Internal, open access

Financial Planning and Strategy

numbers and pen

Financial Planning and Strategy deal with budgeting, forecasting, reporting and business planning and provide support around these areas to the Schools and Services. This support covers the following:

  • Provide strategic-level financial advice and guidance to enable decision-making at Schools and Functions. This could include:
  • Liaising with other Business Partners (including HR, Marketing, IT (and possibly drawing on external expertise) to find suitable solutions
  • Undertaking detailed qualitative / quantitative analyses and investment appraisals
  • Undertaking detailed business planning, including financial modelling and costings, of proposed new ventures and major changes
  • Preparing the monthly financial reports and subsequently discussing and finalising these with the schools / functions
  • Working with budget holders to examine financial and operational performance trends
  • Preparing in-depth analyses and presentations for senior boards and committees
  • Reviewing new programme proposals from both a financial and operational viewpoint, questioning and challenging assumptions and costings and ensuring financials reflect as accurate a position as possible
  • Challenging budget holders constructively and pro-actively regarding financial goals
  • Work with Schools and Functions on the 5-year planning process, financial scenario planning, and implementing the Sustainable Planning Process
  • Work with Schools and Functions on the detailed preparation of annual budgets and forecast out-turns. This could include:
  • Acting as an interface between Schools / Functions and the Strategy and Planning Office for planning, budgeting and forecasting

Delivering specialist financial advice to the University as a whole. In particular, the Business Partners take overall responsible for forecasting and reporting a range of Group income and expenditure streams.

Finance Business Partners have their own portfolio of internal UoR clients. Your first point of contact is the Finance Business Partner for your School or Function, as listed below.

Julie Carr
Juliet.carr@reading.ac.uk

Ext 6963 - External number - 0118 378 6963

Portfolio Finance analyst Assistant Finance Analyst
Henley Business School Gillian Edgar Moni Hungwe
Institute of Education Will Graham

Anne-Marie West
a.west@reading.ac.uk

Ext 5456

Portfolio Finance analyst
School of Mathematical, Physical and Computational Sciences Will Graham
School of Agriculture, Policy and Development Will Graham
School of Biological Sciences Gillian Edgar
School of Humanities Will Graham

Judith Miles

J.miles@reading.ac.uk
Ext 6550

Portfolio Finance analyst
School of Arts, Communication and Design Ben Dearlove
International Study and Language Institute (ISLI) Ben Dearlove
School of Psychology and Clinical Language Sciences Ben Dearlove
School of Construction Management and Engineering Ben Dearlove
School of Archaeology, Geography and Environmental Science Ben Dearlove
School of Literature and Languages Ben Dearlove

Sarah Bartlett

s.l.bartlett@reading.ac.uk
Ext 5455

Portfolio Finance Analyst  Assistant Finance analyst
Chemistry, Food & Pharmacy   June Daniels
School of Politics, Economics and International Relations   June Daniels

Rachel Savin

r.l.savin@reading.ac.uk
Ext 6328

 

Portfolio Finance analyst Assistant Finance Analyst
Estates Moni Hungwe
School of law Will Graham
Campus Commerce    
Investments Properties    
Thames Valley Science Park    

Marie Misselbrook

Head of Finance Planning & Strategy
m.a.misselbrook@reading.ac.uk
Ext 5201

Portfolio
Central Service Functions (Exc. E&F)
University of Malaysia
  


 

 

 

 

 

 

 

 

 

 


 

Things to do now

 


 

Page navigation

 

Search Form

A-Z lists