IS&T Financial Services
On this page:
Charter
Team Members
Resources
Procurement Matrix for Purchases Over $5,000
Contact Information
Charter
The goals of this team include the following:
- Coordinate the management of IS&T finances.
- Manage IS&T interactions with the Institute's central financial offices.
- Plan and orchestrate the budget preparation process and prepare the results for presentation and for incorporation in the Institute's budget system.
- Facilitate tracking actual financial performance against budgets.
- Support the I/T Leadership Team, team leaders, project leaders, and other IS&T staff in fulfilling their financial management responsibilities.
- Work with the Management Reporting/Financial Operations team to introduce the new financial processes and systems associated with them into IS&T.
Team Members
Allen Wallace, Interim Director
Financial Business Consultants
- Anne B. Denna
- Amber Fearon
- Rosalind James
- Mark Jones
- Allan Wallace
Financial Assistants
- Quentin Alexander
- Corinne Butler
- Paul Dawson
- Eileen Kenney
- Andrea Sullivan
Resources
- Purchase Order/FTE/Consultant Request Form
- July 2008 'Intro to' materials from MIT Accounting and Procurement Training Presentations [PDF]
- Office of the Vice President of Finance: Overview (formerly Controllers Accounting Office)
- Introduction to Journal Vouchers
- Introduction to Procurement
- Travel Student Handbook
- Financial Review and Control (FRC) Overview
- Impact of Coalescing Performance Management Efforts and Tools in Client Support Services [PDF]
IT Financial Management Association (ITFMA) Conference (June 2006) - IS&T Fiscal Year End Closing Schedule
- Presentations
- Help Desk Benchmarking Study: A Financial Methodology [PDF]
IT Financial Management Association (ITFMA) Conference (March 2004)
- Help Desk Benchmarking Study: A Financial Methodology [PDF]
- Purchasing Policy Issued by John Curry (October 2003)
- Reports
- Primary Authorizors
The Primary Authorizors for IS&T are Angie Milonas and Holly Bickle. See Primary Authorizor's Responsibilities for general questions about the Authorizor role. - Quick Guide to Business Modeling
Business model framework defined by Project Managers in 2001 to be used in projects. - IS&T Most Commonly Used General Ledger (G/L) Accounts
MIT has hundreds of G/L accounts in SAP. For a complete list, see the GL Account Definitions page [PDF]; IS&T commonly uses only a subset of these. - General MIT financial information
Office of the Vice President for Finance (formerly Controllers Accounting Office) - Purchasing Policies & Procedures (May 2003) [PDF]
Procurement Matrix for Purchases Over $5,000
IS&T is now requiring that a decision matrix be filled out for all purchases over $5,000. Please use one of the following Excel spreadsheets, along with your selection of source documentation, when submitting your Purchase Order. If you need assistance or further information, contact your FBC or FA.
- Consultant Evaluation Matrix
- Example Evaluation Matrix
- Hardware Evaluation Matrix
- Software Evaluation Matrix
Contact Information
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