Job Description

Job Summary:
UW-Madison Recreation & Wellbeing (Rec Well) looks forward to welcoming a new member to the Finance Team of this dynamic organization. The Finance Team supports the Rec Well departments that run our programs, maintain our beautiful facilities, and ensure a great experience for our student and community members. Within the positive and energetic workplace culture of Rec Well, the Finance Team operates as a cohesive and supportive unit, with a strong customer-service and continuous-improvement orientation.

The Financial Specialist III is a critical member of the Finance Team. This team member serves as purchasing card (credit card) site manager, leader of Payment Card Industry (PCI) compliance measures, department approver of Travel Expense Reports, and requester in the campus purchasing system (ShopUW+). The successful candidate will also provide back-up for processing of invoices, refunds, and other critical functions. Additional roles include producing reports and entering data to support budget and forecasting processes.

UW System is undergoing a large-scale Administrative Transformation Program (https://atp.wisconsin.edu/) that includes major changes in financial systems. Learning the new financial system (Workday) and supporting others in embracing change will be integral to this position over the next 2-3 years.

Under the leadership of the Associate Director for Finance, the Finance Team works together to develop and execute projects that help us ensure the integrity of our financial data, produce and share financial reports to support sound decision making, and improve internal systems to reduce bottlenecks and create clarity. Team members are empowered as individuals and collectively to make a meaningful difference in the financial operations of Rec Well.

Responsibilities:
Primarily reviews, approves, and advises on a variety of complex financial transactions. Reconciles transactions. Maintains financial records, provides administrative processing support, and provides customer service for staff and customers in an assigned program area to support program financial management. Recommends controls and process improvements and troubleshoots complex financial errors. May be a lead or resource for others in the unit.
20% Monitors financial transactions and fund balances and generates and reconciles complex reports and statements in accordance with established rules and regulations
15% Reviews and approves complex transactions and assigns funding codes in accordance with established rules, regulations, and policies
5% Reallocates expenses to appropriate funding strings
20% Answers complex fiscal questions and provides information based on set materials and standards to various audiences
20% May train staff on financial processes and best practices
10% Organizes, prepares, and updates financial information and transactions within an automated financial system to ensure accurate recording and reporting of financial data, including recommending controls to support system reliability and data integrity
10% Prepares and/or approves financial transactions and payments
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

Qualifications:
Required:
-Minimum of two years of experience in a position with responsibilities related to financial, budgetary, and/or data management, with a customer service focus
-Demonstrated proficiency in Excel, Google Sheets, and/or similar spreadsheet programs
-Experience working in a team and supporting colleagues
-Strong customer service skills
-Ability to move things forward in an environment with many rules and policies
-Ability to learn new information and incorporate it into existing processes

Preferred:
-Experience with UW-Madison Purchasing, fiscal, travel, and/or administration
-Experience training others
-Experience supporting others through change
-Experience supporting others in navigating complex systems

Work Type:
Full Time: 100%

This position requires most 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, up to one day per week, if desired.