Education & Compliance Office Manager

University of Washington Medical Center; Seattle (WA); On-site; USD 96,000 - 130,000; Full time

Job summary

University of Washington seeks an Education & Compliance Manager to advance a university-wide financial education program and ensure governance across campus units. You will collaborate with UCO, Treasury, and Internal Audit to align training with Workday and policy requirements, driving transparency and accountability.

The role focuses on developing foundational courses for Workday access, overseeing compliance programs, and leading a team to deliver high‑quality financial literacy materials

Qualifications

• Bachelor’s degree in accounting, finance, business administration, or related field plus 5 years in financial operations with training/design responsibilities.
• Three years leading cross‑functional initiatives in complex environments.
• Experience designing and delivering training for major ERP implementations (Workday, Oracle, SAP).
• Ability to translate complex financial policies into actionable guidance.

Responsibilities

• Direct the development of training content and resources for campus-wide financial literacy and accountability.
• Design and implement a university-wide financial training strategy aligned with policies and Workday functionality.
• Communicate guidance on accounting and compliance policies to diverse audiences.
• Collaborate with Internal Audit to design processes for tracking findings and remediation.
• Oversee overhead assessment framework and exemption review processes.
• Lead deficit monitoring improvements and performance metrics for training effectiveness.

Skills

Financial operations

Training enablement

Cross‑functional leadership

Policy & governance

Education

Bachelor’s degree in accounting/finance/business

Master’s degree preferred

Tools

Excel

Power BI

Tableau

Job description

Job Description

Finance, Planning, and Budgeting (FPB) encompasses the major central financial, planning, analytical, and budgeting functions for the University of Washington, including:

• Financial Stewardship & Operations

• Institutional Analytics & Decision Support

• Budget, Policy & Strategy

• University Business Services

The _ Education & Compliance Office Manage r_plays a critical role in advancing the University Controller’s Office (UCO) mission byestablishinga robust education and outreach framework. This position leads the development of a university-wide training program, including foundational courses that will become prerequisites for Workday accounting role access. By creating consistent communication channels in a decentralized environment, the manager ensurestimelydissemination of accounting updates, policy changes, and system requirements, fostering transparency and alignment across campus units.

In addition to education initiatives, the manager oversees key compliance and monitoring functions, including institution-wide deficit tracking, overhead assessment reviews, and enhanced monitoring in collaboration with Internal Audit. Working closely with the Enterprise Accounting & Governance and Institutional Analytics & Decision Support teams, this role develops reporting tools toidentifyand correct financial activity, ensuring accuracy and accountability. Through these efforts, the manager strengthens financial governance while equipping campus stakeholders with the knowledge and resources needed tomaintaincompliance and operational excellence.

Duties & Responsibilities:

Strategy Development

The Education & Compliance Manager develops and advances a cohesive financial education strategy that strengthens institutional stewardship, supports compliance, and promotes financial sustainability across the University. This role ensures training programs and assessment frameworks are scalable, effective, and aligned with enterprise systems and governanceobjectives.

• Direct the development of training content and resources that support campus-wide financial literacy and accountability, collaborating with UCO units as well as broader university stakeholders.

• Design and implement a university-wide financial training strategy aligned with institutional policies and Workday functionality.

• Serves as a trusted advisor to campus stakeholders,providingauthoritative guidance on accounting & compliance policies and directives.

• Communicates complex financial concepts clearly, ensuring transparency and alignment across diverse audiences, including senior executives and auditors.Builds and sustains collaborative relationships with internal and external partners to garner alignment and stability in accounting practices across Shared Environments, Dean’s Offices, and other central administrative units.

• Develop a foundational accounting course that will serve as a prerequisite for Workday financial role access,establishingconsistent baseline knowledge across all units with accounting roles in Workday.

Leadership / Team Management

Provide leadership and manage the Education & Compliance Office.

• Manage the day-to-day operations of the Education & Compliance Office, as well as guidance and oversight of projects and workflow, and general project timelines.

• Work with a diverse group of individuals to create an inclusive environment and culture

• Responsible for management, staff development, career enrichment, and training.

• Foster a collaborative and inclusive culture, promoting knowledge sharing, accountability, and continuous professional development.

• Ensure teamestablishesand adheres to best-in-class standards for developing financial literacy training materials, driving consistency and excellence across all educational initiatives.

Program Development/Management

• Manage institutional compliance programs, including audit remediation and financial monitoring.

• Establish andmaintaina compliance program operations manual.

• Lead exemption review processes and ensure alignment with university policies.

• Establish performance metrics and feedback loops to evaluate training effectiveness and continuously refine curriculum based on evolving institutional needs and regulatory changes.

• Advance UCO’s deficitmonitoringprogram, implementing enhanced review protocols and risk indicators to proactivelyidentifyand address financial imbalances.

• Collaborate with Internal Audit to design and implement a structured process for tracking and resolving findings from audit reviews, ensuringtimelyremediation and strengthened institutional controls.

• Oversee the institutional overhead assessment framework, ensuringaccurateapplication of rates and consistent compliance across all units.

• Lead exemption review process, aligning decisions with university policies, and curating exemption requests for executive review.

• Collaborate with Treasury and Management Accounting and Analysis to ensuretimelysharing of relevant information for use in the Internal Lending Program and rate evaluations.

Administration

• Ensure training and cross-training on business processes and systems

• Other duties as assigned

Requirements:

• Bachelor’s degree in accounting, finance, business administration, public administration, or a related field; AND at five (5) years of responsible experience in financial operations combined with training, enablement, or instructional design responsibilities.To include, three (3) years of leading cross‑functional initiatives in a complex or decentralized environment, withdemonstratedability to influence without direct authority and align diverse stakeholder groups, and three (3) years of leadership or management experience, including coaching, performance management, and developing high‑performing teams.

• Deep understanding of finance and accounting frameworks, and the ability to break down terminology and illustrate how policies, internal controls, and ERP system behaviors interact, supporting clear, consistent understanding across decentralized units.

• Demonstrated experience designing and delivering training for major technology or software implementations, preferably large‑scale ERP systems (e.g., Workday, Oracle, SAP). Must be able to create scenario‑based, role‑specific training that connects system workflows to daily financial operations, policy expectations, and internal controls.

• Ability to translate complex financial policies, regulations, and compliance requirements into clear, actionable guidance for diverse audiences including operational staff, unit leadership, central finance leaders, and auditors.

• Experience creating andmaintaininga comprehensive training strategy.

• Working knowledge of fiscal health and compliance processes.

• Proficiencywith ERP financial systems, learning management systems (LMS), and analytics tools (Excel, Power BI, Tableau) to track adoption,identifyrisks, and measure training impact.

• Excellent communication skills, including the ability to create auditor ready documentation, such as SOPs, process maps, decision trees, learning materials, and policy-to-process translations.

• Demonstrated commitment to accessibility and inclusive learning design, including adherence to recognized standards.

• Web Content Accessibility Guidelines, and the ability tomaintainclear,accuratedocumentation from a single source.

• Demonstrated ability to work independently with excellent project management skills and a proactive approach to learning new applications and technologies.

Desired:

• Master’s degree in accounting, finance, business administration, public administration, adult learning, instructional design, ora relatedfield.

• Professional certifications such as CPA, CMA, CPTM,Prosci/ADKAR, PMP, or Lean Six Sigma Green/Black Belt.

• Experience in higher education, government, or other complex research or public-sector financial environments, including familiarity with Uniform Guidance (2 CFR 200), state/local policies, sponsored research financial practices, and academic fiscal structures.

• Experience leading or supporting post‑ERP stabilization, business process redesign, or institution‑wide policy or system transformations.

• Experience with Workday Financials.

• Demonstrated ability to build or manage role‑based competency frameworks, linking learning outcomes to system access, internal controls, and job expectations.

• Experience designing KPIs and dashboards that connect training outcomes to risk reduction, audit performance, policy compliance, and fiscal stability (e.g., deficit aging, exemption exceptions, cost center health).

• Familiarity with service management and knowledge management practices (taxonomy, versioning, content governance).

We will begin screening completed application materials upon receipt through the close date.

Compensation, Benefits and Position Details

Pay Range Minimum:

$95,880.00 annual

Pay Range Maximum:

$130,008.00 annual

Other Compensation:

Benefits:

For information about benefits for this position, visit https://www.washington.edu/jobs/benefits-for-uw-staff/

Shift:

First Shift (United States of America)

Temporary or Regular?

This is a regular position

FTE (Full-Time Equivalent):

100.00%

Union/Bargaining Unit:

Not Applicable

About the UW

Working at the University of Washington provides a unique opportunity to change lives – on our campuses, in our state and around the world.

UW employees bring their boundless energy, creative problem-solving skills and dedication to building stronger minds and a healthier world. In return, they enjoy outstanding benefits, opportunities for professional growth and the chance to work in an environment known for its diversity, intellectual excitement, artistic pursuits and natural beauty.

Our Commitment

The University of Washington is committed to fostering an inclusive, respectful and welcoming community for all. As an equal opportunity employer, the University considers applicants for employment without regard to race, color, creed, religion, national origin, citizenship, sex, pregnancy, age, marital status, sexual orientation, gender identity or expression, genetic information, disability, or veteran status consistent with https://www.uw.edu/docs/viewer?file=UWExecutiveOrderNo81.pdf

To request disability accommodation in the application process, contact the Disability Services Office at 206-543-6450 or [e-mail].

Applicants considered for this position will be required to disclose if they are the subject of any substantiated findings or current investigations related to sexual misconduct at their current employment and past employment.