Case Western Reserve University

A strong internal candidate has been identified.


The Director of Finance, Administration, and Facilities will provide leadership and oversight for all financial and operational functions at the Frances Payne Bolton School of Nursing. This includes creating and maintaining an integrated, strategic direction for budget functions, business planning, financial management, grants management, operations, and process improvement. The director will manage the School of Nursing’s budgeting and forecasting processes, internal controls, financial analysis, and assist in shaping and implementing the financial strategies in partnership with the Dean, the Associate Dean of Finance and Administration, and senior School of Nursing leadership. This position identifies and recommends opportunities to enhance efficiency and effectiveness in the school’s budgeting, planning processes, revenue generation, and financial operations. This position deals with highly sensitive and confidential information and partners with the associate dean to ensure compliance with Case Western Reserve University financial and accounting policies, processes, and practices. The director has supervisory responsibility for staff in the finance office, including the assistant director. The director will engage in process improvement and provide training.



  • Strategic Operations: Provide financial and administrative leadership to the School of Nursing, working closely with the associate dean for finance and administration and the dean to implement the strategic goals and objectives consistent with the strategic plan of the school. This includes participation in the development of the strategic plan, overseeing the fiscal health of the nursing school across all missions, development and monitoring of the 3-to-5-year financial plan; monitor progress toward goals, and ensure the efficient operations of the nursing school. Serve as a consultant to the School of Nursing Budget Committee. Identify external business opportunities and devise strategic development plans. Develop and analyze operational and financial scenarios for school’s strategic discussion, planning, and forecasting. Develop the annual operating budget of approximately $35 million. Design and enhance the contribution margin analysis and return on investment analysis for existing, new, and proposed programs. Draw conclusions about the financial outlook, trends, and risks. Partner with the associate dean, dean, and senior leadership, to identify key financial tools required for business decision support, such as new program and enrollment analysis, tuition and scholarship, revenue, and cash receipts review. Suggest policies, procedures, support tools, and enhancement to existing processes, tools, and analyses. Anticipate potential financial issues and proactively communicate to school management and other relevant parties. Perform needs assessment, make projections based on relevant internal and external factors and forces, analyze budget variances, and recommend courses of action. Recommend, develop, and implement changes to school financial policies and practices. Participate in the development and ongoing evaluation of internal financial control procedures. Receive assignments in the form of objectives with goals; design and implement a process by which to meet the goals. (30%)
  • Facilities and Space Management: Evaluate requirements and needs of major and minor renovation and construction projects, align these to strategic initiatives, university and school standards, and financial constraints. Investigate and analyze current conditions by reviewing utility spaces and existing drawings to aid architects and engineers in the design process. Promote effective use of all School of Nursing facilities and space (and shared spaces with other units) in conjunction with the dean, associate dean of research, and central facilities. Oversee the planning process for construction and renovation projects. Strategize with the dean to make the best use of new and existing School of Nursing facilities across school of nursing locations and structures in the campus plan. Engage with the dean, higher leadership, faculty, donors, and students, to implement strategies according to needs of the School of Nursing in the larger context of the full campus plan. Provide direction as it relates to the implementation and finalization of individual capital projects through Campus Planning in collaboration with the Director of Plant Services and the Vice President of Institutional Planning. Perform an annual audit of equipment and space inventory and develop a business plan including space allocation as needed. (30%)
  • Financial Management: Responsible for all aspects of fiscal management, including prospective analysis of funding sources, faculty recruitment and start-up packages, gifts and grants, endowments, and development of pro-forma financial statements. Continuously analyze funding streams (operational, gifts, endowments, research) for nursing programs to optimize limited resources while maintaining the overall educational and research mission of the nursing programs. Meet regularly with the Dean and Associate Dean to review financial performance matrices. Analyze spending patterns and compare financial status with budget and provide variance analyses. Conduct regular audits of expenditures from all funded and unfunded sources to assure compliance and to safeguard university resources. Primary responsibility for preparation and submission of annual budget and 3- to-5-year plans. Determine budget priorities and details in collaboration with senior leadership and program directors. Develop strategies to increase revenue and mitigate financial risks. Assure integrity of all information submitted in the formal budget request along with its supporting documentation. Provide direction on operational areas concerning budgetary impacts and implications. Prepare adjustments and supporting documentation for the fiscal year close for the school. Assure that expense and revenue recognition is conducted within Office of Internal Audit, Controllers Office, and Budget Office guidelines. Maintain financial files on all divisional endowment and “funds held by others” accounts. Provide reports and information related to endowments as requested. Prepare reports on the financial position of the school through the preparation of quarterly expense and revenue forecasts for review and submission. (20%)
  • Administration: Develop and oversee support systems for the department, both electronic and manual, to assure the most effective delivery of services. Assess and monitor workload, administrative, and support systems and internal reporting relationships in the school of nursing, identify opportunities for improvement and partner with the associate dean of finance and administration, overseeing the implementation of changes. Conduct periodic meetings with School of Nursing stakeholders to review changes in funding, policies, and procedures and to discuss operational issues. Serve as an administrative representative for the School of Nursing on Case Western Reserve University committees and work groups. Develop standardized reports for leadership on nursing school output, productivity, key personnel, proposal submissions and more. Conduct analysis of reports and use predictive forecasting and trend analysis to predict new opportunities and determine successes, and gaps. Approve standard operating procedures and conduct regular audit of workflow and organizational design. Serve as an approver for the School of Nursing in order for staff to gain access and training for PeopleSoft financials modules. Provide support to the School of Nursing in troubleshooting issues concerning procurement services, gifts, grants accounting, travel, cashiering, accounts receivable and any other financial transactions. Independently research, prioritize, and follow up on multiple incoming issues and concerns addressed to the school, including those of a sensitive and/or confidential nature; determine appropriate course of action, referral, and/or response. Provide training and guidance for department assistants and other administrative staff across the nursing school in various departments. Supervise the daily workings of the assistant director and provide training, assistance, and other support as necessary. (15%)


  • Maintain up to date knowledge of policies and procedures of Case Western Reserve University, major grant sponsors, and other relevant agencies. Stay abreast of changes in the educational and research landscapes that affect the future trajectory and financial health of the school. This may include maintaining professional affiliations to enhance professional growth and remaining current in the latest trends and regulations. (2%)
  • Develop strong, professional relationships to maintain open communication and coordinate collaboration with key stakeholders. Represent the School of Nursing at official functions as required, including travel to local or state program meetings. (2%)
  • Perform other duties as assigned. (1%)


    Department: Daily contact with the Dean, Associate Dean of Finance and Administration, and Associate Deans and senior leadership of the School of Nursing to exchange information. Daily contact with support staff for supervisor purposes.

    University: Frequent contact with General Accounting, Office of Planning and Budget, Procurement, Bursar’s Office, Endowment Accounting, Office of Research Administration to exchange information.

    External: Frequent contact with vendors, independent contractors, consultants, grant/project sponsors, accreditation bodies, ranking institutions to exchange information.

    Students: Limited contact with students to exchange information.



    Supervise the assistant director, and student employees.



    Experience: Minimum of 6 years of demonstrated experience in the financial/accounting field required. Experience in a higher education setting is preferred. Experience with various revenue sources is preferred.

    Education: Bachelor’s degree required. Master’s degree with concentration in the field of business, accounting, and/or finance preferred.



  • Strong interpersonal skills; ability to work and communicate with various individuals from a broad spectrum of disciplines, technical and educational backgrounds within the department, school and university, and with individuals outside the university.
  • Professional and effective oral and written communication skills; strong writing and editing skills, must demonstrate the ability to effectively and accurately relay information.
  • Strong organization skills; ability to multi-task, prioritize and meet deadlines; must demonstrate attention to detail and accuracy, time management skills, and proven ability to successfully follow-through on assigned projects; ability to manage multiple projects simultaneously.
  • Effective management skills; ability to lead, train, work with, and elicit cooperation from team members and staff.
  • Ability to work effectively independently and collaboratively within a team; must be highly motivated, responsible, dependable, and a self-starter.
  • Excellent problem solving skills; must demonstrate sound judgement and effective decision making; ability to identify and implement alternative resolutions and strategies; effective conflict management skills.
  • Ability to work with sensitive information and maintain confidentiality.
  • Must demonstrate flexibility and ability to work under pressure; must be able and willing to work in a fast-paced, changing environment, and conform to shifting priorities, demands and timeline.
  • Understanding of sponsored research grants and clinical trial grants administration required.
  • Knowledge of financial spreadsheets and GAAP (generally accepted accounting principles).
  • Knowledge of federal OMB circulars A-21, A-110 and A-133 sponsored research reporting requirements.
  • Ability to manipulate and use of the university financial accounting system, as well as cost accounting, reporting, and analysis capabilities.
  • Requires the ability to manage multiple projects simultaneously with competing deadlines in a high detail, high stress environment.
  • Requires excellent interpersonal and supervisory skills with experience in conflict resolution and an emphasis on internal and external customer service.
  • Excellent computer skills including mainframe applications experience; excellent mathematical skills; ability to use or learn to use financial spreadsheets, accounting software, database packages, PeopleSoft financial system applications
  • Ability to meet consistent attendance.
  • Ability to interact with colleagues, supervisors, and customers face to face.


    Typical office environment. No exposure to chemicals.

    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.


    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 Equity at 216-368-3066 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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