Fiscal Affairs

The Office of Fiscal Affairs provides fiscal and administrative support to more than 50 departments, centers, institutes and administrative units within the University of Wisconsin School of Medicine and Public Health.

The office also assists with a variety of funding types, including school funding, grants, gifts and recharge funds.

Your customizable guide to UW–Madison and UW Health travel policies and reimbursement requirements. Use this tool before and after travel to make the reimbursement process faster and easier!

SMPH Fiscal KnowledgeBase

Designed to streamline and standardize financial processes, education, and training, the SMPH Fiscal KnowledgeBase (KB) offers a one-stop shop for key fiscal guidance from UW–Madison and UW Health, ensuring clarity, consistency, and efficiency across departments and units.


The initial release focuses on UW–Madison processes required for Workday go-live. Future updates will expand UW content and introduce UW Health content across all modules, beginning with Accounts Payable & Expenses. Further communication will be shared as new resources become available.

If you have questions, feedback or suggestions, contact SMPHfiscalKB@g-groups.wisc.edu.

Management, Reporting and Budgeting

The financial management and reporting team provides accounting-related tasks, prepares financial and statistical reports, provides training to others, assists with the annual budget preparation, and ensures accurate reporting of the business unit’s financial transactions.

Financial Transactions

The fiscal transaction team primarily handles processes involving funds being received or spent, and serves as the subject matter experts for campus financial policies and procedures.

Resources and Forms

Fiscal Forums

Fiscal Forums are held bimonthly in January, March, May, July, September, and November. These sessions provide information and updates regarding fiscal policies and procedures. Email Melissa Slouber for the upcoming schedule and to be added to the listserv. Recordings and materials from past sessions are available upon request.