Financial Specialist I

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Job Category:

University Staff

Employment Type:

Terminal (Fixed Term)

Job Profile:

Financial Specialist I

Job Summary:

The Wisconsin Union is recruiting for two one-year project positions with the Wisconsin Union Accounting Team as a Financial Specialist I and a Financial Specialist II.

We offer a fun, dynamic, and collaborative environment with opportunities for hybrid remote and onsite work at Memorial Union, working Monday-Friday and an employee discount on Union Dining. Successful candidates for these positions will possess the following skills and attributes.

Main responsibilities for this one-year project position include but not limited to:

·  Audit, process, and reconcile financial and accounts payable transactions to ensure accuracy, compliance, and proper funding allocation.

·  Maintain fiscal records, invoices, payment documentation, and supporting materials within financial systems and document management platforms.

·  Review, enter, and verify accounts payable transactions, including student-prepared entries, to ensure completeness and accuracy.

·  Investigate payment discrepancies, respond to payment inquiries, reconcile vendor statements, and perform account corrections as needed.

·  Prepare reports, correspondence, and payment status updates to support financial operations and decision-making.

·  Provide customer service and guidance to departments, vendors, staff, and students regarding financial and accounts payable processes.

·  Support workflow continuity through document management, quality assurance reviews, and backup assistance for key accounts payable functions.

These one-year project positions are expected to demonstrate professionalism by establishing and maintaining effective working relationships with supervisors, department managers, co-workers, student staff, campus partners and external customers.

Schedule:

These one-year project positions are full time, 40 hours a week, Monday-Friday 7:45am - 4:30pm with 45 min lunch break, and with a possibility to work remotely 4 days a week after adequate training.

Key Job Responsibilities:

• Audits or processes transactions and assigns funding codes in accordance with established rules, regulations, and policies

• Answers general fiscal questions and provides information based on set materials and standards to various audiences

• Audits, monitors, organizes, and updates fiscal records, reports, and affiliated materials

• Drafts basic communications and reports and maintains organization of varied records to provide administrative support within a specified work unit

• Audits or reconciles original purchase documents with payments

Department:

Wisconsin Union - Accounting and Finance

Compensation:

Wage

$21.00 per hour for Financial Specialist I position

$23.00 per hour for Financial Specialist II position

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. For a summary of benefits, please see.

https://www.wisconsin.edu/ohrwd/benefits/download/univstaff.pdf

Required Qualifications:

1+ years of accounting or associate’s degree in accounting or finance

1+ years of data entry

Experience using Excel

Preferred Qualifications:

Experience with Purchasing functions in Workday.

Experience reconciling purchasing invoices to supplier payments.

Experience working with Microsoft Dynamics Great Plains.

Experience creating and reviewing expense reports for departmental staff. Experience reviewing data entry work competed by student interns.

Knowledge of UW System Purchasing policies and procedures.

Experience using online meeting platforms; Teams, Zoom, or WebEx

Education:

High School Diploma - Preferred

How to Apply:

Click the appropriate button in the "Apply Now" box to start the application process.

You will be prompted to upload the following documents:

-Resume 

-Cover Letter

Be sure to use the resume and cover letter to explain if you have knowledge and/or experience with each of the required and preferred qualifications.

Contact Information:

Rod Rotar

[email protected] / 608-263-5596

• Relay Access (WTRS): 7-1-1. See RELAY_SERVICE for further information. 

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. For more information regarding applicant and employee rights and to view federal and state required postings, visit the Human Resources Workplace Poster website.

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.