Financial Planning & Analysis (FP&A) supports UC Santa Barbara executive leadership and campus-level strategic planning by providing accurate, objective and timely information and analyses to inform decision-making across campus. FP&A serves an advisory role to executive leadership in the administration of campus resources. Key functions include:

  • Long range financial planning & analysis
  • Debt financing analysis
  • Fund management
  • Development of cross functional funding models
  • Investment income analysis and allocations
  • Financial system development and training 

Projecting financing and operations is one of the biggest challenges faced by large institutions. It is characterized by uncertain long-term projections, resource management and tapping a wide range of expertise that requires both operational and financial expertise.