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Controller's Office: Accounting & Reporting

Accounting & Reporting's responsibilities include:

  • Preparation of quarterly and annual financial statements.
  • Oversight of the financial reporting annual closing cycle.
  • Preparation of quarterly/annual managerial reports.
  • Provides quarterly analysis and forecasting support to the Budget Office.
  • Watch dog of the Institute's Chart of Accounts.
  • Preparation of various other reports, as needed.
  • Various other projects, as needed.
  • Supports financial reporting for auxiliary operations, including Campus Life, Athenaeum, IRC, and Palomar
  • Preparation and/or tracking of general ledger and account reconciliations
  • Performing monthly close in conjunction with IMSS
  • Supports tax department with preparation of various tax filings

Karla CaprariAssistant Director, Financial Reporting
(626) 395-6722
(626) 395-5937 - fax
Mail Code 123-15

Staff

Name

Area

Extension

Susan Mayeda

  • Preparation of quarterly/annual Financial Statements
  • Preparation of quarterly/annual managerial reports
  • Supports interim and year-end financial statement audit coordination
  • Maintains the Institute's Chart of Accounts
  • Supports tax department

3638

Xiaomei He 

  • Prepares fiscal year end closing entries
  • Preparation of quarterly/annual Financial Statements for Institute
  • Performs monthly closure of Oracle financial system
  • Prepares various balance sheet account reconciliations

 3912

Leslie Velasquez

  • Processes cost transfers and journal entries for auxiliary operations
  • Auxiliary reporting
  • Oversees tracking of balance sheet account reconciliations
  • Prepares various balance sheet and clearing account reconciliations
  • Supports tax department
  • Performs monthly closure of Oracle financial system

8193

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