Business support

What we do

Financial planning, management accounting and reporting.

The University Faculties and Professional Services are supported in the financial management of their areas by central finance services staff. The Business Support team helps colleagues by ensuring queries are addressed by the right experts within finance.

There are a number of key financial management activities that take place through the year. These include:

  • month end close down and preparation of management accounts
  • in year financial monitoring and forecasting
  • financial planning
  • preparation and submission of regulatory returns including TRAC, Financial Statement Returns, and OFFA
  • costing of new programmes.

For help with reporting or costing queries, please contact the Business Support Team:

01752 588100 ext. 8

Finance.businesssupport@plymouth.ac.uk

Key contacts

Business area Finance Business Partner Management Accountant
Faculty of Arts and Humanities Lisa Petford Liz Cane
Faculty of Business Felicity Barretto Nicki Sanford
Faculty of Health and Human Sciences Laura Bassett Simon Paice
Faculty of Medicine and Dentistry  Duncan Wadey Marie Cann
Faculty of Science and Engineering Rich Cocksedge  Justin Crews
Academic Partnerships Felicity Barretto Rachel Bishop
Estates Linda Worsfold Sarah Potter
External Relations Duncan Wadey Rachel Bishop
Finance Felicity Barretto Nicki Sanford
Teaching and Learning Support Rich Cocksedge   
Registry Laura Bassett Simon Paice
Research and Innovation Linda Worsfold  Rich Cocksedge
Student Services Laura Bassett Simon Paice
TIS Lisa Petford Liz Cane
Library and Digital Services Lisa Petford Liz Cane 
Human Resources Felicity Barretto Nicki Sanford

OVC Duncan Wadey Marie Cann
UCSP Linda Worsfold Sarah Potter
Financial Planning Team Claire Wilson Justin Crews and Chris Smith 

Month end

Financial transactions are recorded on the main finance system Agresso against a specific month (or period). At the end of each month we follow a structured month end timetable.

This timetable ensures that for budgetary control purposes, users know that data is complete for a period and from which management accounts can be produced.


 

Financial planning cycle

This University service oversees the annual financial planning cycle. There are a number of key internal deadlines throughout the year. These deadlines are included within the annual planning cycle guidance which is accessed via the University’s corporate information system.


In year forecasting

Annual budgets are set and agreed as part of the annual planning process and finalised in July by the Board of Governors.

There are forecasts that formally take place twice a year – at the end of period 4 (November) and at the end of period 8 (March).


General enquiries with Business Support please dial +44 1752 588100 ext. 8

Email: Finance.businesssupport@plymouth.ac.uk