Budget Planner II

University of Wisconsin–Oshkosh; Oshkosh (WI); On-site; USD 54,000 - 66,000; Full time

Job summary

University of Wisconsin Oshkosh is seeking a Budget Planner II to provide budget and policy analysis for complex budgets with multiple funding sources. You will develop short- and long-term projections and generate program cost analyses, guiding staff on budget planning and staffing decisions.

The role requires at least two years in budgeting or finance, proficiency with Excel, Word, and PowerPoint, and a strong customer-service mindset.

Qualifications

• Two years experience budgeting, financial analysis, or accounting.
• Experience analyzing financial data and preparing reports for management.
• Proficiency in financial software and Microsoft Office Suite (Excel, Word, PowerPoint).
• Strong analytical, organizational, and problem-solving skills.
• Commitment to high standards of customer service.
• Ability to handle confidential information with discretion.
• Ability to work under pressure and meet tight deadlines.

Responsibilities

• Serves as a budget and policy analyst for complex unit budgets with multiple funding sources.
• Develops short- and long-term budget projections and program cost analyses.
• Recommends staffing and compensation considerations for units.

Skills

Budgeting

Financial analysis

Accounting

Analytical thinking

Organizational skills

Problem solving

Customer service

Discretion

Ability to work under pressure

Education

Bachelor's Degree

Tools

Excel

Word

PowerPoint

Job description

*Current Employees: If you are currently employed at any of the Universities of Wisconsin, log in to Workday to apply through the internal application process.*

Position Title

Budget Planner II

Job Category

Academic Staff

Employment Type

Regular

Job Profile

Budget Planner II

Job Duties

Provides budget and policy analysis for complex unit or organizational budgets containing a variety of funding sources of multiple programs. Develops short- and long-term budgetary projections, annual operating budgets, and program cost analyses. Makes recommendations for compensation and staff planning and may provide guidance to other budget planners to ensure effective budget planning for the unit.

Key Job Responsibilities

• Serves as a point of contact for staff providing budgetary information and guidance, answering questions, and responding to inquiries
• Conducts program and budget research, analyzes data, and prepares complex financial reports in accordance with established procedures and regulations
• Provides guidance and direction to other analysts on budgetary analysis and reporting activities
• Analyzes, identifies, and makes recommendations for cost savings and funding options by conducting research on diverse institutional data
• Assists in the development of operating policies and procedures to comply with regulations, institutional policies, and unit objectives
• Develops and monitors complex budgets and short and long-term budgetary projections

Department

Budget

Compensation

Starting at $60,000 commensurate with experience

Required Qualifications

• Minimum of two years of experience in budgeting, financial analysis, or accounting.
• Experience analyzing financial data and preparing reports for management.
• Proficiency in financial software and Microsoft Office Suite (Excel, Word, PowerPoint).
• Strong analytical, organizational, and problem-solving skills.
• Demonstrated commitment to the highest standards of customer service.
• Demonstrated professional experience exercising discretion regarding confidential or sensitive information.
• Ability to work under pressure and meet tight deadlines.

Preferred Qualifications

• Strong knowledge of accounting principles, financial regulations, and budgeting practices.
• Demonstrated ability to communicate complex financial information to a variety of stakeholders.
• Experience using Workday Enterprise Resource Planning (ERP) financial systems or similar integrated financial management system.
• Experience using Workday Enterprise Resource Planning (ERP) Adaptive budget system or similar integrated budget management systems.
• Knowledge of higher education funding and regulations

Education

Bachelor's Degree

Work Authorization

Unless otherwise indicated in the job posting, the University of Wisconsin Oshkosh 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. UW Oshkosh is not an e-verify employer; therefore, STEM extensions are not options for work authorization.

Reasonable Accommodations

UWO provides reasonable accommodations to qualified individuals with disabilities who are employees or applicants for employment. Employment opportunities will not be denied because of the need to make reasonable accommodations for a qualified individual with a disability. If you need assistance or accommodation in applying because of a disability, please contact [e-mail] or 920-424-1166. This job announcement and other material on this site will be made available in alternate formats upon request to an individual with a disability.

Confidentiality of Applicant Materials

UWO is a State agency and subject to Wisconsin's Open Records Law. UWO will not, however, reveal the identities of applicants who request confidentiality in writing except as may be required by Wisconsin's Open Records law. In certain circumstances, the identities of "final candidates" and/or the identity of the appointed applicant must be revealed upon request.

CBC & Reference Check Policy

All candidates for employment are subject to a pre-employment screening which includes a criminal background check, work authorization, and verification of education. It will also require you and your references to answer questions regarding sexual violence and sexual harassment.

Annual Security and Fire Safety Report (Clery Act)

For the UWO Annual Security and Fire Safety Reports (i.e., Clery Report), which includes statistics about reported crimes and information about campus security policies, see https://uwosh.edu/police/, or call UWO Police Department, at [phone] for a paper copy.

UW is an Equal Opportunity Employer

Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, disability, status as a protected veteran, or any other bases protected by applicable federal or State law and UW System policies. We are committed to building a workforce that represents a variety of backgrounds, perspectives, and skills, and encourage all qualified individuals to apply.