Sep 13, 2023

Financial Specialist II

  • University of Wisconsin-Madison
  • Madison, WI, USA

Job Description

Job Summary: The Financial Specialist will serve as a key part of the Department of Orthopedics & Rehabilitation's finance team. The position will analyze, process, and audit a variety of complex fiscal transactions connected to a diverse set of funding sources. The Financial Specialist will be the UW purchasing card holder, coordinate UW employee and non-employee travel and support reimbursement requests. The position is responsible for learning and adhering to complex guidelines, policies, and procedures for travel reimbursement, procurement and other accounting functions. The Financial Specialist also serves as a resource to departmental stakeholders on these guidelines, policies and procedures. SMPH is committed to being a diverse, equitable, inclusive and anti-racist workplace and is an Equal Employment Opportunity, Affirmative Action employer. Applications from Black, Indigenous and People of Color (BIPOC) individuals, LGBTQ+ and non-binary identities, women, persons with disabilities, military service members and veterans are strongly encouraged. Responsibilities: Primarily reviews, approves, and advises on a variety of advanced financial transactions. May prepare some financial transactions and reconciles transactions. Recommends controls and process improvements, troubleshoots advanced financial errors. Maintains financial records, provides administrative processing support, and provides customer service for staff and customers in an assigned program area to support program financial management. 10% Audits, monitors, organizes, and updates fiscal records, reports, and affiliated materials 10% Creates general reporting for transactions 15% Audits or processes advanced transactions and assigns funding codes in accordance with established rules, regulations, and policies 15% Audits or reconciles original purchase documents with payments 15% Reallocates expenses to appropriate funding strings 10% Drafts communications and advanced reports and maintains organization of varied records to provide administrative support within a specified work unit 10% Answers advanced fiscal questions and provides information based on set materials and standards to various audiences 5% Reviews transaction processing internal controls and recommends policies and procedures 10% Other department accounts receivable and payable activity, including managing departmental purchasing cards. 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. For more information on diversity and inclusion on campus, please visit: Diversity and Inclusion Education: Preferred H.S. Diploma Preferred Associates Degree in Accounting or Finance Related Field Qualifications: Required: -Demonstrated professional experience with administrative or fiscal coordination. -Experience and proficiency with Microsoft Office, particularly Excel and Outlook. -Experience learning and complying with a variety of policies and procedures. -Ability to participate as an effective team member by contributing to the efficient operation of the work unit -Excellent oral and written communication skills. Ability to communicate in a clear, business-like and courteous manner with a diverse internal and external customer base. -Excellent organizational skills and techniques. -Ability to work independently, prioritize work duties and demonstrate effective time management skills in a fast-paced environment to meet various deadlines. Preferred: -Experience with UW-Madison Purchasing, fiscal, travel policies and tools. -Knowledge and understanding of generally accepted accounting and auditing principles. Work Schedule: Work Schedule is Monday through Friday, 8am - 4:30pm Work Type: Full or Part Time: 90% - 100% This position may require some work to be performed in-person, onsite, at a designated campus work location. Some work may be performed remotely, at an offsite, non-campus work location. Appointment Type, Duration: Ongoing/Renewable Salary: Minimum $21.00 HOURLY Depending on Qualifications Employees in this position can expect to receive benefits such as generous vacation, holidays, and paid time off; competitive insurances and savings accounts; retirement benefits. Benefits information can be found at ( Additional Information: Please be aware that successful applicants are responsible for ensuring their continuous 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 the need of employer sponsorship) on or before the effective date of appointment. This position is an ongoing position that will require continuous work eligibility. If you are selected for this position you would have to provide proof of work authorization and eligibility to work. How to Apply: To apply for this position, please click on the "Apply Now" button. You will be asked to upload a current resume/CV and a cover letter briefly describing your qualifications and experience as it relates to this role, and a document listing contact information for three (3) references, including your current/most recent supervisor. References will not be contacted without prior notice. Contact: Rachel Timbers [email protected] 608-263-7659 Relay Access (WTRS): 7-1-1. See RELAY_SERVICE for further information. Official Title: Financial Specialist II(FN007) Department(s): A53-MEDICAL SCHOOL/ORTHO&REHAB/ORTHO&REHB Employment Class: University Staff-Ongoing Job Number: 287099-CP The University of Wisconsin-Madison is an Equal Opportunity and Affirmative Action Employer. Qualified applicants will receive consideration for employment without regard to, including but not limited to, race, color, religion, sex, sexual orientation, gender identity, 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 through diversity and encourage all qualified individuals to apply. If you need to request an accommodation because of a disability, you can find information about how to make a request at the following website: 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 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.

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