Carnegie Mellon University

Student Affairs Finance

The Student Affairs Finance team prepares the operating, capital and all other budgets and forecasts for the division. Additionally, the finance team plans, develops, and implements short- and long-term strategies for improving efficiency and service to student affairs. The team interprets and implements new financial directives and procedures and serves as the divisional experts in all things purchasing so that we are in compliance with University policies. 

The finance team works each day to ensure our business transactions run smoothly. This includes verifying purchases using University credit cards and processing expense reimbursements, creating purchase orders, processing journal entries and paying invoices. The team consults and advises best practices with staff members who are making purchases large and small and handles purchases related to travel and hazardous materials. The team ensures we are compliant with Payment Card Industry Data Security Standards (PCI DSS) to maintain the security of our credit card data. Student Affairs Finance runs our Carnegie Mellon Tickets program including administration of ticket sales and management of associated revenue. Additionally, the team runs monthly financial reports and redistributes misallocated charges, manages cash and check deposits, and initiates student employment in Workday.

Supplier Diversity Program

As part of the university’s commitment to confronting racism and promoting equity and inclusion, the Supplier Diversity Program aims for greater focus on procurement from locally owned and diverse businesses. For those who request purchase orders or make purchases in Student Affairs, we must all commit to giving increased consideration for the vendors and businesses we choose, particularly from a diversity standpoint. Dawn Capozzolo, senior financial manager and lead buyer for Student Affairs, put together a one page pdf of questions to consider and resources to consult before making a purchase. You can find it here: Division Share\DOSA General\Policies-Procedures\Buyer Resources.

Transaction Processing Requests

Do you need to submit a transaction processing request form or have questions about the process? Visit Student Affairs Transaction Processing to learn more about the procedures for submitting PCard/Travel Card/HAZMAT Card receipts and requesting expense reimbursements. Still have questions? Review the recording of the training session or contact your finance team member. 

In April 2023, we introduced the Robotic Processing Automation (Bot) to create efficiencies in expense reimbursement processing. If you were not able to attend the training or have questions about the changes to the transaction processing request form, review the recording of the bot training session


Meet the Finance Team


Rita Caldwell

Senior Financial Administrator
Email Rita

Student Employee Workday Processing (all departments except for Housing & Athletics)


  • Career & Professional Development Center*
  • Community Health & Well-Being*
  • Conference & Events Services
  • Housing Services*
  • Office of the VP for Student Affairs & Dean of Students*
  • Student Emergency Support Funding
  • University Health Services

*Denotes Travel Card Responsibilities


Dawn Capozzolo

Senior Financial Manager
Email Dawn

  • Community Life
  • Conference and Event Services
  • First-Year Orientation & Family Engagement
  • Housing Services and Space Planning
  • Pre-College Programs
  • Residential Education


Jennifer Cox-Siegel

Director of Finance
Email Jennifer

  • Assessment and Strategic Initiatives
  • Center for Student Diversity and Inclusion
  • Civility Initiatives
  • Diversity Initiatives
  • Office of the Vice President for Student Affairs and Dean of Students



Lloyd Hedlund

Assistant Director of Finance
Email Lloyd

  • Career & Professional Development Center
  • Community Health and Well-Being (including Counseling and Psychological Services, University Health Services, Spirituality Initiatives, Student Support Resources, & Wellness Initiatives )
  • Information Technology
  • Marketing and Communications
  • Office of Community Standards & Integrity
  • University Funding Committee
  • Restricted Account Management



Kedar Lincoln

Finance Assistant
Email Kedar

Assists with:

  • Community Life*
  • Conference & Events Services*
  • Counseling and Psychological Services*
  • First-Year Orientation and Family Engagement*
  • Office of Community Standards and Integrity* 
  • Pre-College Programs*
  • Residential Education*
  • Student Affairs Information Technology*
  • Student Affairs Marketing and Communications*
  • University Health Services*

*Denotes Travel Card Responsibilities


Karen Neumeyer

Finance Assistant
Email Karen

Assists with:

  • Special Projects


Connor Regan

Finance Assistant
Email Connor

Assists with:

  • Cohon University Center*
  • Dining Services*
  • Student Leadership, Involvement, & Civic Engagement*

*Denotes Travel Card Responsibilities


Casey Way

Senior Financial Administrator
Email Casey

  • Athletics, Physical Education & Recreation
  • Cohon University Center
  • Dining Services
  • Student Leadership, Involvement & Civic Engagement