Job no: 229135-LI
Work type: Staff-Full Time
Location: Madison
Categories: Accounting, Finance, Purchasing, Dean, Director, Executive, Grant, Research, Contract Management, Management/Supervisory, Other

Position Summary:

The Chief Financial Officer (CFO) manages the Financial Management Office and the Facilities and Events planning units within the WSB. The position reports to the Chief Operating Officer, but works directly with the Dean and the Dean's Academic Leadership Team (ALT). That team is responsible for developing business and operating strategies, as well as funding and budget strategies, for the entire School and all of its programs. The School has annual total expenditures of approximately $75 million. The CFO works with the ALT to develop a budget allocation process that supports the WSB strategic priorities, and is responsible for developing and administering processes and internal controls such that the units adhere to their allocated budgets. As a part of such monitoring, the CFO reports regularly on interim results and trends, and recommends any corrective actions (if needed) throughout the year. The CFO also develops and maintains a multi-year financial model that supports the WSB strategic priorities and works with the ALT to develop funding and operational strategies in support of those projections. This includes partnering with the Alumni Relations team (working with them to translate their philanthropic metrics into usable input for the financial forecast). The CFO plays an integral role in the development of the business and financial model for new 131 programs that will be submitted to campus for approval. The 131 (market- based tuition) programs are a key driver of the longer term WSB financial model and require careful planning. The CFO represents the School on any campus level policy making and policy oversight committees involving financial issues (such as the Vice Chancellor of Finance and Administration?s (VCFA) Administrative Council. Campus has embarked on a 3-5 year Administrative Transformation Project (ATP). The ATP will involve both transformation of many financial processes, the implementation of new cloud-based systems, and potentially a conversion to accrual based accounting. The CFO will lead our School's participation in this important campus priority. The CFO is a member of the WSB Operating Leadership Team (OLT), which comprises the leaders of all non-academic units within the School. The OLT is the principal vehicle for communication and collaboration across the School's units and a forum for resolution of issues. The CFO is responsible for ensuring compliance with rules and regulations pertaining to the fiduciary oversight of WSB assets and financial matters. The CFO also manages the School's Facilities and Event Planning unit. That unit manages all building operational activities and the various campus/School/department or center sponsored events throughout the year. This includes all administrative aspects of events, including planning, catering, building access and adherence to campus health and safety protocols. In a given year, the School can host up to 25,000 (pre-pandemic) events of various sizes. The CFO oversees the Director of Facilities and Events and staff and the strategies to operate and manage all those areas. The School is engaged in a study of the future design/configuration and use of space within the current Grainger Hall facility; the CFO and team are active participants in this. The CFO is also a finance section chief, a role in the campus level Emergency Operations Center (EOC). The EOC can be activated from time to time by campus level officials (Chancellor/Provost/VCFA) (and was most recently activated in response to the COVID-19 pandemic in September of 2020).

Position Duties:

List of Duties

Institutional Statement on Diversity:

Diversity is a source of strength, creativity, and innovation for UW-Madison. We value the contributions of each person and respect the profound ways their identity, culture, background, experience, status, abilities, and opinion enrich the university community. We commit ourselves to the pursuit of excellence in teaching, research, outreach, and diversity as inextricably linked goals.

The University of Wisconsin-Madison fulfills its public mission by creating a welcoming and inclusive community for people from every background - people who as students, faculty, and staff serve Wisconsin and the world.

For more information on diversity and inclusion on campus, please visit: Diversity and Inclusion

Degree and Area of Specialization:

Bachelor's degree is required; areas of specialization finance or accounting

Minimum Years and Type of Relevant Work Experience:

A well qualified candidate must have
1) a demonstrated record of strategic thinking and intelligent decision making
2) at least nine years of increasing responsibility in a professional position that demanded financial and administrative management, including oversight over budget and entity level financial planning
3) demonstrated ability to build and lead teams, an ability to develop creative and workable solutions to complex business issues
4) demonstrated record of being able to communicate and collaborate effectively with all levels of faculty, other administrative and program staff
5) the ability to take initiative, accept responsibility and demonstrate accountability for results
6) experience in managing in a university / higher education entity is required.

Additional Information:

Diversity and inclusion are primary values for the Wisconsin School of Business and are integral to
achieving our strategic goals. We seek candidates with an awareness of and commitment to the
principles of diversity and inclusion across all spectrums. Our school is committed to continuously
increasing the cultural competence of its staff and faculty members through school-wide forums and professional development opportunities.



Work Type:

Full Time: 100%

Appointment Type, Duration:



Minimum $115,000 ANNUAL (12 months)
Depending on Qualifications

Instructions to Applicants:

Please complete the online application and attach a cover letter addressing your qualifications specifically relating to the responsibilities of this position along with a comprehensive resume. In your cover letter, please address your specific qualifications in the following areas:

- Experience leading a team
- Experience leading through organizational change
- Experience managing complex budgets
- Professional or life experience with diversity and inclusion

Application materials will be reviewed after the deadline. We will notify all applicants once the search is completed and we have made a selection.

Only online applications will be accepted.


Lelah Frey

Relay Access (WTRS): 7-1-1 (out-of-state: TTY: 800.947.3529, STS: 800.833.7637) and above Phone number (See RELAY_SERVICE for further information. )

Official Title:


Employment Class:


Job Number:


The University of Wisconsin is an Equal Opportunity and Affirmative Action Employer. We promote excellence through diversity and encourage all qualified individuals to apply.

If you need to request an accommodation because of a disability, you can find information about how to make a request at the following website:

The University of Wisconsin-Madison is engaged in a Title and Total Compensation (TTC) Project to redesign job titles and compensation structures. As a result of the TTC project, official job titles on current job postings may change in Fall 2020. Job duties and responsibilities will remain the same. For more information please visit: .

Employment will require a criminal background check. It will also require you and your references to answer questions regarding sexual violence and sexual harassment.

The University of Wisconsin System will not reveal the identities of applicants who request confidentiality in writing, except that the identity of the successful candidate will be released. See Wis. Stat. sec. 19.36(7).

The Annual Security and Fire Safety Report contains current campus safety and disciplinary policies, crime statistics for the previous 3 calendar years, and on-campus student housing fire safety policies and fire statistics for the previous 3 calendar years. UW-Madison will provide a paper copy upon request; please contact the University of Wisconsin Police Department .

Applications Open: Nov 23 2020 Central Standard Time
Applications Close: Dec 21 2020 11:55 PM Central Standard Time

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