About Us

Financial Services was established to provide central accounting and financial operational support services for the university and its affiliated entities. The service units in Financial Services are the Controller’s Office, Treasury Services (including Bursar’s Office and eCommerce), and Materials Management (including Purchasing, Receiving & Stores, and Inventory Control & Surplus). Financial Services works closely with the Budget Office and OneIT Financial Systems Support.

Financial Services Org Chart

CONTROLLER’S OFFICE

The Controller’s Office is a unit of Financial Services that provides central business support and oversight for accounting, accounts payable, financial reporting, fixed asset accounting, payroll, purchasing card, tax management, travel, and other business payments and reimbursements.

Materials Management

The Materials Management Department is committed to supporting the University’s vision by providing professional and timely service to our customers while driving innovation and process improvement that will support the teaching, research, and public service missions of the University.

Treasury Services

Treasury Services is a unit of Financial Services that provides financial management, administration, and departmental assistance for the University’s use of its institutional trust funds. The department also provides central accounting services for the University’s financial affiliates including The Foundation of the University of North Carolina at Charlotte, The Athletic Foundation of the University of North Carolina at Charlotte, The University of North Carolina at Charlotte Investment Fund, and other affiliated entities. Treasury Services also provides oversight and management of the University’s endowment investment processes, as well as the University’s debt portfolio. This area also provides central business support and oversight for student billing, accounts receivable, business process management, compliance, and eCommerce.

Financial Services works closely with these areas:

Budget Office

The reporting structure for the University Budget Office reports directly to the vice chancellor for business affairs, which makes the Budget Office a separate department within Business Affairs independent from Financial Services. Please visit the Budget Office website, budget.charlotte.edu, to learn more.

OneIT Financial Systems Support

OneIT Financial Systems Support supports and trains users of the core university administrative systems, including the Banner Finance/HR Position Control/Accounts Receivable modules, 49er Mart (eprocurement), Kronos (time/leave reporting), and other ancillary applications. The unit prepares and monitors Banner financial job production schedules to ensure accurate and effective data administration. Security procedures for access to the financial and human resource administrative system and 49er Mart are administered by staff in the unit.

The department serves as a liaison between Financial Services, Technical Operations and Planning (TOP), and Information and Technology Services (ITS) on administrative system technology matters, which includes new development or modifications to existing system processes. New projects or modifications to existing processes are prioritized centrally for Financial Services and the department works with ITS to develop requirements, test, and see the results implemented.