Planning, Budget and Analysis

Group of staff discussing budgeting, in a large conference room.

The Office of Planning, Budget, and Analysis plans and reports overall University financial activity in all operating departments and funds, including historical and near-term trends, as well as out-year projections. As part of this role, the Office:

  • Prepares and reports the all-funds University operating budget to the Provost’s Office, Priorities Committee, and other internal and external constituencies.

  • Assists administrative departments with the preparation of centrally managed fund budgets for compensation and non-salary items. 

  • Offers training, answers questions, and provides guidance regarding the use of Hyperion Planning and other software used in the construction, management, and reporting of operating budget activity.

  • Posts general fund budgets, endowment distributions, and centrally controlled fund allocations, including those to the Academic Department Allowance, special purpose, and specific endowment funds.

  • Reports and analyzes actual income and expense trends over time by department, revenue and expense category, and program.

  • Projects multi-year revenue and expense trends for the University as well as for certain funds or areas, as needed by departments.

  • Closes out centrally managed funds at the end of each fiscal year, following consultation with departments and the Provost’s Office about the disposition of budget variances. This includes cleanup of departmentally managed funds.

View the organizational chart for Planning, Budget and Analysis.

Steve Semenuk
Operating Budget Director
Christine Brown
Senior Data Analyst
Anna Cook-Karwacki
Budget Analyst
Tatiana Tkachuk
Budget Analyst
Becky Waldstein
Hyperion System Functional Lead and Budget Analyst