FP&A Team

Annual Processes

• Direct and review Annual Operating Budget, Annual Capital Plan, MYFP, MYCP, TEFA
• Assist in preparation, submission, and presentation of Year-End materials

Core Operations

• Review forecasting as necessary
• Review all reporting & analysis as necessary
• Support University leadership, School leadership, Finance Office, and Budget Owners

Special Projects

• Review projects as necessary
• Prepare projects as assigned
• Committees & Ad Hoc

• Annual Processes - Lead Annual Operating Budget, Multi-Year Financial Plan
• Core Operations - Quarterly forecasts, monthly reporting & analysis, quarterly management reports, support university leadership, school leadership, and budget owner portfolios
• Support - Academic areas
• Wyss Financial models
• Graduate Financial aid
• TA/TF Budget review
• Degree and Professional Program models
• Committees & Ad Hoc