About Us

Financial Services was established to provide central accounting and budgeting services for the university and its financial affiliates, including its foundations and related entities. The service units in Financial Services are Financial Systems Support, Controller's Office, Budget Office, Treasury Services, and Materials Management (including Purchasing, Receiving & Stores, and Inventory Control & Surplus).

Financial Services Org Chart


Budget Office

The Budget Office provides budget planning, execution, and reporting for the institution’s funds that are used for instruction, support functions, student activities, and capital improvements projec

Controller's Office

The Controller’s Office is a unit of Financial Services that provides central business support and oversight for accounting, accounts payable, accounts receivable, business process management and compliance, e-Commerce, financial reporting, fixed asset accounting, payroll, p-card, tax management, travel and other business payments and reimbursements.

Financial Systems Support

Financial Systems Support supports and trains users of the financial and payroll/position control modules of the core university administrative system as well as the ancillary systems.  The unit prepares and monitors the Banner Finance, Human Resources (HR), and Accounts Receivable (AR) job production schedules to ensure accurate and effective data administration.

Materials Management

The Materials Management Department is committed to supporting the University’s vision by providing professional and timely service to our customers while driving innovation and process improvement that will support the teaching, research, and public service missions of the University.

Treasury Services

Treasury Services provides financial management, administration, and departmental assistance for supporting programmatic funds (exclusive of state appropriations) for the University including funds from University endowments and trust funds from the affiliated organizations. The department provides central accounting services to the financial affiliates which are The University of North Carolina at Charlotte Foundation, The University of North Carolina at Charlotte Athletic Foundation, The University of North Carolina at Charlotte Investment Fund, Facilities Development Corporation, The Institute for Social Capital, and Ventureprise.