UBS Contact Info – Meet the Staff
Accounting Staff:
UBSHelp@montana.edu
Katie Matzinger
7508
katie.matzinger@montana.edu
Director of Accounting
Tanya Arrington
3345
tanya.arrington@montana.edu
Financial Manager, Accounting staff supervisor, new or
changes to Indexes, Funds & Orgs, 1099s, finance
corrections, general accounting questions
Loreen Grove
1956
loreeng@montana.edu
Financial Manager, pledged funds transfers, loan
payments, bond payments, new Intercap loans, external
financial reporting
Christina Fournier
3653
fournier@montana.edu
Andrea Gullickson
5727
andreag@montana.edu
Bonnie Allison
7599
ballison@montana.edu
Banner to SABHRS reconciliations, bank reconciliations,
finance corrections
Tom Zulauf
1958
tzulauf@montana.edu
Credit card reconciliations, processing of payments to
State agencies, incoming funds from State agencies,
finance corrections
Accounts Payable Staff:
Financial Manager, Property Management supervisor,
plant funds, investments, Commerce Manager program,
UBI reporting, UBS training, change & petty cash funds
Pcard administrator, incoming wires, processing of
payment for dept. to dept. (BPAs), Costco, warrant
cancellations, credit applications, finance corrections, W9
to vendors
UBSHelp@montana.edu
Sarah Gorlitz-Burk
6411
Sarah.gorlitz@montana.edu
Accounts Payable Associate Manager, 1099s, W9s, US
Wire transfers, automatic deposits (ACH)
Lynne Hendrickson
5739
lhendrickson@montana.edu
A/P Supervisor, special checks, automatic deposits
(ACH)
Amanda Brunsvold
5534
amanda.brunsvold@montana.edu
Travel, BPAs, pcard review
Zach Shada
5531
zachary.shada@montana.edu
Travel, BPAs, pcard review
Kris Norby
5114
Kristi.norby@montana.edu
Travel, BPAs, pcard review
Procurement Staff:
purchase@montana.edu
Brian O’Connor
5016
boconnor@montana.edu
Director of Procurement Services
Alix Byrd
3212
alix.byrd@montana.edu
Procurement Officer
Ramie Pederson
3213
ramie.pederson@montana.edu
Procurement Officer
Cheri Toeniskoetter
3211
cheri.toeniskoetter@montana.edu
Procurement/Supply Associate
Student Accounts:
studentaccounts@montana.edu
Bonnie Holden
1953
bholden@montana.edu
Director of Student Accounts
Jennifer Huber
7575
jennifer.huber1@montana.edu
Student Accounts Supervisor
Juli Madden
5535
juli.madden@montana.edu
Cathy McDunn
6613
kathleen.mcdunn@montana.edu
Tricia Reimche
5537
tricia.reimche@montana.edu
Student account customer service, Chapter 33, assist
Loan Service Center with Perkins and Nursing loans
Amy Smith
7561
amy.smith1@montana.edu
Collections specialist, process Deferred Installment
applications, NSF checks
Wendy McCarty
5538
wendym@montana.edu
Collections specialist, process Deferred Installment
applications, auto billing
Amber Marble
2702
ambermarble@montana.edu
Loan Services Supervisor – Perkins and Nursing loans
Property Management:
Student account customer service, grants and contracts
billing, university withdrawals, student refunds, PLUS
refunds
Student account customer service, third party billing,
university withdrawals
propmgmt@montana.edu
Kristin Harbuck
5504
kristin.harbuck@montana.edu
Program Coordinator
Kenneth Baese
2643
kenneth.baese@montana.edu
Program Assistant
Aleta Madsen
5540
aleta.madsen@montana.edu
Cashier
Dani Barrett
5539
dani.barrett@montana.edu
Cashier
Paul Lambeth
7744
plambeth@montana.edu
Administration & Finance IT Director
Dave Court
2704
dcourt@montana.edu
Banner Finance Team Lead
Nathaniel Briggs
7933
Nathaniel.briggs@montana.edu
Finance Computer Systems Analyst
Tracy Simonson
1902
tracy.simonson@montana.edu
Finance Computer Systems Analyst
Nancy Powell
5505
npowell@montana.edu
Student Accounts Computer Systems Analyst
Cashiers:
Banner Finance: