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Comptroller's Office
University of Pennsylvania
Suite 312 Franklin Building
3451 Walnut Street
Philadelphia, PA 19104
215.898.7593 (Phone)
215.898.0817 (Fax)

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Office of the Comptroller

[ Financial Reporting & Accounting Operations ]

Financial Reporting  |  Accounting Operations  |  BEN Assets Resources  |  Health System Interfund Resources

Franklin Building
3451 Walnut Street/6284
Philadelphia, PA 19104

FAX: 215-898-0817

Russell Di LeoAssociate Comptroller316 FBrdileo@upenn.edu215-898-6425

Financial Reporting and Analysis is responsible for the University's internal and external financial reporting, as well as analyzing its performance. The department's functions include:

  • Preparing monthly and annual consolidated financial statements for the University and its subsidiaries in accordance with accounting principles generally accepted in the USA and the related analysis
  • Designing, implementing and maintaining a system of internal controls over Financial Reporting to ensure timeliness and fair presentation of consolidated financial statements that are free from material misstatement
  • Planning and performing the monthly and annual financial accounting closing process
  • Researching and evaluating significant new transactions and new accounting standards
  • Serving as a liaison between the University and its external auditors
  • Preparing ad-hoc information requests for external agencies and analysts
  • Providing assistance to the schools and centers on accounting-related matters
Cheryl WilliamsonManager, Financial Reporting306 FBcherwil@upenn.edu215-898-4580
Steve PredjulekGAAP Reporting Specialist3rd Floorspredju@upenn.edu215-898-0824
Sharon DuganManager, Analysis and Internal Controls311 FBsharonha@upenn.edu215-898-6937
Jessica DunbarExperienced Senior Accountant/Analyst 305A FB jedunbar@upenn.edu215-898-9051
Maureen RodgersExperienced Senior Accountant/Analyst 307 FBmrodger@upenn.edu215-898-2364

Accounting Operations is responsible for the following functions:

  • Maintaining BEN Assets, the University's property management system which tracks capital assets purchased by University departments
  • Directing the two-year cycle moveable equipment inventory process
  • Reconciling BEN Assets to BEN Financials on a monthly basis
  • Reconciling the University's various operating cash accounts on a monthly basis
  • Accounting for transactions between the University, related entities and affiliates
  • Commonwealth of PA appropriations reporting
  • Reviewing the University's Financial Policy Manual annually for necessary updates
Jim BreenDirector, Accounting Operations317A FBbreen@upenn.edu215-898-1474
Sudha MenonSenior Accountant/Analyst - Property Management3rd Floormsudha@upenn.edu215-573-2245
Mark CopelandSenior Accountant/Analyst - Interfund, Cash Reconciliations, Commonwealth Appropriations3rd Floormcopelan@upenn.edu215-573-7411
Jackie OmowaleAccountant/Analyst - Property Management3rd Floorjomowale@upenn.edu215-898-7330

BEN Assets Resources:


Accounting Policies for Plant Assets: (Policy Numbers: 1106.0 - 1106.7)

Plant, Property & Equipment Procedures:

Health System Interfund Resources: Overview


Comptroller Spotlights

FY2015 Closing Instructions
Closing Calendar Quick Reference Guide
New Category Codes
GL Object Codes FY2016
Concur Expense Type/Object Code Matrix (2016)
Office of the President Home Page Penn A-Z Directories Calendar Maps
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