Financial Specialist I

Universities of Wisconsin • Madison, WI

14d • Hybrid

About The Position

The Wisconsin Union is recruiting for two one-year project positions with the Wisconsin Union Accounting Team as a Financial Specialist I and a Financial Specialist II. We offer a fun, dynamic, and collaborative environment with opportunities for hybrid remote and onsite work at Memorial Union, working Monday-Friday and an employee discount on Union Dining. Successful candidates for these positions will possess the following skills and attributes. Main responsibilities for this one-year project position include but not limited to:
· Audit, process, and reconcile financial and accounts payable transactions to ensure accuracy, compliance, and proper funding allocation.
· Maintain fiscal records, invoices, payment documentation, and supporting materials within financial systems and document management platforms.
· Review, enter, and verify accounts payable transactions, including student-prepared entries, to ensure completeness and accuracy.
· Investigate payment discrepancies, respond to payment inquiries, reconcile vendor statements, and perform account corrections as needed.
· Prepare reports, correspondence, and payment status updates to support financial operations and decision-making.
· Provide customer service and guidance to departments, vendors, staff, and students regarding financial and accounts payable processes.
· Support workflow continuity through document management, quality assurance reviews, and backup assistance for key accounts payable functions. These one-year project positions are expected to demonstrate professionalism by establishing and maintaining effective working relationships with supervisors, department managers, co-workers, student staff, campus partners and external customers.

Requirements

• 1+ years of accounting or associate’s degree in accounting or finance
• 1+ years of data entry
• Experience using Excel

Nice To Haves

• Experience with Purchasing functions in Workday.
• Experience reconciling purchasing invoices to supplier payments.
• Experience working with Microsoft Dynamics Great Plains.
• Experience creating and reviewing expense reports for departmental staff.
• Experience reviewing data entry work competed by student interns.
• Knowledge of UW System Purchasing policies and procedures.
• Experience using online meeting platforms; Teams, Zoom, or WebEx

Responsibilities

• Audit, process, and reconcile financial and accounts payable transactions to ensure accuracy, compliance, and proper funding allocation.
• Maintain fiscal records, invoices, payment documentation, and supporting materials within financial systems and document management platforms.
• Review, enter, and verify accounts payable transactions, including student-prepared entries, to ensure completeness and accuracy.
• Investigate payment discrepancies, respond to payment inquiries, reconcile vendor statements, and perform account corrections as needed.
• Prepare reports, correspondence, and payment status updates to support financial operations and decision-making.
• Provide customer service and guidance to departments, vendors, staff, and students regarding financial and accounts payable processes.
• Support workflow continuity through document management, quality assurance reviews, and backup assistance for key accounts payable functions.
• Audits or processes transactions and assigns funding codes in accordance with established rules, regulations, and policies
• Answers general fiscal questions and provides information based on set materials and standards to various audiences
• Audits, monitors, organizes, and updates fiscal records, reports, and affiliated materials
• Drafts basic communications and reports and maintains organization of varied records to provide administrative support within a specified work unit
• Audits or reconciles original purchase documents with payments

Benefits

• generous paid time off
• competitively priced health/dental/vision/life insurance
• tax-advantaged savings accounts
• participation in the nationally recognized Wisconsin Retirement System (WRS)pension fund
• employee discount on Union Dining

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED