Financial Operations

Financial Operations division represents the Accounts Receivable, Cash Operations, Equipment Asset Management, and Financial Operations Strategic Design functions at UC San Diego. For reference, this division manages all administrative aspects of the billing process, collections, bank accounts, merchant services, PCI compliance, compliance and control of inventorial equipment, and strategic design of the Project Portfolio Management (PPM) module in Oracle Financials Cloud.

• Accounts Receivable is responsible for expanding and supporting institutional billing efforts (does not apply to student/patient receivables), including collections and revenue recognition practices. They support departments throughout the University in customer maintenance, billing, payment applications, collections, and training.
• Cash & Merchant Services is responsible for campus cash operations, including the administration and reconciliation of bank accounts, merchant services management, PCI compliance, and drawdown of funds from letters of credit accounts.
• Equipment Asset Management supports financial unit operations by maintaining the University’s government-approved property management system and providing innovative solutions for UC and federally-compliant control of inventorial property owned by and/or in the custody of UC. They perform central office functions pertaining to system design, integrations, internal/external audits and reporting obligations.
• Financial Operations Strategic Design is responsible for providing comprehensive support, strategic direction, and process facilitation to internal teams of Accounts Receivable, Cash Management, and Equipment Management. Their primary focus is on supporting the PPM subledger, processes, and reports, as well as managing integrations and product updates and changes. They collaborate with other teams to optimize financial operations.

Mailing address

University of California, San Diego
Business and Financial Services - Financial Operations
9500 Gilman Dr. Mail Code 0967
La Jolla, CA 92093-0967

Find answers, request services, or get help from our team at the UC San Diego Services & Support portal.