The Financial Planning & Analysis (FP&A) team functions as financial and budget analytical partners committed to our institutional goals of financial stability and effective operations. The FP&A partners collaborate closely with departments to support data driven decision-making, advise in resource allocation, and build a culture of financial accountability and responsibility.
The FP&A partners serve as liaisons between departments and the finance/budget office and provide guidance on various financial and budgetary processes and procedures. As subject matter experts, FP&A partners provide financial training and development opportunities and offer insights by building relationships with departments.
FP&A can provide support in the following areas:
Consultation on budget management, forecasting, and planning
Analyze financial data to support decision-making
Guidance in university financial policies and procedures
Suggest resource allocation and optimization of non-operating funds
Prepare financial metrics and dashboards
Conduct trainings on topics of financial, position and budget management and systems
