Partially Remote Budget Planner II – Financial Analysis

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

Job summary

University of Wisconsin Oshkosh is seeking a Budget Planner II to perform complex budget and policy analysis across diverse programs. You will develop short- and long-term budgets, projections and cost analyses, and advise on staffing and compensation while guiding junior analysts.

The role requires at least two years in budgeting or financial analysis, strong Excel/Office skills, and a commitment to quality customer service in a fast-paced environment.

Qualifications

• Two years of budgeting or financial analysis 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 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 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.
• 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.

Skills

Budgeting

Financial analysis

Accounting

Analytical skills

Customer service

Discretion

Time management

Education

Bachelor's Degree

Tools

Excel

Word

PowerPoint

Job description

University of Wisconsin Oshkosh is seeking a Budget Planner II to perform complex budget and policy analysis across diverse programs. You will develop short- and long-term budgets, projections and cost analyses, and advise on staffing and compensation while guiding junior analysts.

The role requires at least two years in budgeting or financial analysis, strong Excel/Office skills, and a commitment to quality customer service in a fast-paced environment.