About
Welcome to One Finance
Monday 24 July 2017 marks the start of the transition of financial services to Finance for the:
- Faculty of Art and Design
- Faculty of Built Environment
- Business School
- Faculty of Medicine
In the coming weeks, the transition across the University will occur in stages to minimise the risk of disruption to financial services.
- Services we offer
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Finance Operations
The Director of Finance Operations is Michelle O’Connor
Finance Operations – Includes the Finance Services Teams
The team:
- Manages accounts payable and receivable
- Purchases goods & services
- Processes customer billing
- Processes credit card expenses
- Processes expense reimbursements
- Manages travel administration
Research Finance
The Director of Research Finance is Jo-Anne Tee
The team:
- Opens new grant projects in the finance system
- Provides advice on grant balances and treatment of any surplus or deficit
- Provides advice on allowable expenditure
- Monitors compliance with grant rules - including advice on purchasing and credit card expenditure
- Prepares calculations to advise on total payroll costs for staff salaries charged to research projects
- Ensures timely billing of grant bodies
- Ensures timely allocation of interest to projects where applicable
- Prepares progress and finance reports for submission
Management Reporting and Analysis
The Director of Management Reporting & Analysis is Lynette Petrie
The team:
- Prepare budgets
- Prepare forecasts
- Perform non-research general accounting
- Provide management reports & analysis
- Provide business advice & support
Business Partner
Deputy CFO is Matt Cressman
The team:
- Develops UNSW’s finance strategy
- Provides commercial support
- Undertakes student load and workforce planning
- Provides business advice & support.
Treasury, Investments and Insurance
The Director of Treasury, Investments and Insurance is Andrew Fellowes
The team:
- Manages UNSW’s investments
- Manages treasury and insurance
Group Financial Control
The Director of Group Financial Control is Catherine Yeung
The team:
- Manages tax and compliance
- Performs external financial reporting
- Completes period end close
- Building the One Finance Team
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The first phase of the Workplace Change in Finance involved the recruitment of over 140 positions to fill the new One Finance organisation structure.
Staff who were affected by the change and have now been appointed to roles, are included in this list.
We are currently concluding the second phase with a small number of vacancies advertised through the UNSW web-site. Both UNSW staff and external candidates have been appointed through an open merit based selection process.
- How our Finance Services are changing
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Why are UNSW financial services changing?
The change is part of the Operational Excellence stream of the UNSW 2025 Strategy. When the change is complete the new model for delivering financial services will:
- provide a shared service model for financial service at UNSW
- strengthen finance processes across the university
- increase the specialist skills base of university finance staff
- improve financial expertise available to faculties and divisions across the university
Implementation will be achieved in two phases, starting with transition and stabilisation, and then moving to an improvement phase.
How will the change to the new financial service model be implemented?
The transition to a new service model will take place in two phases:
- Phase 1 – Service consolidation
- Phase 2 – Process and system optimisation
Existing initiatives aimed at improving systems and processes will continue concurrently with both phases.
PHASE 1: Service consolidation – completed by September 2017
Responsibility for management of financial services will move from faculties and divisions during Phase 1. This transitional phase and will be completed across the university by the end of September. The focus of this phase is to transfer tasks to Finance and minimise disruption of service.
This phase will deliver:
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Shared Service Model
- Bringing together finance skills and expertise into a single finance team for the university
- Shifting the focus of skills from finance generalists to finance specialists.
- Single point of contact for most transactional activities e.g. purchasing, credit card reconciliation.
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Faculty Level Consolidation
A single approach to financial service delivery in each faculty and division
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Business Partnering Capability
Dedicated Business Partners will provide faculty and division management with strategic financial guidance and advice.
To ensure a smooth transition, finance is taking a staged approach to the physical relocation of staff from faculties and divisions to the central finance team. For example, most members of the Management and Reporting and Analysis Team are expected to remain in faculties and divisions until the conclusion of this year’s budget processes in October.
Service consolidation will be delivered to faculties and divisions across the university in three separate groups:
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Group 1 (June)
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Faculty of Arts and Social Sciences
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Group 2 (24 July)
- Faculties: Medicine, Built Environment, Art and Design, and Business
- Divisions: IT, FM, External Relations, Philanthropy, DVC Enterprise
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Group 3 (4 September)
- Faculties: Law, Engineering and Science
- Divisions: BACS, VP & COS, SDVC, DVCR, DVC Education
PHASE 2: Process & System Optimisation – from October 2017
Phase 2 will be dedicated to optimising and standardising service delivery across the university. We will work closely with all divisions and faculties to identify priorities and at the same time leverage technology to improve our services.
The contact details for the following central functions remain the same:
- Group Financial Control
- Treasury and Investments
- Strategy and Technology
- Strategic Procurement
New Finance Contacts
Faculties
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Finance Services Team |
Management Reporting |
Research Finance |
Finance Business Partner |
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Director |
Director |
Director |
Deputy CFO |
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For common financial transactions eg. Accounts Payable and Credit Card reconciliation |
Provides financial management reporting, budget, preparation and forecasts. |
Specialist accounting for research projects |
Provides strategic advice and support to the Faculty leadership team |
Faculty of Art & Design |
FinServ.ArtDesign@unsw.edu.au Team Leader:
Location: |
Team Leader: Available on site, by phone or email. |
Team Leader: Wed - Fri: Level 3, Rupert Myers R/Accountant Tue: Art & Design, Paddington |
Business Partner: |
Faculty of Arts and Social Sciences (FASS) |
FinServ.ArtsSocialSciences@unsw.edu.au Acting Team Leader: Location: |
Team Leader:
|
Team Leader: Wed - Fri: Level 3, Rupert Myers R'Accountant: |
Business Partner: |
Faculty of Built Environment |
FinServ.BuiltEnvironment@unsw.edu.au Team Leader:
|
Team Leader: Available on site, by phone or email |
Team Leader: Wed - Fri: level 3, Rupert Myers R/Accountant Wed: room 4041, Level 4, The Red Centre |
Business Partner: |
Faculty of Business |
FinServ.BusinessSchool@unsw.edu.au Team Leader:
|
Team Leader: Available on site, by phone or email |
Team Leader: Wed - Fri: level 3, Rupert Myers
R/Accountant Mon: Level 6, Business School |
Business Partner: |
Faculty of Medicine |
FinServ.Medicine@unsw.edu.au Team Leader: Location: |
Team Leader: Available on site, by phone or email |
Team Leader: Mon-Wed: level 3, Rupert Myers R/Accountants Mon: level 3, Rupert Myers All Clinical Schools (POW, STG&S, STV, SWS & RCS) Mon: level 3, Rupert Myers
Mon: level 3, Rupert Myers
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Business Partner: (transitional contact)
For any questions about new ways of working contact Tim Neems
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Divisions
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Finance Services Team |
Management Reporting |
Group Financial Control |
Finance Business Partner |
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Director |
Director |
Director |
Deputy CFO |
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For common financial transactions eg. Accounts Payable and Credit Card reconciliation |
Provides financial management reporting, budget, preparation and forecasts. |
For external financial reporting, tax, compliance and period ends. |
Provides strategic advice and support to the Faculty leadership team |
DVC Enterprise |
FinServ.Divisions@unsw.edu.au Team Leader: Location: |
Team Leader: Available on site, by phone or email |
Business Partner: (transitional contact) |
|
Estate Management |
FinServ.Divisions@unsw.edu.au Team Leader: Location: |
Team Leader: Available on site, by phone or email |
Commercial Manager: |
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External Relations |
FinServ.Divisions@unsw.edu.au Team Leader: Location: |
Team Leader: Available on site, by phone or email |
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Business Partner: (transitional contact) |
IT |
FinServ.Divisions@unsw.edu.au Team Leader: Location: |
Team Leader: Available on site, by phone or email |
|
Business Partner |
Philanthropy |
FinServ.Divisions@unsw.edu.au Team Leader: Location: |
Team Leader: Available on site, by phone or email |
Team Leader: marian.mcguirk@unsw.edu.au Mon, Tues, Thurs, Fri - Pitt Street Office |
Business Partner: (transitional contact) |
Our Leaders
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Catherine West |
Matt Cressman |
Stephen Rees |
Join us on the Journey
