Budget Planner - Finance Ops & Forecasting

University of Wisconsin Colleges; Whitewater, Northern (WI, KY); Hybrid; USD 52,000 - 64,000; Full time

Job summary

University of Wisconsin-Whitewater is seeking a Budget Planner I to support the development and analysis of the university’s budget. The role reports to the University Budget Director and collaborates with deans, division officers, and System staff to manage forecasts and financial reporting.

Responsibilities include preparing budgets, monitoring expenditures, conducting analyses, and providing training on budgeting standards to campus staff.

Qualifications

• Associate’s degree in Accounting, Business, Economics, Finance, or related field is required.
• Three years of experience handling financial data or similar complex data.
• Experience providing professional customer support in a work setting.

Responsibilities

• Analyze budget and financial data and prepare reports for leadership.
• Assist with budget development, forecasting, and variance analysis.
• Coordinate budget data gathering and reconciliation across fund sources.
• Monitor operating budgets and track salary/FTE allocations.
• Serve as liaison for personnel requests and training needs.

Skills

Budget analytics

Forecasting

Data reporting

Education

Associate’s Degree

Bachelor’s Degree

Tools

Financial systems

Job description

University of Wisconsin-Whitewater is seeking a Budget Planner I to support the development and analysis of the university’s budget. The role reports to the University Budget Director and collaborates with deans, division officers, and System staff to manage forecasts and financial reporting.

Responsibilities include preparing budgets, monitoring expenditures, conducting analyses, and providing training on budgeting standards to campus staff.