The Financial Services Accounting department provides guidance for the financial components of many projects and programs. We assist campuses with accounting issues related to; Systemwide Revenue Bonds, CERF, Lottery funds, the General Fund, the CSU Operating Fund, and Sponsored Programs Administration. FS Accounting is part of the Business and Finance Division; serving both CSU campuses and the departments here in the Chancellor's Office. Key services include:

  • Cash Posting Orders (CPOs)
  • Data Warehouse Reporting User Support
  • CSURMA Reimbursements and Premiums
  • GAAP Reporting (CSURMA, SRB, Stockton Site Authority, CSU Institute, CO, and CSU Foundation)
  • Financial Reporting for Various Entities
  • Training on the Use of Accounting Forms
  • CO Accounts Receivable

Contact Title Functions Phone
Jean Gill Assistant Controller,
Financial Services
  (562) 951-4318
Kelly Cox Associate Director,
Financial Services Accounting
  (562) 951-4611
Lisa Kasten General Accounting Manager Chancellor's Office Accounting, SWIFT Accounting, and
(562) 951-4209
Alice Kim Sr. Financial Reporting Manager CSURMA, CSU Institute, Stockton Site Authority, CSU Foundation, and CO Financial Reporting (562) 951-4627
Terri Williams Revenue Bond/Capital Projects Manager SRB and Dorm Construction funds, Higher Ed Construction Funds (562) 951-4368