Financial Services Administration

Location: 301 Peterson Service Building 0005

Phone: (859) 218-6525

Fax: (859) 257-4805

University Financial Services has institution-wide responsibilities for the treasury, investments, banking services, payroll, accounts payable, property records and long-term debt functions, and for accounting and preparation of internal and external financial reports including the general purpose financial statements, and the coordination and oversight of the external audits.


Financial Services Administration

Penny Cox Treasurer (859) 257-6231
Shan Wang Controller (859) 257-1001
Kim Lush Assistant Treasurer/Policy & Training Director (859) 257-6465
Gwen Conley Associate Controller (859) 257-6235
Casey Jones Assistant Controller for Tax Compliance (859) 218-1735
Heather Hamilton Administrative Business Officer (859) 218-6525
Lexi Bugay Travel Services Director/Financial Manager (859-257-4758
Sarah Simpson Debt and Liquidity Senior Director (859) 257-5830
Matt Massarone Debt and Liquidity Analyst (859) 323-8582


Click here to view the UFS Staff Directory