Job description

JOB NO.: 95795-AS

Work Type: Staff-Full Time


Location: Madison

Categories: Accounting, Finance, Purchasing

Employment Class: Academic Staff-Renewable

Position Vacancy ID: 95795-AS



FTE: 100%

Anticipated Begin Date: JANUARY 01, 2019

Term: This is a renewable appointment.

Advertised Salary:

Minimum $70,000 ANNUAL (12 months)
Depending on Qualifications

Degree and Area of Specialization:

Bachelor's degree Required. Accounting, Finance or related field preferred.

Minimum number of years and type of relevant work experience:

Minimum of five years related experience includes budget and financial management experience, preferably in higher education and/or a complex organization and/or a combination of post-bacceleruate relevant education and work experience.

-Ablility to project and analyze multi-year financial information.
-Comprehensive knowledge of and ability to apply Generally Accepted Accounting Principles (GAAP).
-Extensive knowledge of financial budgeting principles, practices and procedures.
-Ability to advise leadership on budget alternatives and options.
-Inclined to be creative, flexible, self-motivated and quality oriented.
-Experience with the preparation of complex analyses of financial information
-Demonstrated computer expertise with a variety of software programs including an advanced working knowledge of the full Microsoft Office Suite.
-Excellent analytical and organizational skills be highly organized, able to manage multiple priorities at the same time, and excellent time management.
-The ability to take initiative, accept responsibility, and show accountability.
-The ability to maintain integrity, confidentiality, and discretion.
-Excellent interpersonal skills to establish and maintain positive working relationships with a variety of stakeholders with varying degrees of familiarity with financial and budgetary processes.
-Ability to obtain and analyze data with automated tools
-Excellent oral and written skills.
-Ability to establish and maintain excellent team-work relationships and communication while working as a team member in a collaborative office environment.
-Ability to successfully handle periods of stress and demanding timelines.
-Ability to work with diverse populations effectively and respectively.

License or certificate:

Position Summary:

The Budget Planner is a key position within the Division of Diversity, Equity and Educational Achievement (DDEEA) with direct oversight for budget planning, financial management, monitoring, analysis, forecasting and reporting. Reporting to the Chief of Staff/Special Assistant, the position creates and maintains accounts, initiates and authorizes budget, interprets and analyzes accounting data while providing trainings on financial transactions, and leading and mentoring the financial team.

With more than 80 FTE in permanent staff across 10 units, DDEEA has an approximate budget of $10 million and annual expenditures in excess of $15 million due to crossover with UW Foundation, scholarships, etc. The position will serve as the budget and accounting lead within the Business Services Team and will be responsible for the business management support and accounting functions for each unit.

This position functions independently in performing job duties and responsibilities. The incumbent must be service-oriented in facilitating and fostering interaction and communication, possess strong leadership and strategic planning abilities while projecting a positive image of the Division through interaction with all constituencies. Strong attention to detail, excellent customer service, group presentation/facilitation skills, and the ability to work effectively as an integrated team member with an array of constituents is required.

The Budget Planner must be able to learn quickly and actively become proficient at knowing the federal, state, and university rules, regulations, procedures and structure; comprehensive knowledge of University accounting and financial systems, policies, procedures and processes. Demonstrated success in working with persons from diverse backgrounds is required.

Additional Information:

The Division of Diversity, Equity and Educational Achievement is not able to sponsor work visas for this position, thus, in compliance with federal law, all persons hired will be required to verify eligibility to work in the United States by completing the require I-9 form upon hire.


Kate O'Connor
[email protected]
Relay Access (WTRS): 7-1-1 (out-of-state: TTY: 800.947.3529, STS: 800.833.7637) and above Phone number (See RELAY_SERVICE for further information. )

Instructions to applicants:

Please upload a resume and cover letter outlining relevant qualifications and experience. PDF preferred, but not required. In addition, you will be asked to provide 3 professional references, at least one of which should be a current or former supervisor in your application materials.

Additional Link: Full Position Details

NOTE: A Period of Evaluation will be Required

The University of Wisconsin is an Equal Opportunity and Affirmative Action Employer.

The Annual Security and Fire Safety Report contains current campus safety and disciplinary policies, crime statistics for the previous 3 calendar years, and on-campus student housing fire safety policies and fire statistics for the previous 3 calendar years. UW-Madison will provide a paper copy upon request; please contact the University of Wisconsin Police Department.

Advertised: Nov 21 2018 Central Standard Time

Application Close: Dec 19 2018 11:55 PM Central Standard Time





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Job No:
Posted: 11/22/2018
Application Due: 12/20/2018
Work Type: