Katy Roig

Kathryn (Katy) Roig joined the University of San Diego in 2007 and currently serves as the Vice President for Finance & CFO. Ms. Roig has been actively involved in the management of USD’s finances for twelve years, first as Controller from 2007 to 2011, then as Associate Vice President for Finance from 2011 to 2019, and now as Vice President for Finance & CFO. In this capacity, she leads the Finance Office, comprised of five distinct operating units, all providing core financial services to the University of San Diego community. The Finance Office strives to provide innovative financial leadership and business solutions that support an exemplary educational experience for our students. Our mission is founded upon integrity, teamwork and preeminent resource stewardship to ensure USD’s financial strength for generations to come.

The Associate Vice President for Finance’s Office oversees Reporting & Compliance, the Controller’s Office, Procurement and the Real Estate Administrator. Reporting & Compliance involves oversight of all compliance efforts associated with the university’s financial portfolio; this includes USD’s Section 501c(3) tax exemption, monitoring compliance on the university’s tax-exempt bond portfolio; and administering all other financial federal and state tax and compliance laws. Procurement purchases goods and services in the conduct of university business and construction. This unit negotiates competitive supplier contracts and performs vendor evaluations. The Real Estate Administrator oversees the university’s off-campus rental housing program and the Faculty Home Buying Assistance Program.

The Controller’s Office is responsible for financial record keeping and internal controls and includes the offices of Accounting and Payroll. The Accounting Office maintains the university’s general ledger, the system of record for all financial transactions. Accounting manages the month and year-end closures of the university’s financial records, and performs all post-award reporting for government grants and contracts. The Payroll Office processes paychecks, taxes, withholdings and remittances for over two thousand employees and student workers. The Payroll team oversees the University’s time-keeping system and also provides support surrounding federal and state taxation issues to the University’s non-U.S. resident student population.

The Office of Budget & Planning develops annual budgets and long-term financial plans that support USD’s mission and strategic objectives. This unit monitors spending for over five hundred department operating budgets, and implements capital funding initiatives for the renewal of equipment, buildings and grounds in the conduct of maintaining USD’s aesthetic standards.

The Office of Risk Management protects property, environmental, financial and other resources in the conduct of university business. This unit negotiates and manages all commercial insurance policies, and trains campus personnel on emergency preparedness and business continuity.

Student Financial Services includes Student Accounts; responsible for billing and collecting tuition, room, board and other fees for over 8,000 students. The Loan and Student Account Resolution team, which administers, disburses and collects student loans for all federal and campus-based loan programs. The Cashier’s Office accepts and processes payments made to the university for tuition and fees. The Cashier also processes daily deposits for dining services, bookstore, and athletic ticket sales among others, to the university’s central operating account.

Treasury & Financial Systems portfolio includes oversight of the Treasury, Financial Systems, Accounts Payable, and the Torero Travel and Expense teams. Treasury manages the university’s cash flow and short, intermediate and long-term investment portfolios, including management of the University’s endowment portfolio and related reporting. The Treasury team is the direct liaison with the Investment Committee of the Board of Trustees and the University’s global investment research and consulting partner, Cambridge Associates. Additionally, the Treasury team is responsible for data security standards for all credit card terminals on campus, also known as Payment Card Industry Data Security Standards (PCI DSS) compliance. Financial Systems is responsible for the oversight and maintenance of the university’s financial systems, including Oracle, Noetix, Concur, and Kronos. Accounts Payable processes the university’s cash disbursements to suppliers and employees for expense reimbursement. The Torero Travel and Expense team manages the university’s travel program and Onecard credit card programs, administered through the SAP Concur platform.

Katy holds a Bachelor of Science degree in Business Administration from Cal Poly, San Luis Obispo and a Master’s of Science in Executive Leadership (MSEL) from the University of San Diego. She has been a California Certified Public Accountant since 2002. Her public accounting experience focused on not-for-profit organizations, specifically in the healthcare industry. This led to her first industry position as the Controller for the Sharp Healthcare system of four hospitals, two medical groups and a health plan.

Katy and her husband Rob have called San Diego home for the past 18 years. They spend their weekends enjoying all that San Diego has to offer with their two sons, Bryce and Cooper.