Budget Director (Inst)
University of Wisconsin - Milwaukee
Introduction (Description of
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
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
, 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
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.
- Bachelor’s Degree in Accounting, Finance, Business, or related
- 5+ years of progressively responsible functional and management
experience in operating budget development, corporate or campus
- Experience leading and managing a team of financial
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.
- Master’s Degree in Business, Accounting, Finance and/or a CPA
- 10+ years of progressively responsible experience in financial
planning and budgeting, or a closely related field, preferably in
- 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
- 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
All inquiries, nominations/referrals, and resumes with cover
letters must be sent electronically and in confidence to:
Dan Rodas, PartnerTim Lanigan, Senior AssociateIsaacson,
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.
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 email@example.com
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
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 http://www.cleryact.uwm.edu/
call UWM’s Dean of Students Office, Student Union 345 at (414)
229-4632 for a paper copy.
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
To apply, please visit: https://jobs.uwm.edu/postings/35483