Search for CHIEF FINANCIAL OFFICER

CLARKSON UNIVERSITY Search for CHIEF FINANCIAL OFFICER POTSDAM, NY The Search Clarkson University in Potsdam, New York, seeks a visionary, collaborative and forward-thinking leader to serve as its next Chief Financial Officer (CFO). Reporting to the President and serving as a key member of the University’s senior leadership team, the CFO plays a primary role in budget development and management, financial planning for the institution, and strategic planning and implementation as the senior fiscal steward of resources for Clarkson. The CFO oversees a broad portfolio in leading an partnership with the Trudeau Institute). Its 4,800 operations team of seven direct reports, including undergraduate and graduate students hail from 43 the director of financial aid; director of budgets and states and 50 countries, and the university employs planning; controller; director of project management; 840+ faculty and staff. Clarkson produces remarkably director of facilities & services; and director of legal effective and entrepreneurial engineers, scientists, affairs, compliance & risk management. In addition, educators, health professionals, businesspeople the CFO will direct, coordinate and administer the and creative leaders by creating an exceptionally activities of the University Business and Financial demanding, boundary-spanning educational Affairs Division, including endowment, enterprise risk experience. Clarkson graduates earn salaries that are management, legal affairs, compliance, purchasing, among the top 2% in the nation; one in five alumni student accounts, student records, student financial already leads as a CEO, senior executive, or owner of aid, annual and long-term operating and capital a company. budgets, general accounting, accounts payable, fixed assets, and information technology. Clarkson’s The successful candidate will be an innovative and annual operating budget totaled $132 million, and resourceful leader who will collaborate with the senior the University has an endowment of approximately leaders and communicate in an honest and direct $198 million. The position can be located on the manner. A proven track record of quality and integrity Potsdam campus or in the Capital Region Campus in with an expertise in current financial methodology Schenectady, New York. and regulations is essential. The CFO will have strong skills in communications, interpersonal relations, Clarkson’s main campus is located on 640 wooded concise report writing and the ability to build a culture acres in Potsdam, New York, adjacent to the 6-million- of trust and transparency. In essence, excellent oral, acre Adirondack Park, with other campuses in the written and presentation skills, along with exceptional Capital Region of New York (Schenectady) and listening skills, are essential. Beacon, as well as partnerships in Saranac Lake (in CHIEF FINANCIAL OFFICER CLARKSON UNIVERSITY | 1 THE SEARCH (continued) Minimal qualifications for the position are a bachelor’s and Financial Affairs Division with transparency, degree in business administration, finance or related stability and open communication; supporting discipline with a preference for an individual with a Clarkson’s mission and strategic plan; revising the master’s degree and/or professional certifications. University’s budgeting process to ensure participation The CFO will have 10 or more years of progressive and communication; implementing state-of-the- responsibilities in financial administration, as well as art systems and business solutions that promote significant leadership and management experience proactive financial management; advancing diversity, in business and finance, including complex financial equity and inclusion; and maintaining external transactions, key performance indicators (KPIs), relationships with important constituents and other due diligence, contract negotiations and strategic potential partners. planning. An understanding of the academic environment, governance, and values, along with a Clarkson University has retained the services of state-of-the-art knowledge of information systems, Isaacson, Miller — a national executive search firm — accounting and investments, will be preferred. to assist in conducting this important search and to help identify outstanding candidates. All confidential The CFO will address a set of key opportunities inquiries, nominations/referrals and resumes with and challenges to help ensure Clarkson’s ongoing cover letters should be directed to the search firm as success, including leading the University Business indicated at the end of this document. CHIEF FINANCIAL OFFICER CLARKSON UNIVERSITY | 2 Institutional Overview Founded in 1896 to honor Thomas S. Clarkson, a pioneering entrepreneur and humanitarian, Clarkson today is a private, national research university that is a leader in technological education and sustainable economic development through teaching, research, scholarship and innovation. Clarkson is the institution of choice for more than for its core values, technology-intensive resources 4,800 enterprising, high-ability undergraduate and and appreciation of the Adirondack Park just beyond graduate students pursuing degrees in 90+ rigorous the University’s doorstep. academic programs of study. With the Golden Knight as the University mascot, Clarkson faculty are on the leading edge of research students quickly integrate academics and research with international relevance and signature areas with their social lives through 200+ campus clubs, of pursuit in healthy global solutions; advanced fraternities and sororities, D-I and D-III sports, project materials development; computational and data- competition teams and community service initiatives. enabled discovery; and next generation medicine This all-in education results in graduates who earn and healthcare. salaries that are among the top 2% in the nation and who realize accelerated career growth. One in five Across the institution, faculty and students develop alumni already leads as a CEO, senior executive or close, mentoring relationships and make lifelong owner of a company. connections that guide career success. Clarkson understands that new technologies, Clarkson produces remarkably effective engineers, emerging fields and expanding career opportunities scientists, educators, health professionals, business require new approaches to learning. That is why people and creative leaders who easily engage Clarkson students are grounded in the fundamentals “What’s next?” Clarkson does this by creating an but also learn how to successfully manage the unique exceptionally demanding, boundary-spanning challenges of today’s complex world. experience in an entrepreneurial community known CHIEF FINANCIAL OFFICER CLARKSON UNIVERSITY | 3 INSTITUTIONAL OVERVIEW (continued) Fast Facts Locations: Main campus in Potsdam, New York, Through forward-thinking integration of innovation and hubs for graduate school and research resources across the Clarkson community, satellites at the Capital Region Campus #ClarksonIgnite is the University’s call-to-action to in Schenectady and in Beacon, as well as collide disciplines, spark intellectual curiosity and take partnerships in Saranac Lake (in partnership with on real-world industry and marketplace challenges. the Trudeau Institute). Graduate courses are also In this framework, students, as well as faculty, taught online. sharpen their entrepreneurial mindset, skill sets and experiences that are transferable to future careers and Main Campus: 640 wooded acres in Potsdam, research innovations in the rapidly evolving economy. New York, adjacent to the 6-million-acre Adirondack Park. The main campus in Potsdam, New York, and President: Anthony G. Collins, 2003 - additional graduate programs and research satellites form a corridor that follows the Hudson River from Programs of Study: 90+ in engineering, business, Saranac Lake (in partnership with Trudeau Institute) education, science, liberal arts and health and Schenectady in the Capital Region to Beacon and professions New York City. Graduate programs are also offered Degrees Granted: Bachelor of Science, Bachelor online. The alumni community is 44,500+ strong and of Professional Studies, Master of Business resides in 87 countries around the world. Clarkson’s Administration, Master of Science, Master of Arts global reach extends farther through the activities in Teaching, Doctor of Philosophy and Doctor of within its schools and its ROTC command, as well as Physical Therapy research centers and institutes across the Clarkson Enrollment: 4,800 undergraduates and graduate corridor and more than 50 international university students from 43 states and 50 countries exchange partners. Faculty and Staff: 842 Student-Faculty Ratio: 9.9:1 Undergraduate Admission Profile: 32% in top 10% of high school graduating class Study Abroad & Co-ops: 53 study abroad partner universities in 24 countries; co-op opportunities Athletics: Division I ice hockey (men’s and women’s); 18 Division III sports Extracurricular: 200+ clubs and professional societies; 144 intramural teams; Numerous competitive design teams; Collaboration Hubs to ideate and start new ventures Fraternities & Sororities: 11 national; two local Living Alumni: 44,500+ CHIEF FINANCIAL OFFICER CLARKSON UNIVERSITY | 4 The Academic & Research Core Consistent with the founders’ vision to always seek out the real needs of the American people, Clarkson faculty and staff prepare students to lead with confidence across academic disciplines, industries

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