The role of the Planning & Budgeting group is to provide accurate, timely, high quality financial analysis and advice to decision-makers at Yale.
Planning & Budgeting is responsible for developing and linking the strategy of the University and its major units to its long range and annual operating and capital budgets. Planning & Budgeting is responsible for:
Planning & Budgeting is also responsible for developing Yale resources who are skilled analytically and who have a deep understanding of Yale’s needs and interests. Working in Planning & Budgeting may serve as a critical step on the career path for employees at Yale involved in finance. Planning & Budgeting is proactively engaged in all aspects of setting and refining strategy, major strategic analyses, and the operating budget and is a key resource for the Vice President for Finance & Business Operations.