Reporting & Fixed Assets

The Reporting & Fixed Assets department is a unit of the Controller’s Office responsible for external financial reporting and fixed assets accounting.  The reporting and fixed assets team serves the university through the coordination and preparation of annual financial statements, management of the annual financial report audit, oversight of the annual property inventory process, and thorough response to internal and external questions to reporting and fixed asset inquiries.

Fax: 704-687-5371

Contacts:

Georges, Tony
Assistant Controller-Financial Reporting
Phone: 704‑687‑5755
 
 
Seamans, Kim
Senior Financial Reporting Accountant
Phone: 704‑687‑5752
 
Chalmers, Kendra
Senior Plant Fund & Reporting Accountant
Phone: 704‑687‑5780
 
 
Kerson, Wardell
Financial Reporting Accountant
Phone: 704‑687‑5785
 
Autenrieth, Cynthia
Plant Fund & Reporting Accountant
Phone: 704-687-5781
 
 
Helfenberger, Aaron
Fixed Assets Officer
Phone: 704‑687‑5753
 
Richard, Debbie
Capital Projects Accounting Technician
Phone: 704-687-5594
 
 
Worthy, Karen
Fixed Assets Accounting Technician
Phone: 704-687-5754

Reporting & Fixed Assets Information

  • Help with Expense account codes and other Chart of Accounts questions is available in the Reporting & Fixed Assets Resources block to the right.  You will find a listing of Expense account codes, descriptions for the various Expense accounts and FAQs on account code use.

  • Check out the Fixed Assets Guide Book (see link in Reporting & Fixed Assets Resources block to the right) which contains fixed assets policies, procedures, useful web links, and contact information.
  • Also check out the link to the University of North Carolina (UNC) System’s Business Process Standards (BPS) for Capital Assets.  The purpose of these standards is to ensure that university assets are properly acquired, accounted for, maintained and disposed of, while maintaining consistency throughout the UNC System.

  • The Reporting & Fixed Assets Department is an authorized approver of fixed asset account codes in the 49er Mart e-procurement system.  Fixed asset account codes are included in the Chart of Accounts links located in the Reporting & Fixed Assets Resources block to the right.