Financial Management

Financial Management

We will continuously improve our policies and procedures in order to meet campus needs to the fullest extent possible. We will take advantage of technological advances to improve the efficiency of our processes for the benefit of our campus partners.

COVID-19 current update

Thank you all for your hard work and continued efforts helping to meet the needs of the campus community. Amid all the daily announcements, please find below operational updates and reminders from the Financial Management team.

Hours of Operation

Financial Management team members are available Monday through Friday and are ready to serve the campus community during the primary hours of 8am to noon and 1pm to 5pm.

While the majority of the Financial Management team is working remotely and the entire team works remotely on Fridays, the following areas are open with a limited number of staff as follows:

  • Cashiering: Monday –Thursday from 8am to noon and 1pm – 5pm.
  • Student Financial Services: Monday – Thursday from 8am – noon and 1pm – 5pm.
  • Accounts Payable: Monday - Thursday from 8am to noon.

Tax Services

Effective April 7, by Governor Newsom’s Executive Order N-46-20, the following purchases made by the University are exempt from Sales Tax: “masks, personal protective equipment, and other critical materials that protect public health.”  All such purchases should be made through George Alfaro, Manager of Environmental Health and Safety.  Send requests to him via email.  He will obtain the best price available, ensure that signage and decals comply with university standards, take advantage of the sales tax exemption, coordinate delivery to the department, and charge the cost to a special COVID-19 fund.

Risk Management

Travel
The CSU System guidance for campuses is to suspend all international travel and non-essential domestic travel through 06/30/2021.

Accounts Payable

Remote Approvals – Instructions for AP approval routing information. The continued use of electronic submission and approval of your invoices is greatly appreciated.

Additionally, please encourage employees to sign up for an electronic funds transfer (EFT) when submitting their reimbursements. This will allow their funds to be deposited directly into their bank accounts and they will be paid faster than having to receive a check in the mail. The Direct Deposit Authorization (XLSX) form is located in SSO and can be submitted electronically.

 

Department Contacts

Table of Financial Management General Contacts Emails
Used For Email Address
Suppliers to submit invoices for payment ap-uploads@csulb.edu
Submission of supplier 204's, EFT banking information, request check reissuance ap-checks@csulb.edu
General Communications for Research Foundation AP fnd-ap@csulb.edu
Supplier Invoices for payment for Research Foundation fnd-invoices@csulb.edu
Submission of travel requests, claims & advances ap-travel@csulb.edu
General Accounting fisgl@csulb.edu
Foundation Accounting fnd-gl@csulb.edu
Financial Reporting fisgl@csulb.edu
Tax Department ap-tax@csulb.edu
Procurement Services purchasing@csulb.edu
CMS Financial Services fishelpdesk@csulb.edu
Contract Services fm-contractservices@csulb.edu
Risk Management fm-riskmanagement@csulb.edu
Student Financial Management - Student Accounting Services studentaccountservices@csulb.edu
Student Financial Management - 1098T Help 1098Thelp@csulb.edu
Student Financial Management - Cashiers Office cashiers@csulb.edu
Financial Management Information Systems fmsupport@csulb.edu

The values that are vital to our Financial Management team are listed below.

Competency 

We will use our skills and training to perform our job duties at a high level of proficiency.

Efficiency

We will take advantage of technological advances to improve the efficiency of our processes for the benefit of our campus partners.

Flexibility 

We will continuously improve our policies and procedures in order to meet campus needs to the fullest extent possible.

Integrity

We will speak honestly and courageously, and practice strong moral values.

​Professionalism 

We will behave in a courteous, conscientious, and ethical manner.

Respect

We will give consideration to the feelings, values, and traditions of others at all times.

Responsibility 

We will be diligent in the fulfillment of the duties of our positions.

Service Excellence

We will strive to understand the needs of our clients and respond quickly, accurately, and completely.

Teamwork 

We will be trustworthy, actively seek collaboration, and contribute constructively at every opportunity.