Transactional & Reporting Financial Analyst

Universities of Wisconsin•Madison, WI

5d•Hybrid

About The Position

The Department of Radiology is seeking a Transactional & Reporting Financial Analyst to oversee its transactional team and provide comprehensive financial management and operational oversight across the Department of Radiology. With a primary focus on complex School of Medicine and Public Health (SMPH) and UW Health (UWH). This role oversees all non-salary budgets and transactional activities across multiple funding sources. The Transactional & Reporting Financial Analyst must understand the policies, requirements, and funding structures associated with each entity and determine the appropriate use of funds based on funding availability, restrictions, project or account end dates, and applicable institutional policies. This includes coordinating transactions for faculty and staff who may have funding across multiple entities and ensuring expenses are appropriately charged to the correct funding source. The position provides oversight of extensive reimbursement and purchasing card activity, reconciliation, supporting documentation, reporting, and other transactional functions while managing frequent, complex, and time-sensitive financial inquiries from Department of Radiology faculty and staff. The Transactional & Reporting Financial Analyst serves as a critical resource for interpreting financial policies, determining appropriate funding sources, resolving complex transactional issues, and ensuring compliance and accurate financial stewardship across all funding environments.

Requirements

At least 2 years of professional experience analyzing financial transactions, managing general ledger reconciliations and account analysis, resolving discrepancies, and preparing financial reports for leadership decision making.
At least 3 years of professional experience improving financial processes, workflows or systems to enhance efficiency, accuracy, or compliance.
Bachelor's Degree Required; focus in Finance, Accounting, Business Administration or similar field.

Nice To Haves

Understanding of the Universities of Wisconsin system financial policies and procedures related to purchasing, billing, cash handling, and other financial operations.
Professional experience supervising, leading, training or directing staff.
Advanced Microsoft Excel skills with an ability to interpret, analyze, and summarize financial data.

Responsibilities

Identifies, verifies, and audits financial charges, credits, and authorizes payments
May exercise supervisory authority, including hiring, transferring, suspending, promoting, managing conduct and performance, discharging, assigning, rewarding, disciplining, and/or approving hours worked of at least 2.0 FTE or equivalent employees
Serves as a subject matter expert to unit leadership regarding financial operations, status and reporting, and recommends process improvements
Plans, directs, and engages in financial and/or accounting operations for multiple areas; coordinates data management, budget preparation and management, and financial reporting efforts
Analyzes financial information and makes recommendations to unit leadership
Recommends, interprets, disseminates, and implements unit-focused fiscal policies and procedures, ensuring compliance with established rule, regulations and financial guidelines
Participates in the development, maintenance, and monitoring of automated financial information systems