Contact our Team
OFFICE HOURS
The office of Budget, Financial Planning & Analysis is open during regular business
hours and does not adhere to the Stony Brook University semester/class schedule.
PHONE NUMBER
For general information, please call (631) 632-6090.
LOCATION ON CAMPUS
The Budget, Financial Planning & Analysis office is located in the Administration
Building on Stony Brook University's Main Campus, Suite 401.
Stony Brook University
100 Nicolls Road
Department of Budget, Financial Planning & Analysis
Administration Building, Suite 401
Stony Brook, NY 11794-6040
QUESTIONS & FEEDBACK
Questions, suggestions and feedback can be submitted via our feedback form. Submit here
MAPS AND DIRECTIONS
View maps and directions for Stony Brook University.
HEATHER MONTAGUE
Senior Associate Vice President for Budget & Financial Planning
Heather came to Stony Brook University in 2017, serving as the Senior Assistant Provost
for Finance, Budget & Operations after spending 12 years at the University at Buffalo.
Her success at Stony Brook initially led to her appointment to Associate Vice President
for Academic Budget & Financial Planning in 2019 and ultimately the addition of the
Interim Associate Vice President for Financial Planning & Analysis in 2021. Heather's
history of service to Stony Brook University includes stabilizing the Provost's area
budget, developing consistent and transparent multi-year budget planning processes,
and contributing to the University's Strategic Budget Initiative.
In her current role, Heather oversees and continuously develops an all-funds, multi-year
budget model that is centered on transparency, accountability, the optimization of
resources, and financial planning that aligns with the University's strategic goals.
She oversees the Budget Office, and collaborates with University leaders to direct
Stony Brook's planning, analysis, reporting and accountability of University resources.
STAFF DIRECTORY
DEPARTMENT DIRECTORY
| BUSINESS AREA | NAME | CONTACT INFO |
|---|---|---|
| Allocation Transfers | Lauren Gallagher | lauren.gallagher@stonybrook.edu |
| Annual Targets | Lauren Gallagher | lauren.gallagher@stonybrook.edu |
| Budget Management Reports | Katherine P. Soto | katherine.p.soto@stonybrook.edu |
| Budget Metrics | David Ferer | david.ferer@stonybrook.edu |
| CBM Reported System Issues | Katherine P. Soto | katherine.p.soto@stonybrook.edu |
| CBM Security | Katherine P. Soto Vincent Digiovanna |
katherine.p.soto@stonybrook.edu vincent.digiovanna@stonybrook.edu |
| CBM Training Questions | Katherine P. Soto | katherine.p.soto@stonybrook.edu |
| Central Funds (University Central Resources) | Lorena Mancino | lorena.mancino@stonybrook.edu |
| Contractual Salary Increases | Donald Gocinski | donald.gocinski@stonybrook.edu |
| Financial Plans for State and IDC | Lauren Gallagher | lauren.gallagher@stonybrook.edu |
| Mid-Year Condition Reports | David Ferer | david.ferer@stonybrook.edu |
| Operating Budget | Katherine P. Soto | katherine.p.soto@stonybrook.edu |
| Rollover Transfers | Kristin Strecker-Kellogg | kristin.strecker-kellogg@stonybrook.edu |
| Split Employee Moves | Katherine P. Soto Vincent Digiovanna |
katherine.p.soto@stonybrook.edu vincent.digiovanna@stonybrook.edu |
| SMRs | Lauren Gallagher | lauren.gallagher@stonybrook.edu |
| Special Appropriations | Kristin Strecker-Kellogg | kristin.strecker-kellogg@stonybrook.edu |
| SUNY BI | David Ferer | david.ferer@stonybrook.edu |
| Tuition Projections | Donald Gocinski | donald.gocinski@stonybrook.edu |
| Tuition Revenue Sharing | Donald Gocinski | donald.gocinski@stonybrook.edu |
| Utility Billing and Reports | Lauren Gallagher | lauren.gallagher@stonybrook.edu |