Financial Specialist II

UWMSN University of Wisconsin Madison; United States; On-site; USD 28,000 - 40,000; Full time

Job summary

University of Wisconsin–Madison seeks a Financial Specialist II to join the WSLH Purchasing/Accounts Payable Team. You will support six divisions, manage ~68,000 transactions, and work with Workday, Acumatica, and SHOPUW+ to ensure proper funding and compliance.

Responsibilities include audits, reporting, and training staff on procurement regulations. The role offers comprehensive benefits and a path to ongoing professional growth.

Qualifications

• Excellent verbal and written communication skills.
• Excellent organizational skills.
• Strong attention to detail as demonstrated by application method.
• Experience using Microsoft Excel and other Microsoft Office Applications.

Responsibilities

• Drafts communications and advanced reports and maintains organization of records - 10%
• Reallocates expenses to appropriate funding strings - 10%
• Audits or reconciles original purchase documents with payments - 30%
• Audits or processes advanced transactions and assigns funding codes per rules - 5%
• Creates general reporting for transactions - 5%
• Answers advanced fiscal questions and provides information based on materials - 10%
• Reviews transaction processing internal controls and recommends policies - 5%
• Audits, monitors, organizes, and updates fiscal records and reports - 5%

Skills

Excel proficiency

Verbal & written communication

Detail oriented

Organization

Microsoft Office

Education

HS Diploma or equivalent

Tools

Workday

Acumatica

SHOPUW+

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.

Job Category: University Staff Employment Type: Regular Job Profile: Financial Specialist II

Job Summary:

The Wisconsin State Laboratory of Hygiene Purchasing/Accounts Payable Team provides fiscal support to 6 major divisions and over 60 sub-departments with annual expenses exceeding $66 million. This position will utilize three systems including Workday and 2 Enterprise Resource Programs; Acumatica and Jaggaer SHOPUW+, for the acquisition, review, approval and follow up on approximately 68,000 transactions using best judgement, simplified bids, standing orders while utilizing State of Wisconsin Bureau of Procurement and UW-Madison purchasing contracts and established policies and procedures. Also, use UW-Madison Internal programs such as Facilities, Transportation and Safety in support of WSLH Operations. Work positively with UW-Madison and WSLH Accounts Payable Team members insuring accurate recording of purchases to departments with correct funding information and expenses. Resolve invoice related issues as necessary that are Material in nature. Provide WSLH employees with training in State of WI and UW-Madison Procurement Regulations, Workday, Acumatica and SHOPUW+ ensuring that WSLH Employees are viable members of the acquisition process and not just passive observers. All of these activities require superior communication, colleague collaboration and support of UW-Madison and WSLH personnel to ensure proper management of the acquisition process in compliance with State of Wisconsin, UW-Madison and WSLH policies and procedures. Finally, the position requires exceptional customer service, an inquisitive nature toward continual excellence, critical thinking skills to resolve complex acquisitions, above average speaking and listening skills to provide training of WSLH personnel.

Key Job Responsibilities:

• Drafts communications and advanced reports and maintains organization of varied records to provide administrative support within a specified work unit - 10%
• Reallocates expenses to appropriate funding strings - 10%
• Audits or reconciles original purchase documents with payments - 30%
• Audits or processes advanced transactions and assigns funding codes in accordance with established rules, regulations, and policies - 5%
• Creates general reporting for transactions - 5%
• Answers advanced fiscal questions and provides information based on set materials and standards to various audiences - 10%
• Reviews transaction processing internal controls and recommends policies and procedures - 5%
• Audits, monitors, organizes, and updates fiscal records, reports, and affiliated materials - 5%

Department: WSLH - Administration - Finance

Compensation:

• Minimum Salary - $25/hour - Depending on the experience of a successful candidate, the position will pay according to the salary administration guidelines.
• Actual pay is determined at hire and is based on experience and qualifications.
• This position offers a comprehensive benefits package, including generous paid time off, competitively priced health/dental/vision/life insurance, tax-advantaged savings accounts, and participation in the Wisconsin Retirement System (WRS) pension fund.
• For a summary of benefits, please see http://www.wisconsin.edu/ohrwd/benefits/download/fasl.pdf

Required Qualifications:

• Excellent verbal and written communication skills
• Excellent organizational skills
• Strong attention to detail as demonstrated by application method
• Experience using Microsoft Excel and other Microsoft Office Applications

Preferred Qualifications:

• Workday experience
• Ability to work independently as well as demonstrated ability to work in a diverse team environment

Education: H.S. Diploma Preferred Minimum

Contact Information:

Please contact Dan Makovec at [e-mail] with any questions.

Institutional Statement on Diversity:

Diversity is a source of strength, creativity, and innovation for UW-Madison. We value the contributions of each person and respect the profound ways their identity, culture, background, experience, status, abilities, and opinion enrich the university community. We commit ourselves to the pursuit of excellence in teaching, research, outreach, and diversity as inextricably linked goals. The University of Wisconsin-Madison fulfills its public mission by creating a welcoming and inclusive community for people from every background - people who as students, faculty, and staff serve Wisconsin and the world. The University of Wisconsin-Madison is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to, including but not limited to, race, color, religion, sex, sexual orientation, national origin, age, pregnancy, disability, or status as a protected veteran and other bases as defined by federal regulations and UW System policies. We promote excellence by acknowledging skills and expertise from all backgrounds and encourage all qualified individuals to apply. For more information regarding applicant and employee rights and to view federal and state required postings, visit the Human Resources Workplace Poster website. To request a disability or pregnancy-related accommodation for any step in the hiring process (e.g., application, interview, pre-employment testing, etc.), please contact the Divisional Disability Representative (DDR) in the division you are applying to. Please make your request as soon as possible to help the university respond most effectively to you. Employment may require a criminal background check. It may also require your references to answer questions regarding misconduct, including sexual violence and sexual harassment. The University of Wisconsin System will not reveal the identities of applicants who request confidentiality in writing, except that the identity of the successful candidate will be released. See Wis. Stat. sec. 19.36(7). The Annual Security and Fire Safety Report contains current campus safety and disciplinary policies, crime statistics for the previous 3 calendar years, and on-campus student housing fire safety policies and fire statistics for the previous 3 calendar years. UW-Madison will provide a paper copy upon request; please contact the University of Wisconsin Police Department.

Work with purpose, make an impact, and grow your career. The University of Wisconsin–Madison is committed to equity, inclusion and employee well-being as we proudly work to improve the lives of people in Wisconsin and beyond. UW–Madison offers a wide range of professions that cover various interests and skill levels. We employ everything from accountants to arborists, chefs to custodians, editors to electricians, graphic designers to groundskeepers, HR associates to HVAC technicians, librarians to locksmiths, mechanics to medical assistants, painters to police officers, web designers to welders, and absolutely everything in between! No matter what you are looking for professionally, chances are you will not only find it but will thrive at it while working at the University of Wisconsin–Madison.