OFSP includes four distinct yet complementary teams: the Central Budget Office, Financial Planning and Analysis (FP&A), Financial Operations and Finance - Dean of the Faculty.
Find your Budget and Financial Operations contact
Timothy FaterAssociate Vice President[email protected] |
Central Budget Office
Primary responsibility for developing, communicating, and managing the university’s annual financial planning processes and consolidating and analyzing the university’s financial results, plans, and projections.
Robert EatonDirector[email protected] |
|
Bonny Gonzalez
Associate Director[email protected] |
Evelyn ShapiroAssistant Director[email protected] |
Austin DiMatteo
Financial Analyst[email protected] |
Hieu Tran
Senior Financial Analyst[email protected]
|
Financial Planning & Analysis (FP&A)
Initially created as a budget and FP&A shared service under the Provost in 2014 within the Academic Finance and Administration (AFA) organization. These teams merged in 2020 to strengthen their holistic understanding of university finances and help advance the university’s financial planning and management, considering both local and central perspectives.
Kelly NasonDirector[email protected] |
||
Alex Minder
Associate Director[email protected] |
Daniel Santos
Assistant Director[email protected]
|
Jennifer Lafaille
Assistant Director[email protected] |
Phuong Mai
Lead Financial Analyst[email protected] |
Madilyn Royer
Senior Financial Analyst[email protected] |
Lorie Hoyle
Senior Financial Analyst[email protected] |
Jake Macomber
Financial Analyst[email protected] |
Thanh Than
Lead Financial Analyst[email protected] |
Amanda Biernacki
Senior Financial Analyst[email protected] |
Financial Operations
Similar to the FP&A team, the Financial Operations team was initially created as a shared service under the Provost in 2014 within the AFA organization, and now initiates financial transactions for over 60 cost centers across campus. Importantly, these transactions serve as the baseline for much of the financial activity that the FP&A and Budget Office then analyze and consolidate, creating a natural synergy. This partnership also creates the opportunity to provide “full service” financial support for our clients, from transactional support to budgeting, planning, and analysis.
Sarah PeriDirector[email protected] |
|
Mary LevesqueFinancial Operations Manager[email protected]
For financial transactions: |
|
Ivy Hall
Financial Coordinator[email protected]
For financial transactions: |
Paula Ferreira
Financial Coordinator[email protected]
For financial transactions: |
Eric MantheiFinancial Coordinator[email protected]
For financial transactions: |
Finance - Dean of the Faculty
The Dean of Faculty finance team within the Office of Financial Strategy & Planning supports the University’s teaching and research mission by providing strategic and financial support to the Office of the Dean of Faculty. The team works collaboratively on financial and programmatic matters with the deans and the leaders of academic units to develop and implement strategies for: budgeting, forecasting, modeling and projecting; identifying and explaining variances; financial reporting; establishing internal controls; exploring expense reductions and revenue enhancements; and suggesting strategies for best use of funds.
James DowningDirector[email protected] |
|
Mark Correia
Senior Financial Analyst[email protected] |