Job Description

Job ID
UW Stout;Menomonie, WI
Full/Part Time


The Budget Office at UW-Stout is searching for a creative, customer-service oriented, problem solver to assist with budget planning and analysis. The Associate Budget Planner position performs budget planning and analysis functions and reports to the Budget Director with a dotted line reporting to the Dean of Students. This position supports the Budget Office assisting to monitor, evaluate, and best utilize financial resources of the campus. Responsibilities include: planning future and monitoring current operating and capital budgets, developing short and long-term budgetary projections, analyzing budgetary constraints and impact of legislative and/or administrative initiatives, and serving as a budget representative on projects and committees. This position acts as the Budget/Business Manager for the Dean of Students, Multicultural Student Services, Aspire, McNair and Disability Services areas for accounting and budget records. Anticipated start date: December 15, 2019.


Minimum Requirements

  • Minimum 2 years of financial or business operations experience
  • Working knowledge of Microsoft Office suite, with emphasis on Excel
  • Working knowledge of database structures
  • Experience using financial software packages
  • Excellent written communication skills
  • Excellent interpersonal and customer service skills in working with a diverse community
  • Excellent organizational skills and ability to work on multiple tasks/projects on a daily basis

Highly Desired

  • Degree in accounting, finance, business or related field
  • Knowledge of fund / government accounting
  • Experience in corporate accounting (payables, receivables, or general ledger)


Budget Office Responsibilities: 50%

A.1 Perform budget planning and analysis functions to provide campus stakeholders information to assist in funding decisions.

A.2 Plan future and monitor current university budgets in a variety of funds.

A.3 Develop short and long-term projections for PR funds of the campus to assist upper management in decision making.

A.4 Develop financial resource allocation recommendations for the work study and university wide resources using projections, subunit requests and overall financial constraints.

A.5 Analyze impact of administrative initiatives on the campus budgets.

A.6 Serve as a budget office representative on university projects, committees, and requested meetings.

A.7 Provide guidance to other Budget Managers as required.

Business Manager Responsibilities: 30%

B.1 Interpret and apply applicable rules, regulations, and accounting principles to maintain and enhance the department’s system of managing all budget, expenditure and revenue activity for the unit.

b.1 Develop and maintain a system to ensure the UW System and UW-Stout policies are followed.

b.2 Initiate budget, expense, and revenue transfers.

b.3 Audit and reconcile assigned units monthly.

b.4 Prepare assigned units’ monthly financial reports.

b.5 Design complex spreadsheets using Excel to evaluate and manage unit’s budget and financial activity.

B.2 Develop annual department budgets and review with the Dean of Students or Designee. Input the budget to UW System’s budget program.

B.3 Set up and maintain assigned departmental accounting records and documentation.

B.4 Manage departments’ computer inventory and key inventory.

Global Responsibilities: 20%

C.1 Provide financial analysis and modeling expertise for operational revenue, expenses, forecasts, and budgets.

C.2 Use complex data query techniques to independently gather information from multiple sources.

C.3 Analyze data to identify anomalies and validate data integrity to make recommendations for operational improvement to management.

C.4 Participate in special projects to improve reporting, processes or analytical tools to enhance management decision processes.

C.5 Prepare reports and develop recommendations for management.

C.6 Other duties as assigned.


Required Application Materials:

  • Cover letter specifically addressing how you meet the minimum and preferred qualifications
  • Resume
  • Names and contact information for a minimum of three (3) professional references

Application Due Date:

  • To ensure consideration, application needs to be submitted by October 20, 2019. Screening of applications will begin October 21, 2019 and may continue to be reviewed until the position is filled.

Apply Online at:

  • All required fields must be completed, and all required application materials must be uploaded prior to application submission.
  • Once the application has been submitted, applicants will not be able to re-enter the system to add, update, or change any application materials.
  • Before starting the online application, preview the frequently asked questions (FAQs) available at:

Reasonable Accommodations:

It is the policy of UW-Stout to provide reasonable accommodations to qualified applicants with disabilities. If you need assistance, or accommodation in applying because of a disability, please contact us using the information below. Employment opportunities will not be denied because of the need to make reasonable accommodations for a qualified individual's disability.

Questions / Contact Information:

  • For online application questions email Search Coordinator Sherri Shope,


The University of Wisconsin-Stout offers a rich, dynamic and collaborative environment in which to work and grow. A member of the University of Wisconsin System, UW-Stout is unique within the system--it is named after its founder, James Huff Stout, and holds the distinction of being Wisconsin’s Polytechnic University, a designation which highlights our combination of applied learning, real-world experiences and a solid liberal arts foundation.

UW-Stout offers 50 undergraduate and 24 graduate degrees, including two terminal degrees. Average student enrollment is 9,000.

UW-Stout faculty enjoy opportunities for cross-disciplinary collaboration, state-of-the-art facilities, and a modern digital environment. UW-Stout values innovative approaches to solving problems in society and industry, and faculty are encouraged to maintain strong ties and seek collaborative projects within their disciplines and industries.

All undergraduate students participating in traditional, on campus-based programs are issued laptops. Faculty use the university’s online course delivery system and must be available for online interactions and/or alternate time frames for teaching. Faculty members teach, advise students, conduct research, assess student learning and engage in service activities.

Menomonie, Wisconsin, is a city of 16,000 located in the beautiful Chippewa River Valley, 25 miles west of Eau Claire and 60 miles east of the Twin Cities of Minneapolis and Saint Paul.

More information about the UW-Stout community and region: Facts and data about the university:


$55,000 annual minimum.

Competitive salary commensurate with qualifications and experience. The UW System provides an excellent benefits package including participation in the Wisconsin State retirement plan.

As an equal employment opportunity and affirmative action employer, UW-Stout is committed to inclusive excellence and is actively seeking applications from individuals from diverse groups; veterans and individuals with disabilities.

An offer of employment is contingent upon the final candidate passing a criminal background check and a reference check process. The reference check process includes asking the final candidate and most recent supervisor questions regarding sexual violence and sexual harassment. Final candidates with previous employment within the UW System and State of WI agencies will be subject to additional reference checks.

A successful applicant will be responsible for ensuring eligibility for employment in the United States on or before the effective date of the appointment and maintain work authorization throughout the employment term. If you have questions regarding this, please contact our Human Resources office at 715.232.2149.

In response to a public records request, the University of Wisconsin System will not reveal the identities of applicants who request confidentiality in their online application, except that the identity of the successful final candidate will be released. See Wis. Stat. sec. 19.36(7).

For campus safety information and crime statistics visit:

Job Family: Staff