Chief Financial Officer - University Advancement/Foundation - 13932


The University Advancement/Foundation seeks a Chief Financial Officer. This is a 75% of full-time position.


The Chief Financial Officer oversees all financial aspects of the University Advancement/Foundation, the independent fundraising arm of the University. The CFO will provide leadership in setting the Foundation’s financial direction while also being an active participant in 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. The Chief Financial Officer is responsible for managing the Foundation’s financial and accounting policies, tax and regulatory requirements, payroll systems, ongoing financial modeling, endowment investments and annual operating budget. The CFO is expected to adhere to high ethical as well as professional standards in serving the investment management and financial management needs of the Foundation. This is a University, academic staff position with the official title of Controller.


Minimum Qualifications:

  • Bachelors or masters degree in accounting or finance
  • Minimum 8 years of accounting experience
Desired Qualifications:
  • Experience as an accountant within a foundation or nonprofit organization
  • Certified Public Accountant licensure
  • 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.
  • Prepare monthly interim financial statements and annual consolidated financial statements.
  • Prepare and present reports and analyses as necessary to the Foundation’s governing bodies such as the Finance & Investment Committee, Executive Committee, and Board of Directors.
  • Initiate and manage annual Foundation operating budget process and monitor budget performance over the fiscal year.
  • Manage endowment, working capital, and cash assets under the policies, guidelines, and performance benchmarks established by the Foundation
  • Ensure that all required federal and state returns and filings are timely and accurate
  • Keep abreast of changes in GAAP, FASB and IRS rules and regulations as they apply to the Foundation, and implement changes as necessary
  • Serve as primary contact with external auditor, coordinate preparation of all schedules and provide information requested by the auditor
  • Work with the investment consultant to oversee implementation of the approved investment policies, asset allocation, and investment manager selection as determined by the Board of Directors and Investment Committee.
  • Serve as primary staff support for the Foundation’s Audit & Investment Committee
  • Serve as liaison working collaboratively with the Foundation and Philanthropy & Alumni Engagement staff providing leadership and support for philanthropic initiatives
  • Supervise the Foundation accountant position
  • Review and approve the reconciliations prepared on a monthly basis by the accountant
  • Will be an active participant in following applicable safety rules and regulations including necessary training and drills.
  • Assume additional duties as assigned

UW-Whitewater (http://www.uww.edu) is the largest regional comprehensive university within the UW System and enjoys a reputation as a high quality residential campus located near the scenic Kettle Moraine State Forest in southeastern Wisconsin. UW-W is situated on 400 acres of land and has an annual budget of more than $219 million. UW-W is located in the community of Whitewater, which has 14,622 residents and is within convenient driving distance to the metropolitan areas of Madison, Milwaukee and Chicago. The university enrolls more than 12,000 students in 50 majors housed within four academic colleges. UW-Whitewater also offers 16 master’s degrees and a Doctorate in Business Administration. The university’s strategic plan can be found at: http://www.uww.edu/strategic-plan. It has a special mission within the UW System to serve students with disabilities and, as such, embraces the principles of universal design and is one of the most accessible campuses in the state. UW-Whitewater is a Division III NCAA university and member of WIAC (http://wiacsports.com). The campus has over 200 student organizations and is a vital economic engine for southeastern Wisconsin.

UW-W is committed to seeking and sustaining a culturally and ethnically diverse campus environment, building a diverse faculty and staff with expertise and interest in serving students with diverse needs, backgrounds, ethnicities, abilities and other distinct characteristics in respectful, sensitive and understanding ways. The University of Wisconsin-Whitewater is an Equal Opportunity and Affirmative Action Employer, and actively seeks and encourages applications from women, people of color, persons with disabilities, and veterans.


The University of Wisconsin-Whitewater is part of the 26-campus University of Wisconsin System (https://www.wisconsin.edu).

Wisconsin Statute 19.36(7)(b) provides that applicants may indicate in writing that their identity should be kept confidential. In response to a public records request, the University will not reveal the identities of applicants who request confidentiality in writing, except that the identity of the successful final candidate will be released. See Wisconsin Statute 19.36(7)(a).

UW-Whitewater requires criminal background checks as a contingency to employment. A criminal background check will be conducted prior to an offer of employment.

The University of Wisconsin - Whitewater requires that all employees be active participants in following applicable safety rules and regulations including necessary training and drills.

For UW-W Campus safety information and crime statistics/annual Security Report, see http://www.uww.edu/asfr. If you would like a paper copy of the report please contact the UW-Whitewater Police at 262-472-4660.


UW-Whitewater embraces AAC&U’s LEAP principles (http://www.uww.edu/leap) and emphasizes student, staff and faculty participation in High-Impact Practices (https://www.aacu.org/resources/high-impact-practices). The Office of Research and Sponsored Programs (http://www.uww.edu/orsp) provides support for faculty scholarly and creative activities as well as other opportunities to apply for reassigned time and/or other resources to support research activities. UW-Whitewater faculty and staff also have access to technology transfer and research resources provided by WiSys (https://www.wisys.org).


Applications received by February 19, 2018 are ensured full consideration. Applications received after that date may be given consideration at the discretion of the search committee. Application materials will be evaluated and the most qualified applicants will be invited to participate in the next step of the selection process.

If you have questions regarding this recruitment, or if you are not able to complete the application online due to a disability or system problem, please contact us at 262-472-1024 or hrstudent@uww.edu.

For questions regarding the position please contact:

Fawn Beck
Office of Philanthropy and Alumni Engagement


Only complete application packages will be considered. A complete application includes online submission of the following documents:
  • Cover Letter
  • Resume
This job ID is 13932.

Who are you?

A potential applicant who is NOT currently employed by the University of Wisconsin System, click here: UW-Whitewater External Applicants

A current employee of the University of Wisconsin System, click here: UW-Whitewater Internal Applicants

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