Unveiling the new Financial Data Portal
In an effort to increase awareness, engagement and transparency for our campus community,
the Financial Services team is pleased to unveil a Financial Data Portal.
This new tool is a result of one of the key actions included in the Institutional Sustainability core strategy of our 2022-27 Strategic Plan.
Our goal is to foster a common understanding of our institution's resources, how they are used, and ensure that anyone in our institution who wants or needs more information can access it.
The Financial Data Portal presents the university’s budgeted revenues and expenses
and actual revenues and expenses. Users can interactively view information by division/department/activity,
and by various sources, as well as view historical data and past trends.
The Financial Data Portal can be accessed from the Financial Services page of our
website. Employees can use Single Sign On to access the tool.
This current tool is a Beta version and will be updated in future phases of the projects.
We encourage you to share feedback via the contact link so we can continually improve
the user experience.
The Financial Data Portal currently reflects the three most recently audited fiscal
years of the university, through FY22 (the fiscal year that encompasses July 1, 2021-June
30, 2022). In the next phase of the rollout we will update the portal with FY23 information.
We will also be adding comparative data with other UNC System entities, the All Funds
Budget, and UNCSA funding decisions for FY22 and FY23. The portal shows general operating
funds from the state and institutional trust funds (ITF), but not capital improvement
(generally, construction) funds. The UNCSA Foundation is a separate legal entity established
to support the university and is not included in this portal. The Thomas S. Kenan
Institute of the Arts is a component unit of the university and is included in this
portal.
In an attempt to make everyone aware of the portal, we conducted a soft launch by
presenting it to the Administrative Council, the Faculty Council and Leadership Council.
In addition, this spring we will hold our first annual budget information session
for anyone in our campus community who would like to participate and learn more about
the budgeting process at UNCSA. More details will follow about that.
I want to thank everyone on the Financial Services team for their hard work in completing
this project. I hope all faculty and staff will find the tool useful and helpful.
Wendy Emerson
Interim Vice Chancellor for Finance and Administration