Associate Vice President for Finance
Linda joined the Office of Budget & Planning in 1998. In her current role, she leads the OB&P team and works directly with Officers and Trustees to assist in setting the financial management strategy for the University. This includes managing the preparation, implementation, and oversight of the University’s $1.5 billion operating budget and overseeing complex financial analysis and planning in support of major University financial decisions.
Linda is a Board of Trustee member at Manchester University and active on several local non-profit boards. Linda is also active with the National Association of College and University Business Officers, serving on the Planning and Budgeting Forum Program Committee, the Budgeting Publication Advisory Committee, speaking at various programs, and contributing to publications.
Prior to joining the OB&P, Linda served in professional practice at Crowe, Chizek and Company from 1994-1998. In this capacity, Linda was responsible for the audit, tax, and consulting work for approximately 45 clients. These clients included large for-profit corporations and partnerships, as well as colleges, universities, and non-profit organizations.
Associate Vice President for Financial Planning & Analysis
Trent joined the Office of Budget & Planning in 2001. In his current role, he is responsible for the budgeting and financial planning activities of the University. This includes multi-year budget development and analysis, monitoring year-to-date budget activities, managing and reporting on the University’s incentive arrangements, and leading financial planning and analysis projects.
Prior to joining the OB&P, Trent served as the Assistant Vice President of Financial Planning and Analysis for a large insurance subsidiary of General Electric. During his tenure at GE, Trent was responsible for both short and long-term financial forecasts for the country's largest medical malpractice insurer.
Trent is active in both the Hewitt Pathfinder Group and Notre Dame Alumni Association.
Director, Budget Planning & Analysis
Missy joined the Office of Budget & Planning in 2012. In her current role, she is responsible for the day-to-day management of the operational administration of the University’s budget and position management as well as oversight for the training and campus support of the budgeting tools and processes.
Prior to joining the OB&P, Missy managed mergers and acquisitions and other firm-wide initiatives as the Associate Director for the Project Management Office of Crowe Horwath LLP. She also worked as Manager of Audit & Advisory Services at the University of Notre Dame and spent several years serving banking, manufacturing, and not-for-profit clients as an auditor for PricewaterhouseCoopers LLP.
Associate Director, Financial Planning
Cindy joined the Office of Budget & Planning in 2009. In her current role, she focuses on budget strategy and financial planning activities at the University. Her duties include long-range forecasting, contingency planning, and other financial analyses. Over the past year, Cindy has worked with the Office of Strategic Planning in coordinating the Administrative Review Process for several units on campus.
Prior to joining the OB&P, Cindy led a large customer supply chain operations team for Whirlpool Corporation (Benton Harbor, MI). She also spent five years with Limited Brands (Columbus, OH) where her roles included strategic planning for the Express brand. In addition, Cindy worked as an associate consultant for Bain & Company in Chicago, supporting a wide variety of clients and projects.
Assistant Director, Budget Planning
Craig joined the Office of Budget & Planning in 2010. In his current role, he supports the Campus Services and Facilities, Design, & Operations divisions. He has participated in various projects under the Financial Planning & Analysis team including work on University transfer pricing, Aviation, Student Health Services, Center for the Homeless, and Campus Security. Craig also serves on the planning committee for CACUBO's winter workshop.
Prior to joining the OB&P, Craig served the University as Director of IT Administrative Services for eight years in the Office of Information Technology and as Sr. Audit Consultant in Audit & Advisory Services for two years. Prior to joining the University, Craig worked for seven years in various accounting and financial management roles in the healthcare industry and two years in a manufacturing company serving as a Cost Accountant.
Senior Technical Analyst, Budget Planning
Mike joined the Office of Budget & Planning in 2010. In his current role, he supports the Spring Budget Process and represents the OB&P in campus information technology projects.
Prior to joining the OB&P, Mike served the University for over 20 years in the Office of Information Technology performing software development and application support. Mike’s primary focus has been the University’s financial systems. Mike also has six years of experience at the Holy Cross Health System in a similar capacity.
Senior Technical Analyst, Budget & Planning
Casey joined the team on May 7th, and he will be working alongside Mike Geglio as the Sr. Technical Analyst in the Office of Budget and Financial Planning. He will focus on the support and optimization of Host, supporting business managers on their budgets, and looking for process improvements at every level.
After college, Casey initially worked for Skyline Corporation building and supporting computers and developing software for their engineers. After a few years, Casey accepted a position at Hewlett Packard Enterprise (HPE) working on public-private Medicaid implementations for the state of Ohio and Florida. He supported their claims subsystem, which is the largest and most complex subsystem in Medicaid. He also completed a high-profile project for the finance subsystem in Florida.
Prior to joining the Finance Division, Casey worked with Employee Finance Solutions in OIT. Leading the support team, he implemented new automations (HR I-9 Notify and the Bulk Campus Address Upload tool), supported HR on open enrollment in 2017, implemented Sticky Headers for GLez, and streamlined the support process. He will be celebrating his 2-year work anniversary at the University on Halloween, one of his favorite holidays.
Financial Analyst, Budget Planning
Andrea joined the Office of Budget & Planning in 2005. In her current role, she focuses on budgeting and financial analysis and planning activities at the University. Her responsibilities include quarterly year-to-date analysis, financial aid, fall and spring budget campus support and other financial analyses. She has also been a member of the Finance Division Communications & Events Committee for five years, where she is a lead on developing and distributing the Finance Division Newsletter.
Prior to joining the OB&P, Andrea was a commercial banking credit underwriter for JP Morgan Chase, where she developed analytical and credit analysis skills, established and maintained client relationships and gained a deep understanding of commercial lending and capital raising activities.
Program Manager, Financial Planning & Analysis
John joined the Office of Budget and Financial Planning in 2016 as an FP&A program manager. His responsibilities include supporting the strategic budget process, financial planning, and other projects in support of the University's financial stewardship goals.
Previously, he served as Vice President, Finance and Strategy for CNA Financial's Long-Term Care insurance division. His responsibilities included financial reporting and analysis, oversight of strategic initiatives and development of analytics capabilities. Prior to CNA, John was an investment banker in Chicago, primarily focused on the insurance industry. John is a 2006 graduate of Notre Dam
Program Manager, Budget Planning & Analysis
Benet Bartell joined the Office of Budget and Planning in February 2018 in the role of Program Manager for Budget Planning and Analysis. In this capacity, Benet is responsible for financial modeling and analysis in support of the annual and long-range budget plan for the University. Benet also serves as a business partner for several campus units and supports the continued rollout and campus adoption of the All Resource Planning program.
Benet comes to the Finance Division after serving as Associate Director in the M.S. Accountancy program in Mendoza since 2015. Prior to that, he was Manager of Finance and Operations for the Performance Center for the South Bend Cubs and served as a Senior Audit Consultant for Deloitte & Touche, LLP. Benet completed his MBA and his Master of Science in Accountancy degrees at Notre Dame and his undergraduate degree at Pepperdine University.
Financial Analyst, Budget Planning
Warren joined the Office of Budget & Planning in 2001. In his current role, he provides assistance and expertise with the Spring Budget Process, Position Management, Endowed Chair management and provides customer service to Academic areas, assisting them in a wide range of process and data stabilization issues.
Prior to joining the OB&P, Warren worked in various industries including manufacturing, distribution and health care in Georgia, Arizona, California, and Indiana. He also served the public accounting firm KMG Main Hurdman, now known as KPMG, based out of Atlanta. In this capacity, he performed audits and services for various clients from a variety of industries, including manufacturing, banking, and private colleges and universities across the nation.
Elizabeth joined the Office of Budget & Planning in 1999. In her current role, she serves as a Financial Consultant on the Financial Planning & Analysis Team. Her responsibilities include the incentive calculation for all unrestricted budgets at the University, gathering student charges campus-wide to keep in a central repository, tuition, room and board analysis, and supporting divisions year-round. Elizabeth also leads and contributes to special projects. Also, as a member of the Early Childhood Development Center Committee (ECDC), she works closely with ECDC to complete their annual financial analysis.
Prior to joining the OB&P, Elizabeth served First-Chicago NBD, Elkhart for two years and prior to that, she was employed 10 years with Allied-Signal Energy Controls Division (formerly Bendix). In both roles, she worked in an accounting capacity.
Jenae joined the Finance team in 2015, supporting the Budget & Planning, Financial Planning & Analysis, VP Finance, Treasury Services, and Northeast Neighborhood (NEN). Her responsibilities include calendaring and administrative assignments for the Vice President of Finance and the Budget Office team. She is also responsible for updating the AAU Private University Peer News Summary, organizing departmental retreats, conferences, and benchmark trips, preparing meeting materials, updating the finance websites, creating expense reports, and completing other projects as assigned.
Prior to joining the Finance team, Jenae was a 4th-grade Teacher's Assistant at Saint Pius X Catholic School. She has also worked closely with the Notre Dame Alumni Association, Pre-College Programs, and McGrath Institute for Church Life.