Budget Planner - Budget and Finance Operations

Universities of Wisconsin•Whitewater, WI

8d•Onsite

About The Position

The Department of Budget Planning and Analysis in the Division of Administrative Affairs at the University of Wisconsin-Whitewater seeks a Budget Planner (BUDGET PLANNER I, FN013). The Budget Planner I reports to the University Budget Director and assists with the overall development of University of Wisconsin-Whitewater budget. Responsibilities include but are not limited to budget preparation, forecasting, analysis and review of general expenditures and program operations, and conducting specialized audits. The position will act as a liaison with the University of Wisconsin System, departmental directors, institutional budget managers, and other key stakeholders in the finalization of the annual budget process. The position will maintain and improve UW Whitewater Standards for accounting and reporting, including the methodologies by which College/Department budgets are managed. The position will advise and train college/department staff on the use of these standards to ensure accurate reporting of campus budget activity as a means of advancing continued improvement of campus operations.

Requirements

Associate’s Degree from an accredited institution, preferably in Accounting, Business, Economics, Finance, or related field
Three years’ experience working with financial and/or other complex data
Experience providing customer support in a professional setting
Demonstrated ability to work collaboratively with individuals from diverse backgrounds and contribute to an inclusive campus environment
Willingness and ability to be an active participant in following applicable safety rules and regulations, including necessary training and drills

Nice To Haves

Bachelor’s Degree from an accredited institution, preferably in Accounting, Business, Economics, Finance or related field
Financial or budget experience, with working knowledge of budgeting practices, in a university or non-profit setting, with a preference for candidates with knowledge of UW-System policies and procedures
Experience working with complex financial systems
Familiarity with Fund Accounting concepts
Experience with training and/or coordinating large projects in a complex organization

Responsibilities

Compile, monitor and analyze budget and financial data, and reconcile all funding sources at UW-Whitewater.
Provide a variety of statistical data analysis and policy review of operations.
Work with the financial system, budget system, query tools and various spreadsheets.
Assist with the annual preparation of UW-Whitewater's budget by reviewing and organizing/reorganizing budgets submitted by Deans/division officers for submission to UW System.
Assist with the preparation of UW-Whitewater's forecast events by reviewing and campus year-to-date and prior year trends to develop the forecast event.
Assist with the review of department financial and personnel operations (i.e. salaries and FTE), including but not limited to reconciling operating and salary budgets.
Serve as the Budget Office liaison for personnel requests.
Maintain position assignments, and provide information and reports as needed to the Budget Director as needed to help ensure compliance with position authority allocations.
Assist the Budget Director in special projects or initiatives.
Coordinate the gathering of budget data for submission to UW-System, including acting as a training liaison for departmental budget development.
Input and reconcile operating budgets for all fund sources, and facilitate budget and revenue transfers as necessary.
Assist in developing and implementing new processes and procedures for various areas as they pertain to budget.
Maintain a current web page including relevant links and information.
Use query tools for financial and personnel data to prepare reports and assist in internal and external data requests.
Conduct special research and reporting projects for the Budget Director and other senior leaders, and format results for presentation.
Other duties as assigned.
Analyzes, identifies, and makes recommendations for cost savings and funding options in alignment with working unit strategic initiatives and unit objectives.
Conducts program and budget research, analyzes data, and prepares complex financial reports in accordance with established procedures and regulations.
Assists in the development of operating policies and procedures to comply with regulations, institutional policies, and unit objectives.
Develops and monitors budgets and short and long-term budgetary projections.
Serves as a point of contact for staff providing budgetary information and guidance, answering questions, and responding to inquiries.