Executive Vice President and Chief Financial Officer
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Job Info

Case Western Reserve University
Executive Vice President and Chief Financial Officer

Case Western Reserve University, one of the nation's leading research universities, seeks an accomplished, collaborative, and forward-thinking leader to serve as Executive Vice President and Chief Financial Officer (EVP-CFO). The EVP-CFO directly reports to President Eric W. Kaler and is a member of the president's cabinet and council, both of which support the advancement of President Kaler's three strategic priorities: elevating academic excellence, expanding research, and enhancing community engagement and impact with diversity, equity, and inclusion embedded throughout each. In addition, strong partnership and collaboration between the EVP-CFO and the provost and executive vice president is critical.

Located in Cleveland, Ohio, Case Western Reserve University (CWRU) is among the country's leading independent private research institutions and a member of the Association of American Universities (AAU) since 1969. In the of fall 2023, the university enrolled a diverse student body of 6,186 undergraduate students and 6,080 graduate and professional students. It is ranked among the most prestigious institutions in the world for its academic, research, and commercial success. In 2024, the university was recognized by U.S. News & World Report as the #1 private university in Ohio, #53 among national universities in the United States, and was ranked #39 worldwide for the number of U.S. Utility Patents awarded by the U.S. Patent and Trademark Office. CWRU's 267-acre campus is located in the heart of Cleveland's University Circle, a square-mile urban district of cultural, medical, educational, religious, and social service institutions, and is just minutes from Cleveland's downtown.

The next EVP-CFO will join this world-class institution and vibrant community as it prepares for the celebration of its bicentennial in 2026, with the charge to maintain fiscal strength while ensuring CWRU realizes the highest aspirations for the future. The EVP-CFO has primary responsibility for the development and implementation of the university's annual operating budget of approximately $1.434 billion, an endowment of $2.261 billion, and annual research expenditures of $554 million (FY 2023). The EVP-CFO also supports and staffs the board of trustees' finance, audit, and investment committees and is tasked with building upon the institution's reputation of being strategic and disciplined in advancing its strong financial foundation.

As an integral member of the university's leadership team, the EVP-CFO facilitates financial strength and sustainability, operational effectiveness, and the delivery of optimized services by providing strategic vision and direct leadership for a team of leaders in an array of functional units, including audit services, budget and financial planning, campus services, the controller's office, endowment funds management, financial ERP systems, office of investments, student financial services, and the office of the treasurer.

While the new EVP-CFO must be an especially strong financial and operational leader and manager, the heart of this role lies at the strategic level as a collaborative partner and communicator within the university community. The successful candidate will be a thought leader who partners with the president and a strong senior leadership team to advance President Kaler's strategic priorities as well as the university's abiding commitment to diversity, equity, and inclusion. These priorities and values will guide the university through today's challenging higher education environment into an even stronger future. The EVP-CFO will represent the university's commitment to the transformative power of education, promote equity and inclusion, and support an environment of belonging. They will also be a relationship-oriented and collaborative leader with strong interpersonal skills and self-awareness.

The successful candidate will be a skilled and deeply experienced professional who is adept at change management, with the ability to advocate for and bolster a suite of university services, motivate and inspire colleagues, and manage complex and intersecting priorities while maintaining forward momentum. The new EVP-CFO will bring a distinguished record of seasoned senior leadership in finance and administration and demonstrated accomplishments in developing and attaining strategic goals and objectives, preferably in higher education or a similarly complex organizational setting. The EVP-CFO will be a superb communicator with exceptional analytical skills who values collaboration with colleagues; understands and respects shared governance; and advances an environment of inclusive decision-making, student success, and best practices. A demonstrated ability to work with diverse populations is required; an MBA, CPA, or other relevant advanced degree is strongly preferred.

WittKieffer is assisting Case Western Reserve University in this search. For fullest consideration, candidate materials should be received by September 15, 2024. However, candidates will be considered until an appointment has been made.

All applications, nominations, and inquiries are invited. Applications should include, as separate documents, a CV or resume and a letter of interest addressing the themes in the leadership profile found at www.wittkieffer.com.

Nominations, inquiries, and application materials can be directed to:

Jim King III, Jen Meyers Pickard, Ph.D., Sarah Palmer

CWRUEVPCFO@wittkieffer.com

Case Western Reserve University strives to maintain a diverse and inclusive work environment. All applicants are protected under Federal law from discrimination based on race, color, religion, sex, national origin, disability, age and genetics.

Case Western Reserve 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 by phone at 216.368.3066 or by email at equity@case.edu. Determinations as to granting reasonable accommodations for any applicant will be made on a case-by-case basis.





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