Budget Planner

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Job Profile:

Job Summary:

This position is a key member of the professional staff in the University of Wisconsin-Madison Budget Office. The University of Wisconsin-Madison is a large complex organization that has a budget of over $5 billion with total faculty and staff in excess of 22800 FTE. The Budget Office oversees the development and administration of both operating and capital budgets including coordinating submissions from forty-five academic and administrative units. It collaborates with departments across campus to provide budgetary guidance training and support. The Budget Office prepares financial analysis for senior campus leadership including the Vice Chancellor for Finance and Administration the Provost and the Chancellor. The Budget Office prepares multi-year forecasts and evaluates funding strategies. It is also responsible for overseeing resource allocations through the activity-based budget approach to be implemented in fiscal year 2027.

Please note that the responsibilities listed below are for the Budget Planner II title. To see the responsibilities that will be assigned to anyone hired into the Budget Planer I title please see the standard job description here: Budget Planner I Position Description: Job Responsibilities:

• Provides guidance and direction to other analysts on budgetary analysis and reporting activities

• Assists in the development of operating policies and procedures to comply with regulations institutional policies and unit objectives

• Analyzes identifies and makes recommendations for cost savings and funding options by conducting research on diverse institutional data

• 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

• Develops and monitors complex budgets and short and long-term budgetary projections

Department: Vice Chancellor for Finance and Administration (VCFA) Madison Business Office (MB)

Title: These positions are being recruited at the Budget Planner I & Budget Planner II job title levels. Level and pay are commensurate with experience.

Budget Planner I Position Description: Planner II Position Description: Well qualified applicants selected for the Budget Planner I title can expect to earn between $60000 - $90000. Candidates selected for the Budget Planner II title can expect to earn between $90000 - $130000 for the Budget planner II title. Final salary and title level will be based on experience and qualifications.

Required Qualifications:

1. Experience creating manipulating and extracting information from large data sets.

2. Effective written and oral communications skills including preparation of complex analysis of financial information.

3. Ability to lead and collaborate with other financial staff and management.

4. Proficiency in Microsoft Excel.

Preferred Qualifications:

1. Ability to obtain and analyze data with automated tools (e.g. Microsoft Access Tableau/other visualization tools).

2. Experience with Workday and Adaptive Planning.

3. Extensive knowledge of financial budgeting and management principles practices and procedures including budget forecasting.

4. Ability to develop and write accurate and concise financial policies and procedures.

5. Knowledge of qualitative and quantitative policy analysis techniques.

6. Knowledge of State of Wisconsin and/or UW System budgeting and budget management processes.

7. Knowledge of government accounting practices and techniques.

8. Ability to advise management and make alternative recommendations.

9. Knowledge of business intelligence tools.

Education: No degree required.

How to Apply:

Applicants for this position will be considered for the titles Budget Planner I and Budget Planner II. The title is determined by the experience and qualifications of the finalist.

Candidates will be required to upload a cover letter referring to related work experience and a resume/CV detailing educational and professional background. Applications submitted without a cover letter will still be considered but a cover letter is requested to more thoroughly demonstrate how your experience aligns with the qualifications outlined in the position description. Failure to adequately demonstrate experiences aligned with the required qualifications in either a cover letter or resume will result in your application not being considered for employment. Candidates will also be presented with the option to manually enter Certifications Education Languages and Website information.

Please submit your application by November 10 2025 at 11:55pm to ensure consideration.

Please note that successful applicants are responsible for ensuring their eligibility to work in the United States (i.e. a citizen or national of the United States a lawful permanent resident a foreign national authorized to work in the United States without need of employer sponsorship) on or before the effective date of appointment. UW-Madison is not an E-Verify employer and therefore is not eligible to employ F1 STEM OPT Extension participants.

Contact Information:

Daniel McCusky HR Generalist

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.

The University of Wisconsin-Madison is an Equal OpportunityEmployer.

Qualified applicants will receive consideration for employment without regard to including but not limited to race color religion sex sexual orientation 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 by acknowledging skills and expertise from all backgroundsand encourage all qualified individuals to apply. For more information regarding applicant and employee rights and to view federal and state required postings visit the Human Resources Workplace Poster website.

To request a disability or pregnancy-related accommodationfor any step in the hiring process (e.g. application interview pre-employment testing etc.) please contact the Divisional Disability Representative (DDR)in the division you are applying make your request as soon as possible to help the university respond most effectively to you.

Employment may require a criminal background check. It may also require your references to answer questions regarding misconduct including 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.