Budget Planner II

UWOSH University of Wisconsin Oshkosh; United States; 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 unit budgets, develop short- and long-term projections, and prepare operating budgets and program cost analyses.

You will support staff with budget guidance, conduct research, and advise on cost savings and funding options while ensuring compliance with institutional policies and regulations. Strong communication and analytical skills are essential.

Qualifications

• Two years of budgeting/financial analysis or accounting 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 customer service.
• Ability to exercise discretion with confidential information and work under tight deadlines.

Responsibilities

• Serves as a point of contact for staff providing budgetary information and guidance.
• Conducts program and budget research, analyzes data, and prepares complex financial reports.
• Provides guidance to other analysts on budgetary analysis and reporting activities.
• Analyzes costs and funding options by researching diverse institutional data.
• Assists in developing operating policies and procedures to ensure compliance.
• Develops and monitors complex budgets and long-term projections.

Skills

Budgeting

Financial analysis

Excel

Data analysis

Communication

Attention to detail

Education

Bachelor's Degree

Tools

Workday ERP

Adaptive budget system

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

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.

Legal Notices: 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.

The Universities of Wisconsin serve approximately 161,000 students. Awarding nearly 37,000 degrees annually, the Universities of Wisconsin is Wisconsin’s talent pipeline, putting graduates in position to increase their earning power, contribute to their communities, and make Wisconsin a better place to live. Nearly 90 percent of in-state Universities of Wisconsin graduates stay in Wisconsin five years after earning a degree – with a median salary of more than $66,000.

The Universities of Wisconsin provides a 23:1 return on state investment. The Universities of Wisconsin also contribute to the richness of Wisconsin’s culture and economy with groundbreaking research, new companies and patents, and boundless creative intellectual energy. The Universities of Wisconsin and its employees are purpose-driven, people-focused, and committed to stewardship.