Budget & Finance Planner I - Forecast & Analysis

UWWTW University of Wisconsin Whitewater; Whitewater (WI); On-site; USD 52,000 - 64,000; Full time

Job summary

The Budget Planner I at University of Wisconsin-Whitewater supports the annual budget process by analyzing expenditures, forecasting trends, and coordinating with UW System, deans, and budget staff to ensure accurate reporting. This regular staff position emphasizes collaboration, training campus staff, and adherence to financial policies.

Responsibilities include maintaining UW-Whitewater accounting standards, reconciling funding sources, and providing data reports to leaders to drive informed

Qualifications

• Associate’s Degree from an accredited institution, preferably in Accounting, Business, Economics, Finance, or related field.
• Three years’ experience working with financial and/or other complex data.
• Experience providing customer support in a professional setting.

Responsibilities

• Assist with annual budget preparation by reviewing budgets submitted by Deans and division officers.
• Assist with the preparation of UW-Whitewater's forecast events by reviewing campus year-to-date and prior year trends to develop the forecast.
• Coordinate the gathering of budget data for submission to UW-System, including acting as a training liaison for departmental budget development.
• Input and reconcile operating budgets for all fund sources, and facilitate budget and revenue transfers as necessary.

Skills

Customer service

Education

Associate’s Degree

Bachelor’s Degree

Job description

The Budget Planner I at University of Wisconsin-Whitewater supports the annual budget process by analyzing expenditures, forecasting trends, and coordinating with UW System, deans, and budget staff to ensure accurate reporting. This regular staff position emphasizes collaboration, training campus staff, and adherence to financial policies.

Responsibilities include maintaining UW-Whitewater accounting standards, reconciling funding sources, and providing data reports to leaders to drive informed