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Financial Planning and Strategy

Financial Planning and Strategy deal with budgeting, forecasting, reporting and business planning and provide support around these areas to the Schools and Services. This support covers the following:

  • Provide strategic-level financial advice and guidance to enable decision-making at Schools and Functions. This could include:
  • Liaising with other Business Partners (including HR, Marketing, IT (and possibly drawing on external expertise) to find suitable solutions
  • Undertaking detailed qualitative / quantitative analyses and investment appraisals
  • Undertaking detailed business planning, including financial modelling and costings, of proposed new ventures and major changes
  • Preparing the monthly financial reports and subsequently discussing and finalising these with the schools / functions
  • Working with budget holders to examine financial and operational performance trends
  • Preparing in-depth analyses and presentations for senior boards and committees
  • Reviewing new programme proposals from both a financial and operational viewpoint, questioning and challenging assumptions and costings and ensuring financials reflect as accurate a position as possible
  • Challenging budget holders constructively and pro-actively regarding financial goals
  • Work with Schools and Functions on the 5-year planning process, financial scenario planning, and implementing the Sustainable Planning Process
  • Work with Schools and Functions on the detailed preparation of annual budgets and forecast out-turns. This could include:
  • Acting as an interface between Schools / Functions and the Strategy and Planning Office for planning, budgeting and forecasting

Delivering specialist financial advice to the University as a whole. In particular, the Business Partners take overall responsible for forecasting and reporting a range of Group income and expenditure streams.

Finance Business Partners have their own portfolio of internal UoR clients. Your first point of contact is the Finance Business Partner for your School or Function, as listed below.

Julie Carr

Portfolio FP&S Analyst

Henley Business School Gillian Edgar / Heather Bancroft / Samuel Adu-Gyamfi
Institute of Education David Lovewell

Anne-Marie West

Ext 5456

Portfolio FP&S Analyst
School of Mathematical, Physical and Computational Sciences David Lovewell
School of Agriculture, Policy and Development David Lovewell
School of Biological Sciences Gillian Edgar
School of Humanities David Lovewell
School of Literature & Languages David Lovewell
CEDAR Farm David Lovewell

Judith Miles

Portfolio FP&S Analyst
School of Arts, Communication and Design Dom Wand
International Study and Language Institute (ISLI) Dom Wand
School of Psychology and Clinical Language Sciences Dom Wand
School of Construction Management and Engineering Dom Wand
School of Archaeology, Geography and Environmental Science Dom Wand

Sarah Bartlett

Portfolio FP&S Analyst
Chemistry, Food & Pharmacy Prakriti Tajhya Gurung
School of Philosophy, Politics and Economics Prakriti Tajhya Gurung

Rachel Savin

Portfolio FP&S Analyst
Student Experience & Education Prakriti Tajhya Gurung
Planning, Governance & Legal  
School of Law David Lovewell

Hamid Quadri

Portfolio FP&S Analyst
Estates Samuel Adu-Gyamfi
Commercial Samuel Adu-Gyamfi
Property Services Samuel Adu-Gyamfi
Research & Innovation
Doctoral and Researcher College  
Technical Services  
Knowledge Transfer Centre  
Research and Enterprise  
University Museums and Special Collections Service  

Sandra Batchelor

Portfolio FP&S Accounts Assistant
Digital Services
Finance and Procurement
External Relations (GRA & MCE)

Marie Misselbrook

Deputy Director of Finance

Portfolio FP&S Accounts Assistant
Central Income and Expenditure
Health Innovation Partnership
University of Malaysia