Office of the CFO Strategic Plan

The Office of the CFO's three-year strategic plan clarifies that our main objective between FY 2014 - 2017 is to: provide innovative, collaborative, client-focused financial, analytical and administrative management to our campus partners while providing our team clarity, focus and the space for creativity. Read more about the plan for the office and all the departments within the office. 

Wisdom Cafe

The Wisdom Café is where Berkeley staff learn and share professional and career development ideas, stories, tips, and resources. The Office of the CFO is a regular contributor to the interactive site. 

The Spotlight feature this month is all about using data, how you can use data in your job, and why it is important to understand how data works. Included are articles from three members of the OCFO organization:

  1. Using Metrics to Manage Success by Louise Davidson, Project Lead for the Finance Reform Initiative in the Office of Finance, Planning & Analysis
  2. 5 Rules for Having a Data Mindset by Amber Machamer, Executive Director of the Office of Planning and Analysis
  3. Cal Answers That! Now With Campus Super Users! by Jean Bednarz, Director of Communications, Change Management, and Training in the Office of the CFO.


  • Check out the Cal Answers That! May spotlight on Student Data Super User Susan Hagstrom to learn how Cal Answers supports her in her role as Director of the Office of Undergraduate Advising in the College of Environmental Design. Access the article here.


Previous articles featuring the OCFO organization:

  • The Cal Answers That! December spotlight featured Student Data Super User Chelan Huddleston explaining how Cal Answers supports her in her role as College Curriculum Analyst for the College of Letters and Science. Access the article here.
  • Chief Financial Officer Rosemarie Rae sat down with the Wisdom Café to share her experiences and expertise. Access the article here.
  • Technical Project Manager Sara Tecle shared her best practices for strategic planning. Access the article here.
  • Now you can access Cal Answers from your mobile device! Read about it here.

Wisdom Cafe Spotlight: Using Data

Among the contributers to this month's Wisdom Cafe Spotlight Feature, Using Data, are three leaders in the Office of the CFO with posts about the different ways you can use data in your job and why it is important to understand how data works.

SIS project video: supporting the transformation of the student experience

The Student Information Systems (SIS) project is replacing UC Berkeley's constellation of aging, disparate, and internally built and maintained student systems with a modern, nimble and effective vendor-supported system that will include admissions, enrollment, registration, financial aid, student accounts, and advising. A new video, featuring AVC-CFO Rosemarie Rae, describing the benefits of the project is now available. Check it out!

Now you can access Cal Answers from your mobile device!

Want to call up Cal Answers data on your tablet during a meeting? Now there is an Oracle BI Mobile App that will allow you to access Cal Answers from any Apple or Android device.

Budget Process Launch: Templates, CalPlanning Enhancements, Recharge, and More

Divisional Financial Leaders. Thanks again for an engaging dialogue at the 1/29 Finance Leadership Forum. Please select Read More for key reminders from the event.

Finance Reform Launch

Finance Reform is UC Berkeley’s initiative to develop a new metrics-informed, internal financial model — the roadmap that governs how revenues and expenses flow on campus — in order to improve transparency, align incentives with campus goals, and simplify our planning and management environment in a multi-year planning framework.

It's Time for Budget Process Pre-Planning

Message to Divisional Finance Leaders:
As we prepare for budget development season, we're writing to remind you of a few key elements of the planning process to help ensure you have a successful experience this year.