{"id":421,"date":"2025-01-23T13:48:22","date_gmt":"2025-01-23T19:48:22","guid":{"rendered":"https:\/\/wp.uthscsa.edu\/business-affairs\/?page_id=421"},"modified":"2025-06-12T14:50:41","modified_gmt":"2025-06-12T19:50:41","slug":"financial-operations","status":"publish","type":"page","link":"https:\/\/wp.uthscsa.edu\/business-affairs\/financial-operations\/","title":{"rendered":"Financial Operations"},"content":{"rendered":"<div class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_row_inner el_class=&#8221;margin-bottom-2&#8243;][vc_column_inner el_class=&#8221;small-12 medium-7 large-8&#8243; width=&#8221;2\/3&#8243;]<ul class=\"accordion grey\" data-accordion data-allow-all-closed=\"true\"><li class=\"accordion-item \" data-accordion-item><a href=\"#\" class=\"accordion-title\">Transactional Support<\/a><div class=\"accordion-content\" data-tab-content><p><p class=\"s6\"><span class=\"s5\">The Financial Services Partner plays a pivotal role in facilitating seamless financial transactions while delivering robust administrative and strategic business support across departments. This framework is designed to optimize resource allocation, enabling departments to concentrate on advancing the institution\u2019s core mission.<\/span><\/p>\n<p class=\"s6\"><span class=\"s7\">We achieve our objectives through the following key methods:<\/span><\/p>\n<ul>\n<li><span class=\"s5\">Leading the preparation and submission of documentation by verifying data integrity and ensuring all required information is accurate and complete<\/span><\/li>\n<li class=\"s9\"><span class=\"s5\">Interpreting and applying institutional policies to ensure all transactions comply with university standards and funding requirements.<\/span><\/li>\n<li class=\"s9\"><span class=\"s5\">Providing specialized consultation to Vice Presidents and Deans on exceptions and complex cases, delivering clear and strategic solutions tailored to their needs.<\/span><\/li>\n<li class=\"s9\"><span class=\"s5\">Coordinating effectively with key departments\u2014including Disbursements, Purchasing, Payroll, Budget, and Accounting\u2014to advance transactions through the appropriate workflows.<\/span><\/li>\n<li class=\"s9\"><span class=\"s5\">Monitoring transaction progress, resolving bottlenecks promptly, and maintaining transparent communication through regular updates.<\/span><\/li>\n<li class=\"s9\"><span class=\"s5\">Enforcing rigorous quality control standards to prevent errors and significantly reduce the need for rework.<\/span><\/li>\n<\/ul>\n<\/p><\/div><\/li><li class=\"accordion-item \" data-accordion-item><a href=\"#\" class=\"accordion-title\">Reporting Support<\/a><div class=\"accordion-content\" data-tab-content><p><p class=\"s6\"><span class=\"s5\">The <\/span><span class=\"s5\">Financial Operations <\/span><span class=\"s5\">Team provides comprehensive financial analysis and strategic support to reinforce the institution\u2019s fiscal integrity, transparency, and alignment with its academic and strategic goals. We play a pivotal role in optimizing resource allocation, ensuring policy compliance, and supporting operational decision-making through the following key functions:<\/span><\/p>\n<ul>\n<li class=\"s9\"><strong><span class=\"s7\">Budget Development and Management<\/span><\/strong><span class=\"s5\"> \u2013 We lead the institution-wide annual budgeting process across administrative units, ensuring alignment with state funding requirements<\/span><span class=\"s5\">and institutional priorities.<\/span><\/li>\n<li class=\"s9\"><strong><span class=\"s7\">Financial Reporting and Compliance<\/span><\/strong><span class=\"s5\"> \u2013 <\/span><span class=\"s11\">We prepare and deliver precise financial reports to internal stakeholders<\/span><span class=\"s11\"> to ensure <\/span><span class=\"s11\">financial<\/span> <span class=\"s11\">objectives are achieved.<\/span><\/li>\n<li class=\"s9\"><strong><span class=\"s7\">Strategic Financial Planning<\/span><\/strong><span class=\"s5\"> \u2013 We lead long-term financial planning efforts, developing multi-year models that incorporate potential changes in state appropriations, capital projects, labor costs, and other key institutional drivers.<\/span><\/li>\n<li class=\"s9\"><strong><span class=\"s7\">Cost Analysis and Efficiency Initiatives<\/span><\/strong><span class=\"s5\"> \u2013 We conduct detailed financial evaluations of administrative operations and auxiliary services to identify cost-saving opportunities and promote effective resource utilization.<\/span><\/li>\n<\/ul>\n<\/p><\/div><\/li><li class=\"accordion-item \" data-accordion-item><a href=\"#\" class=\"accordion-title\">Process Improvement<\/a><div class=\"accordion-content\" data-tab-content><p><p class=\"s6\"><span class=\"s5\">Our primary objective is to establish a deep, collaborative partnership with Financial Leads to enhance back-office operations. We conduct regular alignment meetings to set strategic goals, resolve outstanding issues, and ensure seamless data integration between operational and financial teams. This collaboration centers on key functions such as budgeting, expense management, invoicing, reconciliations, and detailed financial reporting.<\/span><\/p>\n<p class=\"s6\"><span class=\"s5\">We utilize shared tools and platforms to promote transparency and enable real-time data access. Through a structured communication framework, we effectively identify and address discrepancies, streamline workflows, and support strategic, data-driven decision-making.<\/span><\/p><\/div><\/li><\/ul>[\/vc_column_inner][vc_column_inner el_class=&#8221;small-12 medium-5 large-4&#8243; width=&#8221;1\/3&#8243; el_id=&#8221;financialOperations&#8221;] \n        <a class=\"callout panel-mobile text-center color blue\" href=\"https:\/\/uthealthsa.sharepoint.com\/teams\/Business-Affairs\/Business-Services-Center\/SitePages\/Home.aspx\" >\n            <span class=\"fa-stack fa-2x\">\n            <i class=\"fas fa-circle fa-stack-2x\"><\/i>\n            <i class=\"fas fa-fas fa-sign-in-alt fa-stack-1x fa-inverse\"><\/i>\n            <\/span><h3 class=\" \">Internal Login<\/h3>\n        <\/a>\n            <div class=\"callout  \" >\n                    <\/p>\n<h4>Office Location<\/h4>\n<p><strong>UT Health San Antonio<\/strong><br \/>\n7703 Floyd Curl Drive<br \/>\nLong Campus\/MED Rm 426A<br \/>\nSan Antonio, TX 78229<\/p>\n<\/div>[\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row full_width=&#8221;stretch_row&#8221; el_class=&#8221;bleed light-grey&#8221;][vc_column][vc_row_inner el_class=&#8221;margin-bottom-2 margin-top-2&#8243;][vc_column_inner el_class=&#8221;small-12 medium-6 large-4&#8243; width=&#8221;1\/3&#8243;][vc_column_text css=&#8221;&#8221;]<\/p>\n<h3 class=\"h4 ruled\">Financial Operations<\/h3>\n<p><a href=\"mailto:baldwinj@uthscsa.edu\">Julie Baldwin<\/a><br \/>\n<strong>Senior Director, Financial Operations<\/strong>[\/vc_column_text][\/vc_column_inner][vc_column_inner el_class=&#8221;small-12 medium-6 large-4&#8243; width=&#8221;1\/3&#8243;][vc_column_text css=&#8221;&#8221;]<\/p>\n<h3 class=\"h4 ruled\">BSC &#8211; Financial Services<\/h3>\n<p><a href=\"mailto:tongk1@uthscsa.edu\">Katy Tong<\/a><br \/>\n<strong>Senior Manager, Financial Transaction<\/strong>[\/vc_column_text][\/vc_column_inner][vc_column_inner el_class=&#8221;small-12 medium-6 large-4&#8243; width=&#8221;1\/3&#8243;][vc_column_text css=&#8221;&#8221;]<\/p>\n<h3 class=\"h4 ruled\">BSC \u2013 Financial Planning<\/h3>\n<p><a href=\"mailto:palazzo@uthscsa.edu\">Christopher Palazzo<\/a><br \/>\n<strong>Senior Manager, Financial Planning<\/strong>[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>[vc_row][vc_column][vc_row_inner el_class=&#8221;margin-bottom-2&#8243;][vc_column_inner el_class=&#8221;small-12 medium-7 large-8&#8243; width=&#8221;2\/3&#8243;][\/vc_column_inner][vc_column_inner el_class=&#8221;small-12 medium-5 large-4&#8243; width=&#8221;1\/3&#8243; el_id=&#8221;financialOperations&#8221;][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row full_width=&#8221;stretch_row&#8221; el_class=&#8221;bleed light-grey&#8221;][vc_column][vc_row_inner el_class=&#8221;margin-bottom-2 margin-top-2&#8243;][vc_column_inner el_class=&#8221;small-12 medium-6 large-4&#8243; width=&#8221;1\/3&#8243;][vc_column_text css=&#8221;&#8221;] Financial Operations Julie Baldwin Senior Director, Financial Operations[\/vc_column_text][\/vc_column_inner][vc_column_inner el_class=&#8221;small-12 medium-6 large-4&#8243; width=&#8221;1\/3&#8243;][vc_column_text css=&#8221;&#8221;] BSC &#8211; Financial Services Katy Tong Senior Manager, Financial Transaction[\/vc_column_text][\/vc_column_inner][vc_column_inner el_class=&#8221;small-12 medium-6 large-4&#8243; width=&#8221;1\/3&#8243;][vc_column_text css=&#8221;&#8221;] BSC \u2013 Financial Planning Christopher Palazzo [&hellip;]<\/p>\n","protected":false},"author":659,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-421","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Financial Operations - Business Affairs<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/wp.uthscsa.edu\/business-affairs\/financial-operations\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Financial Operations - Business Affairs\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_row_inner el_class=&#8221;margin-bottom-2&#8243;][vc_column_inner el_class=&#8221;small-12 medium-7 large-8&#8243; width=&#8221;2\/3&#8243;][\/vc_column_inner][vc_column_inner el_class=&#8221;small-12 medium-5 large-4&#8243; width=&#8221;1\/3&#8243; el_id=&#8221;financialOperations&#8221;][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row full_width=&#8221;stretch_row&#8221; el_class=&#8221;bleed light-grey&#8221;][vc_column][vc_row_inner el_class=&#8221;margin-bottom-2 margin-top-2&#8243;][vc_column_inner el_class=&#8221;small-12 medium-6 large-4&#8243; width=&#8221;1\/3&#8243;][vc_column_text css=&#8221;&#8221;] Financial Operations Julie Baldwin Senior Director, Financial Operations[\/vc_column_text][\/vc_column_inner][vc_column_inner el_class=&#8221;small-12 medium-6 large-4&#8243; width=&#8221;1\/3&#8243;][vc_column_text css=&#8221;&#8221;] BSC &#8211; Financial Services Katy Tong Senior Manager, Financial Transaction[\/vc_column_text][\/vc_column_inner][vc_column_inner el_class=&#8221;small-12 medium-6 large-4&#8243; width=&#8221;1\/3&#8243;][vc_column_text css=&#8221;&#8221;] BSC \u2013 Financial Planning Christopher Palazzo [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/wp.uthscsa.edu\/business-affairs\/financial-operations\/\" \/>\n<meta property=\"og:site_name\" content=\"Business Affairs\" \/>\n<meta property=\"article:modified_time\" content=\"2025-06-12T19:50:41+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/wp.uthscsa.edu\\\/business-affairs\\\/financial-operations\\\/\",\"url\":\"https:\\\/\\\/wp.uthscsa.edu\\\/business-affairs\\\/financial-operations\\\/\",\"name\":\"Financial Operations - Business Affairs\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/wp.uthscsa.edu\\\/business-affairs\\\/#website\"},\"datePublished\":\"2025-01-23T19:48:22+00:00\",\"dateModified\":\"2025-06-12T19:50:41+00:00\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/wp.uthscsa.edu\\\/business-affairs\\\/financial-operations\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/wp.uthscsa.edu\\\/business-affairs\\\/financial-operations\\\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/wp.uthscsa.edu\\\/business-affairs\\\/financial-operations\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/wp.uthscsa.edu\\\/business-affairs\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Financial Operations\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/wp.uthscsa.edu\\\/business-affairs\\\/#website\",\"url\":\"https:\\\/\\\/wp.uthscsa.edu\\\/business-affairs\\\/\",\"name\":\"Business Affairs\",\"description\":\"Business Affairs\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/wp.uthscsa.edu\\\/business-affairs\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Financial Operations - Business Affairs","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/wp.uthscsa.edu\/business-affairs\/financial-operations\/","og_locale":"en_US","og_type":"article","og_title":"Financial Operations - Business Affairs","og_description":"[vc_row][vc_column][vc_row_inner el_class=&#8221;margin-bottom-2&#8243;][vc_column_inner el_class=&#8221;small-12 medium-7 large-8&#8243; width=&#8221;2\/3&#8243;][\/vc_column_inner][vc_column_inner el_class=&#8221;small-12 medium-5 large-4&#8243; width=&#8221;1\/3&#8243; el_id=&#8221;financialOperations&#8221;][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row full_width=&#8221;stretch_row&#8221; el_class=&#8221;bleed light-grey&#8221;][vc_column][vc_row_inner el_class=&#8221;margin-bottom-2 margin-top-2&#8243;][vc_column_inner el_class=&#8221;small-12 medium-6 large-4&#8243; width=&#8221;1\/3&#8243;][vc_column_text css=&#8221;&#8221;] Financial Operations Julie Baldwin Senior Director, Financial Operations[\/vc_column_text][\/vc_column_inner][vc_column_inner el_class=&#8221;small-12 medium-6 large-4&#8243; width=&#8221;1\/3&#8243;][vc_column_text css=&#8221;&#8221;] BSC &#8211; Financial Services Katy Tong Senior Manager, Financial Transaction[\/vc_column_text][\/vc_column_inner][vc_column_inner el_class=&#8221;small-12 medium-6 large-4&#8243; width=&#8221;1\/3&#8243;][vc_column_text css=&#8221;&#8221;] BSC \u2013 Financial Planning Christopher Palazzo [&hellip;]","og_url":"https:\/\/wp.uthscsa.edu\/business-affairs\/financial-operations\/","og_site_name":"Business Affairs","article_modified_time":"2025-06-12T19:50:41+00:00","twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/wp.uthscsa.edu\/business-affairs\/financial-operations\/","url":"https:\/\/wp.uthscsa.edu\/business-affairs\/financial-operations\/","name":"Financial Operations - Business Affairs","isPartOf":{"@id":"https:\/\/wp.uthscsa.edu\/business-affairs\/#website"},"datePublished":"2025-01-23T19:48:22+00:00","dateModified":"2025-06-12T19:50:41+00:00","breadcrumb":{"@id":"https:\/\/wp.uthscsa.edu\/business-affairs\/financial-operations\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/wp.uthscsa.edu\/business-affairs\/financial-operations\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/wp.uthscsa.edu\/business-affairs\/financial-operations\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/wp.uthscsa.edu\/business-affairs\/"},{"@type":"ListItem","position":2,"name":"Financial Operations"}]},{"@type":"WebSite","@id":"https:\/\/wp.uthscsa.edu\/business-affairs\/#website","url":"https:\/\/wp.uthscsa.edu\/business-affairs\/","name":"Business Affairs","description":"Business Affairs","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/wp.uthscsa.edu\/business-affairs\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"}]}},"_links":{"self":[{"href":"https:\/\/wp.uthscsa.edu\/business-affairs\/wp-json\/wp\/v2\/pages\/421","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/wp.uthscsa.edu\/business-affairs\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/wp.uthscsa.edu\/business-affairs\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/wp.uthscsa.edu\/business-affairs\/wp-json\/wp\/v2\/users\/659"}],"replies":[{"embeddable":true,"href":"https:\/\/wp.uthscsa.edu\/business-affairs\/wp-json\/wp\/v2\/comments?post=421"}],"version-history":[{"count":0,"href":"https:\/\/wp.uthscsa.edu\/business-affairs\/wp-json\/wp\/v2\/pages\/421\/revisions"}],"wp:attachment":[{"href":"https:\/\/wp.uthscsa.edu\/business-affairs\/wp-json\/wp\/v2\/media?parent=421"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}