Finance, Planning and Data Insight section

The Finance, Planning and Data Insight section is responsible for managing the University's income and expenditure, ensuring we get value for money in all financial activity and that we comply with all statutory and regulatory requests. We aim to ensure consistent financial best practice is applied across the University.

We support the departmental and professional services planning process; oversee annual student number planning and provide information via the Planning Information Portal and through Tableau. We are also responsible for a number of statutory student related returns to the Office for Students (OfS) and monitoring a number of league tables that relate to the key performance indicators in the University’s strategic plan.

How we can help

  • Managing budgets
  • Claiming your expenses
  • Financial compliance information 
  • Business systems support
  • Tax and insurance advice
  • Purchasing
  • Internal audit
  • Departmental and professional service planning

Financial statements

The Financial Statements are published every year and cover the University of Essex and its subsidiary undertakings.

University Council review and approve Financial Regulations (Essex staff only) on an annual basis.

Employers' and Public Liability claims

Claimants should submit Employer’s Liability and Public Liability claims that are below £25,000 to our insurers (U M Association Ltd) directly using their MOJ portal ID which is D00076. Our certificate of Entry number is UMT017/13.

For claims Employer’s Liability and Public Liability Claims relating to incidents prior to 1st August 2017 please submit your claim to portal ID C00108 (Zurich Municipal Insurance). For any queries, please email the insurance team

The role of Planning and Data Insight

  • Data insight (staff and student).
  • League tables.
  • TEF, B3.
  • Equality and diversity data.
  • Help with the planning round.
  • Help with statutory data returns (HESA student and staff).
  • Student number target setting.

Contact us

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Income Office
Telephone: 01206 872165
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Procurement Office
Telephone: 01206 873013
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Professional Services Accounting
Financial Compliance
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Other financial enquiries
Telephone: 01206 872156