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 in conjunction with the Specialist Accounting team 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, including revenue, cash flows, balance sheet and capital expenditure
  • 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.

Contact details Portfolio

Juliet Carr

Finance Business Partner
0118 378 6963 (Internal 6963)

Henley Business school

Anne-Marie West

Finance Business Partner
0118 378 5456 (Internal 5456)

School of Mathematical, Physical and Computational Sciences
School of Agriculture, Policy and Development
School of Biological Sciences

Sarah Hockly

Finance Business Partner
0118 378 2605 (internal 2605)

Institute of Education
School of Law
School of Humanities
School of Politics, Economics and International Relations
School of Literature and Languages

 Sarah Bartlett

Finance Business Partner
0118 378 5455 (internal 5455)

 Chemistry, Food, and Pharmacy

 Rachel Savin

Finance Business Partner
0118 378 6328 (internal 6328)

 Estates and Facilities

Judith Miles

Finance Business Partner
0118 378 6550 (internal 6550)

School of Arts, Communication and Design
International Study and Language Institute (ISLI)
School of Psychology and Clinical Language Sciences
School of the Built Environment
School of Archaeology, Geography and Environmental Science

Marie Misselbrook

Head of Finance Planning and Strategy
0118 378 5201 (internal 5201)

Central Services (exc. E&F)
University of Reading Malaysia
Thames Valley Science Park












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