Key Services

Financial Modeling

• Manage ten-year strategic financial models for the overall University including sensitivity analysis and contingency planning

• Create specific models and analysis for events, initiatives and programs to support decision-making by colleges, divisions and University leadership

• Perform scenario analysis to estimate the impact of different assumptions on model outputs

Strategic Analysis

• Develop macro-level financial strategies for key University priorities such as affordability, research growth, and resource stewardship

• Understand and communicate capital cost implications of projects

• Identify and share key financial risks and areas of concern for the University

Integrated Planning

• Link the strategy of the University and its major units to the University’s strategic plan with full review and consideration of financial resources

• Collaborate with the Office of Strategic Planning & Institutional Research and campus partners to align a college or division’s strategic priorities with its available financial resources

Executive Reporting

• Develop a set of analytical resources and reports to enhance decision-making support at the University

• Utilize University systems and tools to aggregate data in order to provide University leaders with timely reporting on a variety of metrics