The Executive Office Finance team (EO Fin) provides comprehensive local guidance, consultation, and financial support to all EO units. EO Fin works in partnership with UW central partners to ensure compliance with University, state, and federal financial requirements.
EO Fin Responsibilities
- Offering local guidance and consultation on finance and business processes
- Supporting units with budgeting, procurement, travel, and reporting
- Ensuring compliance with state, federal, and University financial policies
- Promoting best practices for internal financial operations
By partnering with EO Fin, your unit can ensure that it is following the best financial practices and aligning with University standards.
Explore Finance
All EO Fin Form
EO Finance request forms for contracts, purchases, travel, general consultation and document uploads.
Billing & Rates
Guidance on EO billing, rates, and approval processes.
Contracts
Guidance on EO contracts, including initiation, approvals, and required documentation.
Purchase & Reimbursement
Guidance on policies and procedures for making non-travel purchases and requesting reimbursements, including frequently asked questions.
Invoices
Guidance on EO invoice requirements, submission, and common processing issues.
Travel
EO guidance on University travel policies, pre- and post-travel procedures, local travel FAQs, and support from EO Finance for smooth reimbursement and compliance.
Reports
Designated individuals have access to Executive Office unit financial reports, including budgeted, actual, and projected activity, to support financial decision-making.