working in the finance field: 2000
Favorite Excel Short Cut:
Finance Areas of Expertise: Budget management, forecasting, process improvement
Opportunities/Challenges of Unit Budgeting:  I love all the new tools, processes, coaches, and systems that have been introduced in the last two years. I am still a bit overwhelmed by the number and complexity of our legacy systems, and I am excited about replacement options coming on-line.
Favorite thing about working for UC Berkeley: The community/my colleagues!

John Scroggs: Chief of Staff, Academic and Space Planning

Year you started working at UC Berkeley: 2012
Year you started working in the finance field: 2005
Favorite Excel Short Cut:
Finance Areas of Expertise: Divisional Budgets
Opportunities/Challenges of Unit Budgeting:  Budget Reductions
Favorite thing about working for UC Berkeley: The creative energy that constantly flows around campus.

Jules Freedman: Divisional Finance Coordinator, EVCP Immediate office

Year you started working at UC Berkeley: 1995
Year you started working in the finance field: 1997
Favorite Excel Short Cut: Command-1, quick shortcut for formatting
Finance Areas of Expertise: Developing a full range of budgets and forecasts (e.g. instruction, sales/service, contracts and grants). Summarizing broad data sets to aid budgeting and forecasting. Campus systems: CalPlanning (including SmartView), BAIRS/HR-BAIRS, BFS, BearBuy, HCM, PPS, CalAnswers.
Opportunities/Challenges of Unit Budgeting: There are 25 departments (L4s) to coordinate with across the 5 divisions I support. Managing timing of financial organizational moves around campus schedules (e.g. fiscal close). Getting stakeholders engaged in budget process early on in the fiscal year as part of a year round process, rather than an annual process. New tools (e.g.) CalPlanning provide new ways of approaching budgeting and financial planning and finding ways to leverage them in most effective way. translating BAIRS report aggregate to CalPlan aggregate values (e.g.) BFS account codes). All funds budgeting should include contracts and grants funds. However, there hasn't been a consistent treatment of revenues for contracts and grants from year to year in CalPlanning. As a result, prior year end balances should tie to subsequent year beginning balances, but they don't. If there are changes to methodology in revenue reporting, it should be applied retroactively and consistently to all actuals data in CalPlan.
Favorite thing about working for UC Berkeley: Working with smart people from diverse backgrounds!

Linda Moran: Director, Financial Planning & Analysis, University Relations

Year you started working at UC Berkeley: 2009
Year you started working in the finance field: 1992
Favorite Excel Short Cut: Currently, various displays of Format-Numbers-Custom. I like making numbers look clean for the audience.
Finance Areas of Expertise: Financial Planning and Analysis: financial modeling, multi-year forecasts, budget process planning and implementation. Creating an environment of collaboration and accountability, as well as forms, reports and materials that inform decision-making.
Opportunities/Challenges of Unit Budgeting: This year, my challenge and opportunity is to create an improved system to track multi-year commitments that assist senior leadership to be up-to-date on the status of investments and projects that are planned or underway.
Favorite thing about working for UC Berkeley: Mission is important to me. I’m working in a place dedicated to revealing new knowledge and discovery that benefits mankind and the world.

Merle Hancock: Chief Financial Officer, Goldman School of Public Policy

Year you started working at UC Berkeley: 1991
Year you started working in the finance field: 1998
Favorite Excel Short Cut: macros!
Finance Areas of Expertise: Budgeting, financial planning and analysis, PDST systems & setup, Campus systems: BAIRS, BFS, BearBuy, CalPlanning, HCM, PPS, CARS, PRT.
Opportunities/Challenges of Unit Budgeting:  Eliminating our “shadow systems” by making CalPlanning work for us. Improving and streamlining financial reporting. Encouraging and supporting non-finance department managers’ input and participation in the budget process. Navigating the enormous amount of change to our financial systems and tools in the past four years with insufficient staffing.
Favorite thing about working for UC Berkeley: Fun, diverse, supportive environment.

Michael Ferencz: Interim CAO, Graduate Division

Year you started working at UC Berkeley: 2000
Year you started working in the finance field: 1993
Favorite Excel Short Cut:
Finance Areas of Expertise: Budget modeling, multi-year planning, variance analysis
Opportunities/Challenges of Unit Budgeting:  CalPlanning/Reporting balances are incorrect (do not match BAIRS). Addressing multi-year funding commitments with decreased resources.
Favorite thing about working for UC Berkeley:

Moon Jang-Shinn: CAO, Summer Sessions, Study Abroad & Interim CAO Undergraduate Education

Year you started working at UC Berkeley: 2003
Year you started working in the finance field: 2013
Favorite Excel Short Cut: Ctrl+F
Finance Areas of Expertise: Budget, Financial/Business Processes, Summer Sessions Revenue Share, Revenue/Budget Modeling (Programs), Student Finances
Opportunities/Challenges of Unit Budgeting: How to best utilize the combined resources, macro budgeting. How to best leverage existing resources to maximize the return/benefit on the investment. How to create opportunity to increase revenue/resources either by creating new programs/initiatives/revenue sources or by managing the existing resources and reducing expenses, reorganization, etc.
Favorite thing about working for UC Berkeley: The organizational mission and the dedicated people working for the organization towards its mission

Nicole Cernok: Budget Officer, L&S Social Sciences

Year you started working at UC Berkeley: 2013
Year you started working in the finance field: 2003
Favorite Excel Short Cut: V-Lookup
Finance Areas of Expertise: Variance analysis, strategic planning, modeling
Opportunities/Challenges of Unit Budgeting:  Ensuring portfolio is clearly making shifts and trade-offs. Creating more revenue-generating opportunities for my portfolio
Favorite thing about working for UC Berkeley: Collaborative environment and opportunity to work with some of the best finance people in the system

Rebecca Hoag: Business Services Director, Berkeley Art Museum & Pacific Film Archive

Year you started working at UC Berkeley: 1987
Year you started working in the finance field: 1979
Favorite Excel Short Cut:
Finance Areas of Expertise: Budget formation
Opportunities/Challenges of Unit Budgeting: 
Favorite thing about working for UC Berkeley:

Roia Ferrazares: Assistant Dean, School of Journalism

Year you started working at UC Berkeley: 2006
Year you started working in the finance field: 2009
Favorite Excel Short Cut: Pivots!
Finance Areas of Expertise: Participatory Budget Development, Financial Planning & Analysis, Business Strategy.
Opportunities/Challenges of Unit Budgeting:  Our gifts and revenue targets will be a very difficult reach. Any unexpected staffing change with the staff responsible for those targets could mean not reaching them. With close to 27% of our budget needing to be raised through philanthropy and revenue generation, we’re not able to match fund sources to expenditures and anticipate spending a great deal of time moving expenditures after-the-fact once a fund source is raised. Also, targeting philanthropy so that it underwrites our core operations is tricky business and often falls short (30% of our staff salaries must be covered, somehow, through grants and gifts).
Our biggest opportunity is improved audit procedures, reporting and planning with enough forethought to keep us at or below our estimated budget, regardless of whether we meet revenue targets.
Favorite thing about working for UC Berkeley: The brightness and enthusiasm of our students - and the sense that they’re the reason we do what we do.

Scott Shireman: Chief Operating Officer, University Extension

Year you started working at UC Berkeley:
Year you started working in the finance field:
Favorite Excel Short Cut:
Finance Areas of Expertise:
Opportunities/Challenges of Unit Budgeting: 
Favorite thing about working for UC Berkeley:

Suresh Bhat: Chief Financial Officer, Haas School of Business

Year you started working at UC Berkeley: 2014
Year you started working in the finance field: 2014
Favorite Excel Short Cut:
Finance Areas of Expertise: Financial Planning & Analysis, Corporate Development, Business Strategy, Cost Leadership / Reduction, Process Improvement and Business Partnership
Opportunities/Challenges of Unit Budgeting:  Managing expense growth and Strategic Prioritization
Favorite thing about working for UC Berkeley: Diversity and commitment to excellence

Susan Roach: Director of Administration & Business Operations, Student Affairs

Year you started working at UC Berkeley:
Year you started working in the finance field:
Favorite Excel Short Cut: 
Finance Areas of Expertise:
Opportunities/Challenges of Unit Budgeting:  
Favorite thing about working for UC Berkeley: 

Suzanne Sutton: Assistant Dean, Finance and Administration, College of Chemistry

Year you started working at UC Berkeley: 2013
Year you started working in the finance field: 1998
Favorite Excel Short Cut: Keystrokes
Finance Areas of Expertise: Public finance
Opportunities/Challenges of Unit Budgeting:  Inherited personnel whose skills are not commensurate with the needs and expectations of the current financial management model. They were not hired with the required skills in mind. Training them to see the big picture along with the detail is required but some lack the inherrent skills to learn and apply these skills to their work.
Favorite thing about working for UC Berkeley: Many opportunities to improve the organization in its culture, efficiency, and stewardship of public funds.

Terrence Ireland: Chief Financial Officer, L&S Core

Year you started working at UC Berkeley: 2014
Year you started working in the finance field: 1990
Favorite Excel Short Cut: Customize ribbon and Quick Access toolbar to facilitate access to most frequently used tools.
Finance Areas of Expertise: Variance analysis, budgeting, multi-year forecasting
Opportunities/Challenges of Unit Budgeting:  Developing a long-term, sustainable funding model.
Favorite thing about working for UC Berkeley: I love the dynamic environment that comes from the diversity of academic programs, the energy of students and faculty, and the relationship to the surrounding community.

Wanda Ellison Crockett: Deputy Associate Chancellor/Coo, Office of the Chancellor

Year you started working at UC Berkeley:  2014
Year you started working in the finance field: 1988
Favorite Excel Short Cut:
Finance Areas of Expertise: Budget
Opportunities/Challenges of Unit Budgeting: 
Favorite thing about working for UC Berkeley:

Wanda Nieters: Financial Services & Budget Manager, L&S Division of Math & Physical Sciences

Year you started working at UC Berkeley:  2009
Year you started working in the finance field:  1989
Favorite Excel Short Cut:  Ctrl-Shift-Arrow keys, to select large ranges of data
Finance Areas of Expertise:  Financial analysis, ledger problem solving, simplifying processes, training
Opportunities/Challenges of Unit Budgeting:  Getting all financial staff in Division trained on new financial systems/tools
Favorite thing about working for UC Berkeley:  Working with super-smart staff across campus