The Office of Financial Planning administers and monitors the University’s annual budget. We are committed to supporting the strategic vision of the University by building financial projections consistent with the University’s strategic goals and ensuring accountability and effective resource allocation through ongoing performance analysis.
Responsible for the development, planning and monitoring of the University’s operating budget. Supports the University’s long-range, strategic financial planning process ensuring consistency with the University’s strategic plan.
Specializes in administering Educational & General (E&G) and Concessions funds budget allocations to the academic and administrative units. Tracks and analyzes monthly financial performance against budget for E&G University Reserves (current and carry forward) and Concessions fund. Serves as liaison to academic units and to the University community for inquiries relating to E&G, Student Activity, Concessions, and Agency funds.
Plans and executes the University budget preparation and consolidation process. Responsible for all University internal and external submissions requiring budgetary, financial performance information. Serves as a liaison with the technology teams to plan, manage and improve the information systems involved in the above mentioned processes.
Specializes in enrollment–driven (tuition, fees, and waivers) revenue projections and analysis, ensuring consistency with strategic plans and ratio objectives. Analyzes tuition, fees and waivers results and impact to the University’s objectives and targets. Performs analysis on personnel and financial aid funds. Serves as liaison to the University community for inquiries relating to enrollment-driven revenues and Financial Aid funds.
Senior Financial Analyst
Supports the Office of Financial Planning in the financial analysis of personnel data, serves as the point of contact for all matters related to the Salary Float process and Board of Governors employee submission files. During the budget season, oversees the integrity of the position data and works closely with the units by providing guidance with the budget tools and reports in PantherSoft.
Senior Financial Analyst
Specialist for tracking, analyzing and reporting on University state appropriations, monitors the state legislative sessions and changes in the state economic conditions. Administers the Critical Investment process by compiling all requests, maintaining records of fund allocations, and tracking expenditures against allocations. Prepares the annual Expenditure Analysis and performs analysis of the Student Activity funds. Serves as the liaison to non-academic units.
Administrative Services Coordinator
Provides administrative support in the operation of the Office of Financial Planning, and Auxiliary and Enterprise Department. Acts as budget manager and Human Resources liaison, coordinates, and provides logistic support for all departmental and University-Wide meetings.