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Karen L. Beres

Financial Specialist Advanced

Education

  • MS Occupational Therapy, University of Wisconsin-Milwaukee
  • BS Occupational Therapy, University of Wisconsin-Milwaukee

Interests & Expertise

Karen’s responsibilities for the College of Health Sciences include providing support for the day-to-day financial operations of the College including accounts payable, accounts receivable, purchasing, travel/non-travel reimbursements and salary adjustments. She will also assist with the fiscal reporting, budget and transaction management for all College operating funds. The detailed list of responsibilities include:

  • Direct Payment Forms
  • Direct Charge Forms
  • Payment to Individual Reports (PIRs)
  • Purchase Orders (POs)
  • Purchasing Card (Pcard) & ShopUW Reallocations
  • Internal Billing Request Forms
  • Non-Salary Payment Forms (NSPTs)
  • Department Deposits
  • UWM Foundation Forms (Request for Expenditure Form, Deposit)
  • Academic Support Services Agreements (ASSAs)
  • New Account Set Up (Department Actions Requests)
  • CHS New Student Hire & Change Forms
  • Salary Funding Set Up & Changes (new funding, funding changes)
  • Level 2 Approver for Expense Reports

Honors & Awards

Business Advisory Council Performance Award – June 2018. (Nominated for the Unsung Hero Award – March 2017).

Committees

  • Best Place to Work Committees 2013-2016 (Wellness Team, Gems Team, Coordinating Team).
  • UWM ISS- Process Improvement & Training Procurement Team (Feb 2017-Dec 2017).