Administration and Finance: Director of Budget and Resource Planning

Interviews Scheduled

Candidate materials are only available via intranet; a UW-Eau Claire username and password will be required to view these materials.

Open Forums:
The first ~15 minutes will consist of a presentation from the candidate on this topic: "Suppose you have been appointed to lead a campus committee to recommend principles and a process for the distribution of new and reallocated funds to enable the pursuit of the University's priority initiatives. How would you approach this task, and what reports would you develop to support the campus in this work?" Following the candidate presentation, there will be a question-and-answer session.

You are invited to submit feedback to the Search and Screen Committee through our Qualtrics survey. This survey will be available through 8:00 a.m. on Tuesday, July 15:

Michael Baer
Open Forum: Tuesday 7/8/14--1:30-2:30 pm
Council Oak Room--Davies 260

Kristen Hendrickson
Open Forum: Monday 7/14/14--1:30-2:30 pm
Ho-Chunk Room--Davies 320E



The Division of Administration and Finance at the University of Wisconsin-Eau Claire is accepting applications for the position of University Budget and Resource Planning Director. This is a full-time position reporting to the Vice Chancellor for Administration and Finance, with an anticipated start date of August 1, 2014. This is a continuing appointment contingent on performance. This position is in the Director series.


The director is a key member of the University's fiscal management team and is actively involved in the development, submission, ongoing monitoring, and reporting of the University's operating budget and individual unit budgets. This position reports to the Vice Chancellor for Administration and Finance. Responsibilities include the following:

  • Advises and supports University leadership and the broader University community on budget, financial, and staffing issues. Identifies and provides information for planning and decision making. Recommends budget and staffing allocations;
  • Guides and implements approaches for integrating planning and budgeting as a method for achieving strategic institutional objectives and University resource management;
  • Directs the annual University budget process and conducts unit budget planning and development meetings leading to the formulation of the University's operating budget. Creates and communicates analytical materials in support of the annual planning and budget process;
  • Evaluates budgetary proposals, analyzes performance, and models alternative revenue and expense scenarios. Creates analytical approaches and tools for financial analysis, forecasting, planning, and reporting that take into account such variables as enrollment, state appropriations, tuition rates and revenues, and academic offerings;
  • Assumes responsibility for the development, submission, communication, and ongoing monitoring of the University's all funds budget (FY15 estimated $220M);
  • Serves as key liaison to the University of Wisconsin System on revenue and expense matters. Works closely with UW-Eau Claire units, UW System, and other UW campus colleagues;
  • Supervises and directs the University Budget and Resource Planning Office in its work to coordinate budget planning activities among operating units and senior central university and unit staff. Develops the schedule and materials for preparation of the budget. Advises and assists division heads in preparing budget requests. Analyzes division budget needs and trends. Recommends allocations within and among divisions;
  • Prepares the University's operating budget for presentation to University of Wisconsin Eau Claire leadership and University of Wisconsin Board of Regents;
  • Ensures timely responses to inquiries and research requests initiated by senior University or System officers;
  • Responsible for the planning and direction of internal and external reporting; liaison with federal and state government agencies for interpretation of and advice on mandatory reporting requirements; certification of the consistency and integrity of all institutional data released for the University and the coordination of all information requests.


Minimum Qualifications:

  • Bachelor's degree from a regionally accredited institution;
  • Three to five years of budget and financial management experience for a complex organization involving a variety of both funds and unit components;
  • Demonstrated understanding of revenue and expense trends and longer term resource issues in higher education;
  • Demonstrated superior knowledge of spreadsheets.

Preferred Qualifications:

  • Graduate degree or training in fields relevant to the responsibilities of this position;
  • Experience in the integration of institutional research, strategic planning and resource allocation models in higher education;
  • Demonstrated experience producing reports for state agencies, legislative or governing boards;
  • Higher education budgeting experience strongly preferred;
  • Experience building financial models and tools (e.g. dashboards) to reflect scenarios involving changing revenue and expense patterns;
  • One year or full-time equivalent of supervisory experience.

Application Procedure

Materials required in pdf format:

  • Letter of application
  • Resume
  • Names and contact information for three references

Applications are submitted electronically. Please follow instructions found on the following UW-Eau Claire website: UW-Eau Claire Careers. You must create an account and login before you can apply. If you have not yet registered, click on the "Click here to register" link to begin the registration process. If you are already a registered user, input your "User Name" and "Password" and select "Login." Click the link to the University Budget and Resource Planning Director position (Job ID #9767) and then click the "Apply Now" button to submit your application electronically. Your application will not be considered complete until all required documents are attached and all required fields are completed. Please submit materials in PDF format only.

Please direct requests for additional information to: 

To ensure consideration, completed applications must be received by June 13, 2014. However, screening may continue until the position is filled.

Applications will be treated as confidential in compliance with the state of Wisconsin guidelines. Please note that the University will not reveal the identities of applicants who request confidentiality (this option will be presented in the online application process), except that the identities of "final candidates" must be revealed upon request. According to the Attorney General, "final candidates" under Wisconsin law means the five candidates who are considered most qualified for the position. See Wis. Stat. Sec. 19.36(7)(a).

The university reserves the right to contact additional references with notice given to the candidates at an appropriate time in the process. Final offer of employment is contingent on successful completion of a criminal background check.

To learn more, visit the Web site:

UW-Eau Claire is an AA/EEO employer dedicated to enhancing equity, diversity and inclusivity.

Posted 5/22/14