Financial Services & Solutions (FSS) - Finance Policy & Process Specialist

Tori provides guidance on financial policies, procedures, forms, and systems. She develops instructional materials and trainings and supports the OUC’s Continuing Professional Education (CPE for CPAs) program.

Questions Tori Can Answer

• Is this an allowableUniversity expense for goods or services?
• How do I fill out the OUC's Fundraising Authorization form?
• Can I get a certificate for having attended a CPE course?

Facts

• Joined CU System Advancement (Business & Financial Operations) January 2022 and progressed to the Controller’s Office September 2025.
• Hold a BS in Finance. Formerly licensed CFP® and Securities Principal.
• Past work in Finance, Compliance and Business Operations in the Securities Industry, Early Childhood Education and Higher Ed.
• Enjoy time in nature, meditation, and spending time with my daughters.