Directory

Brent Gustafson

Chief Budget Officer

Biography

Primary Responsibilities: 

• Oversight of University Budget Development
• Academic and Administrative unit leadership primary contact
• Provost's Senior Leadership Team and Provost's Council Member
• University Budget Committee lead
• Shared Responsibility Budget Model oversight
• Board of Trustee reporting on tuition, annual operating budget, and 10-year business forecast
• Lead representative for the Student Success and Completion Model (SSCM) 5-year review
• Enrollment Forecast
• Track institutional commitments
• Policy development

Cameron Cox

Financial Analyst - Data Analytics

Primary Responsibilities: 

• Course Fee Oversight and Administration

• SRBM Development, maintenance, allocation backup ​

• Settlements & various reconciliations​

• Transfer analysis reports ​

• E&G revenue projections ​

• Grad composite rate calculation​

• Quarterly projections support​ (Self-supports)

• Banner Approval & Benny Buy queue support

• Oregon Transparency Report​

• Year end unaudited reports​

• Bargaining reports support ​

• Adaptive Planning support

• Ad hoc strategic reports

Jan Lewis

Budget Liaison

Primary Responsibilities:

• Liaison with external entities - HECC, DAS, LFO - in relation to state funding​
• Liaison with OPU groups - LAC, OPU budget officers, VPFAs (in coordination with OSU VPFA)​
• Liaison with OSU government relations; financial data support​
• Legislative requests (fiscal impact analysis, consolidated funding request)​
• HECC Allotments – tracking and distributions of state appropriations​
• Lead representative on SSCM technical workgroup; supporting representative for SSCM 5-year review​
• Lead on blended rate discussion and analysis​
• OPE tables – linked to CSL calculation, budget planning guidelines​
• 10-year forecast support – state appropriations, OPE costs, retirement rates
• Settlement w/ EOU on Joint Ag Program
• Mandatory Fee report to HECC/State

Karley Lewis

Director of Budget Development and Analytics

Primary Responsibilities:

• Annual Budget Development process
• Budget Planning Guidelines
• SRBM communications
• Track institutional commitments ​
• Tuition and fee setting support
• Data storytelling and communications
• Admin Spend Analysis-HelioCampus liaison ​
• Bargaining reports support ​
• Data storytelling and communications​
• UIT/IAR liaison​
• DFA Communicators Group

Mealoha McFadden

Executive Assistant

Primary responsibilities:

• Scheduling for Brent Gustafson
• Website and Sharepoint management
• University Budget Committee administrative support

• Meeting/event publicity, planning and management

• Human Resources liaison​/employee onboarding process​

• Concur expense reports​

• Maintain BRP/DFA finance calendars​

• Office Management

• Special projects as needed​

RaeLee Aguilar

Senior Financial Analyst

Primary Responsibilities:

• Initial budget posting and carryover posting
• Budget Software Lead for Adaptive Planning/FDM/Workday ​-Finance/Budgets
• Returned Overhead (ROH) Settlement
• F&A Recovery 
• Budget Rule Code Maintenance
• IM Maintenance, Reporting ​& Approval queues
• Budget JVs and Budget changes​
• Budget Office and Budget JV Approval queues
• BoT Quarterly Reports ​
• Adaptive Planning Reports​, System Maintenance, Campus training
• Oversee fund balances and movement across funds​
• Track institutional commitments    ​
• Clearing funds monitoring
• F&A Recovery JV & Reconciliation
• Year-end close

Ruth Roberson

Financial Analyst

• Adaptive Planning and Workday business process development and documentation
• Process budget changes, including cross-unit allocations and institutional commitments
• Reconciliations: Indirect Cost Settle-up calculations, year-end balance reviews for E&G funds
• INTO-OSU quarterly calculations

 

Tyler Redden

Senior Financial Analyst for Budget Development

• SRBM development, maintenance, and allocation
• Financial Tool Development
• Tuition & Fee Setting process support
• Analysis and modeling in support of the Shared Responsibility Budget Model, the university’s tuition model, strategic institutional initiatives

• Track institutional commitments​

• E&G revenue projections

• Ad hoc strategic reports