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    Upper Moreland Township School District Business Office


    Certificate of Excellence

    Contact Reference List of Common Staff Functions
    (Not inclusive of all Job Responsibilities)

    Any areas which are not addressed below or for which further clarification is necessary can be addressed to Hope Hague, Budget & Finance Supervisor or Matthew Lentz, Chief Financial Officer/Board Secretary

     
     


    Samantha Watkins
    Payroll & Accounts Payable Coordinator
    swatkins@umtsd.org
    Phone (215) 830-1520
    Fax (215) 659-3421

    • Invoice processing
    • Accounts receivable
    • Fundraising
    • Postage, copy counts
    • Payroll
    • W-2s
    • PSERS retirement
    • 403bs
    • Credit Union
    • Unemployment Claims

    Brett Cutright
    Budget & Accounting Coordinator 
    bcutright@umtsd.org

    Phone  (215)706-6295
    Fax (215) 659-3421

    • Questions on student funds
    • State reporting to include Annual Financial Report 
    • Federal Programs/Access/IDEA
    • PLANCON
    • Bank inquiries
    • Audit Confirmations
    • Budget Inquiries 

    Vacant
    Business Support Specialist 

    Phone (215)-830-1521
    Fax (215) 659-3421

    • Vendor file maintenance including W-9’s and vendor receipts
    • Coordinates returns with Warehouse Coordinator
    • Tax-exempt forms
    • Cooperative Purchasing, Bids, Other purchases

    Kendell Harris
    Business/Human Resources Coordinator
    kendellharris@umtsd.org
    Phone (215) 830-1505
    Fax (215) 659-3421

    • Coordinates District Bids
    • Coordinates Budget & Finance & Human Resources Committee agendas
    • Donations
    • Right to Know requests
    • Insurance Claims (except Unemployment or Workers Compensation)

    Hope Hague
    Budget & Finance Supervisor
    hhague@umtsd.org
    Phone (215) 830-1503
    Fax (215) 659-3421

    • Department/Principal Budget & Accounting Support 
    • PDE 2028 and Budget Development 
    • Supervision of Business Office Staff 

    Patricia O’Donnell
    Assistant Business Manager
    podonnell@umtsd.org
    Phone (215) 830-1521
    Fax (215) 659-3421

    • Business Office Support 

    Glenn Bosworth
    Warehouse Coordinator
    gbosworth@umtsd.org
    Phone (215) 830-1524
    Fax (215) 659-3421

    • Receipt of all shipments
    • Records retention

    Matthew M. Lentz
    Chief Financial Officer/Board Secretary
    mlentz@umtsd.org
    Phone (215) 830-1504
    Fax (215) 659-3421

     

    • Board Secretary
    • Investments
    • Contract approvals
    • Bond Issues
    • Capital Improvement Program