Contact Us - Accounting and Financial Reporting - The University of Texas at Dallas

Contact Us

Department Email Addresses

The following email addresses are distributed to everyone in the particular department. Use these email addresses when your usual contact person is away or when you are unsure who can address your particular concern.

Department In-boxes Contact Email Address
Reporting Help Desk reporting@utdallas.edu
Journal Inbox journals@utdallas.edu
IDT Inbox idt@utdallas.edu

Main Line: (972) 883-2602

Fax: (972) 883-2844

Hours: 8 a.m. – 5 p.m. Monday – Friday

Location: AD 3.202

Mailing Address:

The University of Texas at Dallas

Office of Accounting and Financial Reporting, AD37

800 West Campbell Road

Richardson, TX 75080-3021

Administration Building
Administration Building

Functional Contact Listing

Name Phone Title About
Reda Bernoussi 972-883-2676 Director of Accounting & Financial Reporting Reda Bernoussi is responsible for the University’s accounting and financial reporting functions. He ensures that the official accounting records of the University are up-to-date and accurate; safeguards the assets of the University to minimize risk of financial loss; assists in managing the University’s internal controls to mitigate risk; and develops and maintains reporting tools to provide high-quality financial information that supports the University’s strategic management initiatives. He holds an MBA in finance and information technology and a PhD in business administration with a focus on strategy and enterprise resource planning systems. Dr. Bernoussi has over 15 years of accounting, financial reporting and bank­ing experience, and is a member of NACUBO, SACUBO and the Academy of Management. He is also an active member of the PeopleSoft Product Advisory Group and the Oracle Higher Education User Group (HEUG).
Heidi Kessell 972-883-2602 Administrative Assistant Heidi handles the administrative duties of the department. Prior to joining the AFR team, Heidi worked for  UT System  Administration in the Office of Risk Management assisting employees system-wide in regards to their workers’ compensation  injuries.  Heidi received her Bachelor’s degree from Southern Methodist University where she studied Anthropology and International Studies. 

Accounting Operations

Name Phone Title About
Greg Argueta  972-883-2679 Assistant Director of Accounting & Financial  Reporting Greg oversees the following areas of accounting: Plant and fixed assets, Sponsored programs, Billing and accounts receivable, and Endowments and gifts.  His Accounting Operations area also prepares sponsored project financial reports.  Additional responsibilities include participation in ERP improvement efforts and reporting development.  Greg holds a BBA in Finance and an MBA with a dual focus in Finance and Accounting.  He has financial experience in loss mitigation and underwriting, has 5 years of governmental accounting experience, and was the fixed assets team lead for the UT Dallas PeopleSoft implementation.
Seo Choi  972-883-6741 GL Accountant Seo’s main responsibilities include coordinating and performing month-end close procedures, as well as processing journals. Seo earned both her B.S and M.S in Accounting and Information Systems from the University of Texas at Dallas. Before joining the General Ledger team, Seo was an internal auditor for UT Dallas where she performed financial, departmental, operational, information technology, and compliance audits.
Kerry Freeman  972-883-2687 Plant Accountant Kerry is responsible for Plant Accounting, working with UT Systems, Facility Management as well as other UTD departments to ensure that they are accurately funded and recorded.  Prior    to his work with Plant Accounting, Kerry works with endowments here at UTD. He holds an MBA in Finance and Accounting and a BS in Mathematics, both from the University of Texas at  Dallas.  Before joining the Accounting Operations office, Kerry did Regulatory Reporting for J.P. Morgan Chase and in Incentive Management for Common Knowledge Marketing Research.
Virgilio Perez  972-883-2617 Sr. General Ledger Accountant As part of Virgilio’s duties as a General Ledger Accountant, his main responsibility is the general ledger. He reviews, approves, and posts transactions entering the general ledger from various university departments as well as our sub-systems while researching and resolving discrepancies. He follows internal controls but stays open to ideas for improvement in processes and/or configuration. He is one of the points of contact for the university’s Inter-departmental transfers (IDTs) and our annual service center rate studies. On a monthly basis, he is responsible for working with several departments (ie. Financial Reporting, Accounting, Budget, Procurement, Treasury, Grants) to coordinate the month-end close process.  Virgilio holds a BBA in Accounting for St. Edward’s University.  Besides his current role as a General Ledger Accountant, he has experience working as an accountant for Susan G. Komen for the Cure, Robert Half International, and Advanced Global Communication.
Jeff Mirro  972-883-4458 AR Accountant Jeff is responsible for the maintenance and analysis of the AR (accounts receivable) module.  He matches billing invoices against payment deposits for legacy / FRS system and current fiscal year transactions.  Jeff also handles analysis and close out projects for departments.  He reconciles the general ledger balance sheet accounts, creates new customers, non-sponsor invoices, and process activity for marketplace storefront (Miscellaneous Payments based on PeopleSoft Invoices), and works on ad-hoc reports – i.e. AFR process, monthly closing process, etc.  Jeff holds a Masters in Business Administrations and a Bachelors of Arts.  He has over 32 years of experience in Finance and Accounting.
Merrie Tabbert  972-883-4274 Grants and Contracts Specialist Merrie is responsible for the receipt of payments for sponsored projects, accounts receivable collections, and financial reporting for ARRA funding.  She holds a BA from Colorado State University and is a Certified Research Administrator (CRA). She has over 25 years of experience working in the higher education area.
Chantele Bell  972-883-2677 Sponsored Programs Accountant Chantele is a Sponsored Programs Accountant.  She is responsible for invoicing sponsored contracts and grants, resolving variances between PeopleSoft and General Ledger, ensuring the correct analysis type is assigned to expense line items, completing schedules B4 and 1A for The Annual Financial Report, and for the Annual SEFA/ARRA Reconciliation.  Chantele holds a MBA in Finance.  She has worked doing financial analysis with a major consulting firm and within the financial services industry.
Sunny George  972-883-4832 Sponsored Programs Accountant Sunny’s major responsibilities include sponsored projects billing, preparation of accounting reports, reconciliations, and month-end process.  He has more than 24 years of accounting, budgeting, and financial analysis experience.  Before joining UTD, Sunny spent twelve years as the Senior Lead Staff Accountant with the UT Southwestern Medical Center at Dallas.  He has prior work experience with Parkland Memorial Hospital, the New York City Housing Authority, and Lancelot Furnaces.  He holds an MBA in Financial Management and a BBA in Business Organization & Cost Accounting.
Steven Martyn  972-883-4831 Sponsored Programs Accountant Steven handles the Monthly Letter of Credit drawdown’s from different Federal Sponsors, the ad-hoc reports for Principal Investigators, and helps with sponsored projects audit responses.  He also helps in the preparation and submission of Sponsored financial reports on a monthly, quarterly, and annual basis.  Steven has a MBA and a BS in Business Administration, both from the University of Texas at Dallas.  He worked as a Financial Analyst supporting one of the largest accounts for Perot Systems, as an International Analyst supporting various countries operations with American Airlines, as a Financial Analyst supporting various departments (both domestic and international) for EDS, and as a Cost Analyst supporting manufacturing operation processes for Rockwell International.
Dick Loveless  972-883-4273 Property Accountant Dick’s efforts are to insure the equipment assets purchased are accurately funded so as to match the journal entry recorded for the purchase.  He is also responsible for the S11d schedule of the AFR.  He coordinates with Property Administration to determine the accurate account to be used on issued purchase orders, and monthly reconciles the assets recorded value with the General Ledger Capital Asset Accounts accumulated totals.  Dick holds a BBA from Southern Methodist University, has a certificate in data processing (CDP), and is a member of the Data Processing Management Association.  He has worked as a Controller for Industrial Distribution and Manufacturing Companies for 15 years and as a Designer, Develop, and Implementer of Accounting Systems for 45 years.
Michelle Duong  972-883-2682 Accounting Analyst Michelle Duong joined the Accounting Operations team at UTD in April 2013. She is an Accounting Analyst and is responsible for overseeing the Inter-Departmental Transactions (IDTs), maintaining Balance Sheet accounts, and processing journals.  Michelle earned her B.B.A. in Accounting from The University of Memphis. Her experiences before UTD include working for CPAs, in defense industry, and for public entities.
Kelli McDowell  972-883-4787 Payroll Accountant
Vicky Nguyen  972-883-6266 Grants & Recievables Specialist Vicky handles the close-out of Sponsored projects, supervises and assists in the preparation of accounting reports, reconciliations, and month-end process, troubleshoots billing and AR issues, and suggests and assists in the development of financial system process improvements.   She holds an MS in Accounting, a BBA, and is a certified SAP consultant.  Vicky currently has over 3 years of experience in general accounting, account reconciliations, and billing and account receivables in the education and sports industry.  She also has over 2 years of experience in operations and administration in organizing events/exhibits.

Business Analysis/Training and Customer Support

Name Phone Title About
Lonnie Nealy   972-883-4869 Business Process Analyst Lonnie Nealy is a Business Process Analyst with diverse and extensive experience focusing on requirements gathering, systems analysis and design, and systems integration. Additional responsibilities include troubleshooting the PeopleSoft Finance and Accounting implementation and act as a liaison between the Functional areas and Information Resource (IR). Before joining UTD Lonnie worked as a Senior Consultant/Senior Business Analyst for 20+ years in many industries. He is a graduate of Alabama A&M University with a Bachelor of Science Degree in Computer Science.
Vacant   972-883-4787 Training Specialist

Financial Reporting

Name Phone Title About
Cindy Milligan   972-883-2632 Financial Reporting Manager Cindy Milligan is the Financial Reporting Manager in the Office of Accounting and Financial Reporting at the University of Texas at Dallas. She is responsible for the monthly, quarterly, and annual financial statements, as well as State and Federal Government reporting.  She is also responsible for preparing reports to assist campus-community staff in various aspects of financial management.  She has more than 20 years of accounting and financial reporting experience.  Prior to joining UTD, Cindy worked for a defense contractor as the General Accounting Manager.  Her responsibilities included financial reporting, compliance, general accounting, and financial close.  She also served as the Finance Project Manager during their PeopleSoft implementation.
Chiquita Perry   972-883-4789 Financial Analyst Chiquita’s major responsibilities include preparing and reviewing the Monthly Financial Repot (MFR) and the Annual Financial Report (AFR) reports, preparing various operational, management and external reporting, ad hoc reporting, and performing complex and detailed reconciliations.  She holds a bachelors in Business Administration and has job experience in the following roles: Senior Accounting Analyst, Accounting Manager-Software Compliance, Senior Supervisor of Fixed Assets, Revenue Assurance Specialist, Accounting Systems Support Analyst, and as a Credit Project Analyst.
Li Yang   972-883-2650 Financial Analyst Li Yang has joined the Financial Reporting team as a Financial Analyst. Her job includes helping prepare the monthly and the annual financial reports. She holds a MBA degree and is a Certified Public Accountant.  She has more than 12 years of accounting and financial analysis experience. Before joining UTD, Li spent four year with the City of Dallas in the governmental accounting area.
Vacant   972-883-2352 Financial Analyst

System Administration

Name Phone Title About
Stephanie Williams   972-883-2637 Systems Administration Manager As the Systems Administration Manager, Stephanie oversees financial system maintenance, general ledger configuration, workflow administration, chartfield security and monitor’s role – based security. Stephanie served as a key player on the General Ledger team in the implementation of PeopleSoft in February of 2011. She currently holds a BBA in Business Administration with over 13 years of experience in the Accounting field.  In addition, Stephanie served as a member on the Customer service committee from 2009 – 2012 and as the Chair for the Employee Engagement committee from 2012 – 2014.
Vacant   972-883-4702 Systems Accountant

Treasury

Name Phone Title About
Karol Miller   972-883-6231 Treasury Manager As the Treasury and State Accounting Manager, Karol is responsible for management of the University’s treasury, banking and credit card activities, State accounting and reporting, compliance monitoring and reporting, and development of effective university-wide internal controls.  She holds an MBA from Amber University and a BBA in Finance from the University of Oklahoma.  Karol has experience as an Assistant Treasurer with Metro Tech School District, as a Senior Accountant for both AIG and Prudential Financial, and as an Accounting Manager with New York Life Insurance Co.
Tracy Lederer   972-883-4518 Assistant Treasury Manager Tracy’s responsibilities include oversight of monthly bank and cost center reconciliations, cash flow reporting and State accounting and reporting.  Tracy holds a B.B.A in Accounting from Texas Tech University.  She has 8 years’ experience in accounting and financial reporting in higher education and the financial services industry.
Vacant   972-883-6269 State Treasury Accountant
Dayna Robbins   972-883-2672 Treasury Accountant Dayna is currently responsible for reconciling Operating accounts and transactions, including Operating bank account, Controlled Disbursement bank account, Receivables bank account, Global bank account, Callier bank account, Issues bank account, and UTIMCO.  She is responsible for escheatment of stale dated checks for Operating/Controlled Disbursement bank accounts, reconciliation of cost centers for Financial Reporting and various other GL accounts, review and approval of IDTs, and releasing wires/ACH payments for daily funding transfers.  Dayna holds an MBA from Keller Graduate School of Management and a BS in Accounting from Mississippi State University.  She has worked as a Staff Accountant with Silverleaf Resorts Inc., a Staff Accountant/Financial Analyst with The Leukemia & Lymphoma Society Inc., a Staff Accountant/Cash Management Specialist with GRP Financial Services, in Accounts Receivable with Republic Waste Services Inc., and as an Accounts Payable Specialist with Accountemps.
Vacant   972-883-6287 Treasury Accountant