Services by Function and Contacts

Accounting Services, General

Accounting Services performs the central accounting functions and provides the following services for the University.

Main line: 847-491-5337
Email: accounting@northwestern.edu

Agency, Fraternity, and Sorority Funds

Responsible for managing administration and reporting for agency funds.

Agency, Fraternity, and Sorority Funds contact information
Name	Title	Phone
Regi George	Manager Accounting Services	847-467-1359
Anne Ntouanye	Accountant	847-467-5103

Bank and General Ledger Reconciliation

Compares bank records to accounting records to ensure cash activity is appropriately recorded; works closely with Treasury. 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.

Bank and General Ledger Reconciliation contact information
Name	Title	Phone
Regi George	Manager Accounting Services	847-467-1359
Anne Ntouanye	Accountant	847-467-5103

ChartField Maintenance

Reviews, analyzes, and makes decisions on additions or changes to the chart and trees in NUFinancials; works closely with Financial Operations IT who process the ChartField changes.

ChartField Maintenance contact information
Name	Title	Phone
Regi George	Manager Accounting Services	847-467-1359
Leah Mengarelli	Accountant	847-491-4726
Justyna Markiewicz	Accountant 2, Property, Plant & Equipment	847-467-2078

Endowment and Gifts

Manages accounting for all endowments, annuity & life income funds and merged investment pools; reconciles daily gift interface from CATracks system.

Endowment and Gifts contact information
Name	Title	Phone
Margo Sala Tadlock	Senior Accountant	847-491-4725
Leah Mengarelli	Accountant	847-491-4726
Maggie Mincheva	Accountant	847-491-1374
Alex Stegman	Accountant 2	847-467-2068

Financial Statements

Prepares annual financial statements and supporting workpapers for audit; ensures compliance with accounting guidelines.

Financial Statements contact information
Name	Title	Phone
Randy Rodriguez	Controller	847-491-7994
Audrey Lynch	Assistant Controller	847-491-4403
Mike McNicholas	Director	847-467-2764

Fundriver Reports

Responsible for Fundriver transaction processing, system maintenance, training and gift reporting.

Fundriver Reports contact information
Name	Title	Phone
Alex Stegman	Accountant 2	847-467-2068

Investments

Manages investment asset accounting, bank reconciliation, and pool pricing.

Investments contact information
Name	Title	Phone
Maggie Mincheva	Accountant	847-491-1374
Margo Sala Tadlock	Senior Accountant	847-491-4725

Journal Support

Journal support for general questions or consultation related to journal entry methods, source or types of journals and journal rules.

Journal Support contact information
Name	Title	Phone
Regi George	Manager Accounting Services	847-467-1359
Leah Mengarelli	Accountant	847-491-4726

Petty Cash

Responsible for managing petty cash funds. See our Cash Handling Policy for more information

Petty cash contact information
Name	Title	Phone
Regi George	Manager Accounting Services	847-467-1359

Property, Plant & Equipment and Debt

Responsible for accounting, analysis, and financial reporting of property and plant funds, external and internal debt transactions, capital equipment records and physical inventory.

Property, Plant & Equipment and Debt contact information
Name	Title	Phone
Justyna Markiewicz	Accountant 2, Property, Plant & Equipment	847-467-2078

Tax Compliance and Reporting

For tax guidance, please see Tax and Regulatory Services.

Tax Forms

For tax forms, please see Tax and Regulatory Services. For IRS Determination Letter and Public Disclosure of Forms 990 and Forms 990-T, please see Tax and Regulatory Services.

Unclaimed Property

For unclaimed property administration, please see Tax and Regulatory Services.