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Current Initiatives

Focus Areas

Finance & Accounting currently has the following focus areas for initiatives to support and advance the mission of the CFO and University of Florida:

Stakeholder alignment and partnerships: Continue to increase the cohesiveness and alignment of the core offices by consistently collaborating.

Talent management and development: Design and implement programs to foster learning, inclusivity and professional development within Finance & Accounting.

Financial data and business intelligence: Collaborate with our campus partners and stakeholders to increase transparency and usability of financial data or reports.

Outreach and transparency: Continue to expand visibility, clarity and outreach of the Controller’s Office for decisions, projects, communications, and goals.

Innovative training solutions: Provide timely, accurate and high-quality resources, training content, quick tips, and videos based on requests and identified needs.

Transformative process improvement: Analyze and monitor operations, systems and technology to continuously improve the quality and efficiency of service.

Current Initiatives


These initiatives are currently in the discovery phase, where we are working with stakeholders to clarify the purpose, value, and expectations.

Journal Entry Automation: Currently exploring with UFIT and peer universities options for journal entry workflow and automation to increase accuracy and decrease processing time for users.

Travel Management System: Exploring options to create an end-to-end travel system to streamline and improve the University traveler experience.

Advanced Data Analysis Training Class: Upon implementation of the Critical Thinking through Data Analysis class, piloted April 2, 2021, outline the next course in the series, a “deep dive” into data analysis.


These initiatives are in the design and development phase, to finalize the proposed solutions.

F&A Mentorship Program: Develop a Finance & Accounting mentorship program for new hires for their first year of employment, and for existing employees seeking professional development.

Deposit Process Improvement: Finalizing the future state of the departmental deposit process to implement changes to streamline and reduce administrative burden.

Financial Management Dashboards: Finalizing the design of financial management dashboards in Enterprise Analytics to provide a high level overview of department expenditures.

Financial Accountable Officer Toolbox: Leverage partner best practices to publish a “Toolbox” of queries, reports, etc., providing new Accountable Officers with high quality information quickly.

Communication Logos: Develop logos to categorize F&A communications (call to action, training, dates/deadlines, best practices, Controller), so customers can easily identify communications received.

Fiscal Job Shadowing: Expand the Fiscal Job Shadowing program, currently in place for the CFO Division, to additional people to enable knowledge-sharing between CFO employees and department staff.


These initiatives are in the process of implementation, where the plan is put into action.

Finance Fridays: A monthly speaker program for the CFO Division, delivered by subject matter experts, to help employees develop a thorough understanding of our dynamic operations.  After successful monitoring of the program, expand to other campus departments.

Single Point of Training, Professional Development and Communications: Created the Center for Talent Management and Innovation to serve as a designated training and communications coordinator for the Finance & Accounting division.

Controller’s Financial Alliance: Quarterly meetings with CFO Financial Accountable Officers, to share knowledge or updates, and identify opportunities for improvement.


These initiatives have been officially launched, published or gone live and are being monitored for success.

Data Critical Thinking Resources: Published a new website called “Data Quick Tips and Best Practices” containing resources aligned with the new Critical Thinking about Financial Data course, a project initiated by the Controller’s Office in partnership with UF HR Training & Organizational Development, UF IT, UF Research and GBAS.  Currently monitoring and refining additional resources based on feedback.

Finance Data Reports: Published a Finance Data Reports website with descriptions and direct links to each report to provide increased visibility and usability of financial reports. Currently adding additional reports and expanding descriptions as requested.

Last Reviewed

3/25/2021: created page


University Controller’s Office: (352) 392-1321