Welcome to the VP Finance & Operations portfolio
The nine divisions of the VPFO are responsible for the stewardship of UBC’s physical and financial assets, as well as safety and risk management for our university community.
We oversee a $3.98 billion budget, a $3.38 billion endowment, and all facilities on both campuses, as well as managing the university’s relationships with UBC Investment Management and UBC Properties Trust. In all the portfolio’s responsibilities, we are committed to the values of innovation, unity and accountability.

VPFO Strategic Plan 2024–2027
Having a strategic plan gives us a clear path, keeping everyone on the same page. Learn more about where we’re going next and how we plan to get there.
News from the VPFO
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What is Financial Planning & Analysis at UBC?
At UBC we have two central Financial Planning & Analysis (FP&A) functions that produce a wide range of data-driven insights, with financial models that support everything from operational decision-making to organizational strategy.
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Holly Shepherd joins UBC as Tax Manager
Holly is joining the Treasury group as the university’s new Tax Manager, supporting the community with advising for tax-related matters, as well as general oversight of UBC’s tax strategies.
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Sarah Goold Joins Treasury as Manager, Financial Planning & Analysis
A UBC Alumna, Sarah will partner with departments across the university to assist and monitor the main drivers of revenue and expenses at UBC. She will also develop and evaluate strategic options and alternatives on financial decisions that impact the university,…
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UBC Outlines Budget for 2020/21
The Board of Governors has approved UBC’s budget for the 2020/21 fiscal year, outlining spending priorities and considering the potential impact of COVID-19.
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2019/2020 Consolidated Financial Statements Now Available
Our consolidated financial statements reflect the assets, liabilities, revenues and expenses of UBC. They are prepared according to accounting standards, audited by our external auditors and reported to the Province.
People of the VPFO
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Pulu Rana joins Operational Excellence as Business Data Analyst
Pulu brings to UBC over 20 years of experience as a Business Systems Analyst across various industries, including eCommerce, telecom, insurance, and health care. Reporting to Jeff Lei, Business Intelligence Manager, Pulu will specialize in Planon reporting and support other…
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Congratulations to our successful CFE writers for 2021
Please join UBC Finance in congratulating Shari Jia, Brianna Bailey, and Nancy (Xi) Yang on passing their 2021 Common Final Exam (CFE), their last exam before becoming a Chartered Professional Accountant (CPA).
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Curtis Spencer is promoted to Subhead Electrical Maintenance in Building Operations
Curtis joined UBC in February 2017 working on campus street lights before moving to the electrical controls crew where he took on both the green and teal zones. Curtis has vast experience in commercial and industrial settings, and has shown…
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Chris Bastien joins as the Finance Services Manager
As the Finance Services Manager, Chris will play a vital role in leading the Finance Services Team to support our Community in Finance Period End activities, and the improvement of Workday’s processes. Chris comes to us with 20 years of…
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Kyle Fenton joins Infrastructure Development as Associate Project Manager
Kyle’s diverse range of professional skills within project management and project design and construction, coupled with his unique insights into different project roles will be a definite asset to the Project Services team.