Accounting Services Functional Areas
Accounting Services is organized into the following functional areas:
Agency, Fraternity and Sorority Funds
responsible for managing administration and reporting for agency funds.
Eugene Stepanov, Lead for Plant, Debt and Fiduciary Accounting, 847.491.4723 Veronica Hudgins, Program Assistant, 847.491.4727Bank reconciliation
compares bank records to accounting records to ensure cash activity is appropriately recorded; works closely with Treasury.
Kim Miller, Senior Accountant, 847.491.4725 Regi George, Senior Accountant, 847.491.1359 Maria Quintana, Lead Accountant for Restricted Assets, 847.491.5340Benefits and payroll account reconciliation and reporting
reconcile benefit plan accounts and prepare plan financial statements and form 5500s; reconcile payroll accounts and prepare quarterly filings.
Herb Kleisch, Lead Accountant, 847.491.4720Chartfield Maintenance
reviews, analyzes, and makes decision on additions or changes to the chart and trees in NUFinancials; works closely with Financial Operations -IT who process the chartfield changes.
Roberto De Rose, Assistant Director, 847.467.2764 Regi George, Senior Accountant for Chart & Balance Sheet Accounting, 847.491.1359Endowment and Gifts
manages accounting for all endowments, annuity & life income funds and merged investment pools; reconciles daily gift interface from AIMS system.
Jennifer Helms, Manager Endowment & Gift Accounting, 847.491.4726 Ida Zreiqat, Accounting Services Specialist, 847.491.4702Financial statements
prepares annual financial statements and supporting workpapers for audit; ensures compliance with accounting guidelines.
Nancy Pinchar, Assistant Controller/Director Accounting Services, 847.491.4724 Roberto De Rose, Assistant Director, 847.467.2764Fundriver Reports
responsible for Fundriver transaction processing, system maintenance, training and gift reporting;
Jennifer Helms, Manager Endowment & Gift Accounting, 847.491.4726 Dave Ackermann, Database Programmer/Analyst, 847.491.3608Investments
manages investment asset accounting, bank reconciliation, and pool pricing.
Maria Quintana, Lead Accountant for Restricted Assets, 847.491.5340 Steve Eitzenhoefer, Accounting Specialist, 847.491.5409Plant, Debt, and Equipment
responsible for accounting, analysis, and financial reporting of property and plant funds, external and internal debt transactions, capital equipment records and physical inventory.
Eugene Stepanov, Lead for Plant, Debt and Fiduciary Accounting, 847.491.4723 Mary Howard Freeman, Property Accountant, 847.467.2737 Veronica Hudgins, Program Assistant, 847.491.4727Procurement card program
issue procurement bankcards, train cardholders, provide customer service and helpline support, prepare chargeback files; conduct audits and reviews of cardholder documents for appropriateness of expense and approvals.
Mary Hallissey, Manager of Procurement Card Program, 847.491.5340 Aaron Whetstone, Staff Accountant, 847.467.0749 Jamal Davis, User Services Representative 2, 847.467.5316Reconciliations and reporting
monitor all general ledger accounts and funds, perform reconciliations of accounts, perform complex financial account analysis and transaction research; complete surveys and ad hoc report requests.
Regi George, Senior Accountant for Chart & Balance Sheet Accounting, 847.491.1359Tax compliance and reporting
prepare IRS annual information return Form 990; oversight for sales tax filings by units, consultant for other tax issues in conjunction with Legal Counsel.
Pavanti Prasad Rugg, Assistant General Counsel and Tax Compliance & Planning Officer, 847.467.1661 Nancy Pinchar, Assistant Controller/Director Accounting Services, 847.491.4724 Veronica Hudgins, Program Assistant, 847.491.4727Tax Forms
1099-misc information and issuance; W-9 forms (NU as vendor); requests for copies of 501(c)(3) IRS tax determination letter.
Veronica Hudgins, Program Assistant, 847.491.4727 Kim Miller, Senior Accountant, 847.491.4725Transaction Support Team
vendor processing; post and delete journals, support portal transaction processing, clear suspense, distribute select NUFinancials reports, manage petty cash funds.
Elizabeth Gladic, Lead Transaction Processing, 847.491.5338 Margaret Howard, Accounting Data Assistant, 847.467.2975 Polina Khait, Accounting Data Assistant, 847.491.3870 Yvonne Tyler, Accounting Data Assistant, 847.467.2978Upload processing and IT support
Journal spreadsheet upload processing and support; department IT support.
Dave Ackermann, Database Programmer/Analyst, 847.491.3608 Jamal Davis, User Services Representative 2, 847.467.5316