Financial Planning and Strategy
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 / Heather Bancroft | David Lovewell |
| 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 | Moni Hungwe | |
| School of Politics, Economics and International Relations | Moni Hungwe |
Rachel Savin
r.l.savin@reading.ac.uk
Ext 6328
| Portfolio | Finance Analyst | Assistant Finance Analyst |
| Estates and Facilities | David Lovewell | |
| School of Law | William Graham |
Hamid Quadri
| Portfolio | Finance Analyst | Assistant Finance Analyst |
| Commercial | ||
| Knowledge Transfer Centre | Sue Maginn |
Sandra Batchelor
s.batchelor@reading.ac.uk
Ext 6090
| Portfolio |
| Central Service Functions (Excluding - E&F, VC Office, Graduate School and Technical Services) |
Marie Misselbrook
Head of Finance Planning & Strategy
m.a.misselbrook@reading.ac.uk
Ext 5201
| Portfolio |
| VC Office |
| Graduate School |
| Technical Services |
| University of Malaysia |