Office of Planning & Budgeting

January 12, 2024

UW finance, planning and budgeting merge to better serve faculty, staff and students

From 1/12/24 UW News

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’ 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’s payroll department will also move out of Information Technology and into Finance, Planning and Budgeting.

Photo collage of Jessica Bertram, Sarah Norris Hall and Jason Campbell

Photo collage of Jessica Bertram, Sarah Norris Hall and Jason Campbell

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’s 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.