Budget Planner - Financial Services

Universities of Wisconsin•Whitewater, WI

2d•Onsite

About The Position

The Department of Financial Services at the University of Wisconsin-Whitewater seeks a Budget Planner (Budget Planner I, FN013). The Budget Planner I reports to the Assistant Vice Chancellor for Financial Services and assists with the overall development of the University of Wisconsin-Whitewater budget. Responsibilities include but are not limited to budget preparation, 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 in providing customer support in a professional setting.
Ability to interpret legislation, rules, public policy analysis and development processes.
Advanced Microsoft Office and reporting skills.
Ability to act independently and take direction from Budget Director and other senior leaders.
Understanding and acknowledging the confidentiality of proprietary and personal data.
Knowledge of budget development process and auxiliary budgeting.
Problem resolution technique.
Strong customer service, research, and analytical skills with attention to detail.
Spreadsheet, word processing, and database skills.
Customer service and policy research skills.
Oral and written communication techniques.
Willingness and ability to be an active participant in following applicable safety rules and regulations including necessary training and drills.
Ability to interact respectfully with people from diverse socioeconomic, cultural and ethnic backgrounds.

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 best 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 reviews 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 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 and approvals.
Maintain position assignments and provide information and reports as needed to the Assistant Vice Chancellor for Financial Services to help ensure compliance with position authority allocations.
Assist the Assistant Vice Chancellor for Financial Services 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.
Assist with the annual preparation of UW-Whitewater's program balance reports by reviewing and organizing/reorganizing submissions by Deans/division officers for submission to UW System.
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 Assistant Vice Chancellor for Financial Services and other senior leaders and format results for presentation.
Other duties as assigned.