Budget & Planning / Financial Reporting

The Budget & Planning (B&P) and Financial Reporting (FR) departments are primarily responsible for:

• Participating in implementing and overseeing the new Budget Model ReSTART, which is a new budget tool that provides transparency into central services, support unit costs, revenue generation, and surplus/subvention levels by Responsibility Center.  This tool was developed to create incentives to generate new revenue, archive cost efficiencies, support strategic initiatives, and collaborate on research initiatives.
• Providing budget and financial support to responsibility centers via a dedicated liaison program (Responsibility Center Liaisons).
• Preparing quarterly and annual financial statements for the University in accordance with GAAP for presentation to the Budget and Audit Committees of the Board of Trustees.
• Analyzing actual results and providing quarterly projections to the Budget Committee and senior management.
• Preparing the University's annual operating budget, and assisting in the development of and reporting on the annual and long-term capital budget plan.
• Administering budget funding throughout the year related to revenue-sharing arrangements or other approved initiatives.
• Preparing mandated external financial reporting related to the University including: The finance portion of the Integrated Post-secondary Education Data Survey (IPEDS), Commonwealth Financial Disclosure, and the Commonwealth Appropriation Request. 
• Managing accounting and reporting functions for debt and property, plant, and equipment.
• Preparing and maintaining required disclosures for leased property and equipment.
• Preparing financial management reports for the CFO and others in senior management, including analyses such as cash flow, comparisons to budget, summaries of reserve balances, accounts receivable aging, tuition variances, and research activity.
• Completing the monthly and annual general ledger closing processes, as well as system access and security maintenance.
• Preparing financial surveys and questionnaires related to the University.

Budget & Planning

Kathy Tosh

Associate Controller, Budget and Planning
Email: ktosh@cfo.pitt.edu
Phone:  (412) 624-5747

Valerie Doyle

Director, Budget and Planning
Email: vdoyle@cfo.pitt.edu
Phone:  (412) 624-4094

Leah Melvin

Assistant Manager, Budget and Planning
Email: lmelvin@cfo.pitt.edu
Phone:  (412) 624-2569

Financial Reporting

Brenda Hussey

Assistant Controller, Financial Reporting
Email: bhussey@cfo.pitt.edu
Phone:  (412) 624-8091

Melissa Emling

Financial Analyst, Financial Reporting
Email: memling@cfo.pitt.edu
Phone:  (412) 624-6581

Eileen Froehlke

Manager, Lease Accounting and Reporting
Email: efroehlke@cfo.pitt.edu
Phone:  (412) 624-6078

Howard Goodman

Financial Analyst, Financial Reporting
Email: hgoodman@cfo.pitt.edu
Phone:  (412) 624-8956

Julie Manko *

Manager, Capital Accounting
Email: jmanko@cfo.pitt.edu
Phone:  (412) 624-5456

Sherri Tozzi *

Financial Administrator, Budget & Planning / Financial Reporting
Email: stozzi@cfo.pitt.edu
Phone:  (412) 624-6072

* Shared Resource with Budget & Planning.