Managing Financial Efforts
Our office is made up of four units that manage budget and planning efforts for UNE. We provide leadership in financial planning and analysis and our professional staff works to ensure UNE's long-term financial stability.
Administration
Capital and Debt Planning
The Capital and Debt Planning unit supports university efforts to strategically utilize existing facilities and resources and coordinates planning for future capital needs to align with strategic priorities.
Responsibilities
- Collaborate with University Operations and Institutional Advancement on campus planning
- Develop capital policies and procedures
- Coordinate committee to align capital projects and available funding sources
- Coordinate the development of the five-year Capital Plan
- Align long-range planning to capital expenditures
Contact
Resources
Contact our team for documents and information on:
- Large approved capital project overviews
- Capital Committee meeting information
Financial Planning and Analysis
The Financial Planning and Analysis unit supports university leadership and campus strategic planning efforts by providing timely and accurate analysis to help inform sound decision-making.
Responsibilities
- Long-range university strategic plan
- Direct support to Associate VP of Finance
- Ad-hoc analysis and support
- Pro-forma analysis and tracking
- Cognos management
Contact
Resources
Contact our team for documents and information on:
- Pro Forma template
- Moody Credit Opinions
- Banner Tutorials
Institutional Research and Data Analytics
The Office of Institutional Research and Data Analytics facilitates informed decision-making and supports assessment, program review, accreditation, and strategic planning by collecting, integrating, analyzing, and reporting varied institutional data and information.
Responsibilities
- Pull and report official University data for internal and external constitutents.
- Produce ad-hoc reports for admin and academic units on campus.
- Manage alumni surveys.
- Complete required and optional data collection requests.
- Analayze data trends for strategic planning and assessment.
Contact
Resources
For more information visit the Institutional Research Sharepoint site.
University Budgeting
University Budgeting develops and manages university budgets for Board of Trustee and university administrator approval in alignment with annual and long-range strategic planning.
Responsibilities
- Management of annual budget process
- Annual and monthly budget reports
- On-going budget transfer management
- Liaison between the Office of Budget and Planning and Accounting
- Position Management
Contact
Resources
Contact our team for documents and information on:
- Budget Transfer SOP
- Budget Transfer Templates
- Journal Entry Template/link to accounting templates
- Banner Tutorial (Budget review)
- Budget Timeline