1. University Accounting and Financial Reporting (UAFR)
Marti Conrad
Senior Coordinator University Property Accounting & Reporting
Tim Parrish
Financial Accounting & Reporting Analyst
University Accounting Services
OFFICE OF BUSINESS AND FINANCIAL SERVICES –
UNIVERSITY ACCOUNTING AND FINANCIAL REPORTING

2. University Accounting and Financial Reporting (UAFR)
UAFR is a UI-wide organization that:
Reports to Patrick Patterson, Controller and Senior Asst. Vice President for Business and Finance
Develops accounting policy to support operational needs, ensure accurate financial reporting and meet regulatory requirements
Provides service and training
Performs a variety of back office functions to keep the University’s accounting infrastructure/systems in order
Consolidates accounting information for external reporting requirements
Coordinates the annual financial audit
OFFICE OF BUSINESS AND FINANCIAL SERVICES –
UNIVERSITY ACCOUNTING AND FINANCIAL REPORTING

3. The UAFR Organization
Accounting Services - Accounting operations and policies, Data retrieval and integrity, Manage Banner General Ledger, & Reconciliations
Consulting - Specialized support upon unit request
Education and Information Services -Training for accounting related topics and Standard Reports (EDDIE, Document Direct, My-UI-Financials)
Financial Reporting and Administrative Accounting – External Financial reporting, Reconciliations, Investments, Debt
Equipment – Manage Fixed Asset Systems, Surplus Warehouse
OFFICE OF BUSINESS AND FINANCIAL SERVICES –
UNIVERSITY ACCOUNTING AND FINANCIAL REPORTING

4. How can UAFR help you? New or Unusual Accounting Transaction(s)
Specialized Training
Fixed Assets (Equipment) & Surplus Questions
Consulting Engagements
FOAP Segment-Related Questions
Accounting Policies or Procedures Questions
OFFICE OF BUSINESS AND FINANCIAL SERVICES –
UNIVERSITY ACCOUNTING AND FINANCIAL REPORTING

5. UAFR needs help from you
New Accounting Policies and Procedures
Self-Supporting or Gift Funds Activity Reviews
Cross-FOAPAL Errors or Suspended JV’s
New Equipment Acquisitions
UI-Wide Data Analysis
Audit-Related Questions or Concerns
Regulatory-Required Financial Reporting
Other Examples?
OFFICE OF BUSINESS AND FINANCIAL SERVICES –
UNIVERSITY ACCOUNTING AND FINANCIAL REPORTING

6. How to contact UAFR The OBFS website –
Accounting & Financial Reporting “Who To Ask” section
FAQ page -
Equipment Management
Call/ any member of the UAFR team
Office general phone number:
OFFICE OF BUSINESS AND FINANCIAL SERVICES –
UNIVERSITY ACCOUNTING AND FINANCIAL REPORTING

7. UAFR Any Questions? OFFICE OF BUSINESS AND FINANCIAL SERVICES –
UNIVERSITY ACCOUNTING AND FINANCIAL REPORTING