What is Financial Planning & Analysis at UBC?

At UBC we have two central Financial Planning & Analysis (FP&A) functions that produce a wide range of data-driven insights, with financial models that support everything from operational decision-making to organizational strategy.

These models increase performance predictability, which is the ability to predict the future from a financial perspective — both in terms of short-term and long-term forecasting.

The two groups that focus on FP&A are in the VP Finance & Operations portfolio (VPFO):

• A team in the Treasury department whose strategic focus is on ensuring a sound financial position for the university with respect to liquidity (cash available), for capital projects, revenue streams for endowments, investments and enrolment, as well as evaluation of specific business opportunities, gifts, etc.;
• A team in the Comptroller’s group performs strategic and operational work that brings key information together from Treasury and Financial Operations to provide the connection between UBC’s actual historic performance (Financial Reporting), and the university’s projected consolidated performance.

More information about Financial Planning & Analysis is now available on the UBC Finance website. A new contact has also been established to support the university community in reaching the correct FP&A team. If you need support, contact VPFO-FP&A@ubc.ca.