Administration & Finance

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