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: + 44(0)1752 588100 ext. 8, / finance.businesssupport@plymouth.ac.uk

Business area contacts

Faculty of Arts and Humanities 

Finance Business Partner: Lisa Petford

Management Accountant: Liz Cane

Faculty of Business

Finance Business Partner: Felicity Barretto

Management Accountant: Nicki Sanford

Faculty of Health and Human Sciences

Finance Business Partner: Laura Bassett

Management Accountant: Simon Paice

Faculty of Medicine and Dentistry

Finance Business Partner: Duncan Wadey

Management Accountant: Marie Cann

Faculty of Science and Engineering

Finance Business Partner: Rich Cocksedge

Management Accountant: Justin Crews

Academic Partnerships

Finance Business Partner: Felicity Barretto

Management Accountant: Rachel Bishop

Estates

Finance Business Partner: Linda Worsfold

Management Accountant: Sarah Potter

Finance

Finance Business Partner: Felicity Barretto

Management Accountant: Nicki Sanford

Teaching and Learning Support

Finance Business Partner: Rich Cocksedge

Registry

Finance Business Partner: Laura Bassett

Management Accountant: Simon Paice

Research and Innovation

Finance Business Partner: Linda Worsfold

Management Accountant: Rich Cocksedge

Student Services

Finance Business Partner: Laura Bassett

Management Accountant: Simon Paice

TIS

Finance Business Partner: Lisa Petford

Management Accountant: Liz Cane

Library and Digital Services

Finance Business Partner: Lisa Petford

Management Accountant: Liz Cane

Human Resources

Finance Business Partner: Felicity Barretto

Management Accountant: Nicki Sanford

OVC

Finance Business Partner: Duncan Wadey

Management Accountant: Marie Cann

UCSP

Finance Business Partner:Linda Worsfold

Management Accountant:Sarah Potter

Financial Planning Team

Finance Business Partner:Claire Wilson 

Management Accountants: 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).