{"id":900,"date":"2019-12-17T21:03:39","date_gmt":"2019-12-17T21:03:39","guid":{"rendered":"https:\/\/stagewp.westernu.edu\/business\/?page_id=900"},"modified":"2025-11-22T00:46:11","modified_gmt":"2025-11-22T00:46:11","slug":"financial-planning-analysis","status":"publish","type":"page","link":"https:\/\/www.westernu.edu\/business\/financial-planning-analysis\/","title":{"rendered":"Office of Financial Planning and Analysis"},"content":{"rendered":"<section class=\"hero-secondary\">\n  <div class=\"relative bg-black\">\n                <img decoding=\"async\" class=\"adhere object-cover\" src=\"\/media\/business\/images\/080222-welcome-week-day-2-morning-02-1.jpg\" srcset=\"\" sizes=\"100vw\" alt=\"New students from the College of Health Sciences during WesternU\u2019s second day of Welcome Week, Tuesday, Aug. 2, 2022. Welcome to WesternU\">\n      <div class=\"adhere gradient-overlay\"><\/div>\n        <div class=\"relative container pt-56 md:pt-112 pb-144 md:pb-192\">\n      <div class=\"md:flex md:justify-between px-12\">\n        <div class=\"sm:w-8\/12 md:w-6\/12 xl:w-5\/12 px-12\">\n                      <div class=\"mb-20\">\n              <div class=\"block font-sans font-bold text-14 text-white leading-130\">\n  <span class=\"inline-block\">\n    <a href=\"\/\" class=\"block hover:underline\">WesternU<\/a>\n  <\/span>\n      <span class=\"inline-block mx-6\">\/<\/span>\n          <a href=\"https:\/\/www.westernu.edu\/business\" class=\"inline-block hover:underline\">University Financial Services &amp; Treasury<\/a>\n          <span class=\"inline-block mx-6\">\/<\/span>\n    <span class=\"inline-block\"><\/span>\n  <\/div>            <\/div>\n                                        <h1 class=\"t-h1-sans  text-white\"><\/h1>\n        <\/div>\n              <\/div>\n    <\/div>\n  <\/div>\n<\/section>\n\n\n<section class=\"relative my-48 md:my-72\">\n  <div class=\"container\">\n    <div class=\"lg:flex px-12 lg:justify-center\">\n      \n      \n                  \n                  \n      <div class=\"w-full px-24 wysiwyg-content xl:w-10\/12 2xl:w-9\/12\">\n        <p><img decoding=\"async\" class=\"wp-image-1414 alignright\" src=\"\/media\/business\/images\/cycle-visual-20210930.png\" alt=\"Circle graphic showing cycle of forecasting, reporting, planning, and analyzing.\" width=\"487\" height=\"367\" \/><\/p>\n<h2><strong>Our Mission<\/strong><\/h2>\n<p>The Office of Financial Planning and Analysis&#8217; (FP&amp;A) mission is to provide financial stewardship within four key areas: reporting, analyzing, planning, and forecasting. Our goal is to collaboratively partner with various stakeholders to quantify organizational strategies into short- and long-range financial plans and develop key performance indicators for informed decision making and monitoring.<\/p>\n\n      <\/div>\n    <\/div>\n  <\/div>\n<\/section>\n\n\n\n\n\n\n\n<section class=\"relative my-48 md:my-72\" vue-app>\n  <div class=\"container\">\n        <app-accordion class=\"px-24 lg:w-4\/5 mx-auto\">\n              <app-accordion-item class=\"accordion-group block leading-1 opt-1\" content-class=\"accordion-group__panel wysiwyg-content\">\n          <template #accordion-trigger=\"{ href, visible, setRef, clickHandler }\">\n            <a :href=\"'#' + href\" \n              :ref=\"setRef\"\n              :class=\"['accordion-group__button scroll-mt-160', {'accordion__trigger_active': visible}]\"\n              @click.stop.prevent=\"clickHandler\"\n            >\n            <span class=\"block py-10\">\n              Workday Related Information\n            <\/span>\n            <span class=\"accordion-group-icon relative flex w-56 h-56 ml-20 justify-center items-center bg-black rounded-full flex-shrink-0\">\n                            <span class=\"w-16 icon-chevron-down\">\n                <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 512 512\"><!--!Font Awesome Free 6.6.0 by @fontawesome - https:\/\/fontawesome.com License - https:\/\/fontawesome.com\/license\/free Copyright 2024 Fonticons, Inc.--><path d=\"M233.4 406.6c12.5 12.5 32.8 12.5 45.3 0l192-192c12.5-12.5 12.5-32.8 0-45.3s-32.8-12.5-45.3 0L256 338.7 86.6 169.4c-12.5-12.5-32.8-12.5-45.3 0s-12.5 32.8 0 45.3l192 192z\"\/><\/svg>\n              <\/span>\n              <span class=\"w-16 icon-chevron-up\">\n                <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 512 512\"><!--!Font Awesome Free 6.6.0 by @fontawesome - https:\/\/fontawesome.com License - https:\/\/fontawesome.com\/license\/free Copyright 2024 Fonticons, Inc.--><path d=\"M233.4 105.4c12.5-12.5 32.8-12.5 45.3 0l192 192c12.5 12.5 12.5 32.8 0 45.3s-32.8 12.5-45.3 0L256 173.3 86.6 342.6c-12.5 12.5-32.8 12.5-45.3 0s-12.5-32.8 0-45.3l192-192z\"\/><\/svg>\n              <\/span>\n                          <\/span>\n            <\/a>\n          <\/template>\n          <template #accordion-content>\n            <ul>\n<li><a href=\"\/media\/business\/fpa\/workday-login-page-navigation-instructions-1.pdf\" target=\"_blank\" rel=\"noopener\">Workday Login Page Navigation Instructions<\/a><\/li>\n<li><a href=\"\/media\/business\/fpa\/workday-adaptive-financial-reporting.pdf\" target=\"_blank\" rel=\"noopener\">Workday Adaptive Insights Financial Reporting Presentation<\/a><\/li>\n<li><a href=\"\/media\/business\/healthcare-services-projections-presentation-fy24.pdf\">WesternU Health Projections Presentation<\/a><\/li>\n<li><a href=\"\/media\/business\/fpa\/pcc-rolling-forecast-revenue-projections-20221026.pdf\" target=\"_blank\" rel=\"noopener\">WesternU Health Projections Instructions<\/a><\/li>\n<li><a href=\"\/media\/business\/viewing-personnel-planning-sheets-fy24.pdf\">Viewing Personnel Planning Sheets Instructions<\/a><\/li>\n<\/ul>\n\n          <\/template>\n        <\/app-accordion-item>\n              <app-accordion-item class=\"accordion-group block leading-1 opt-1\" content-class=\"accordion-group__panel wysiwyg-content\">\n          <template #accordion-trigger=\"{ href, visible, setRef, clickHandler }\">\n            <a :href=\"'#' + href\" \n              :ref=\"setRef\"\n              :class=\"['accordion-group__button scroll-mt-160', {'accordion__trigger_active': visible}]\"\n              @click.stop.prevent=\"clickHandler\"\n            >\n            <span class=\"block py-10\">\n              Budget Development Process Resources\n            <\/span>\n            <span class=\"accordion-group-icon relative flex w-56 h-56 ml-20 justify-center items-center bg-black rounded-full flex-shrink-0\">\n                            <span class=\"w-16 icon-chevron-down\">\n                <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 512 512\"><!--!Font Awesome Free 6.6.0 by @fontawesome - https:\/\/fontawesome.com License - https:\/\/fontawesome.com\/license\/free Copyright 2024 Fonticons, Inc.--><path d=\"M233.4 406.6c12.5 12.5 32.8 12.5 45.3 0l192-192c12.5-12.5 12.5-32.8 0-45.3s-32.8-12.5-45.3 0L256 338.7 86.6 169.4c-12.5-12.5-32.8-12.5-45.3 0s-12.5 32.8 0 45.3l192 192z\"\/><\/svg>\n              <\/span>\n              <span class=\"w-16 icon-chevron-up\">\n                <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 512 512\"><!--!Font Awesome Free 6.6.0 by @fontawesome - https:\/\/fontawesome.com License - https:\/\/fontawesome.com\/license\/free Copyright 2024 Fonticons, Inc.--><path d=\"M233.4 105.4c12.5-12.5 32.8-12.5 45.3 0l192 192c12.5 12.5 12.5 32.8 0 45.3s-32.8 12.5-45.3 0L256 173.3 86.6 342.6c-12.5 12.5-32.8 12.5-45.3 0s-12.5-32.8 0-45.3l192-192z\"\/><\/svg>\n              <\/span>\n                          <\/span>\n            <\/a>\n          <\/template>\n          <template #accordion-content>\n            <ul>\n<li><a href=\"\/media\/business\/fy26-time-responsibility-schedule-1.pdf\" target=\"_blank\" rel=\"noopener\">FY26 Time &amp; Responsibility Schedule<\/a><\/li>\n<li><a href=\"\/media\/business\/fpa-and-budget-development-process-fy26-finala.pdf\" target=\"_blank\" rel=\"noopener\">Information Session &#8211; Phase I Strategic Financial Planning &amp; Budget Development Process FY 2026 &#8211; PowerPoint<\/a><\/li>\n<li><a href=\"https:\/\/westernu.zoom.us\/rec\/share\/mwqp_frxhVY5bB4jVK0dPpI5fJNGrofBcX7kofujWN9KANK0fUp2NT95lfG3E85f.PDBS95QqYXsFgPGx\" target=\"_blank\" rel=\"noopener\">Information Session &#8211; Phase I Strategic Financial Planning &amp; Budget Development Process FY 2026 &#8211; Zoom Recording<\/a><\/li>\n<li><a href=\"\/media\/business\/fy26-phase-i-workday-process-tasks-instructions.pdf\" target=\"_blank\" rel=\"noopener\">Phase I Workday Process Tasks Instruction FY 2026<\/a><\/li>\n<\/ul>\n\n          <\/template>\n        <\/app-accordion-item>\n          <\/app-accordion>\n  <\/div>\n<\/section>\n\n<section class=\"my-48 md:mt-96 md:mb-72\" vue-app>\n  <div class=\"container\">\n    <div class=\"app-gutter\">\n      <div class=\"relative md:flex md:justify-end\">\n        <div class=\"app-gutter\">\n                                  <img decoding=\"async\" class=\"md:absolute md:-top-32 md:left-0 w-full md:w-5\/12 lg:w-6\/12 h-240 sm:h-320 md:h-full object-cover rounded-t-5 md:rounded-8\" src=\"\/media\/business\/images\/anderson-town.jpg\" srcset=\"\" sizes=\"(min-width: 768px) 50vw, 100vw\" alt=\"Anderson town\">\n                  <\/div>\n        <div class=\"md:w-8\/12 xl:w-7\/12 app-gutter\">\n          <div class=\"p-32 sm:p-40 md:px-0 md:py-80 rounded-b-5 md:rounded-8 bg-red\">\n            <div class=\"md:ml-1\/8 lg:ml-1\/4 xl:ml-1\/7 md:px-40 lg:px-80\">\n                              \t\t\t\t\n<div class=\"text-lockup text-lockup--red\">\n\t<h2>\n\t\t\t\t\t<span class=\"t-h2-serif  block text-yellow\">Office Hours &amp;<\/span>\n\t\t\t\t\t\t\t<span class=\"t-h2-sans  block text-white\">Mailing Address<\/span>\n\t\t\t<\/h2>\n\t\t\t<div class=\"wysiwyg-content t-p2 mt-24 text-white\">8:00 AM &#8211; 5:00 PM, Monday &#8211; Friday<br \/>\r\n<br \/>\r\nThe Office of Financial Planning &amp; Analysis is located on the 4th floor of Anderson Tower, at the corner of Garey Ave. and Second St.<br \/>\r\n<br \/>\r\nWestern University of Health Sciences<br \/>\r\nOffice of Financial Planning and Analysis<br \/>\r\n309 East Second Street<br \/>\r\nPomona, CA 91766-1854<\/div>\n\t\t\t\t\t\t<div class=\"mt-28\">\n\t\t\t<a class=\"cta-arrow cta-arrow--white \" href=\"mailto:fp&#038;a@westernu.edu\">\n    fp&amp;a@westernu.edu<svg class=\"cta-arrow__icon d-block w-16 ml-12\" viewBox=\"0 0 20 16\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><polygon fill=\"currentColor\" points=\"11.3168217 0 9.27266614 2.39591605 14.0042587 6.6137266 8.92524936 6.42314237 0 6.42314237 0 9.57685763 8.92524936 9.57685763 14.0042587 9.3862734 9.19197579 13.6063528 11.3168217 16 20 8\"><\/polygon><\/svg>\n<\/a>\n\t\t<\/div>\n\t\t\t<\/div>\n                          <\/div>\n          <\/div>\n        <\/div>\n      <\/div>\n    <\/div>\n  <\/div>\n<\/section>\n\n<section class=\"faculty-card my-48 md:my-72\">\n  <div class=\"container\">\n        <div class=\"md:flex md:justify-between md:items-end mb-20\">\n      <h2 class=\"t-h2-sans  text-red md:mr-40\">Financial Planning and Analysis Team<\/h2>\n    <\/div>\n            <div class=\"md:flex md:flex-wrap px-12\">\n                                                      \n                                                        \n      <div class=\"px-12 mt-24 w-full md:w-1\/2\">\n        <div class=\"sm:flex w-full py-32 border-b-1 border-gray\">\n                                            <div class=\"card block w-256 sm:w-1\/3 pl-12 md:pl-0 pr-12 md:pr-18 mr-auto md:mr-0\">\n                <div class=\"rounded-5 md:rounded-8 overflow-hidden\">\n                    <img decoding=\"async\" class=\"card__image w-full h-256 sm:h-192 md:h-144 lg:h-192 xl:h-256 object-cover\" alt=\"Portrait of Raymond Garcia, MBA\" src=\"\/media\/westernu\/images\/staff\/garciar.jpg\" \/>\n                <\/div>\n            <\/div>\n                                <div class=\"w-full h-full md:w-2\/3 pl-12 md:pl-18 mt-18 sm:mt-0\">\n            <p class=\"t-h2-serif leading-120\">\n                            <span class=\"text-red-light hover:text-red\">Raymond Garcia, MBA<\/span>\n                          <\/p>\n            <div class=\"mt-16 t-p2\">\n                                          <p class=\"font-bold\">Vice President of Financial Planning and Analysis<\/p>\n                                          <p>\n                <a href=\"tel:(909) 469- 5435\" class=\"hover:underline\">(909) 469- 5435<\/a>\n              <\/p>\n                                                        <p>\n                <a href=\"mailto:garciar@westernu.edu\" class=\"hover:underline\">garciar@westernu.edu <\/a>\n              <\/p>\n                                        <\/div>\n          <\/div>\n        <\/div>\n      <\/div>\n                                                      \n                                                        \n      <div class=\"px-12 mt-24 w-full md:w-1\/2\">\n        <div class=\"sm:flex w-full py-32 border-b-1 border-gray\">\n                                            <div class=\"card block w-256 sm:w-1\/3 pl-12 md:pl-0 pr-12 md:pr-18 mr-auto md:mr-0\">\n                <div class=\"rounded-5 md:rounded-8 overflow-hidden\">\n                    <img decoding=\"async\" class=\"card__image w-full h-256 sm:h-192 md:h-144 lg:h-192 xl:h-256 object-cover\" alt=\"Portrait of Alex Jaramillo\" src=\"\/media\/westernu\/images\/staff\/ajaramillo.jpg\" \/>\n                <\/div>\n            <\/div>\n                                <div class=\"w-full h-full md:w-2\/3 pl-12 md:pl-18 mt-18 sm:mt-0\">\n            <p class=\"t-h2-serif leading-120\">\n                            <span class=\"text-red-light hover:text-red\">Alex Jaramillo<\/span>\n                          <\/p>\n            <div class=\"mt-16 t-p2\">\n                                          <p class=\"font-bold\">Manager of Finance<\/p>\n                                          <p>\n                <a href=\"tel:(909) 469-5499\" class=\"hover:underline\">(909) 469-5499<\/a>\n              <\/p>\n                                                        <p>\n                <a href=\"mailto:ajaramillo@westernu.edu\" class=\"hover:underline\">ajaramillo@westernu.edu <\/a>\n              <\/p>\n                                        <\/div>\n          <\/div>\n        <\/div>\n      <\/div>\n                                                      \n                                                        \n      <div class=\"px-12 mt-24 w-full md:w-1\/2\">\n        <div class=\"sm:flex w-full py-32 border-b-1 border-gray\">\n                                            <div class=\"card block w-256 sm:w-1\/3 pl-12 md:pl-0 pr-12 md:pr-18 mr-auto md:mr-0\">\n                <div class=\"rounded-5 md:rounded-8 overflow-hidden\">\n                    <img decoding=\"async\" class=\"card__image w-full h-256 sm:h-192 md:h-144 lg:h-192 xl:h-256 object-cover\" alt=\"Portrait of Miguel Hernandez, MBA\" src=\"\/media\/westernu\/images\/staff\/miguelhernandez.jpg\" \/>\n                <\/div>\n            <\/div>\n                                <div class=\"w-full h-full md:w-2\/3 pl-12 md:pl-18 mt-18 sm:mt-0\">\n            <p class=\"t-h2-serif leading-120\">\n                            <span class=\"text-red-light hover:text-red\">Miguel Hernandez, MBA<\/span>\n                          <\/p>\n            <div class=\"mt-16 t-p2\">\n                                          <p class=\"font-bold\">Senior Financial Analyst<\/p>\n                                          <p>\n                <a href=\"tel:(909) 469-5591\" class=\"hover:underline\">(909) 469-5591<\/a>\n              <\/p>\n                                                        <p>\n                <a href=\"mailto:miguelhernandez@westernu.edu\" class=\"hover:underline\">miguelhernandez@westernu.edu <\/a>\n              <\/p>\n                                        <\/div>\n          <\/div>\n        <\/div>\n      <\/div>\n                                                      \n                                                        \n      <div class=\"px-12 mt-24 w-full md:w-1\/2\">\n        <div class=\"sm:flex w-full py-32 border-b-1 border-gray\">\n                                            <div class=\"card block w-256 sm:w-1\/3 pl-12 md:pl-0 pr-12 md:pr-18 mr-auto md:mr-0\">\n                <div class=\"rounded-5 md:rounded-8 overflow-hidden\">\n                    <img decoding=\"async\" class=\"card__image w-full h-256 sm:h-192 md:h-144 lg:h-192 xl:h-256 object-cover\" alt=\"Portrait of Xicheng Zhao\" src=\"\/media\/westernu\/images\/staff\/xichengzhao.jpg\" \/>\n                <\/div>\n            <\/div>\n                                <div class=\"w-full h-full md:w-2\/3 pl-12 md:pl-18 mt-18 sm:mt-0\">\n            <p class=\"t-h2-serif leading-120\">\n                            <span class=\"text-red-light hover:text-red\">Xicheng Zhao<\/span>\n                          <\/p>\n            <div class=\"mt-16 t-p2\">\n                                          <p class=\"font-bold\">Business Analyst II<\/p>\n                                          <p>\n                <a href=\"tel:(909) 469-8302\" class=\"hover:underline\">(909) 469-8302<\/a>\n              <\/p>\n                                                        <p>\n                <a href=\"mailto:xichengzhao@westernu.edu\" class=\"hover:underline\">xichengzhao@westernu.edu <\/a>\n              <\/p>\n                                        <\/div>\n          <\/div>\n        <\/div>\n      <\/div>\n                                                      \n                                                        \n      <div class=\"px-12 mt-24 w-full md:w-1\/2\">\n        <div class=\"sm:flex w-full py-32 border-b-1 border-gray\">\n                                            <div class=\"card block w-256 sm:w-1\/3 pl-12 md:pl-0 pr-12 md:pr-18 mr-auto md:mr-0\">\n                <div class=\"rounded-5 md:rounded-8 overflow-hidden\">\n                    <img decoding=\"async\" class=\"card__image w-full h-256 sm:h-192 md:h-144 lg:h-192 xl:h-256 object-cover\" alt=\"Portrait of Maria Nguyen\" src=\"\/media\/westernu\/images\/staff\/marianguyen.jpg\" \/>\n                <\/div>\n            <\/div>\n                                <div class=\"w-full h-full md:w-2\/3 pl-12 md:pl-18 mt-18 sm:mt-0\">\n            <p class=\"t-h2-serif leading-120\">\n                            <span class=\"text-red-light hover:text-red\">Maria Nguyen<\/span>\n                          <\/p>\n            <div class=\"mt-16 t-p2\">\n                                          <p class=\"font-bold\">Financial Analyst I<\/p>\n                                          <p>\n                <a href=\"tel:(909) 469-5406\" class=\"hover:underline\">(909) 469-5406<\/a>\n              <\/p>\n                                                        <p>\n                <a href=\"mailto:marianguyen@westernu.edu\" class=\"hover:underline\">marianguyen@westernu.edu <\/a>\n              <\/p>\n                                        <\/div>\n          <\/div>\n        <\/div>\n      <\/div>\n                                                      \n                                                        \n      <div class=\"px-12 mt-24 w-full md:w-1\/2\">\n        <div class=\"sm:flex w-full py-32 border-b-1 border-gray\">\n                                            <div class=\"card block w-256 sm:w-1\/3 pl-12 md:pl-0 pr-12 md:pr-18 mr-auto md:mr-0\">\n                <div class=\"rounded-5 md:rounded-8 overflow-hidden\">\n                    <img decoding=\"async\" class=\"card__image w-full h-256 sm:h-192 md:h-144 lg:h-192 xl:h-256 object-cover\" alt=\"Portrait of Anthony Fuentes\" src=\"\/media\/westernu\/images\/staff\/fuentesa.jpg\" \/>\n                <\/div>\n            <\/div>\n                                <div class=\"w-full h-full md:w-2\/3 pl-12 md:pl-18 mt-18 sm:mt-0\">\n            <p class=\"t-h2-serif leading-120\">\n                            <span class=\"text-red-light hover:text-red\">Anthony Fuentes<\/span>\n                          <\/p>\n            <div class=\"mt-16 t-p2\">\n                                          <p class=\"font-bold\">Operations Coordinator<\/p>\n                                                                      <p>\n                <a href=\"mailto:fuentesa@westernu.edu\" class=\"hover:underline\">fuentesa@westernu.edu <\/a>\n              <\/p>\n                                        <\/div>\n          <\/div>\n        <\/div>\n      <\/div>\n          <\/div>\n      <\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":5,"featured_media":0,"parent":0,"menu_order":2,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"class_list":["post-900","page","type-page","status-publish","hentry"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.westernu.edu\/business\/wp-json\/wp\/v2\/pages\/900","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.westernu.edu\/business\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.westernu.edu\/business\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.westernu.edu\/business\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/www.westernu.edu\/business\/wp-json\/wp\/v2\/comments?post=900"}],"version-history":[{"count":19,"href":"https:\/\/www.westernu.edu\/business\/wp-json\/wp\/v2\/pages\/900\/revisions"}],"predecessor-version":[{"id":2695,"href":"https:\/\/www.westernu.edu\/business\/wp-json\/wp\/v2\/pages\/900\/revisions\/2695"}],"wp:attachment":[{"href":"https:\/\/www.westernu.edu\/business\/wp-json\/wp\/v2\/media?parent=900"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}