Office of Budget and Financial Planning
The Office of Budget and Financial Planning provides support to university administrators and its departments in developing and implementing short and long-range financial plans for the Boston campus.
The mission of the Office of Budget and Financial Planning is to:
- help maximize the effective and efficient use of the university’s resources through the coordination and oversight of all facets of the University's operating budget
- strive for continuous improvement of the budgeting process
- optimize the quality of information available to the University of Massachusetts Boston community
Our responsibilities include, but are not limited to:
- Development of the UMass Boston Operating Budget
- Development of the UMass Boston annual Formula Funding Request
- Development of Student Fee- and Revenue-Based Trust Fund Budget Report
- Development of the annual Financial/Capital Indicators Report
- Monitor and control the budget and legislative appropriations
- Produce monthly budget-to-actual variance reports
- Evaluate budgetary performance and resource utilization
- Monitor and track the financial status of the Boston campus
- Produce ad hoc reports and analyses as requested
- Provide individual and group training on the PeopleSoft financial system and its reporting tools
- Respond to internal and external requests for information
- Assist & advise administrative offices throughout our campus with interpreting and developing responses to all financial requests
