Financial Specialist

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Position Title:

Financial Specialist

Job Category:

University Staff

Employment Type:

Regular

Job Profile:

Financial Specialist II

Position Summary:

The University of Wisconsin–Platteville is seeking a detail-oriented and customer-focused Financial Specialist to join the Cashier's Office team. This position plays a vital role in safeguarding university funds by processing and reconciling daily deposits, maintaining accurate financial records, supporting student account transactions, and ensuring compliance with university cash handling policies and internal controls.

The ideal candidate enjoys working with numbers, solving discrepancies, providing excellent customer service, and collaborating with departments across campus to ensure accurate financial operations. This position is full-time, benefit and paid-leave eligible, with a starting wage of $20.50 an hour.

Key Job Responsibilities:

Cashiering and Financial Reconciliation

• Process and reconcile daily departmental cash deposits, including cash, checks, and coin.
• Verify deposits against Workday transactions and resolve discrepancies with campus departments.
• Prepare and process bank deposits, including check imaging and cash deposits.
• Download and reconcile banking transactions from financial institutions with Workday records.
• Review accounting information for accuracy and provide guidance to campus departments on proper cash handling and accounting procedures.
• Process and reconcile student organization deposits while maintaining financial records and account balances.
• Maintain electronic documentation and supporting records in accordance with university procedures.
  

Student Account and Cashiering Services

• Provide front-line cashier services; accept payments and assist with account inquiries.
• Research and resolve student account issues, including payment adjustments, refunds, tuition calculations, financial aid impacts, and account corrections.
• Process special charges and adjustments to student accounts.
• Monitor departmental email and respond to customer inquiries.
• Provide backup support for Student Financial Services operations as needed.
• Maintain cashiering forms, website content, imaging procedures, and records retention processes.
• Support implementation of procedural improvements and operational changes within the Cashier's Office.

Required Qualifications:

• Associate degree in accounting, business, finance, or a related field, or equivalent combination of education and experience.

• Experience handling cash, financial transactions, or account reconciliation.

• Strong attention to detail with excellent organizational skills.

• Ability to analyze financial information and resolve discrepancies.

• Experience using Microsoft Excel and other Microsoft Office applications.

• Excellent written and verbal communication skills.

• Ability to provide outstanding customer service while maintaining confidentiality and accuracy.

How to Apply:
 

To ensure full consideration, applications must be received by August 31, 2026. Applications will be accepted until the position has been filled.

The following documents are required for applicant consideration:

• Letter of application addressing all required qualifications.

• A current resume.

Legal Notices and Important Information: 

Employment will require a criminal background check. It will also require you and your references to answer questions regarding sexual violence and sexual harassment.

 

The University ensures physical accessibility to work environments for persons with disabilities and will provided reasonable accommodations to ensure equal access to employment. Upon request, the University will provide reasonable accommodations for religious observances and practices.

 

The University is committed to a program of affirmative action for women, racial minorities, persons with disabilities, disabled veterans and veterans of the Vietnam era. While the Chancellor assumes overall responsibility for the success of the program, university administrators and supervisors are responsible and accountable for implementation. Authority for monitoring the program is delegated to Human Resources.

 

Each individual associated with the University is called upon to pledge a new and revitalized commitment to build and maintain a campus environment free of harassment and discrimination, an environment that fosters mutual respect, recognizes the dignity and worth of all people, and promotes to the fullest, equal employment opportunity through affirmative action.

 

In compliance with the Clery Act of 1998, the University of Wisconsin-Platteville Annual Security & Annual Fire Safety Report is available for review. Call the UW-Platteville Campus Police Office at 608.342.1584 for a paper copy of the annual report.

The Universities of Wisconsin 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. §. 19.36(7).

UW is an Equal Opportunity Employer:

Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, disability, status as a protected veteran, or any other bases protected by applicable federal or State law and UW System policies. We are committed to building a workforce that represents a variety of backgrounds, perspectives, and skills, and encourage all qualified individuals to apply.

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