Career Opportunities

Business Affairs

Budget Analyst


Posting Date

3/11/2019 12:00:00 AM

Position Information

Working Title:  Budget Analyst
UW System Title:   Budget Planner (M)

Essential Job Functions

This position reports to the Budget Director and will serve in a role to support continuous informed decision-making by the University’s leadership in the allocation of financial, physical, and human resources. The Budget and Financial Analyst will provide managers and divisional leaders with budget and other financial related information required to develop the annual operating budget as part of the incentive based budget model. As a key contributor to the budget and finance team, this position plays a central role in key strategic budget planning, the development of annual and quarterly forecasting and financial modeling.

This position works closely with divisional and area leaders to align and allocate resources with strategic and operational planning decisions and to develop long-term planning mechanisms to ensure achievement of goals and priorities. This position works collaboratively with departments across the university to provide financial and administrative expertise to department heads in within Academic Affairs, Business and Finance, Student Affairs, Athletics and University Advancement to implement and comply with organizational strategies and policies.

Responsibilities include assisting with planning, developing, and coordinating fiscal management matters of the University’s operating and capital budgets, long-range financial planning, modeling and analysis; develop supporting documentation for the strategic operating budget and incentive based budget model processes.

This position includes the following responsibilities:

  • Serve as campus expert for the Plan UW budget software system and provide training to divisional leaders and budget managers.
  • Serve on the data reporting workgroup responsible for retrieving relevant student, financial and human resource information from enterprise systems including the Plan UW budget system, Student Information System, Shared Financial System, Human Resource System and Academic Performance Solutions systems, used for analysis and financial reporting.
  • Assist with implementation and oversight of the annual budget planning, maintenance and reconciliation process within the context of the annual operating budget and incentive based budget model.
  • Implement budgetary adjustments.
  • Ensure timely and accurate communications to divisional leaders and institutional stakeholders on matters related to budget and financial issues. Prepare and update periodic budget monitoring reports for divisional leaders and other representatives for review.
  • Assist Budget Director and Vice Chancellors with overall fiscal management and budgetary performance; responsible for developing and maintaining a productive and cooperative working relationship with other institutional budget managers to ensure that financial matters are coordinated, efficient, and are in compliance with all UW System and institutional policies.
  • Assist in the development of strategies, procedures, and policies that support efficient and effective allocation, management and monitoring of divisional resources through practices focused on achieving and reinvesting in the vision and strategic direction.
  • Research, prepare recommendations, and advise the Budget Director and Vice Chancellors concerning funding allocations and expenditures as appropriate to achieve the division strategic goals.
  • Analyze financial impact of new funding requests submitted to the Strategic Budgeting Committee and Cabinet.
  • Provide support for a wide range of complex budget and financial responsibilities including, but not limited to, monitoring of budgets in close coordination with divisional leaders and performing budget modeling and forecasting for alternative budget strategies.

Qualifications

MINIMUM QUALIFICATIONS:

  • Bachelor's degree at time of application
  • 3 years of progressively responsible experience in budgeting, finance, business administration, or related administrative area
  • Analytical abilities and skills to address complex budget issues
  • Expertise in the development of comprehensive, integrated budgeting and reporting systems
  • Knowledge of budget preparation, budgeting and accounting principles, and/or demonstrated proficiency with complex mathematical calculations
  • Knowledge of university, state, federal, and/or foundation funding policies, procedures, regulations, and mechanisms
  • Experience using common software applications including spreadsheets, graphics, word processing, and/or presentations
  • Experience in monitoring and/or projecting personnel and operating expenses


PREFERRED QUALIFICATIONS:

  • Advanced accounting and budget skills related to budget development, projections, monitoring and analysis; ability to construct and use models
  • Experience working in Oracle based enterprise software systems including budgeting software, SFS, SIS, HRS, and business intelligence software
  • Demonstrated understanding of an incentive based budget model

The successful candidate will have strong oral, written, interpersonal, and organizational skills, the ability to communicate with a diverse student population, demonstrated integrity and strong leadership, and the willingness to be part of a collaborative team. The University welcomes applicants who are dedicated to enriching the quality of life for students and the community by embracing the educational value of diversity, promoting environmental sustainability, encouraging engaged citizenship, and serving as an intellectual, cultural, and economic resource.

Conditions of Appointment

Position is a full-time Academic Staff appointment.  Official transcripts of the highest degree achieved will be required of finalist(s). A criminal conviction investigation will be conducted on the finalist(s). In compliance with the Wisconsin Fair Employment Act, the University does not discriminate on the basis of arrest or conviction record.

All final candidates must be asked, prior to hire, whether they have been found to have engaged in, are currently under investigation for, or left employment during an active investigation in which they were accused of sexual violence or sexual harassment. When obtaining employment reference checks, these same sexual violence or sexual harassment questions must also be asked.

The University of Wisconsin-Green Bay does not offer H-1B or other work authorization visa sponsorship for this position. Candidates must be legally authorized to work in the United States at the time of hire and maintain work authorization throughout the employment term. If you have questions regarding this, please contact Human Resources.

Salary

Salary range of $55,000 - $65,000.

This position is exempt from the overtime provisions of the Fair Labor Standards Act (FLSA).

BENEFIT DETAILS
The UW System provides an excellent benefits package, including participation in the Wisconsin State Retirement System.

To Apply

STEP 1: Please select the applicable link below:

External Applicants: (NOT currently employed by the University of Wisconsin System)
Internal Applicants: (Currently employed by the University of Wisconsin System)

STEP 2: From "Job Search" screen,

  • Click "View All Jobs"
  • Select "Budget Analyst"
    • You must login before you can apply. Input your "User Name" and "Password" and select "Sign In."
    • If you have not yet registered, click "Register Now" to begin the registration process.
 

STEP 3: Submit application materials:

Please be sure to complete all required fields, and include all required documents before submitting your application. Once submitted, you will not be able to edit or attach any application materials. Files must be complete to be considered. Please include the following documents:

  • Cover letter that specifically addresses qualifications for the essential job functions
  • Resume
  • Names and contact information for three references
  • Unofficial transcripts of the highest degree achieved

You must select "Submit" to forward your application materials to the search committee.

If you have any questions, need accommodations, or submitted your application with missing materials, call or email:

Tracy Van Erem
Phone: (920) 465-2699
Email:  vaneremt@uwgb.edu

Application Deadline

To ensure consideration, please submit application materials by Monday, April 1, 2019.

Note: 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).

For more information regarding the University of Wisconsin-Green Bay and the surrounding area, see our Campus and Community section. For Campus Safety information see our Office of Public Safety website and our Annual Security Report (for a paper copy please contact the Office of Human Resources at (920) 465-2390). This report includes statistics about reported crimes, as well as information about crime prevention and campus security policies and procedures.

The University of Wisconsin-Green Bay is an Affirmative Action Equal Employment Opportunity employer committed to achieving a diverse workforce and to maintaining a community which welcomes and values a climate supporting equal opportunity and difference among its members. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender and/or gender identity or expression, marital or parental status, genetic information, national origin, ethnicity, citizenship status, veteran or military status (including disabled veteran, recently separated veteran, other protected veteran, or Armed Forces service medal veteran status), age, or disability.