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Budget Director (Inst)

University of Wisconsin - Milwaukee
Wisconsin, United States
Salary Not specified
Posted Date
Sep 29, 2022

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Position Type
Administrative, Business & Administrative Affairs, Financial Affairs
Employment Level
Employment Type
Full Time
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Budget Director (Inst)

University of Wisconsin - Milwaukee

Position Number: 02324769

Introduction (Description of School/College/Dept/Program)
The University of Wisconsin - Milwaukee (UWM), Wisconsin’s premier public urban research university, seeks an experienced, strategic, and collaborative leader to serve as Director of Financial Planning and Analysis.

Job Summary
Reporting to the Associate Vice Chancellor, Business and Financial Services & Chief Financial Officer (AVC-BFS) and providing leadership to a team of five direct reports, the Director of Financial Planning and Analysis leads UWM's $677 Million operating budget planning, as well as resource allocation, management reporting and forecasting, and gives a range of analytical support. The Director works closely with the AVC-BFS, divisional and campus leadership, UW System financial leadership, as well as governance bodies to develop and implement effective financial strategies that respond to and support UWM's mission.

The Director of Financial Planning and Analysis will join the university at an exciting and pivotal time. The University of Wisconsin-Milwaukee is currently at the beginning stages of implementing its 2030 Action Plan, a strategic plan providing the framework for UWM to advance student success and fulfill its mission as a research and access institution that enhances and improves the quality of life in southeastern Wisconsin. One of the priorities of the 2030 Action Plan is the review of the institution's budget model. The Director will serve as a strategic partner to the AVC-BFS and other campus senior leadership as a lead participant in budget model revisions.

Director of Financial Planning and Analysis candidates will have proven financial analysis and modeling skills. They will be collaborative, strategic thinkers, able to integrate complex operational and financial considerations to support the decisions of senior leadership and convey complex financial information to a wide range of audiences.

Minimum Qualifications
  • Bachelor’s Degree in Accounting, Finance, Business, or related field
  • 5+ years of progressively responsible functional and management experience in operating budget development, corporate or campus financial planning
  • Experience leading and managing a team of financial professionals

Preferred Qualifications
  • Master’s Degree in Business, Accounting, Finance and/or a CPA License
  • 10+ years of progressively responsible experience in financial planning and budgeting, or a closely related field, preferably in higher education
  • Significant experience successfully leading financial teams, with demonstrated ability to prioritize work on multiple projects and meet critical deadlines, while maintaining a high level of performance
  • Experience with complex enterprise financial management and reporting systems (e.g., budgeting and forecasting, general ledger, student information system modules, etc.)
  • High level leadership experience in operating budget development in large institutions with expenditures of more than $100M

Application Instructions
The University of Wisconsin - Milwaukee has retained Isaacson, Miller to assist with this important recruitment. Please direct all inquiries and applications, in confidence, as indicated at the end of this document.

All inquiries, nominations/referrals, and resumes with cover letters must be sent electronically and in confidence to:

Dan Rodas, PartnerTim Lanigan, Senior AssociateIsaacson, Miller

Application Notes
For this position, applicants are required to apply online. UWM will not consider paper, emailed or faxed applications. Additionally, applicants must complete all required fields and attach any required documents. The process is complete when the message “Your application has been submitted” is displayed and you receive a confirmation number.

Legal Notices AA/EO Statement

UWM is an AA/EO employer: All applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, sexual orientation, gender identity/expression, disability, or protected veteran status.

Reasonable Accommodations

UWM provides reasonable accommodations to qualified individuals with disabilities who are employees or applicants for employment. Employment opportunities will not be denied because of the need to make reasonable accommodations for a qualified individual with a disability. If you need assistance or accommodation in applying because of a disability, please contact or 414-229-4463. This job announcement and other material on this site will be made available in alternate formats upon request to an individual with a disability.

Confidentiality of Applicant Materials

UWM is a State agency and subject to Wisconsin’s Open Records Law. UWM will not, however, reveal the identities of applicants who request confidentiality in writing except as may be required by Wisconsin’s Open Records law. In certain circumstances, the identities of “final candidates” and/or the identity of the appointed applicant must be revealed upon request.

CBC and Reference Check Policy

Employment will require a criminal background check. UWM takes the prevention of sexual misconduct seriously. As such, you and your references will be required to answer questions regarding any past findings of sexual violence and sexual harassment or any pending allegations of sexual violence or sexual harassment.

Annual Security and Fire Safety Report (Clery Act)

For the UWM Annual Security and Fire Safety Reports (i.e., Clery Report), which includes statistics about reported crimes and information about campus security policies, see, or call UWM’s Dean of Students Office, Student Union 345 at (414) 229-4632 for a paper copy.

Employment Authorization

In compliance with federal law, all persons at the time of their start date will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.

Title and Total Compensation Project

The University of Wisconsin System 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 2021. Job duties and responsibilities will remain the same. For more information please visit:

To apply, please visit:

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