Finance and Administration
The Finance and Administration Department is responsible for the accounting, forecasting, budgeting, facilities management, and administration and human resources functions for University Development and Alumni Relations.
What We Do
Financial Services is responsible for the accounting, reporting, asset management, and treasury activities of the UC Berkeley Foundation, a separate 501(c) 3 organization. We do this in partnership with the Berkeley Endowment Management Company (BEMCO), the investment company managing the Foundation’s endowment. We perform the accounting and reporting on all financial gifts to the University and the Foundation, including endowment funds. We manage and distribute payout to the campus units, distribute cash to the campus, and report on fund activity for UC Regents and Foundation funds. We also support the UCBF trustees and Board committees with analyses and reports.
Financial Planning and Analysis is responsible for the preparation, planning, and analysis of the University Development and Alumni Relations’ division budget as well as monitoring campuswide fundraising cost and cost recovery to maintain the campus’ fundraising financial model, develop recharge rates, and assist in the distribution of fundraising operating resources to campus units for the Major Gift Officer and Annual Programs revenue-sharing agreements. We manage the division’s departmental accounting functions and prepare monthly and quarterly financial variance reports for all 30 cost centers. Business Operations and Services is responsible for facilities operations for UDAR-occupied leased buildings and manages the acquisition of necessary services, supplies, and equipment to facilitate UDAR fundraising efforts.
Administration and Human Resource Management performs various administrative management and human resource functions (in partnership with our CSS HR business partner) to support University Development and Alumni Relations.
Executive Director, Finance and Administration
Director, Financial Planning & Analysis