Financial & Capital Planning


Our mission is to empower our partners with the insights that they need to manage the university’s financial and capital resources in a prudent, innovative, and proactive way. To achieve this mission:

  • We strive to develop long-term financial guidance the campus can trust, and
  • We provide high-quality strategic and financial analysis to support the short and long-term capital needs of the university.

Key Functions

  • Campus Financial Model
  • Capital Planning
  • Internal Bank
  • Reporting and Modeling for the Office of the President 

Operating Principles

  • We are committed to excellence without attitude
  • We value teamwork and collaboration across various functions and units
  • We strive to provide professional, responsive, and reliable services
  • We seek to continuously improve
  • We welcome constructive feedback

Team Members