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 tax department with preparation of various tax filings

Ana M. Ulloa, Associate Controller
(626) 395-2945
(626) 395-5936 - fax
Mail Code 228-6

Staff

Susan Mayeda x3638

• 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

Amanda Hall x1456

• Preparation of Forms 990, 990-T and 4720
• Preparation of quarterly managerial reports
• Maintains the Institute's Chart of Accounts
• Reviews and tracks Revenue Recognition for grants
• Prepares fiscal year end closing entries

Forms & Guides

• GL Segment Set Up Form
• Organizations/Operating Units
• Function/Organization Decision Tree for PTAs

Helpful Links

• Public Accounting Oversight Board
• Financial Accounting Standards Board
• The American Institute of Certified Public Accountants
• PricewaterhouseCoopers
• National Association of College and University Business Officers
• The Committee on Sponsoring Organization
• U.S. Securities and Exchange Commission