Budget Planner II

University of Wisconsin Colleges; Oshkosh (WI); Ibrido; USD 54.000 - 66.000; Tempo pieno

Descrizione del lavoro

University of Wisconsin Oshkosh is seeking a Budget Planner II to perform complex budget and policy analysis across diverse programs. You will develop short- and long-term budgets, projections and cost analyses, and advise on staffing and compensation while guiding junior analysts.

The role requires at least two years in budgeting or financial analysis, strong Excel/Office skills, and a commitment to quality customer service in a fast-paced environment.

Competenze

• Two years of budgeting or financial analysis experience.
• 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.

Mansioni

• 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.
• 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.

Conoscenze

Budgeting

Financial analysis

Accounting

Analytical skills

Customer service

Discretion

Time management

Formazione

Bachelor's Degree

Strumenti

Excel

Word

PowerPoint

Descrizione del lavoro

## Budget Planner IIApply: Partially Remote: Oshkosh, WI: Posted Today: JR10015839## ***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## **How to Apply:*** Resume* Cover Letter## *\\*Please use your application materials to speak to each of the qualifications for this position as listed above. Be sure to describe your relevant experience and areas of expertise, using specific examples from your work and education history. Applicants must complete all required fields and attach all required documents prior to submitting the online application.* All final candidates will be asked to provide names, email contact information, and/or phone numbers for three (3) references, with at least one being from a manager or supervisor, during the interview process. Note: Once you have attached your materials and submitted your application, you will not be able to go into the system and change them. **To Ensure Consideration: Applications received by the end of the day on 10/26/2026 are ensured full consideration.** Applications received after that date may be given consideration. Application materials will be evaluated, and the most qualified applicants will be invited to participate in the next step of the selection process. Incomplete and/or late application materials may not receive consideration. **Contact Information:** For questions regarding your application and additional options to apply, contact Human Resources at [e-mail] or 920-424-1166 **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.