Financial Planning & Analysis

Welcome to the Financial Planning and Analysis (FP&A) Office at WPI. Our dedicated FP&A team plays a crucial role in guiding the university's financial strategies, ensuring fiscal responsibility, and supporting informed decision-making. With a commitment to transparency and accuracy, we strive to enhance the financial well-being of the institution while fostering a culture of accountability under the institutional Accountability for Success Framework: 



At the heart of our FP&A initiatives is a comprehensive approach to budgeting, forecasting, and financial analysis. We work closely with university departments to develop and manage budgets that align with strategic goals. In addition to our core responsibilities, the FP&A Office actively collaborates with stakeholders across the university community to enhance financial literacy and promote a shared understanding of budgetary processes. We are committed to continuous improvement, leveraging technology and best practices to optimize financial operations and ensure the long-term sustainability of the institution.  


FY24 Year End Deadlines

Deadline Action/Task Contact Ext
Fri, June 21 Last day for operating fund (110-FD) purchases (except for emergencies 6568
Fri, June 28 @ noon Last day for cash receipts 6437
Fri, June 28 Last day for FY24 Workday receiving 6568
Fri, June 28 Last day for submission for FY24 Internal Service Deliveries N/A
Tues, July 9 Last day for submission for FY24 expenses reports 5033
Tues, July 9 Last day for FY24 Customer Invoices creation 6091
Thur, July 11 FY24 Final Gift Feed 6716
Fri, July 12 Last day for journal entires/IDTs/Payroll:    
  Sponsored Programs 5422
  All Other N/A
Fri, July 12 All Supplier Invoice Requests, Expense Reports and Accounting Adjustments must be submitted and fully approved by all required approvers in Workday 5033
Wed, July 24 Final deadline for approving Journal Entries/IDTs/Payroll 6091
Thur, Aug 1 Departments can run final FY24 reports 5577