University of North Carolina at Charlotte – Associate Vice Chancellor for Finance



The University of North Carolina at Charlotte (UNC Charlotte) seeks an experienced senior leader as Associate Vice Chancellor for Finance (AVC). UNC Charlotte is experiencing significant change and growth, and the AVC will play an essential leadership role in guiding the strategic use of resources in supporting the University’s academic, research, and public service missions. Reporting to the Vice Chancellor for Business Affairs, the AVC is responsible for financial management of the University and its related entities, and is the primary advisor to the Vice Chancellor for Business Affairs and University executive leaders for accounting, budget, and finance.

The University of North Carolina at Charlotte

From its post-World War II founding as an evening center focused on the educational needs of returning veterans, the University of North Carolina at Charlotte has grown into a dynamic urban research university of nearly 29,000 students and more than 4,000 full- and part-time faculty and staff. Located in the Piedmont of North Carolina, Charlotte is two hours from the mountains and three hours from the Atlantic Ocean.

The University leverages its location in the state’s largest city to offer internationally competitive programs of research and creative activity, exemplary undergraduate, graduate, and professional programs, and a focused set of community engagement initiatives. UNC Charlotte maintains a particular commitment to addressing the cultural, economic, educational, environmental, health, and social needs of the greater Charlotte region.

The University comprises seven professional colleges and offers a range of degree programs at the doctoral, master’s, and bachelor’s degree levels. UNC Charlotte is the fourth largest of the 17 institutions within the University of North Carolina system and is the largest public institution in the Charlotte region.

The UNC Charlotte Institutional Plan 2016-2021 supports the UNC system’s goals to increase the percentage of adults in North Carolina with a bachelor’s degree or higher from 28.4% to 36.2% by 2025. UNC Charlotte is anticipated to support the largest number of additional students in the system. The Plan outlines seven key University goals including stimulating research that addresses the major needs of the region, significantly improving the base of non-state revenues for academic, administrative, and student development needs (especially need-based financial aid), and enhancing opportunities for learning and working in a socially and culturally diverse world. The complete Institutional Plan is available here.

For information about Chancellor Philip L. Dubois and the members of his Cabinet, visit

Charlotte, North Carolina

The Charlotte region has blossomed into a major metropolitan area. The region is home to a number of corporate headquarters including Bank of America, Duke Energy, and Lowe’s, and is the second largest banking center in the United States. Charlotte offers a wide range of cultural and entertainment options including the Charlotte Symphony Orchestra, Charlotte Ballet, and Opera Carolina. The area also features the National Football League’s Carolina Panthers and the National Basketball Association’s Charlotte Hornets. Charlotte is the hub of the U.S motorsports industry housing multiple offices of NASCAR, the NASCAR Hall of Fame, and the Charlotte Motor Speedway in Concord. UNC Charlotte’s location is less than 10 miles from Uptown allowing easy access to the city’s amenities. In 2017, light rail will extend to the UNC Charlotte campus which will further enhance travel between the campus and the city.

The Charlotte, North Carolina region is composed of 16 counties, including four counties in South Carolina, with the city of Charlotte serving as the hub. Located in the heart of the Southeast, Charlotte lies within the southern Piedmont of North Carolina along the state’s border with South Carolina. Charlotte is the largest and most accessible city between Washington, D.C., and Dallas, Texas. Due to its Mid-Atlantic location, getting to Charlotte is easy from anywhere in the country or the world, hence its nickname “the International Gateway to the South.”

The Position

The AVC plays an essential leadership role in guiding the strategic use of resources in supporting the University’s academic, research, and public service missions. He/she leads a staff of more than 100 employees whose primary purposes are to provide University-wide financial planning, processing, and reporting. Financial Services communicates financial information to the University community to enable its efficient use of resources, and communicates to external funding sources and government agencies as required for accountability. Major areas of responsibility include:

Administration and Planning

The AVC provides vital input for the University’s long-range and short-term financial planning and analysis. He/she is responsible for all personnel decisions that effect Financial Services’ employees, and ensures optimization of financial systems for timely and accurate reporting.

Budget Preparation, Execution, and Analysis

The AVC is responsible for effective preparation and execution of the University’s entire budget process including: budget development, analysis of various budget scenarios, presentations to key stakeholders, and negotiation with state entities as appropriate.


As part of ensuring strategic investment of all University and related entities’ funds, the AVC oversees reporting to key committees and to the Board of Trustees, while ensuring compliance for various types of investment funds.

Controllership and Accounting

The AVC manages all controllership functions for appropriated, institutional trust, and special funds. He/she oversees the University accounts payable and payroll systems, provides timely and accurate reporting to state and federal offices and agencies, and ensures that financial management systems facilitate compliance.

Treasury Services

The AVC oversees issuance of all University debt, financial management of all institutional trust programs, and proper governance of all related entities, including the UNC Charlotte Foundation.

Bursar Operations

This office performs billing, cashiering, and collection for student accounts, student loans, and other receivables. The AVC develops and maintains cash management policy, ensures the currency and accuracy of student financial records and student loan information, and works to liquidate debts owed to the University as quickly and efficiently as possible.

Materials Management

Oversight of materials management includes: ensuring efficient and timely acquisition of goods and services, the appropriate handling of physical assets, and adherence to all appropriate regulations.

Special Assignments

The AVC serves on various University- and system-wide committees and on NACUBO and/or SACUBO boards or committees, serves as Acting Vice Chancellor for Business Affairs in the absence of the Vice Chancellor, and participates in other initiatives as determined by the Vice Chancellor.


The successful candidate must be technically competent in the fields of accounting and finance, and exhibit high emotional intelligence. The AVC must be a skilled communicator and collaborator. He/she should take a proactive, integrative approach to problem solving and relationship building. The successful candidate will be a viable leader within and beyond the UNC Charlotte community. The AVC should be a leader who empowers his/her staff to take ownership of their responsibilities and commitments, and challenges them to continuously improve.

The successful candidate will possess the following experiences, capabilities, and attributes:

  • Integrative and collaborative problem-solving skills at all levels of an organization while taking responsibility for key decisions;
  • Business acumen and ability to understand and utilize economic, financial, and industry data to accurately diagnose business strengths and weaknesses, and identifying key issues and developing strategies and plans;
  • Organizational talent development: attracting, developing, and retaining talented individuals, creating a learning environment that ensures associates achieve their highest potential, and allowing the organization as a whole to meet future challenges; and
  • Strategic planning and implementation: establishing and committing to a long-range, data-informed course of action to accomplish key goals, while taking into consideration resources, constraints, and organizational values.

Leadership qualities and key behavioral competencies of the AVC will include:

  • The ability to think and act creatively, strategically, and proactively;
  • Clear self-awareness of strengths and areas for development, with an openness to continual improvement;
  • Strong relationship-building skills and a customer-centric orientation;
  • The ability to set high goals for personal and group accomplishment;
  • An entrepreneurial mindset to create and pursue new opportunities and/or expand into new markets, products, and services;
  • Environmental awareness to accurately perceive organizational, political, and social dynamics and trends;
  • Honesty, integrity, and the ability to create and sustain an environment of transparency and trust;
  • Superior interpersonal and communication skills and the proven ability to represent fiscal affairs broadly across an institution; and
  • A positive outlook when facing challenging situations, with a balance of optimism and realism in assessing opportunities for the future.

A Master’s degree or higher from an accredited college or university is strongly preferred. The position requires a minimum of ten years of experience in increasingly responsible related positions, and a minimum of five years of senior administrative experience in finance. Experience in higher education, government and/or non-profit management, familiarity with industry standards and regulatory requirements (NACUBO, GASB, FASB, etc.), and experience with Banner financial systems are a desirable background for this role.

Applications and Nominations

The University of North Carolina at Charlotte has retained the services of Neumann Executive Search Partners to assist with this search. Review of applications, nominations, and expressions of interest will begin immediately and will continue on a confidential basis until an appointment is made. Final candidates will be required to complete a background check successfully.

Inquiries, referrals, and resumes with a detailed letter of interest, including relevant qualifications and accomplishments, should be sent in confidence to:

The Neumann Executive Search Partners team assisting UNC Charlotte with this search includes:

Elizabeth Neumann, Partner
Melissa Trotta, Ed.D., Vice President

The University of North Carolina at Charlotte is an Equal Opportunity, Affirmative Action Employer.

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