The best thing I learned when I became a CFO?
You can’t lead from spreadsheets alone.
To move the mission forward, you need to be more than the person who says “no.” You need to be a true partner—to the Provost, the VP of Enrollment, Advancement, Student Affairs, and beyond.
Here are 10 ways CFOs can lead through partnership—not just policy:
- Lead with Curiosity, Not Control
Understand what matters to your colleagues before you try to solve it. - Learn the Whole Business
Understand academic strategy, enrollment drivers, advancement cycles, and student needs. The budget reflects all of it. - Show Up Early and Often
Be part of shaping plans—not just approving budgets. - Share the Risk, Not Just the Burden
When plans shift, face it together. Strategic finance is a team sport. - Earn Your Seat at the Table
You get invited into big decisions when people trust you as a strategic thinker. Show how you can unlock—not limit—possibility. - Say “Yes, If…” Instead of Just “No”
Help teams move forward responsibly, not shut things down. - Make the Budget Process Transparent
Clarity builds confidence—and collaboration. - Tailor Your Communication
A Provost and a VP of Ops need different messages—adapt accordingly. - Celebrate Wins Beyond Surpluses
Honor what moves the strategy, not just the bottom line. - Keep the Mission in the Center
Every decision should reflect why the institution exists—not just what it can afford.
đź’¬ Final Thought:
Great CFOs build alignment, not silos. Be the partner every VP wants in their corner.