Finance OST | Financial Planning, Analysis, and Coordination Hub
This hub provides financial planning, reporting, and strategic financial partnership services to support the University and individual unit’s fiscal health and decision-making.
Hub Overview
The Financial Planning, Analysis and Coordination hub brings together the University Budget Office, the central management reporting team, and the strategic finance partner (SFP) teams. The Budget Office guides the annual budgeting process, collaborating with SFPs to develop the comprehensive all-funds annual budget. The central management reporting team delivers standard management reports to various business areas and develops dashboards with key performance indicators. Under the guidance of the SFPs, business-area-specific teams manage budgeting, forecasting, and labor planning.
The SFP teams are structured to support specific business areas, with each area having a partner and supporting team. Three SFP directors oversee the unit. Their main objective is to foster efficiency and consistency across the organization and University, drive process improvements, and represent the strategic finance partner division on University-wide initiatives and committees. This part of the hub also oversees workforce planning, including labor distribution, position budgeting, and approving appointments and compensation changes. It also concentrates on budget development, forecasting, and analyzing actual versus budget variances. SFPs additionally offer thought leadership to support the strategic initiatives of the budget executives they serve.
Team Structure
The organizational structure for this hub is still being refined and optimized. Please check back soon for updates.
The Financial Planning, Analysis, and Coordination hub lead will have five direct reports, each responsible for specific process areas, with dedicated team members supporting them. The teams will be aligned to business units and campuses.
Managers
Financial Planning, Analysis, and Coordination Hub Lead
Reporting to Hub Lead
- Central Budget Director
- Central Management Reporting Director
- Strategic Finance Partner Director
Teams
Reporting to the Central Budget Director
- Analysts
Reporting to the Central Management Reporting Director
- Future State Data Team
- Analysts
Reporting to the Strategic Finance Partner Director 1
- Strategic Finance Partners
- Reporting to Strategic Finance Partners:
- Financial Coordinators
- Financial Analysts
Reporting to the Strategic Finance Partner Director 2
- Strategic Finance Partners
- Reporting to Strategic Finance Partners:
- Financial Coordinators
- Financial Analysts
Reporting to the Strategic Finance Partner Director 3
- Strategic Finance Partners
- Reporting to Strategic Finance Partners:
- Financial Coordinators
- Financial Analysts
Financial Planning, Analysis, and Coordination Hub Overview
During our May town hall, Kim Fisher, hub lead, shared the latest updates on the development and structure of the Financial Planning, Analysis, and Coordination hub.
Leadership
