WSOM - Associate Dean for Finance and Administration
Case Western Reserve University - Cleveland, OH

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Serve as chief financial and operations officer for the Weatherhead School of Management, with management, advisory and decision-making responsibilities for the areas of finance and budget, human resources, academic compliance, facilities planning, and information technology. Serve as a key member of the senior management team.


Financial Planning

  • Collaborate with the dean, vice dean and associate deans in the development and implementation of both the long and short-range strategic plans taking into consideration unrestricted and restricted funds, capital requirements and the overall business plan of WSOM.
  • Oversee the collection, preparation and dissemination of information that analyzes and forecasts the budgetary implications of enrollment planning, development, technology and other institutional strategies. Discuss results with the dean, advise on validity of strategies individually and as a whole, and identify sources of funding for the strategies.
  • Develop long-range financial planning models tailored to varying program assumptions to be used in executive decision-making.
  • Identify, analyze and outline costs and revenue effects of curricular, personnel and technological program changes being considered by the school. Advise dean and associate deans on the best course of action.
  • Budget

  • On a continuous basis, develop and implement comprehensive budget processes and systems, providing for budgeting and cost allocations by departments and centers within the school. Train and direct department chairs and center directors in the use of these processes and systems.
  • Design, develop and implement the annual budget with input from the department heads (annual operating budget of over $50 million). Create the budget objectives based on WSOM’s and the university’s strategic plan, and compile benchmarking standards/information required.
  • Formulate the assumptions for the three-year budget and update projections on a periodic basis.
  • Oversee the gathering and preparation of statistical information and salary data required for budget allocations and salary determinations. Collaborate with the dean on the faculty salary increases. Collaborate with supervisors to determine level of salary increases for all staff.
  • Analyze and approve forecast before submission to the University Budget office. Document any variations from budget and the previous year. Outline the progress toward the budget objectives.
  • Financial

  • Direct the submission of faculty contracts based upon negotiations by the dean and vice dean with department chairs and individual faculty. Includes the preparation of contracts with outside schools and the monitoring of the payment process for visiting professors to and from WSOM.
  • Identify, analyze and outline data as needed and/or requested (salary information and increases, income and expense statements, spending trends, gifts to endowment, enrollment assumptions, etc.).
  • Oversee the completion of questionnaires related to facilities, administrative organization and policy, accreditation, etc., as received.
  • Develop cost-control and monitoring programs and determine areas that would benefit from standardizing the purchase process, e.g., travel, office supplies, and develop and implement a process/procedure.
  • Ensure office serves as liaison with Payroll, Controller’s office, Budget office, etc., to expedite procedures and assure compliance with University policies and procedures.
  • Develop and document business policies and procedures for the WSOM.
  • Direct creation and preparation of financial reports and correspondence as requested by the dean.
  • Human Resources

  • Oversee the employment process for staff positions at the WSOM. Includes interviewing and evaluating candidates, assisting in the selection process of the final candidate, and approving the salary offer.
  • Direct the annual review process and the upgrading of existing positions. Ensure consistency of grades and salary levels throughout WSOM.
  • Develop new positions to fulfill the staffing needs whether for additional staff or for reorganization of existing staff.
  • Review and approve all staff annual reviews to ensure consistency of increase percentages throughout WSOM.
  • Advise, coordinate and convene in the areas of conflict resolution, progressive counseling, disciplinary action and termination.
  • Direct the staff development and recognition programs.
  • Monitor closely and advise on the personnel management activities of faculty supervisors.
  • Serve as liaison between supervisors, staff and the University Human Resource office.
  • Information Technology

  • Direct the WSOM’s Information Technology Group (ITG) that is responsible for leading the school’s commitment to technology. Work with the ITG director to create a plan to accomplish WSOM’s strategic goals in the technology area.
  • Advise and assist the ITG director in personnel matters including annual reviews, progressive counseling, disciplinary action, position development, employment and terminations.
  • Regulate the budget for technology purchases. Includes advising/input into major purchases and long-term plans that require approval from the dean.
  • Facilities

  • Regulate the budget for facility and audio visual purchases. Includes developing and implementing the capital budget and strategic plan, directing renovation and refurbishing projects, and regulating the operations and maintenance (Peter B. Lewis Building and Dively Building).
  • Act as advisor to the dean and vice dean on construction and renovation projects, including decisions on design and scope, identification of funding sources and constraints, and consideration of abatement and ADA issues.
  • Collaborate with the dean and vice dean on the planning of space issues and future capital projects. Identify future improvements and space needs to be incorporated into the plan. Provide cost/benefit information as required.
  • Oversee the management of day-to-day operations of the building and maintenance by the director of business services. These activities include building readiness for classes and special events; audio visual services; telephones, keys, student and adjunct lockers, furniture, etc.; and serving as liaison with the University Plant Services, Security and Construction Administration.
  • Working with the program directors, develop class schedules that maximize the student experience while creating efficiencies in the use of our facilities.


    Perform other duties as Assigned by the dean or vice dean of the Weatherhead School of Management.


    Department: Daily contact with deans, senior management, faculty, and staff.

    University: Daily contact with budget office, human resources, and controller’s office. Monthly contact with university CFO, ITS, office of construction administration and project management.

    External: Minimal contact with contractors, vendors, applicants, architects, caterers, and other business/professional organizations/colleagues.

    Students: Limited contact with students.


    Directly supervises the director of the Information Technology Group, the assistant director of Finance and Human Resources and the director of Business Services. Oversees the Information Technology Group, the Classroom Technology and Facilities Group, and staff in the finance and administration area. Oversees any support staff with budget responsibility.


    Experience: 10 or more years of demonstrated experience in the financial/accounting field with 3 to5 years of demonstrated experience in a senior level management position. Demonstrated experience in human resources management and facility and/or information technology management. Demonstrated experience in a university or non-profit setting preferred.

    Education/Licensing: Master’s degree required, with CPA credentials strongly preferred. Sound understanding of the principles and application of fund accounting used in college and university or non-profit budgeting and accounting.


  • Demonstrated supervisory/management skills.
  • Excellent oral and written communication skills.
  • High degree of organization.
  • Demonstrated project management skills. Attention to detail in planning, execution and follow-up.
  • Strong interpersonal skills, ability to interact with a variety of constituents with “valued customer” approach. Tact and responsiveness.
  • Proven problem solving skills/ability to identify and analyze options resulting in a solid decision/plan.
  • Commitment and dedication for the general functioning of WSOM and the University.
  • Ability to work effectively under stress/deadlines.
  • Ability to facilitate/negotiate in personnel matters.
  • Demonstrated leadership ability.
  • High integrity and strong professional standards.
  • Strong accounting skills, including budget and financial analysis.
  • Ability to interpret and assess technology requirements/needs.
  • Ability to function in a Window-based, Microsoft Office environment.
  • Advanced spreadsheet skills including Excel.
  • Familiarity with PeopleSoft.
  • Ability to utilize the e-mail system.
  • Ability to quickly learn and apply new software applications.

    General office environment.

    Diversity Statement

    In employment, as in education, Case Western Reserve University is committed to Equal Opportunity and Diversity. Women, veterans, members of underrepresented minority groups, and individuals with disabilities are encouraged to apply.

    Reasonable Accommodations

    Case Western Reserve University provides reasonable accommodations to applicants with disabilities. Applicants requiring a reasonable accommodation for any part of the application and hiring process should contact the Office of Inclusion, Diversity and Equal Opportunity at 216-368-8877 to request a reasonable accommodation. Determinations as to granting reasonable accommodations for any applicant will be made on a case-by-case basis.

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