Campus Budget Office: Staff Directory

Mercedes Muñoz
Associate Vice Chancellor- Budget

mmunoz@ucsd.edu

• Campus budget oversight
• Strategic plan resource alignment
• Budget policy development & training
• Campus-wide operating budget issues

• VC Student Affairs (VCSA) liaison
• EVC Academic Affairs (EVCAA) & Academic Senate liaison
• Enrollment & revenues modeling
• Professional schools/PDST's
• Tuition & fees policies
• Summer and student success programs
• Financial aid and campus-based fees

• ITS liaison
• Business Analytics Team (BAT) Lead
• EPBCS system management & training
• Business tools development
• ServiceNow customer support

• Oracle EPBCS reporting & design support
• EPBCS reporting support & training
• Special projects
• ServiceNow customer support

Kathryn Friedberg
Training Specialist

kafriedberg@ucsd.edu

• Support of enterprise-wide budget & financial management training program
• HR Staff Education & Development liaison
• Enterprise-wide ongoing budget & financial mgmt. educational program
• Communications & outreach
• Training assessments

• VC Resource, Management & Planning (VC-RMP) & Chancellor's Office liaison
• State & capital program budget
• Legal & risk management programs
• Real Estate portfolio support
• Campus special projects

Holly Ann Paiva Juarez
Executive Director Financial Management & University Treasurer

• VC-CFO & Advancement liaison
• SOFI funds management
• Financial balances & deficits mgmt.
• Financial reporting & training
• Campus special projects

• VC Research (VCR) liaison
• Research overhead, IP & arrangements
• Campus & OP Assessments (ASSA)
• Recharge rate review committee
• Endowment & gifts

• VC Health Sciences (VCHS) liaison
• Annual budget process coordination
• Budget policies & controls
• Campus training & presentations
• Campus special projects
• ServiceNow customer support

Jonathan Matsen
Principal Analyst

• OSI & Efficiencies Liaison
• Business Intelligence solution development
• Report development & analytics
• Data model development
• EPBCS system support & training
• ServiceNow customer support

Rebecca Maxwell
Admin Officer

 rlmaxwell@ucsd.edu

• Executive assistant/calendaring support for AVC-Budget
• Office operations management
• Department events & admin support
• HR, EcoTime & Dept. DSA support
• Student program oversight

Maria Lourdes Obtera
Principal Analyst

mobtera@ucsd.edu

• Cognos Community of Practice (CoP) liaison
• Report development & analytics
• Cognos reporting
• EPBCS systems support
• Campus data HUBs & reporting SME
• ServiceNow customer support

• VC Equity Diversity & Inclusion (VC-EDI) liaison
• Campus based student fees
• Summer and student success programs
• Course Materials & Services Fees (CMSFs) committee chair & support
• Student Fee Advisory Committe (SFAC) representative

Deanna Richardson
Principal Analyst

d2richardson@ucsd.edu

• Treasury functions
• Campus-wide financial liquidity, cash mgmt., capital financing, internal/external loans
• Coordination w/UCOP & UCSD's internal bank model
• SME UCSD internal loan program, External borrowing & bond compliance

Ahmad Warner
Principal Analyst

ajwarner@ucsd.edu

• VC Marine Sciences (VCMS) liaison
• Compensation program planning & training
• UC Path integration/position budgeting
• Salary & FTE analytics reporting
• ServiceNow customer support

Laurel Welton
Principal Analyst

lkwelton@ucsd.edu

• Health system liaison
• Leadership reporting lead
• Central resource allocations
• Resource commitments
• Performance ratios & reporting

Vacant

Student Project Assistant

• Administrative support
• Procurement/travel/expense reports
• Web communications & development
• Team events assistance
• Special projects