UW-Eau Claire Foundation/University Advancement: Chief Financial Officer


A full-time professional academic staff position is available in the UW-Eau Claire Foundation/University Advancement area as Chief Financial Officer. The official title is Assistant Director, Budget, and the position has an anticipated start date of June 1, 2013. This is a renewable position, based on satisfactory performance.


Basic Function and Responsibility
Reporting to and partnering with the President of the UW-Eau Claire Foundation/Executive Director of University Advancement, the Chief Financial Officer (CFO) is the principal officer responsible for the finance and administration functions of the Foundation and University Advancement area. Specific areas of supervisory responsibility include: gift processing and data entry, fund accounting and reporting, auditing and internal control, accounts payable, internal operations and IT. The CFO will set the unit's financial, operational and information technology direction while also being an active participant in, and driver of, the organization's overall strategy. Specifically the CFO will bring to the position an analytical perspective that will enable the unit to set a standard for efficiency and effectiveness. As a member of the senior leadership team, the CFO will serve as the Assistant Treasurer of the Foundation; be the staff liaison to the Foundation Board's Investment and Audit Committees; and work closely in partnership with the President with the Foundation's Real Estate Committee. This is a professional academic staff position within the Assistant Budget Director title series. Specific responsibilities include:

Financial and Operational Management

  • Fiduciary Operations - oversee financial, accounting, gift processing and data entry functions of unit. Assume overall responsibility to ensure that revenue collected and expenditures made conform to Generally Accepted Accounting Principles, state and federal regulations, donor restrictions and Foundation policy. Supervise gift processing and data entry and to ensure that functions and processing occur in a timely and accurate fashion. Develop, implement and oversee policies regarding gift processing and data entry. Oversee accounts payable to ensure timely and accurate payment of disbursements and to ensure appropriate levels of internal control.
  • Budgeting - oversee preparation of annual revenue and expense operating budgets. Monitor budget performance over the fiscal year and work with corresponding units to adhere to budget performance standards. Identify and implement means for revenue enhancements and cost reductions. Provide analysis and insights on improving efficiencies and streamlining costs to demonstrate effectiveness relative to external standards and benchmarks.
  • Financial Reporting -prepare and distribute all financial reporting materials and metrics, including Foundation investment reports. Serve as Foundation's liaison with investment consultants. Prepare and communicate monthly annual financial statements.
  • Accounting - ensure the successful completion of the annual financial statements and complete pre-audit documents to prepare for annual audit. Monitor levels of revenues, expenditures, receivables, payables and cash investment balances.
  • Real Estate - be actively involved with the Foundation president in the business functions of the various LLCs and real estate projects. Work closely with the Real Estate Committee to assure coordination and fiscal accountability among the various real estate LLCs and projects. Oversee integration of affiliate organization's annual audits and tax reporting with the Foundation's overall audit and tax reporting.
  • Internal Operations and IT - supervise the unit's IT functions, including the RE/FE development and maintenance and the timely acquisition and maintenance of technology for staff. Supervise general office operations including hiring and training of student employees to ensure adequate levels of student workers relative to budget and work flow. Supervise accounting intern.


  • Partner with the president/executive director on all operational and strategic issues as they arise. Provide strategic recommendations to the president/executive director based on financial analysis and projections, cost identification and allocation, and revenue/expense analysis.
  • Participate in the ongoing strategic planning process as an integral member of the senior management team.
  • Oversee long-term budgetary planning and cost management in alignment with the unit and university strategic plans.
  • Engage the major giving, annual giving, prospect research and alumni directors to align financial management with short- and long-term financial planning and projections.
  • Engage the board investment and audit committees around issues, trends, and changes in the operating model and operational delivery.
  • Participate in strategic decisions regarding real estate.

Team Management

  • Supervise gift-processing, data entry, finance, IT and internal operations staff; guide larger multi-disciplinary teams outside of direct span of control.
  • Engage other members of the senior management team - Director of Major Gifts, Director of Alumni Relations, Director of Annual Giving and Director of Research and Stewardship - to facilitate cross-department collaboration that ensures that all financial, gift processing, IT, and HR solutions positively support the unit's evolving strategy, operational delivery, and data collection needs.
  • Provide guidance on attracting and developing key team members for the Advancement/Foundation unit.


The CFO will be a seasoned and mature leader with at least five-seven years of broad finance experience, ideally beginning in audit, followed by experience gathering and evaluating financial information and making actionable recommendations to senior leadership. The CFO ideally will have experience managing finance (accounting, gift processing, budgeting, control, and reporting), HR, and IT for a non-profit organization or mid-sized company.

The CFO will have the following experience and attributes:

  • BS degree in finance, accounting, business administration or a related field required.
  • CPA/CME and/or MBA preferred.
  • Demonstrated experience in a non-profit organization or mid-sized business (10 or more employees) in at least two of the following areas: audit, financial reporting, budget development, general ledger and accounting for investments.
  • Mature and proactive, with evidence of having worked as a true business partner to the chief executive of a mid-sized organization. Non-profit accounting and/or finance experience considered a plus.
  • Skills in examining, developing, reengineering, and recommending financial, HR, and technology policies and procedures.
  • Strong analytical skills and experience interpreting a strategic vision into an operational model.
  • Collaborative and flexible style, with a strong service mentality. Needs to be seen as a team player who is committed to lifelong learning.
  • Hands-on staff member and manager with integrity and a desire to work in a dynamic, mission-driven environment.
  • Effective communicator, with strong oral and written skills.
  • Strong commitment to developing team members.
  • Demonstrated commitment to higher education and a passion for UW-Eau Claire's mission is essential.

Application Procedure

Applications are submitted electronically. Interested candidates should apply online at:

Click the UW-Eau Claire Careers link. UW-Eau Claire Foundation/University Advancement: Chief Financial Officer (ID #8996). Instructions are available under the Apply Online FAQs link. 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." Your application will not be considered complete until all required documents are attached and all required fields are completed.

Please be sure you have included the following in PDF format:

  • Letter of application
  • Resume
  • Names and contact information for at least three professional references.

Direct questions to

The priority deadline for applications is May 6, 2013. However, screening may continue until the position is filled.

A criminal background check will be required prior to employment.

To learn more, visit the Web site:

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

Posted 4/23/13