Financial Services

About Financial Services

Financial Services is here to assist student groups, ASI departments, and University partners, providing financial support to help meet business and programmatic needs while maintaining fiscal integrity, data accuracy, and compliance with federal, state, and local laws and regulations.

Our portfolio includes the financial management of ASI (student body) fee, ASI Facilities & Operations (student union) fee, Instructionally Related Activities (IRA) fee, and self-generated Agency fund for student clubs and organizations.

Our commitment is to create awesomely simple procedures, driving an effectively compliant business to produce incredibly satisfied customers.

Simplicity — Compliance — Satisfaction

Budget

The Budget Team is responsible for overseeing the budgeting process for departments, student clubs, organizations, and academic groups. Our duties are to assist with the preparation of the budgets, provide guidance according to ASI Financial Services guidelines and stipulations, communicate necessary information as well as changes to budget policies, and facilitate allocation of funds.

• Annual budget development & allocations
• Budget workshops

Accounts Receivable

The Accounts Receivables Team is responsible for invoicing, receiving, documenting, and processing all deposits and payments for ASI. Furthermore, we are here to provide guidance on the ASI Cash Handling policy and procedures.

• Cash handling
• Billing & invoices
• Cash audit

Accounts Payable

The Accounts Payable Team is responsible for accurate and timely payments for all stakeholders. We review, process and approve documents such as Disbursement Requests and Purchase Orders. Our team is here to provide financial guidance to ASI account holders in adherence to ASI policy guidelines and procedures.

• Hospitality
• Prizes & awards
• Cash advance
• Travel

Accounting

The Accounting Team is responsible for all “back-office” duties required to smoothly run ASI. We are charged with reporting the daily incoming and outgoing cash flows. A few of the tasks overseen by accounting include journal entries, stop payment & check replacement requests, financial reporting, and implementation of policies & procedures. To ensure these back-office functions are thoroughly accomplished, our team works diligently to keep an accurate, complete, and timely bookkeeping system.

• General accounting
• Fixed assets
• Procurement card management
• Cell phone requests
• Financial reporting

Customer Service

The Customer Service Team strives to provide friendly and efficient service. Our team is here to answer any questions regarding ASI Financial Services forms, account balances, travel information, and more. We can also provide change for large bills.

• Organizational Chart (PDF)

Note: documents in Portable Document Format (PDF) require Adobe Acrobat Reader 5.0 or higher to view, download Adobe Acrobat Reader.

Contact Us

Office Phone: 909-869-2800
Email: asifs@cpp.edu
Location: 3801 W Temple Ave Bldg 35, Rm 2123 Pomona CA, 91768
Office Hours via Zoom (please see schedule above)

Carol Lee

Chief Financial Officer
Phone: 909-869-2942
Email: cllee@cpp.edu

Ivonne Cabezas

Associate Director of Revenue Management
Phone: 909-869-6859
Email: imcabezas@cpp.edu

Vacant

Associate Director of Disbursement Management

Anntanique Poke

Budget Analyst
Phone: 909-869-4796
Email: atpoke@cpp.edu

Louisa Keyes

Accounts Receivable Vault Cashier
Phone: 909-869-2846
Email: lmkeyes@cpp.edu

Jessica Martinez

Accounts Payable Fund Specialist
Phone: 909-869-2842
jjmartinez@cpp.edu

Emilee Slack

Interim Accounts Payable Fund Specialist
Phone: 909-869-3937
Email: ecslack@cpp.edu

Armida Lopez

Lead Accountant
Phone: 909-869-4928
armidalopez@cpp.edu

Janette Santana

Staff Accountant
Phone: 909-869-2843
jksantana@cpp.edu

Angelica Rosas

Financial Services Generalist
Phone: 909-979-6358
Email: arosas1@cpp.edu