Reporting, Planning & Analysis

Find information about UBC’s budget and financial statements, as well as tools, systems, guidelines, and schedules relating to budgeting, forecasting, and reporting at the university.

Visit the Workday Knowledge Base

Review budgeting and reporting information for Workday through UBC's Self-Service Portal (CWL required).

UBC's Budget Process

Learn about UBC's budget process, and review the current year's budget report.

Financial Reports

Review the financial statements and reports regularly produced by the university's finance teams.

News & Announcements

Sep. 14, 2023

FDM Change Request Blackout Dates for Remaining FY2024 Quarter Ends

To allow for successful Quarter End closures for the remainder of FY2024, the following FDM changes will not be made during these blackout dates: Oct...

Aug. 21, 2023

Alicia Chan joins Capital Financial Reporting as Senior Financial Analyst in UBC Comptroller

Alicia brings diverse experience in financial reporting, long term capital planning and forecasting, interpreting complex financial data and effectively communicating to stakeholders. In her new role, Alicia will focus on the accurate reporting of our capital project funding and Deferred Capital Contributions.

Jul. 31, 2023

Pam Corrigal steps into new role as Senior Financial Analyst, Capital Financial Reporting

We are pleased to announce the promotion of Pam Corrigal to the position of Senior Financial Analyst, Capital Financial Reporting. Pam joined UBC in...

Important Dates

Sep. 29, 2023

Period+1 Opens for All Companies

Sep. 29, 2023

Payroll Activities Closed

Sep. 29, 2023

Cutoff for Expense Report Approvals

Sep. 29, 2023

Cutoff for Supplier Invoice Approvals

Sep. 29, 2023

Supplier and Ad Hoc Payment Activities Closed