Budget Planner I: Financial Forecasts & Analysis

UW-Whitewater; Whitewater, Northern (WI, KY); Hybrid; USD 52,000 - 64,000; Full time

Job summary

UW-Whitewater invites applications for a Budget Planner I in Budget Planning and Analysis. The role supports budget development, forecasting, and expenditure reviews, collaborating with deans, division officers, and UW System staff to finalize the annual budget.

The incumbent will help maintain accounting standards, train staff on budget procedures, and prepare reports to inform campus leadership and drive improvements in financial planning and reporting.

Qualifications

• Associate's degree required in accounting, business, economics, finance, or related field.
• Three years of experience with financial data and budgeting.
• Experience providing customer support in a professional setting.

Responsibilities

• Analyze budgets and forecast expenditures; prepare financial reports.
• Assist with annual budget development and reconciliation across fund sources.
• Serve as liaison for personnel requests and reporting to UW System.

Skills

Customer service

Data analysis

Budget awareness

Communication

Education

Associate's Degree in related field

Bachelor's Degree in related field

Tools

Financial systems

Job description

UW-Whitewater invites applications for a Budget Planner I in Budget Planning and Analysis. The role supports budget development, forecasting, and expenditure reviews, collaborating with deans, division officers, and UW System staff to finalize the annual budget.

The incumbent will help maintain accounting standards, train staff on budget procedures, and prepare reports to inform campus leadership and drive improvements in financial planning and reporting.