1. Academic Affairs Fiscal Shared Services
Updated 9/1/17
Presented by: Nicole Dopson, Director of Financial Operations

2. What is Academic Affairs Fiscal Shared Services:
Team of fiscal experts that serve as fiscal advisors to academic units
Not just accountants that processes transactions and reconcile accounts
Team is centralized in Academic Affairs
Fiscal experts can serve multiple units, or just one unit depending on scope and size of the unit
Report to directly to the Director of Financial Operations and unit Dean/Director (responsible to the unit/s they are serving)
Level of services vary from direct fiscal reporting to all levels of fiscal processes and reporting
Current participants include
Division of Equity and Inclusion
College of Fine Arts
Art Museum
School of Architecture and Planning
Honors College
Safety and Risk Services
Provost Units
College of Education
Extended Learning
Continuing Education
Center for Regional Studies

3. Who We Are: Team of Experts Team Approach
Have a well rounded team of individuals who have a great deal of experience in finance and accounting working both in academic and non-academic units at UNM, as well as external experience working in private and public accounting
Knowledge from fiscal transactional processes to high level fiscal analysis
Team Approach
Uniform fiscal structures
Design multi-year forecasts in similar format
Cross-train
Work collaboratively
Serve as backup for other units
Share ideas
Mentorship opportunities
Mitigate turnover

4. Our Philosophy: Customer Service Oriented
Here to provide quality services
Here to HELP! We don’t just serve the Dean/Director, we provide assistance to all: faculty, staff and students in the entire unit!
We are responsible to uphold the University’s policies and procedures, however we need to help units navigate policies and procedures (we are not about saying no!)
Strive for Excellence
Our team looks for process improvements and cost savings
Here to gain knowledge and learn about functions outside of finance and accounting
More we know about your unit, the better we can help with fiscal advising

5. Director, Financial Operations
What is Our Structure:
Director, Financial Operations
Financial Analyst
Provost Units
Division of Equity and Inclusion
Center of Regional Studies
Accounting Interns
UNM graduate and undergraduate student employees
Accountant 3
College of Education
Center of Collaborative Research and Community Engagement
Continuing Education
College of Fine Arts
Art Museum
School of Architecture and Planning
Honors College
Accountant 1
Extended Learning
Safety and Risk Services
Looks like this…

6. This is a team effort, not another top-down structure!
What is Our Structure:
…but really is this!
Director
Accounting Interns
Fiscal Advisors
This is a team effort, not another top-down structure!

7. Why Use Fiscal Shared Services:
Opportunity for cost savings
Currently shared services has saved the University over $1,200,000 recurring funds since implementation in FY16
Access to team of experts
Opportunity to collobrate with other units
Customer Service Oriented (we work for you!)
Have a direct advocate in Academic Affairs

8. Concerns Using Fiscal Shared Services:
Confidentiality
Team is experienced in working with executive leadership
Physical Location
Have electronic processes in place to eliminate need for paper collecting
Communications
Monthly meetings with Dean/Director to review unit‘s reconcilations
Accountabilty
Each unit has a service agreement in place for level of services and expectations
Director is ulitmately responsible to the unit

9. Questions?
Contact Information:
Nicole Dopson