Financial Analyst I

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Please see Special Instructions for more details.

Applicants are required to apply online. UWRF will not consider paper, emailed or faxed applications. Applicants are required to provide:

• Resume

• Letter of interest specifying qualifications and experience (cover letter)

• Names, addresses, telephone numbers and email addresses of at least three references who can specifically comment upon your teaching ability, experience and professional preparation (references)

Inquiries should be addressed to:

Jill Haldeman

Search Chair

jill.haldeman@uwrf.edu

Deadline to Apply: Initial review of applications will begin upon receipt. For full consideration, applicants should submit all required materials on or before August 29, 2024.

Employees receive excellent benefits including exceptionally low-cost comprehensive health, dental and vision benefits; employer match of Wisconsin Retirement System contributions of 6.90%; an attractive amount of paid leave per year in addition to paid sick leave. To learn more about our benefits, go to

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

UW-River Falls does not offer H-1B or other work authorization visa sponsorship for this position. Candidates must be legally authorized to work in the United States at the time of hire and maintain work authorization throughout the employment term. If you have questions regarding this, please contact Human Resources at 715-425-4941.

Posting Details

Position Information

UW - System Position Title Financial Analyst I

Business Title

Major Department Code Division of Finance & Administration (J010300)

Appointment Type Academic Staff-Fixed Term Renewable

FLSA Status Exempt

FTE (Percentage of Appointment) 100

Typical Working Schedule

Monday-Friday 7:45am-4:30pm

Hybrid or On Campus On Campus

Position Summary

The Budget Office is looking for an energetic, independent, self-starter to join our team. The Financial Analyst I reports to the Budget Director and is responsible for the development, preparation, analysis, review and reporting of the University’s annual GPR and PR operating budgets. Will ensure that accurate and timely financial information is provided to unit leadership by gathering, interpreting, and analyzing date from numerous sources using advanced accounting and financial analyses. This position requires excellent written and verbal communication skills and a high level of integrity and confidentiality. The ability to provide a high degree of customer service support, promotes efficiencies and manage multiple tasks and strong organizational skills are required.

Responsibilities

Budget Development and Analyst (75%)

• Work with Universities of Wisconsin budget office on requirements, procedures, processes, completion and submission of the annual and biennial operating budget.

• Review and update general operations and auxiliary budget spreadsheet template for distribution to university departments.

• Develop and maintain salary spreadsheets for Auxiliary and General Operations in compliance with budget and position controls.

• In conjunction with Human Resources, prepare, audit and enter data pertaining to state pay plan.

• Load, update and input budget information from multiple sources into budget spreadsheets using Microsoft Excel for department review.

• Reconcile budget submissions and allocations for all funds.

• Develop budget projections, expenditures analyses and recommendations based on previous expenditures.

• Monitor expenditures against budget projections in Auxiliaries and General Operations and identify issues of concern; develop strategies to address budget issues with appropriate campus representatives.

• Prepare analyses, reports, and compile data to support university decision making. Determine budgetary impact of policies and plan initiatives.

• Review and explain individual department queries, comments and concerns regarding budget data.

• Review Universities of Wisconsin auxiliary guidelines and provide interpretation.

• Assist with the development of, and ensure compliance with academic, administrative and fiscal policies and procedures.

• Analyze departmental budgets to determine the appropriateness and justification of changes.

• Review and process budget transfers and changes and reconcile budget allocations as applicable.

• Provide budget information and training to new budget managers as necessary.

• Provide financial analyses of accounts and make decisions regarding accounts to be established, reorganized, merged, and deleted as necessary.

• Conduct financial analyses, collecting and analyzing data for reports for campus use and by the Vice Chancellor for Finance and Administration.

• Respond to queries regarding budget transactions. Determine action needed, when appropriate.

• Respond and act with tact and diplomacy on behalf of Finance and Administration in handling inquiries and issues of a sensitive and confidential nature.

• Communicate with and advise the Budget Director, the Vice Chancellor for Finance and Administration, Department Chairs and budget supervisors in budget matters including projections, budget reallocations, budget surplus and/or shortfalls with appropriate strategies to address issues.

University Processes (20%)

• Manage and track Delegation of Authority documents for the university.

• Manage licensing of university marks by responding to inquiries and applications, ensure compliance with royalties and licensing agreement terms, accurately record payments, provide analyses of vendors to make data driven decisions regarding licensing establishment and deletion as necessary.

• Make deposits in compliance with cash handling policies and procedures.

Administrative Support to Budget Director and Vice Chancellor for Finance and Administration. (5%)

• Provide administrative, clerical and research support in the daily management of the Budget Office.

• Assist Business and Finance office with purchasing.

• Proofread and edit communication as needed.

• Coordinate responses to public record requests.

• Organize division events as requested.

• Other duties and projects as assigned.

  Knowledge Skills and Abilities

Required:

• Bachelor’s degree in finance, business administration, accounting, management information systems or related field, or bachelor’s degree in another field with equivalent experience with budgets and complex reports.

• Experience in complex budget development and management including the ability to develop, modify, audit and monitor budget data.

• Ability to set priorities and manage multiple tasks, keeping multiple projects from differing sources on time to meet various deadlines.

• Ability to analyze data and interpret accounting guidelines in the development and maintenance of department/campus budgets.

• Advanced proficiency in MS office, specifically MS Excel to develop and maintain multiple spreadsheets, import and export data, sorting and filtering, calculations, etc.

• Excellent interpersonal skills including listening, oral/written communication, organizational, problem solving and resolution skills.

Preferred:

• Knowledge of and experience with university financial policies and procedures.

• Experience with the Universities of Wisconsin budgeting process.

• Must be highly accurate with strong attention to detail and be highly organized.

• Effective communication skills to interact with department budget personnel to explain and finalize budget documents.

• Knowledge of Workday.

  Posting Detail Information

  Posting Number AAF00971

  Number of Vacancies 1

  Desired Start Date 09/23/2024

  Position End Date (if temporary)

  Open Date 08/14/2024

  Closing Date

  Applicant Review Date 08/30/2024

  Open Until Filled Yes

  Special Instructions to Applicants

Applicants are required to apply online. UWRF will not consider paper, emailed or faxed applications. Applicants are required to provide:

• Resume

• Letter of interest specifying qualifications and experience (cover letter)

• Names, addresses, telephone numbers and email addresses of at least three references who can specifically comment upon your teaching ability, experience and professional preparation (references)

Inquiries should be addressed to:

Jill Haldeman

Search Chair

jill.haldeman@uwrf.edu

Deadline to Apply: Initial review of applications will begin upon receipt. For full consideration, applicants should submit all required materials on or before August 29, 2024.

Employees receive excellent benefits including exceptionally low-cost comprehensive health, dental and vision benefits; employer match of Wisconsin Retirement System contributions of 6.90%; an attractive amount of paid leave per year in addition to paid sick leave. To learn more about our benefits, go to

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

UW-River Falls does not offer H-1B or other work authorization visa sponsorship for this position. Candidates must be legally authorized to work in the United States at the time of hire and maintain work authorization throughout the employment term. If you have questions regarding this, please contact Human Resources at 715-425-4941.

Legal Notices

EEO/AA Statement

UW-River Falls is an equal opportunity, affirmative action employer subject to all state and federal regulations pertaining to non-discrimination based upon sex, gender identity or expression, sexual orientation, race, color, national origin, religion, disability, marital status, age, arrest and/or conviction record, veteran or military status. All persons, especially women, minorities, veterans, and persons with disabilities are encouraged to apply.

Employment is subject to federal laws that require verification of your identity and legal right to work in the United States as required by the Immigration Reform and Control Act.

Confidentiality of Applicant Materials

The University of Wisconsin System will not reveal the identities of applicants who request confidentiality in writing, except that the identity of the final candidates may be released. See Wis. Stat. sec. 19.36(7).

Title IX Notice

As required by Title IX and federal regulations, UW-River Falls does not discriminate on the basis of sex in its education programs or activities, including in admission and employment. Questions about the application of Title IX may be referred to UWRF’s Title IX Coordinator at titleix@uwrf.edu; the Department of Education’s Office for Civil Rights; or both. For more information, please see uwrf.edu/titleIX.

Annual Security and Fire Safety Report (Clery Act)

The Annual Security and Fire Safety Report, which includes statistics about reported crimes and information about campus security policies can be viewed at https://www.uwrf.edu/Police/Annual-Security-Report.cfm or call University Police at 715-425-3133 for a paper copy.

Criminal Background Check and Reference Check Policy

Employment will require a criminal background check. It will also require you, your most recent employer, and all previous UW System institution and State of Wisconsin agency employers from the past seven (7) years to answer questions regarding sexual violence and sexual harassment per UW System Administrative Policy 1275.

Other Notices

Supplemental Questions