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Job category:
Academic Staff
Employment type:
Regular
Job profile:
Financial Analyst I
Job summary:
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.
Key job responsibilities:
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Uses statistical analysis, simulations, predictive modeling, or other methods to analyze information and develop solutions to business problems
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Participates in development, maintenance, and monitoring of automated financial information systems and budgets, and disseminates updates and results to leadership when appropriate
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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
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Prepares reports, spreadsheets, and schedules with compiled financial data
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Processes general ledger entries in accordance with generally accepted accounting principles (GAAP). Performs general ledger reconciliations and complex general ledger account analysis.
Department:
School of Education / WIDA
Compensation:
Minimum: $60,601.00 annually
Commensurate with qualifications and experience. This position offers a comprehensive benefits package, including generous paid time off, competitively priced health/dental/vision/life insurance, tax-advantaged savings accounts, and participation in the nationally recognized Wisconsin Retirement System (WRS) pension fund.
Required qualifications:
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.
Preferred qualifications:
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.
Education:
Bachelors Degree Required
How to apply:
Please go to the “Apply Now” area and select your current UW Employment Status.
Upload a copy of the following, detailing your qualifications, training, and experience relating to the required and preferred qualifications referenced above:
Current Resume/CV
Cover Letter
The application reviewers will rely on written application materials to determine which qualified applicants advance in the recruitment process.
Note:
There is one upload area in Workday, but you can upload multiple documents to your application. Incomplete application packages that do not include all of the requested documentation will not be considered.
Please note that successful applicants are responsible for ensuring their eligibility to work in the United States (i.e., a citizen or national of the United States, a lawful permanent resident, a foreign national authorized to work in the United States without need of employer sponsorship) on or before the effective date of appointment. UW-Madison is not an E-Verify employer, and therefore, is not eligible to employ F1 STEM OPT Extension participants.
Contact information:
Franchesca Beswick
HR Generalist
[email protected]
Institutional statement on diversity:
Diversity is a source of strength, creativity, and innovation for UW-Madison. We value the contributions of each person and respect the profound ways their identity, culture, background, experience, status, abilities, and opinion enrich the university community. We commit ourselves to the pursuit of excellence in teaching, research, outreach, and diversity as inextricably linked goals.
The University of Wisconsin-Madison fulfills its public mission by creating a welcoming and inclusive community for people from every background - people who as students, faculty, and staff serve Wisconsin and the world.
The University of Wisconsin-Madison is an Equal Opportunity Employer.
Qualified applicants will receive consideration for employment without regard to, including but not limited to, race, color, religion, sex, sexual orientation, national origin, age, pregnancy, disability, or status as a protected veteran and other bases as defined by federal regulations and UW System policies. We promote excellence by acknowledging skills and expertise from all backgrounds and encourage all qualified individuals to apply.
To request a disability or pregnancy-related accommodation for any step in the hiring process (e.g., application, interview, pre-employment testing, etc.), please contact the Divisional Disability Representative (DDR) in the division you are applying to. Please make your request as soon as possible to help the university respond most effectively to you.
Employment may require a criminal background check. It may also require your references to answer questions regarding misconduct, including sexual violence and sexual harassment.
The University of Wisconsin System will not reveal the identities of applicants who request confidentiality in writing, except that the identity of the successful candidate will be released. See Wis. Stat. sec. 19.36(7).
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.
