Finance Staff
Janet Birenbaum
Restricted Fund Accountant
Ext: 3431 Park Hall 207
Responsible for the accounting activities of the endowment, life income, and annuity funds. Also responsible for the financial administration, compliance, and reporting of the College's grant sponsored and other restricted funds.
Rena Fitzgerald
Staff Accountant
Ext: 3535 Park Hall 211
Responsible for the accounting activities of the college's fixed assets, including maintaining the database and related supporting documentation, coordinating regular inventories, and tracking disposals and transfers. Responsible for the accounting activities of the college's debt, including maintaining related schedules and processing payments. Provides assistance on the accounting of the JPMC procard transactions. Provides assistance with the 1099 process.
David Gilmore
Assistant Vice President for Finance
Ext: 3434 Park Hall 202A
Responsible for the overall management of the College's general accounting, payroll, accounts payable, budget/financial planning, finance systems, and treasury management functions.
Gale Habeeb
Budget Analyst
Ext: 3621 Park Hall 210
Serves as the primary contact person for department managers and student government reps. on budget related issues, including restricted and grant funds. Responsible for processing all budget adjustments/reallocations of departmental budgets into Banner. Monitors and approves check requests and purchase orders which have non-sufficient budget funds. Provides training on the Banner Finance System. Coordinates all aspects of the College's annual resource allocation process.
Donna Jackson
Manager, Finance & Operations Information Services
Ext: 3416 Park Hall 209
Provide management and information systems support and expertise for Finance and Operations Divisional systems. Evaluate current systems and new products and identify process improvements across the division.
Karen Karevicius
Payroll/Accounting Clerk
Ext: 3444 Park Hall 204
Responsible for the processing of the College's payrolls for faculty, staff, and students. Processes all time sheets, direct deposit requests, requests for a duplicate W-2, and any other related payroll needs.
Meghan Kass
Controller
Ext: 3440 Park Hall 211A
Oversees the Accounting Services area including all daily accounting activities, cash and miscellaneous accounts receivable functions of the college. Serves as primary contact person for any accounting related issues. Provides direction and support on finance policies and procedures. Oversees the year-end audit cycle including A-133 compliance and preparation of the financial statements.
Kimberly Lavallee
Assistant Director of Business Services
Ext: 3433 Park Hall 205
Manages the day-to-day operations of the Business Services Office and is responsible for overseeing and administering the following programs: consortia membership, procurement initiatives, campus vending, procurement card and corporate credit card program, on-campus housing and commercial leases, travel agency services and insurance administration. Provides support to the Director in the management of the following initiatives: regulatory agency compliance, environmental health and safety, auxiliary services, risk management, contract review and administration, and capital project support.
Melody Lothes
Finance and Operations Systems Coordinator
Ext: 3445 Park Hall 212A
Responsible for all Finance/HR related system management including providing technical expertise and user support to ensure the efficient operation and full utilization of Banner technology and WEB related technology.
Sue Lunetta
Manager of Payroll and Accounts Payable
Ext: 3439 Park Hall 202B
Responsible for the overall management and supervision of the payroll and accounts payable functions of the College. Ensures compliance with all reporting requirements of the Federal and State Agencies in connection with the College's payroll, accounts payable and Financial Aid programs. Responsible for the review, approval and processing of the JPMC procard user packages to ensure related policy and procedures are followed.
David Nerenberg
Budget Manager
Ext: 3432 Park Hall 208
Oversees and coordinates all aspects of the college's annual resource allocation process. Serves as the primary contact for department managers on budget related issues and recommends budget policies, develops budgets, maintains records of revenue and expenses, estimates year-end projections and reconciles final budgets. In addition, the Budget Manager conducts analysis on major budget parameters, oversees the preparation and distribution of budget materials and reports, and conducts and coordinates training on the finance system.
Marie Oliver
Staff Accountant
Ext: 3436 Park Hall 211
Serves as customer service representative for Accounting Services. Processes all cash deposits and Interdepartmental Charges (ICs) from college departments and student government organizations. Distributes petty cash to students for reimbursements of $100 or less. Responsible for miscellaneous accounts receivable and Nursery School billing. Processes tuition lockbox payments and provides assistance with ensuring the student accounts receivable data is correctly reflected in the general ledger.
Pamela Parker
Administrative Assistant, Business Services
Ext: 3438 Park Hall 205
Provides secretarial-clerical, administrative and purchasing support to the Director and Assistant Director. The position is responsible for operational functions in the following areas: Banner purchasing, portfolio of contracts and consortia discounts, procurement card, faculty/staff housing, campus vending, insurance payments and claims, risk management, environmental health and safety, procurement initiatives, auxiliary services, contracts, capital projects, and other general support activities.
John Sullivan
Director of Business Services
Ext: 3484 Park Hall 206
Provides institutional direction and support for business activities including enterprise risk management, auxiliary services, purchasing, environmental health and safety, including regulatory compliance, administration of real estate holdings, cost-saving initiatives, business-consortial relationships and college credit card program.
Rick Wallick
Vice President for Finance and Operations
Ext: 8208 Park Hall 214
Oversees the division of Finance and Operations. Areas of responsibility
include Budgets and Accounting Services, Business Services, Facility Operations, Human Resources, Institutional Research and Public Safety.
Ailish Welch
Assistant Controller
Ext. 3523 Park Hall 207
Assists the Controller with the overall management of the Accounting Services area. Responsible for oversight of the accounting activities of the endowment, life income, and annuity funds. Provides support on the year-end audit cycle, including A-133 compliance and preparation of the financial statements.
Laura Whiting
Accounts Payable Clerk
Ext: 3443 Park Hall 204
Coordinates the timely payment for check requests and purchase orders. Processes travel advances, travel accountings, and travel expense vouchers. Issues year-end tax documents to outside vendors. Assists with the review of JPMC procard packages for documentation and signatures.
Marilyn Wilson
Administrative Assistant to Vice President
Ext: 3482 Park Hall 214
Provides general administrative support services directly to the financial
vice president in a variety of areas, including stock gifts, college-owned
vehicles, liquor/video licenses, Board of Trustees, as well as day-to-day
office management, serving Wheaton as well as outside the community.