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Effective January 16, 2024, UW Finance and the Office of Planning & Budgeting have united as one team. Sarah Norris Hall will serve as Senior Vice President of Finance, Planning & Budgeting (FPB).听This organizational chart reflects the new organization with leadership updates and high-level reporting structures.
I am truly honored to have been asked by President Cauce and Provost Serio to lead our new Finance, Planning and Budgeting team.听I am excited for us to pool our expertise, efforts and creativity as a new organization听and build on our work in service to a听great public university听that is deeply committed to its student access, excellent teaching, public service, discovery,听and health missions.听听
I want to extend my gratitude听and congratulations听to Brian McCartan, who has not only been a thoughtful听and strategic partner in our shared work, but also supportive and gracious as we prepare for this transition. I wish Brian all the best in his retirement.听听
Together we now have the opportunity, and the mandate, to urgently address the challenges we continue to encounter听with Workday Finance, and to provide听a level of strategy, analysis and decision support to our President, Provost, and Board that we were previously unable听to provide. The imperative to stabilize our implementation of this software is both an opportunity and a responsibility that we all take seriously. I know we have a lot of work to do and I鈥檓听confident we can make further progress together.听听
By uniting our teams, we can create more efficient and mutually supportive relationships and leverage expertise听which may have been duplicative or not fully utilized听in the past.听 This will allow us to focus on our shared work and provide听excellent analysis, reporting, planning, controls, and support to the broader UW.听听
Moving ahead, I look forward to aligning our shared goals, growing together, supporting each other through this initial听transition, and creating an organizational alignment that serves the University and our community. There鈥檚听a lot at stake, and we will need everyone鈥檚 help.听
Between now and June 2024, we will undergo an assessment and consultation to further integrate our teams. We will do this in an organized way, taking into account how we might pool our resources and expertise to align further in support of each other, and our work on behalf of the UW. We will use a mix of qualitative and quantitative measures to land an integration plan by June 2024. I will work closely with those in leadership positions to co-create an integration plan that sets us up for success long-term.听
I look forward听to listening, learning, and collaborating to听evolve听our Finance, Planning and Budgeting听Team听with a shared vision to serve and support the instructional, research, service, and patient health missions of the University. Thank听you in advance for your patience, your hard work, your听deep听commitment, and your collegial partnership. 听听
Sincerely, and gratefully,听
Sarah听
President Ana Mari Cauce and Provost Tricia Serio announced an organizational and leadership restructuring in the areas of finance, planning and budgeting aimed at improving the effectiveness and efficiency of these areas鈥� service to the University community. The changes, which take effect Tuesday, Jan. 16, come after an external review determined a unified organization will better serve faculty and academic personnel, as well as staff and students.
The newly configured Office of Finance, Planning and Budgeting combines UW Finance with the UW Office of Planning and Budgeting. The UW鈥檚 payroll department will also move out of Information Technology and into Finance, Planning and Budgeting.
This new organization will be led by Sarah Norris Hall, who was named senior vice president and chief financial officer. Reporting to Hall will be Jason Campbell, the UW鈥檚 new vice president for Finance & Budget Strategy and deputy chief financial officer and Jessica Bertram, who will be vice president for University Business Services. Previously, finance and business services fell under Vice President Brian McCartan, who is retiring. Also reporting to Hall will be Erin Guthrie, associate vice provost for Institutional Analysis and University Data Officer, and Jed Bradley, executive director for Planning, Policy and State Operations; both functions were part of Planning & Budgeting.
Read the rest of the news release on UW News.