Financial Systems
The Financial Systems unit supports the core university planning and reporting systems. The unit prepares and monitors financial job production schedules to ensure accurate and effective data administration, and manages security procedures for access to the financial planning and reporting systems. The department serves as a liaison between the Office of the Chief Financial Officer (OCFO), Information Systems and Technology (IST) and outside vendors on administrative system technology matters, which include new development or modifications to existing system processes. When new projects or modifications to existing processes are prioritized with the OCFO and the department works to develop requirements, test, and ensure smooth implementation.
Systems supported by VC Finance.
- BFS(link is external): UC Berkeley's general ledger system where finances are transacted.
- BIBS: Berkeley Integrated Budget System.
- CalPlanning(link is external): UC Berkeley's campus-wide financial planning and analysis tool.
- Cal Answers(link is external): UC Berkeley tool to view centralized, integrated information from various campus systems.
- Reimbursement(link is external) UC Berkeley's primary reimbursement tool, including supplies, travel, and entertainment.
- Financial Operations:(link is external) A series of processes and systems including accounts payable, procurement, cash handling, and travel.
Systems that we do not directly support but that are included in VCF processes.
- BearBUY:(link is external) UC Berkeley's procurement system.
Team Members
- Sharon Trahan(link is external) - Director of Business Intelligence and Finance Systems
- Alfred Alipio Jocson(link is external) - Reporting Analyst
- Anna Meister(link is external) - Systems Analyst
- Dara Efron(link is external) - Training and Engagement Lead
- Haidar Alssaqaf(link is external) - Systems Analyst
- Jenny Su(link is external) - Business Intelligence Analyst