Contact Information

Susan Tucker
Director, Fiscal Services
(805) 498-4557 x7510 | email

Brenda Johnson
Supervisor, Fiscal Services
(805) 498-4557 x7511 | email

Noreen Sand
Internal Auditor
(805) 498-4557 x7512 | email

Senior Accountant
(805) 498-4557 x7514 | email

Nancy Hill
Senior Accountant
(805) 498-4557 x7513 | email

Chris Charles
Accounting Tech II
(805) 498-4557 x7515 | email

Li Chen
Accounting Tech II (Receivables)
(805) 498-4557 x7516 | email

Ryan Kiunke
Accounting Tech I (Payables A-L)
(805) 498-4557 x7517 | email

Nancy Shelley
Accounting Tech I (Payables M-Z)
(805) 498-4557 x7518 | email

Jazmin Astorga
Accounting Tech I
(805) 498-4557 x7519 | email

Dinah Metaferia
Payroll Specialist
(805) 498-4557 x7520 | email

Matt Coyle
Payroll Technician
(805) 498-4557 x7521 | email

Jennifer Zerrenner
Payroll Technician
(805) 498-4557 x7522 | email

Fiscal Services

Fiscal Services handles all the financial related activities for the District.  We believe in:

  • A philosophy of fiscal responsibility;
  • Conservative estimates of anticipated revenues and expenditures;
  • Regular monitoring of our operating budget;
  • A strategic approach to the complexities of State, Federal, and local dynamics;
  • Attention to the long-range fiscal implications of today's decisions. 

Excel Forms & Misc. Documents

Budget Transfer Form

Use this form to request a transfer of budget dollars between accounts.


Employee Reimbursement Claims Memo
It is important that employees read this letter regarding employee reimbursement deadlines and practices.


Expense Transfer Form

Use this form to request a transfer of an expense for purchases between accounts.


Expense Transfer Form - Payroll

Use this form to request a transfer of an employee’s salary/benefits expense.


Memo Packet

This packet contains the memos given out at the beginning of the year for Business & Operations Departments.


Meeting Reimbursement Form

Use this form to submit food receipts for reimbursement.


Mileage Reimbursement Form

Use this form to submit mileage for reimbursement.


Mileage Rate Memo

Effective January 1, 2019, the IRS mileage rate changed from $0.545 per mile to $0.58 per mile.


Petty Cash Reconciliation Form

Use this form to track and submit petty cash expenses.


Petty Cash Requirements

Instructions and requirements for petty cash expenses.

Travel and Conference From
Use this form to submit employee travel and conference expenses reimbursement.

Payroll Forms/Documents

Payroll Submission Deadlines
It is important that employees read this letter regarding time sheet deadlines to the Payroll department.

Direct Deposit Authorization Form
Use this form to begin, change, or cancel payroll direct deposits to your bank account.

Check Stub from the Employee Portal
Instructions for retrieving a check stub from the Employee portal.

EDD DE 4 Form
Employee's Withholding Allowance Certificate for California personal income tax.

W4 Form
Federal income tax withholding form.

1095-C Frequently Asked Questions and Answers
Tax form that contains information regarding an employee's health care coverage.

Certificated Request for 12-Month Pay

Classified Request for 12-Month Pay

Tax Deferred Savings Plan

As an employee of Conejo Valley Unified School District you are entitled to participate in the District’s Internal Revenue Service (IRS) 403 (b), and 457(b) tax deferred savings and retirement plans.

Click here to visit the CVUSD webpage regarding 403(b) and 457(b) Retirement Accounts.