Financial Specialist

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Position Title : Financial Specialist

Job Category : Academic Staff

Employment Type : Regular

Job Profile :

Financial Specialist III

Job Duties :

Reporting to the Director of Business Services this position will provide a variety of complex financial transactions reconcile transactions maintain multiple individual program financial records and provide customer service for staff and customers in an assigned program area to support program financial management for the Universities of Wisconsin-Office of Online & Professional Learning Resources (OPLR).

Key Job Responsibilities :

Guide internal staff and partners through budget cycles and revenue / expense forecasting

Track progress against budget targets and explain discrepancies

Manage programs financial and budget records reviewing for accuracy

Reconcile program revenues data to current MOUs and transfer funds to other universities accordingly

Continuously monitor revenue and expenses identifying trends and potential issues

Reconcile revenues data to student enrollments data and process revenues transfer

Coordinate financial data and budget transfers between UW and partner institutions

Serve as an authorized procurement / purchasing coordinator for OPLR and conduct preaudit duties and process all contract requests through Workday and / or ShopUW

Entering reviewing and reconciling budget data in the budget system

Assist in the development and maintenance of financial models for revenue expenses and staffing

Establish and manage data banks for comprehensive financial analysis

Ensure compliance with financial regulations and implement policy changes

Communicate and provide interpretation of financial policies and practices to internal and external stakeholders

Maintain accurate and consistent financial data capture for reporting and performance measurements

Department :

The Office of Online & Professional Learning Resources (OPLR) is committed to providing service and support to the Universities of Wisconsin Administration and all 13 UW universities in online and continuing education teaching learning and workforce skills training and resources.

OPLR works in partnership with all 13 UW universities to develop and deliver online semester- and competency-based degrees and a broad array of credit and non-credit certificates courses and other credentials to help adult and professional learners achieve their academic and professional development goals and to develop the workforce of Wisconsin.

OPLR supports Wisconsin Online Wisconsin Online Collaboratives UW Flexible Option UW Independent Learning and continuing education offices at all 13 UW universities through the Continuing Education Executive Council (CEEC).

Compensation :

The Financial Specialist (official title : Financial Specialist III) is a full-time salaried (exempt) academic staff position. Well-qualified candidates for the Instructional Media Specialist role can expect a starting annual salary within a range of $47000 - 58000 commensurate with the candidates education related experience and qualifications.

Required Qualifications :

Associate degree in business administration finance accounting or related field or 3-5 years of work experience in a similar role

Preferred Qualifications :

Excellent organizational communication and customer service skills

Intermediate Excel skills

Knowledge of University and State of Wisconsin financial purchasing and budget policies

Strong analytical and problem-solving skills with the ability to research and resolve issues in a timely manner

Ability to work independently be self-motivated and learn and pursue process improvements

Work Location :

The business location is 780 Regent St. Madison WI .Employees are expected to work in the office at least once per week. However depending on business needs there may be occasions when additional in-office presence is requested. Flexible Work agreements are subject to change at any time

Application Information :

To ensure full consideration please submit application materials as soon as possible. Applicant screening will begin immediately and be ongoing through 11 : 59 pm Tuesday December 2 2025. However applications may be accepted until the position has been filled.

Contact Information :

Questions may be addressed to : Shelby Buchanan HR Manager

COMMITMENT TO INCLUSIVE EXCELLENCE

Inclusive Excellence is a source of strength creativity and innovation for Universities of Wisconsin. We value the contributions of each person and respect the profound ways their identity culture background experience status abilities and opinion enrich the Universities of Wisconsin community. We commit ourselves to the pursuit of excellence in teaching and learning research scholarship creative activity community service and diversity as inextricably linked goals.

Universities of Wisconsin fulfills its public mission by creating a welcoming and inclusive community for people from every background people who serve the State of Wisconsin and the public good.

Special Notes

If you need to request an accommodation because of a disability you can find information about how to make a request by contacting .

The Universities of Wisconsin is required to conduct a criminal background and sexual harassment check for the selected finalist prior to employment.

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 the need of employer sponsorship) on before or after the effective date of appointment.

The Universities of Wisconsin 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. . 19.36(7) .

Benefits Information

Universities of Wisconsin employees receive an excellent benefits package. To learn more about the benefits package review the Faculty Academic Staff & Limited Appointees or University Staff Please see this link for total compensation information : Universities of Wisconsin Health & Retirement Contributions Estimator to provide you with total compensation information.

Application Instructions

To ensure full consideration please submit application materials as soon as possible. Applicants must submit a cover letter resume and contact information for three professional references. Applicant screening will begin immediately and be ongoing through the closing date. However applications may be accepted until the position has been filled.

Clery Act information

The Universities of Wisconsin provides statistics on campus crime in its Annual Security Report. For more information on university campus statistics see 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.

Required Experience :

IC

Key Skills

Financial Services,Financial Models,Account Management,General Ledger Accounts,ERP,Payroll,External Auditors,Customer Relationships,Credit Card,Financial Statements,Business Units,Annual Budget,Income,New Clients,Financial Management

Experience : years

Vacancy : 1

Monthly Salary Salary : 47000 - 58000