FINANCIAL PLANNING & CAPITAL BUDGETING

In addition to providing analytical support for strategic projects around the campus that lead to key decisions informed by a clear understanding of the issues, options, and supporting high impact analysis, the Financial Planning & Capital Budgeting Department is responsible for the following:

 

Financial Planning & Analysis – providing accurate, timely, high quality financial analysis and advice to decision-makers at Lafayette for the purpose of long-range planning. (link to page)

 

Financings –securing sources of funding through financing such as notes and bonds. (link to page)

 

Capital Management –assessing and managing the impact of capital spending on the operating budget. (link to page)

 

Risk Management & Insurance – addressing the College’s risk and non-benefit insurance needs through: (link to page)

1. working with College departments to manage risk;
2. supervising the College’s property and liability insurance program; and
3. processing property & liability insurance claims.

 

Endowment Accounting – processing accounting for the College’s Endowment assets and fund unitization and earnings distributions. (link to page)

 

Real Estate – coordinating purchases of real estate. (link to page)

 

Trustee Committee Support – creating dockets for and supporting the needs of the Committees on Audit, Grounds & Buildings, and Financial Policy of the College’s Board of Trustees. (link to page)