University of Massachusetts Medical School

Director of Finance and Controller-CWM

2 months ago
Requisition Number
# of Openings
Exempt/Non-Exempt Status



Reporting to the Associate Vice Chancellor for A&F and in support of and under the general direction of the Executive Vice Chancellor for CWM or designee, the Director of Finance and Controller-CWM is responsible for overseeing CWM Enterprise (CWM) budgetary planning and oversight, variance reporting, cost management and control systems, and other finance related processes specific to the operation of CWM and UHealth Solutions (UHS), and their business objectives.  The incumbent will develop performance objectives (e.g. performance metrics, service level standards, and goals) and assist CWM managers to effectively utilize these tools to manage and achieve business goals; and manage and adapt financial operations in a dynamic business development environment that encompasses emerging as well as established business operations. The incumbent will have responsibility for the overall performance and operation of CWM business support operations - including budgeting, financial planning, financial analysis and will design, communicate, and implement procedures for the overall efficient operation of CWM in compliance with University financial policies and procedures. 



  • Serve as a member of the CWM Executive leadership to ensure the successful completion of strategic planning and measurement of strategic initiatives in support of the Enterprise and UMMS that demonstrate fiscal responsibility.
  • Oversee long term budgetary planning and cost management in alignment with CWM’s strategic plan.
  • In conjunction with AVC for A&F and Sr. Director of Finance and Controller for UMMS establish appropriate internal systems, controls and procedures to support CWM business operations consistent with the reporting requirements of the medical school and needs of CWM.
  • Ensure that all areas within CWM have documented internal control plans that are reviewed and tested on an annual basis.
  • Participate in various CWM meetings and Committees: Executive Leadership Team, Strategic Planning Committee, Compensation Review Committee; and any other UMMS committees as assigned.
  • In collaboration with CWM Leadership, develop a multi-year strategic plan focusing on growth and revenue diversification.
  • Monitor compliance with University policies, coordinate systems and procedures, and prepare general operating data and key reports (e.g. interim and year-end operating results, performance against client service level and performance requirements, performance against shared service center performance targets) as required.
  • Serve as the CWM enterprise financial liaison to public agency partners/clients; as well as audit liaison for both internal and external auditors.
  • Evaluate the business impact of financial decisions and implement financial management systems to address decision-making while also ensuring that the financial resource requirements of the organizations are met.
  • Review, interpret, and analyze financial and statistical data; develop and provide accurate and effective reporting.
  • Oversee the preparation of CWM operating and capital budgets and cash flow plans; and establish controls and reporting to monitor performance and identify trends.
  • Work with operations managers and supervise fiscal staff across CWM business functions to ensure appropriate understanding and monitoring of financial performance; including coordination of training on financial reporting systems (i.e. Summit).
  • Develop pricing methodologies and assist program managers in responding to RFP’s, grant opportunities and contract proposals.
  • Review all contracts, for both services sold and purchased, for financial language and appropriateness.
  • Serve as signatory authority for services purchased under $50,000; as well as UHS wires and second signatory on UHS checks.
  • Review and approve Interdepartmental Service Agreements (ISA) and the annual reconciliation process.
  • In conjunction with the Executive Director of the Center for Health Care Financing review and approve the quarterly Federal Financial Participation Claim.
  • Work closely with other key management personnel in offering guidance and advice regarding internal and external financial decisions, which will take full advantage of the company's assets and growth potential.
  • Conduct special studies of specific operations and procedures to ensure compliance with university, state and federal guidelines. Make recommendations for improvements where necessary.
  • Stay current with developments, practice trends, industry positions, and promulgations in the accounting profession.
  • Promote a culture of high performance and continuous improvement that values learning and a commitment to quality.
  • Ability and/or commitment to working with faculty, staff, and students from diverse backgrounds in an inclusive, welcoming environment. Ability to effectively work and communicate with individuals from varied cultural backgrounds
  • Establish and monitor staff performance and development goals, assign accountabilities, set objectives, establish priorities, conduct annual performance appraisals, and administer salary adjustments.
  • Mentor and develop staff using a supportive and collaborative approach: assign accountabilities; set objectives; establish priorities; and monitor and evaluate results.
  • Performs other duties as assigned.



  • Master’s Degree in Finance, Accounting or related course of study or equivalent experience.
  • 10 years of senior level experience in complex financial services, health care or academic environment, including previous management experience.
  • Ability to work across complex organizations in a highly collaborative manner.
  • Effective communications skills required to explain describe or convey detailed information to senior management.
  • Proven analytical skills to think logically and develop insightful analysis and explanations.
  • Strong relationship-building skills.

Additional Information



  • Experience in a senior level financial role.
  • Thorough knowledge of federal financial participation in state Medicaid programs.


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