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Financial Analyst

Universities of Wisconsin•Madison, WI
•$60,601•Hybrid
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About The Position

The Financial Analyst position is located within the Contracts and Finance department and reports to the Finance Manager. This position will be responsible for collecting, analyzing, monitoring, and forecasting financial data to ensure responsible stewardship of WIDA’s financial resources. The Financial Analyst will use WIDA’s financial planning and analysis software to provide leadership with the best possible data to support informed decision-making. This role will also serve as the primary contact for assigned department leadership on all matters, contracts, and finance, and act as a finance Subject Matter Expert (SME) on cross-departmental projects as assigned. Additional responsibilities include performing procurement-related activities and invoicing customers as required. Successful candidates will be able to act as a trusted business partner to other WIDA team members, serving as an expert in the School of Education and the University of Wisconsin's finance policies and procedures. Remote work is an option for this position on a voluntary basis; however, it is important to note that this role is headquartered in Madison, WI, and the tasks of the position require occasional work-related travel. If working remotely out-of-state, travel back to UW-Madison would not be reimbursable, and other business travel will require cost comparisons between your home and Madison, WI. UW Travel Policy and Remote Work Policies outline business travel requirements for fully remote employees, and WIDA is committed to supporting employees with their business travel and minimizing or eliminating out-of-pocket expenses whenever possible. Please review UW Remote Work Policy UW5087, in particular, Section III, Part G which addresses an employee's Headquarters Location. We will be happy to support and address questions about remote work or travel during the interview process. WIDA operates in a Windows-based environment and a Dell PC laptop will be issued for use in this role. Software and virtual connection tools that are critical to our work dictate that WIDA staff work on a PC.

Requirements

  • At least 1 year of experience in financial analysis, budgeting, or accounting, including experience in data gathering, financial modeling, and forecasting.
  • Strong quantitative and analytical skills, with the ability to learn and adapt to new financial systems and tools.
  • Strong Microsoft Excel skills, including the ability to analyze data and develop reports.
  • Excellent oral and written communication skills with the ability to present financial information to non-financial stakeholders.
  • Detail-oriented with a strong commitment to accuracy in financial analysis and reporting.
  • Strong problem-solving skills and the ability to identify and resolve issues effectively.
  • Experience working effectively with cross-functional teams.

Nice To Haves

  • Experience in higher education, government, or complex organizational finance environments
  • Experience working with financial planning and analysis software (preferably, Planful or similar tools), and ERP systems such as Workday, PeopleSoft, SAP, or similar platforms.

Responsibilities

  • Uses statistical analysis, simulations, predictive modeling, or other methods to analyze information and develop solutions to business problems
  • Participates in development, maintenance, and monitoring of automated financial information systems and budgets, and disseminates updates and results to leadership when appropriate
  • Participates in the development and implementation of financial processes throughout the department; including the development and provision of training and instructions, timelines, reports, and recommendations for improvement
  • Prepares reports, spreadsheets, and schedules with compiled financial data
  • Processes general ledger entries in accordance with generally accepted accounting principles (GAAP).
  • Performs general ledger reconciliations and complex general ledger account analysis.
  • Collecting, analyzing, monitoring, and forecasting financial data
  • Serving as the primary contact for assigned department leadership on all matters, contracts, and finance
  • Acting as a finance Subject Matter Expert (SME) on cross-departmental projects
  • Performing procurement-related activities and invoicing customers

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

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

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