Budget Planner II

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

Job summary

University of Wisconsin Oshkosh seeks a Budget Planner II to support budgeting and policy analysis for complex units with diverse funding sources. You will develop short- and long-term budgets, perform program cost analyses, and advise on staff planning and compensation while guiding other budget analysts as needed.

The role emphasizes rigorous data analysis, adherence to regulations, and clear communication with stakeholders.

Qualifications

• Minimum of two years of 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.

Responsibilities

• Provides budget and policy analysis for complex unit budgets with multiple funding sources.
• Develops short- and long-term budget projections, operating budgets, and program cost analyses.
• Makes recommendations for compensation and staff planning and may guide other budget planners.
• Serves as a point of contact for staff, providing budget information and guidance.
• Conducts program and budget research, analyzes data, and prepares complex financial reports.
• Develops and monitors budgets and projections.

Skills

Budgeting

Financial analysis

Accounting

Excel

Analytical skills

Communication

Education

Bachelor's Degree

Tools

Excel

Word

PowerPoint

Job description

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 ororganizational budgets containing a variety of funding sources ofmultiple programs. Develops short- and long-term budgetaryprojections, annual operating budgets, and program cost analyses.Makes recommendations for compensation and staff planning and mayprovide guidance to other budget planners to ensure effectivebudget planning for the unit.

Key Job Responsibilities

• Serves as a point of contact for staff providing budgetaryinformation and guidance, answering questions, and responding toinquiries
• Conducts program and budget research, analyzes data, andprepares complex financial reports in accordance with establishedprocedures and regulations
• Provides guidance and direction to other analysts on budgetaryanalysis and reporting activities
• Analyzes, identifies, and makes recommendations for costsavings and funding options by conducting research on diverseinstitutional data
• Assists in the development of operating policies and proceduresto comply with regulations, institutional policies, and unitobjectives
• Develops and monitors complex budgets and short and long-termbudgetary projections

Department

Budget

Compensation

Starting at $60,000 commensurate with experience

Required Qualifications

• Minimum of two years of experience in budgeting, financialanalysis, or accounting.
• Experience analyzing financial data and preparing reports formanagement.
• Proficiency in financial software and Microsoft Office Suite(Excel, Word, PowerPoint).
• Strong analytical, organizational, and problem-solvingskills.
• Demonstrated commitment to the highest standards of customerservice.
• Demonstrated professional experience exercising discretionregarding confidential or sensitive information.
• Ability to work under pressure and meet tight deadlines.

Preferred Qualifications

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

Education

Bachelor's Degree

Work Authorization

Unless otherwise indicated in the job posting, the University ofWisconsin Oshkosh does not offer H-1B or other work authorizationvisa sponsorship for this position. Candidates must be legallyauthorized to work in the United States at the time of hire andmaintain work authorization throughout the employment term. UWOshkosh is not an e-verify employer; therefore, STEM extensions arenot options for work authorization.

Legal Notices

Reasonable Accommodations

UWO provides reasonable accommodations to qualified individualswith disabilities who are employees or applicants for employment. Employment opportunities will not be denied because of the need tomake reasonable accommodations for a qualified individual with adisability. If you need assistance or accommodation in applyingbecause of a disability, please contact [e-mail] or920-424-1166. This job announcement and other material on this sitewill be made available in alternate formats upon request to anindividual 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 whorequest confidentiality in writing except as may be required byWisconsin'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-employmentscreening which includes a criminal background check, workauthorization, and verification of education. It will also requireyou and your references to answer questions regarding sexualviolence and sexual harassment.

Annual Security and Fire Safety Report (Clery Act)

For the UWO Annual Security and Fire Safety Reports (i.e., CleryReport), which includes statistics about reported crimes andinformation about campus security policies, see https://uwosh.edu/police/ , orcall UWO Police Department, at [phone] for a papercopy.

UW is an Equal Opportunity Employer

Qualified applicants will receive consideration for employmentwithout 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 byapplicable federal or State law and UW System policies. We arecommitted to building a workforce that represents a variety ofbackgrounds, perspectives, and skills, and encourage all qualifiedindividuals to apply.