Finance, Procurement and Planning

Our team supports staff, faculty, suppliers and contractors with the daily work of financial management, procurement, insurance and much more.

About

Finance, Procurement and Planning is responsible for financial reporting, resource planning, procurement, investments & treasury, and risk management & insurance. We have a team of service partners who work closely with the faculties, units and staff across the institution to provide excellent client service.

Financial Reporting

Our Financial Reporting team looks after all institutional financial reporting, prepares the university’s annual audited financial statements, manages the year-end process and the annual external audit, and develops and implements institutional accounting policies and procedures.

Investments & Treasury

Our Investments & Treasury team provides the university with strategic leadership and oversight of its cash flow, banking services and investment portfolio. They ensure the university's cash flow is managed effectively and that sufficient liquidity is maintained to meet the university's obligations. The team also continuously evaluates investment opportunities and strategies in order to maintain the long-term value of the University Endowment Pool.

Procurement

Our Procurement team is responsible for the purchase of goods and services, contract management, vendor management, customs services, travel management and compliance.

Resource Planning

Our Resource Planning team develops, implements and oversees the university's integrated planning process, prepares and administers the institutional budgets, and conducts financial analysis and forecasting.

Risk Management & Insurance

Our Risk Management & Insurance team assesses various university risks, assists the university community with insurance and risk issues, and oversees insurance policies for the university. The team evaluates and enhances the effectiveness of risk management, control and governance processes at the university.

Bulletins

Stay up to date on important changes and notices from the Finance, Planning and Procurement team.

Financial Bulletin

Financial information including month- and year-end schedules and updates to policy and forms. Subscribe »

Procurement Bulletin

Information pertinent to Distribution, Customs, Payment, Procurement and Travel. Subscribe »