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 throughout 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: + 44(0)1752 588100 ext. 7, /finance.businesssupport@plymouth.ac.uk

Business area contacts

Faculty of Arts, Humanities and Business

Finance Business Partner: Felicity Barretto

Management Accountant: Liz Cane

Faculty of Health

Finance Business Partner: Laura Bassett

Management Accountants: Marie Cann and Justin Crews

Faculty of Science and Engineering

Finance Business Partner: Matt Townend

Management Accountant: Rich Cocksedge

Academic Partnerships

Senior Finance Business Partner: Lisa Petford

Management Accountants: Rachel Bishop and Nicki Sanford

Estates

Senior Finance Business Partner: Lisa Petford

Management Accountant: Chris Smith

Finance

Senior Finance Business Partner: Lisa Petford

Management Accountant: Rachel Bishop

Registry

Senior Finance Business Partner: Lisa Petford

Management Accountant: Emily Monesmith

Research and Innovation

Senior Finance Business Partner: Lisa Petford

Management Accountant: Rich Cocksedge

TIS

Senior Finance Business Partner: Lisa Petford

Management Accountant: Nicki Sanford

Library and Digital Services

Senior Finance Business Partner: Lisa Petford

Management Accountant: Emily Monesmith

Human Resources

Senior Finance Business Partner: Lisa Petford

Management Accountant: Nicki Sanford

OVC

Senior Finance Business Partner: Lisa Petford

Management Accountant: Rachel Bishop

UCSP

Senior Finance Business Partner: Lisa Petford

Management Accountant: 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).