Associate Budget Planner
The Budget Office at UW-Stout is searching for a creative, customer-service oriented, problem solver to assist with budget planning and analysis and would report to the UW-Stout Budget Director. Responsibilities include planning and monitoring budgets, projecting budgets, analyzing budgets and impacts on state and local initiatives, evaluating budgets, making recommendations to utilize campus financial resources, fiscal analysis of major purchases, opportunities, and new and existing programing as requested from various units of the University, and representing the Budget Office on various committees. At UW-Stout we seek team members that are committed to promoting the development of an equitable and inclusive environment.
To ensure consideration, application needs to be submitted by October 15, 2021. Screening of applications may continue until the position is filled.
Minimum / Required
- Bachelor’s degree in Accounting, Finance, Management, Mathematics, Economics or related field
- Minimum 2 years of financial or business operations
- Advanced knowledge of Excel
- Working knowledge of database structures
- Working knowledge of data querying tools
- Experience using financial software packages
- Excellent interpersonal and customer service skills in working with a diverse community
- Knowledge of fund / government accounting
- Experience in corporate accounting (Examples: 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 Process budget transfer requests and other transactions that affect university budgets.
A.3 Act as backup to the budget director for all university budget processes, including but not limited to coordinating and submitting the university’s budget to the University of Wisconsin System budget system.
A.4 Planning future and monitoring current university budgets in a variety of funds.
A.5 Develop short and long-term budget projections to assist leadership in decision making.
A.6 Develop financial resource allocation recommendations for the work study and university wide resources using projections, subunit requests and overall financial constraints.
A.7 Analyzing impact of administrative initiatives on the campus budgets.
A.8 Serve as a budget office representative on university projects, committees, and requested meetings.
A.9 Provide guidance to department Budget Managers as requested.
A.10 Assist in reconciliation audits as requested.
Financial Analysis Responsibilities: 50%
B.1 Analyze financial data and create financial models that help with decision-making. Analysis would include but not be limited to the financial evaluation of new and existing programs, new purchases of capital equipment, and new positions.
B.2 Using complex data query techniques to independently gather information from multiple sources.
B.3 Develop templates and automated reporting and forecasting tools for more efficient use of data
B.4 Meet with stakeholders of the area being researched to fully understand what is being sought and to identify any potential inaccuracies or opportunities that the area may have missed.
B.5 Meet with leadership to explain the analysis, answer questions, and do further research on areas of concern or to clarify items.
B.6 Provide financial analysis and modeling expertise for operational revenue, expenses, forecasts, and budgets.
B.8 Analyze data to identify anomalies and validate data integrity to make recommendations for operational improvement to management.
B.9 Participate in special projects to improve reporting, processes or analytical tools to enhance management decision processes.
B.10 Other duties as assigned.
The Budget Office is committed to providing guidance and structure to UW-Stout in a customer centered manner. We assist the other departments in achieving their goals by providing education, advice, and support. Our goal is that when a customer calls, we will take care of their needs. Having to transfer them to another area is considered a loss.
UW-Stout’s Budget Office is committed to creating an inclusive campus community. Candidates who have experience working collaboratively with diverse individuals and/or groups and who can contribute to fostering an inclusive environment are encouraged to identify their experience in these areas.
University of Wisconsin-Stout prepares lifelong learners, ethical leaders and responsible citizens in an equitable, inclusive, and sustainable environment through collaborative career-focused programs that integrate applied learning, theory and research. UW-Stout is committed to developing an inclusive community that fosters a rich, dynamic, and collaborative environment in which to work and grow, celebrating the diversity of individual perspectives and experiences.
A member of the University of Wisconsin system, UW-Stout is unique within the University of Wisconsin 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 an integrated liberal arts foundation.
UW-Stout offers 47 undergraduate and 23 graduate degrees, including 21 masters and 2 advanced degrees. The current enrollment is approximately 8,000 students.
UW-Stout is committed to investing in and ensuring access to equitable, diverse, and inclusive learning, student living, and work environments that reflect our regional and global connections.
The UW-Stout campus community enjoys 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 encourages collaboration within and across disciplines and professions.
The university is on a beautiful campus in Menomonie, situated in western Wisconsin, 60 minutes east of Minneapolis-St. Paul on Interstate 94. Located in the scenic Chippewa Valley region with a population base of more than 200,000, Menomonie is a city of more than 16,400, surrounded by lakes, streams, and woodlands. For more information about the UW-Stout community and region visit: https://www.uwstout.edu/about-us/our-community
Facts and data about the university: https://www.uwstout.edu/about-us/meet-our-leadership/institutional-accreditation/fact-book
Competitive salary commensurate with qualifications and experience. The UW System provides an excellent benefits package including participation in the Wisconsin State retirement plan.
- Benefit Details: http://www.uwsa.edu/ohrwd/benefits/summaries/fasl.pdf
- Total Compensation Estimator: https://www.wisconsin.edu/ohrwd/benefits/totalcomp/
All qualified candidates meeting application requirements will receive consideration for employment and will not be discriminated against. As an equal employment opportunity and affirmative action employer, UW-Stout welcomes applications from individuals from diverse groups; veterans, individuals with disabilities and from historically excluded populations. UW-Stout provides equal opportunity to all persons and is committed to inclusive excellence. At UW-Stout we value our differences and welcome diverse perspectives as we continually commit to developing an inclusive and equitable environment for all employees and students.
Employment is contingent upon the final candidate’s completing a criminal background check and being cleared to work by the Human Resources team. Employment is also contingent upon the final candidate passing 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.
Must be authorized to work in the U.S. Sponsorship is not available for this position. 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, Phone: 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).
UW-Stout is committed to providing safety and security of all members of our community in accordance with the Clery Act. For campus safety information and crime statistics visit: https://www.uwstout.edu/life-stout/police-and-parking/clery-information
Applicants will need to complete all required fields and attach all required documents prior to submitting the online application.
Note: Once you have attached your materials and submitted your application you will not be able to go into the system and change them.
Required application materials:
- Cover letter*
- Curriculum vitae or resume
- Names and contact information for a minimum of three (3) professional references
*Please use your cover letter to speak to each of the Minimum/Required Qualifications for this position as listed above. For each required qualification, describe your relevant experience, using specific examples from your work history to illustrate how your experience satisfies the requirement.
To ensure consideration complete applications must be submitted online by October 15, 2021. Applications submitted after October 15th may be reviewed until the position is filled.
Before starting the online application process, we recommend you preview the frequently asked questions (FAQs) available at: https://kb.uwss.wisconsin.edu/21900
It is the policy of UW-Stout to provide reasonable accommodation 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 accommodation for a qualified individual's disability.
For questions regarding this position or recruitment, please contact:
- Search Chair: Curtis Wieland
- Phone: 715-232-5446
- Email: firstname.lastname@example.org
If you need assistance with the online application process or if you submitted your application prior to uploading all of the required application materials, please contact:
- Search Coordinator: Bethany Risler
- Phone: 715-232-1279
- Email: email@example.com
The University of Wisconsin System is engaged in a Title and Total Compensation (TTC) project to redesign job titles and compensation structures. As a result of the TTC project, official job titles on current job postings may change in Fall 2021. Job duties and responsibilities will remain the same. For more information please visit: https://www.wisconsin.edu/ohrwd/title-and-total-compensation-study/
Job Family: Staff