Financial Specialist III

UWMSN University of Wisconsin Madison; United States; On-site; USD 50,000 - 62,000; Full time

Benefits offered by this job

Paid time off

Health/dental/vision insurance

Retirement plan (WRS)

Tax-advantaged savings accounts

Job summary

The Financial Specialist III position is in the Division of Facilities Planning & Management within UW–Madison's Transportation Services. The role manages payroll deductions for about 13,500 customers and about $10 million annually, handling debt collection and collaborating across campus.

The ideal candidate excels in Excel, combines financial precision with excellent customer service, and implements complex policies.

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

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

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

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.

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.

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.