Skip to content

Finance

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.

Find an EO Fin Form

Billing & Rates

Guidance on EO billing, rates, and approval processes.

Learn about Billing & Rates

Contracts

Guidance on EO contracts, including initiation, approvals, and required documentation.

Learn about Contracts

Purchase & Reimbursement

Guidance on policies and procedures for making non-travel purchases and requesting reimbursements, including frequently asked questions.

Purchasing

Invoices

Guidance on EO invoice requirements, submission, and common processing issues.

View Invoices

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.

Learn about Travel

Reports

Designated individuals have access to Executive Office unit financial reports, including budgeted, actual, and projected activity, to support financial decision-making.

Unit Financial Report