Finance Advice, Help, and Support
- Service available to: Financial Leaders
- Themes: Consulting, Help and Support, Professional Services
- Service Category: Finance Professional Services
- Service Areas: Finance Service Management, Finance Consulting and Advising
Description of Service
This service provides Financial Leaders with access to finance advice, help, and support for their financial planning, budget management, financial management, accounting, and financial reporting needs. Finance Strategic Business Advisors (SBAs) (login required) are the primary contact for finance advice, help, and support. If a college or unit does not have a Finance SBA, then the first point of contact should be the college or unit’s financial officer.
Finance Strategic Business Advisors (SBAs) services include:
- Guidance, support, and strategic advice to deans, department heads and other financial leaders in a college, school or unit (or a cluster of colleges, schools or units).
- Assistance to develop and implement finance-focused solutions that help achieve the unit’s priorities and outcomes.
Access
For finance strategic advice and support, Financial Leaders should contact their Finance Strategic Business Advisor. People Leaders can find their Finance Strategic Business Advisors in the knowledge base (login required).
For financial transaction activities:
- The university’s financial system can be accessed through self-service role-based eligibility through PAWS in the Banner Finance, Finance Self-Service, and Crystal Reports channels.
Log in to PAWS - To request access to Banner Finance, you will need to submit a Banner Finance Access Control Form (login required)
- For support with Banner Finance, submit a general IT Request (login required) or call 306-966-8783.
If you need a Journal Voucher (JV) to change the fund an expense was charged to or to correct a processed transaction, complete the Correct a Transaction form (login required).
Availability of Support
Core Hours: 8:30 am–4:30 pm Monday to Friday
After Hours: N/A
Service Standards
- Quarterly forecasts and variance analyses are developed for the university’s fiscal quarters (i.e. July 31, October 31, January 31, and April 30).
- Month-end cut off is the second working day following the month end at 3:00 pm.
- Target processing time for the Correct a Transaction eForm is two days. Please see the ConnectionPoint channel in PAWS for current processing times.
Service Exclusions, Limitations, and Restrictions
- Research financial reporting support is provided as part of a different service.
Service Charges
- There are no charges associated with using finance advice, help, and support services.
Additional Resources
- List of Finance Strategic Business Advisors in the knowledge base (login required)
- List of Financial Analysts in the knowledge base (login required)
- List of Budget Analysts in the knowledge base (login required)
- Budgeting and Financial Planning Information section of the knowledge base (login required)
- Summary of the fund accounting framework at the University (login required)
- CFOAPAL information in the knowledge base (login required)
- What Program Code should I be using? (login required)
- What Account Code should I use for my transaction? (login required)
- Banner Finance Overview in knowledge base (login required)
- Training: FAST Finance Reporting