Financial Specialist III

University of Wisconsin-Madison; Madison (WI); On-site; USD 50,000 - 62,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Retirement plan

Paid time off

Job summary

The Financial Specialist III position is with the University of Wisconsin–Madison, Division of Facilities Planning & Management, Transportation Services. The role manages payroll deductions for about 13,500 customers and handles debt collection for permits and citations, collaborating across campus.

Ideal candidates excel in Excel, combine financial precision with strong customer service, and can implement complex policies within a busy environment.

Qualifications

• 3 years of professional experience in finance, accounts receivable, collections, or bookkeeping
• 2 years of direct customer service experience, specifically explaining complex rules or handling collections in a professional manner

Responsibilities

• Reviews transaction processing internal controls and recommends policies and procedures
• Serve as a unit liaison to leadership providing financial advice, recommendations, and financial status updates
• Monitors financial transactions and fund balances and generates and reconciles complex reports and statements in accordance with established rules and regulations
• Reallocates expenses to appropriate funding strings
• May train staff on financial processes and best practices
• Drafts communications and reports and maintains organization of varied records to provide administrative support within a specified work unit
• Reviews and approves complex transactions and assigns funding codes in accordance with established rules, regulations, and policies
• Answers complex fiscal questions and provides information based on set materials and standards to various audiences
• Coordinates the collection of outstanding and past due accounts, including all aspects of collection, analysis and resolution of billing issues
• Contributes to the coordination and delivery of financial services across the department to support operational needs
• Audits and submits payroll deduction payment request files

Skills

Excel

Customer service

Education

Associate's Degree Preferred; focus in finance, accounting, business, or related field

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

Academic Staff

Employment Type

Regular

Job Profile

Financial Specialist III

Job Summary

The Financial Specialist III position is in the Division of Facilities Planning & Management (FP&M) within the Department of Transportation Services. Transportation Services is responsible for the coordination and administration of all transportation-related services for the UW campus community.

The Financial Specialist III role manages payroll deductions for an estimated 13,500 customers totaling an estimated $10 million annually. This role handles debt collection for unpaid permits and citations while collaborating across campus departments. The ideal candidate is highly skilled at Excel, combining sharp financial detail with top-tier customer service, and easily implementing complex policies.

Full-Time: 100% FTE

Ongoing, Renewable

Hours are generally scheduled from 7:00AM to 4:00PM, Monday through Friday.

Key Job Responsibilities

• Reviews transaction processing internal controls and recommends policies and procedures
• Serve as a unit liaison to leadership providing financial advice, recommendations, and financial status updates
• Monitors financial transactions and fund balances and generates and reconciles complex reports and statements in accordance with established rules and regulations
• Reallocates expenses to appropriate funding strings
• May train staff on financial processes and best practices
• Drafts communications and reports and maintains organization of varied records to provide administrative support within a specified work unit
• Reviews and approves complex transactions and assigns funding codes in accordance with established rules, regulations, and policies
• Answers complex fiscal questions and provides information based on set materials and standards to various audiences
• Coordinates the collection of outstanding and past due accounts, including all aspects of collection, analysis and resolution of billing issues
• Contributes to the coordination and delivery of financial services across the department to support operational needs
• Audits and submits payroll deduction payment request files

Department

• Division of Facilities Planning & Management, Transportation Services

The primary functions of Transportation Services include the sale/management of parking permits, special event coordination, maintenance and enforcement, construction coordination, lot and booth operations, citation payments and appeals, information technology, financial, transportation planning, and development of multimodal options.

Compensation

$56,000 annual minimum

The starting salary for the position is $56,000, but is negotiable 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 nationally recognized Wisconsin Retirement System (WRS) pension fund.

For a summary of benefits, please see below for more information:

Required Qualifications

• 3 years of professional experience in finance, accounts receivable, collections, or bookkeeping
• 2 years of direct customer service experience, specifically explaining complex rules or handling collections in a professional manner

Preferred Qualifications

• Advanced Excel capability using formulas, data filters, and pivot tables

Education

• Associate's Degree Preferred; focus in finance, accounting, business, or related field preferred

Contact Information

Alexia Castelan-Tanner, [e-mail], 608-890-1852

Relay Access (WTRS): 7-1-1. See RELAY_SERVICE for further information.

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.