Budget Planner Financial Services

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Attention:

The Department of Financial Services at the University of Wisconsin-Whitewater seeks a Budget Planner (Budget Planner I FN013).

Job Details:

The Budget Planner I reports to the Assistant Vice Chancellor for Financial Services and assists with the overall development of University of Wisconsin-Whitewater budget. Responsibilities include but are not limited to budget preparation analysis and review of general expenditures and program operations and conducting specialized audits. The position will act as a liaison with the University of Wisconsin System departmental directors institutional budget managers and other key stakeholders in the finalization of the annual budget process.

The position will maintain and improve UW Whitewater Standards for accounting and reporting including the methodologies by which College/Department budgets are managed. The position will advise and train college/department staff on the use of these standards to ensure accurate reporting of campus budget activity as a means of advancing continued improvement of campus operations.

Key Job Responsibilities:

This position will compile monitor and analyze budget and financial data and reconcile all funding sources at UW-Whitewater. The position will provide a variety of statistical data analysis and policy reviews of operations. This position will work with the financial system budget system query tools and various spreadsheets. Additionally the position will be responsible for but not limited to the following:

• Assist with the annual preparation of UW-Whitewaters budget by reviewing and organizing/reorganizing budgets submitted by Deans/division officers for submission to UW System

• Assist with the review of department financial and personnel operations (i.e. salaries and FTE) including but not limited to reconciling operating and salary budgets

• Serve as the Budget Office liaison for personnel requests and approvals

• Maintain position assignments and provide information and reports as needed to the Assistant Vice Chancellor for Financial Services to help ensure compliance with position authority allocations.

• Assist the Assistant Vice Chancellor for Financial Services in special projects or initiatives

• Coordinate the gathering of budget data for submission to UW-System including acting as a training liaison for departmental budget development

• Input and reconcile operating budgets for all fund sources and facilitate budget and revenue transfers as necessary

• Assist in developing and implementing new processes and procedures for various areas as they pertain to budget

• Assist with the annual preparation of UW-Whitewaters program balance reports by reviewing and organizing/reorganizing submissions by Deans/division officers for submission to UW System

• Maintain a current web page including relevant links and information

• Use query tools for financial and personnel data to prepare reports and assist in internal and external data requests

• Conduct special research and reporting projects for the Assistant Vice Chancellor for Financial Services and other senior leaders and format results for presentation

• Other duties as assigned

Department:

Financial Services

Compensation:

Well-qualified candidates can expect a starting annual salary within a range of $60000 $65000.

UW System employees receive an excellent benefit package. To learn more about the UW Systems comprehensive benefit package review the UW SystemEmployee Benefits Brochure.

Required Qualifications:

• Associates Degree from an accredited institution preferably in Accounting Business Economics Finance or related field

• Three years experience working with financial and/or other complex data

• Experience in providing customer support in a professional setting

Preferred Qualifications:

• Bachelors Degree from an accredited institution preferably in Accounting Business Economics Finance or related field

• Financial or budget experience with working knowledge of best budgeting practices in a university or non-profit setting with a preference for candidates with knowledge of UW-System policies and procedures

• Experience working with complex financial systems

• Familiarity with Fund Accounting concepts

• Experience with training and/or coordinating large projects in a complex organization

Knowledge Skills and Abilities:

• Ability to interpret legislation rules public policy analysis and development processes

• Advanced Microsoft Office and reporting skills

• Ability to act independently and take direction from Budget Director and other senior leaders

• Understanding and acknowledging the confidentiality of proprietary and personal data

• Knowledge of budget development process and auxiliary budgeting

• Problem resolution technique

• Strong customer service research and analytical skills with attention to detail

• Spreadsheet word processing and database skills

• Customer service and policy research skills

• Oral and written communication techniques

• Willingness and ability to be an active participant in following applicable safety rules and regulations including necessary training and drills

• Ability to interact respectfully with people from diverse socioeconomic cultural and ethnic backgrounds

How to Apply:

Applications received byMay 20 2026are ensured full consideration. The most qualified applicants will be invited to participate in the next step of the selection process.

Onlycompleteapplication packages will be considered. This includes online submission of the following documents:

• Cover Letter

• Resume

• Name and contact information for three professional references

Contact Information:

For questions regarding this position please contact:

Trisha Barber

Associate Vice Chancellor

If you have questions regarding this recruitment or if you are unable to complete the application online due to a disability or system problem please contact us at or.

CONDITIONS OF APPOINTMENT:

University of Wisconsin-Whitewater 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.UW-Whitewater is not an e-verify employer therefore STEM extensions are not options for work authorization.

CAMPUS INFORMATION:

UW-Whitewater is a thriving public university located in southeastern Wisconsin. It leads the way in providing world-class affordable higher education programs to more students than neighboring regional comprehensives in the University of Wisconsin System. A collaborative team of 1300 faculty and staff are devoted to the success of the universitys 11500 students at its main and Rock County campuses. The team provides high-impact practices and academic programs online and in person from associate to doctoral levels. Recognized nationally for affordability inclusion and career development UWW serves approximately one-third first-generation students and boasts strength in many areas especially business and education. The campus and community embrace the Warhawk Family spirit supporting the universitys arts and nationally recognized NCAA Division-III level championship athletics. As a proud institution of access more than 10 percent of undergraduate students use the acclaimed Center for Students with Disabilities a priority mission since the 1970s.

UW-Whitewaters campuses are located centrally near Milwaukee Madison and Chicago offering easy access to the cultural and commercial opportunities of major metropolitan areas. Near both Lake Geneva and the Wisconsin Dells the area attracts numerous visitors from across the country. Whitewater is a vibrant college community near the Kettle Moraine State Forest offering area residents seasonal outdoor enjoyment. The nearby Rock County campus is located in Janesville a town of 60000 located on the Rock River and known as Wisconsins Park Place.

ORGANIZATION INFORMATION:

The University of Wisconsin-Whitewater is part of the 13-campus Universities of Wisconsin ().

Wisconsin Statute 19.36(7)(b) provides that applicants may indicate in writing that their identity should be kept response to a public records request the University will not reveal the identities of applicants who request confidentiality in writing except that the identity of the successful final candidate will be released. See Wisconsin Statute 19.36(7)(a).

Per Regent Policy Document 20-19 University of Wisconsin System Criminal Background Check Policy and Universities of Wisconsin Administrative Policy 1275 Recruitment Policies UW-Whitewater requires criminal background checks as a contingency to employment. A criminal background check will be conducted prior to an offer of employment. 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-Whitewater requires that all employees be active participants in following applicable safety rules and regulations including necessary training and drills.

For UW-Whitewater Campus safety information and crime statistics/annual Security Report see Annual Security and Fire Safety Report if you would like a paper copy of the report please contact the UW-Whitewater Police at .

UW IS AN EQUAL OPPORTUNITY EMPLOYER:

Qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation gender identity national origin age pregnancy disability status as a protected veteran or any other bases protected by applicable federal or State law and UW System policies. We are committed to building a workforce that represents a variety of backgrounds perspectives and skills and encourage all qualified individuals to apply.