Budget Planner II

Job Summary:

The Budget Planner will join a team of 5 other professionals in the College of Letters & Science Budget Office to perform highly responsible professional budgeting, fund management, project management, financial planning, guidance and analysis. Provides budget and policy analysis for complex units and/or organizational budgets containing a variety of funding sources of multiple programs. Develops short- and long-term budgetary projections, annual operating budgets, and funding/resource analyses. Makes recommendations for compensation funding and faculty/staff planning. Will provide guidance to other financial professionals to ensure effective budget planning, personnel funding and fund/financial management for the unit.

The College of Letters & Science offers a broad liberal arts and sciences education with complex organizational structure with projects on eleven funds and six activities with expenditures exceeding $170 million (over $28 million related to non-salary expenditures) and over 2100 UW-Foundation Funds with approximately $50M in cash.

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.

• 15% Develops and monitors complex budgets and short- and long-term budgetary projections
• 10% Analyzes, identifies, and makes recommendations for cost savings and funding options by conducting research on diverse institutional data
• 20% Conducts program and budget research, analyzes data, and prepares complex financial reports in accordance with established procedures and regulations
• 10% Assists in the development of operating policies and procedures to comply with regulations, institutional policies, and unit objectives
• 10% Provides guidance and direction to other analysts on budgetary analysis and reporting activities
• 20% Serves as a point of contact for staff providing budgetary information and guidance, answering questions, and responding to inquiries
• 15% Assists with forecasting revenue/expenses, fund audits, financial transfers. Creates KB documents, participates in virtual office hrs/unit meetings.

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.

For more information on diversity and inclusion on campus, please visit: Diversity and Inclusion

Education:

Required
Associate's Degree

Preferred
Bachelor's Degree

Qualifications:

Required:
1. Demonstrated experience with financial/funding systems software and preparation of complex reports and data.
2. Ability to interpret and apply complex university, state, federal, and granting agency rules, regulations, and guidelines.
3. Proficient in Microsoft Excel, Word, and Outlook.
4. High degree of accuracy and attention to detail.
5. Demonstrated experience in providing excellent customer service and ability to establish and maintain effective and collegial working relationships.
6. Effective written and verbal communication and interpersonal skills to positively interact with a variety of people and to work independently to meet goals and work assignments.

Preferred:
1. Three years in Accounting, Finance or Financial/Funding Management in higher education or similar large complex organization.
2. Knowledge of UW, State, and Federal rules and regulations and/or experience managing finances within an institution of higher education.
3. Ability to interpret policies and regulations and apply them to practical situations and to exercise good judgment in recognizing where deviation from standard policies or processes may be appropriate.
4. Experience with UW's financial systems: JET, SFS, WISER; and with personnel system: HRS.
5. Strong analytical skills and the ability to organize, interpret, and analyze data.
6. Ability to independently determine priorities, resolve problems, and stay on task and deadlines. Ability to maintain confidentiality and exercise good judgment. Ability to represent the office in a highly professional manner.
7. Ability to identify and resolve problems in a timely manner both independently and collaboratively, gathering and analyzing relevant information, and developing alternative solutions.

Work Type:

Full Time: 100%

This position may require some work to be performed in-person, onsite, at a designated campus work location. Some work may be performed remotely, at an offsite, non-campus work location.

Appointment Type, Duration:

Ongoing/Renewable

Salary:

Minimum $64,000 ANNUAL (12 months)
Depending on Qualifications
The typical starting salary for this position is $64,000 - $91,100 depending on qualifications and experience. The full salary range for this position is $63,800 - $118,400. Employees in this position can expect to receive benefits such as generous vacation, holidays, and paid time off; competitive insurances and saving accounts; and retirement benefits.

How to Apply:

Please click on the "Apply Now" button to start the application process.

You will be asked to submit a resume and cover letter. Your cover letter should be limited to two pages and will be used as a writing sample to assist in determining the best qualified applicants. Please address the following in your cover letter:
1. Your experience with financial systems software and human resource systems software.
2. Your experience with obtaining, organizing and interpreting data and the preparation of complex reports.
3. Your experience working with university, state, federal, and granting agency rules, regulations, and guidelines.
4. Your experience working with multiple stakeholders from all levels of the organization.
5. How you prioritize and manage multiple deadlines, projects and work assignments.

Selected applicants will be invited to participate in Zoom interviews for the first round then in-person at UW-Madison during the second round. References will be requested after the in-person interviews and will not be contacted without advance notice.

For questions on the position, contact Stella Luong, stella.luong@wisc.edu.

Contact:

Stella Luong
stella.luong@wisc.edu
608-262-9966
Relay Access (WTRS): 7-1-1. See RELAY_SERVICE for further information.

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Official Title:

Budget Planner II(FN014)

Department(s):

A48-COL OF LETTERS & SCIENCE/ADMINISTRATION/ADMIN

Employment Class:

Academic Staff-Renewable

Job Number:

287967-AS

 

The University of Wisconsin-Madison is an Equal Opportunity and Affirmative Action Employer.

Qualified applicants will receive consideration for employment without regard to, including but not limited to, race, color, religion, sex, sexual orientation, gender identity, 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 through diversity and encourage all qualified individuals to apply.

If you need to request an accommodation because of a disability, you can find information about how to make a request at the following website: https://employeedisabilities.wisc.edu/disability-accommodation-information-for-applicants/

Employment will require a criminal background check. It will also require you and your references to answer questions regarding 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.