Financial Specialist

University of Wisconsin Stout•Platteville, WI

5d•Onsite

About The Position

The University of Wisconsin–Platteville is seeking a detail-oriented and customer-focused Financial Specialist to join the Cashier's Office team. This position plays a vital role in safeguarding university funds by processing and reconciling daily deposits, maintaining accurate financial records, supporting student account transactions, and ensuring compliance with university cash handling policies and internal controls. The ideal candidate enjoys working with numbers, solving discrepancies, providing excellent customer service, and collaborating with departments across campus to ensure accurate financial operations. This position is full-time, benefit and paid-leave eligible, with a starting wage of $20.50 an hour.

Requirements

Associate degree in accounting, business, finance, or a related field, or equivalent combination of education and experience.
Experience handling cash, financial transactions, or account reconciliation.
Strong attention to detail with excellent organizational skills.
Ability to analyze financial information and resolve discrepancies.
Experience using Microsoft Excel and other Microsoft Office applications.
Excellent written and verbal communication skills.
Ability to provide outstanding customer service while maintaining confidentiality and accuracy.

Responsibilities

Process and reconcile daily departmental cash deposits, including cash, checks, and coin.
Verify deposits against Workday transactions and resolve discrepancies with campus departments.
Prepare and process bank deposits, including check imaging and cash deposits.
Download and reconcile banking transactions from financial institutions with Workday records.
Review accounting information for accuracy and provide guidance to campus departments on proper cash handling and accounting procedures.
Process and reconcile student organization deposits while maintaining financial records and account balances.
Maintain electronic documentation and supporting records in accordance with university procedures.
Provide front-line cashier services; accept payments and assist with account inquiries.
Research and resolve student account issues, including payment adjustments, refunds, tuition calculations, financial aid impacts, and account corrections.
Process special charges and adjustments to student accounts.
Monitor departmental email and respond to customer inquiries.
Provide backup support for Student Financial Services operations as needed.
Maintain cashiering forms, website content, imaging procedures, and records retention processes.
Support implementation of procedural improvements and operational changes within the Cashier's Office.