Financial specialist Jobs in Milwaukee, WI

Financial Analyst

Perform complex financial and business-related analysis, data manipulation and forecast preparation for Academic Affairs department, including internal and external grants, endowments, strategic projects and institutional funds. Apply results of analysis to produce monthly and annual financial reports, analysis and recommendations for administrative leaders.

Primary Responsibilities

Financial Analysis and Reporting:

• Analyze monthly financial performance compared to budget.
• Generate and maintain monthly financial reports for department leaders for institutional, grant, project, and endowment accounts.
• Generate monthly forecasts and submit to budget office and other internal stakeholders as needed.
• Generate data and reports from MCW systems to analyze financial trends (revenue, expense).
• Monitor monthly spend against budget and identify areas where expense management can be adjusted for annual budget cycle.
• Perform complex analysis, data manipulation, and report generation that requires gathering data from multiple sources to generate financial analysis and reports.
• Respond to ad hoc requests and provide financial interpretation and analysis.
• Create financial presentations for various audiences and levels of complexity.

Budgeting:

• Assists with preparation of annual budgets including development of department budget guidelines, processes, and entry into the MCW budget system.
• Serves as primary for approving expenditures against approved budget ensuring accuracy and timely completion.

Grants, Endowments and Project Accounts:

• Monitor grant expenditures to ensure compliance of grant requirements and partners with investigators on grant compliance. Serves as the primary budget analyst on grants and projects in eBridge.
• Prepare ad hoc reports as requested.

Other:

• Provide guidance on MCW financial policies to ensure compliance.
• Develop and maintain standard operating procedures for monthly financial reporting.
• Identify and propose solutions to inefficiencies and opportunities for cost reduction.
• Oversee completion of special projects as assigned.
• Participates in department and MCW workgroups, committees and specific project groups as assigned.

Knowledge Skills Abilities:

• Knowledge of technical, business, consultation, project management, and cultural awareness.
• Knowledge of accounting and financial reporting practices.
• Knowledge and above average skills in Excel including heavy use and creation of pivot tables and linking large files and complex formulas.
• Attention to detail and accuracy.
• Customer service focus, building trust, communication, critical thinking, and influencing skills.

Qualifications:

• Minimum Required Education: Bachelor's degree
• Minimum Required Experience: 5 years of progressive experience in financial analysis and/or budgeting
• Preferred Education: Degree in finance, accounting, or business.
• Preferred Experience: Experience in higher education

Physical Requirements, Work Environment, Sensory Acuity:

Ability to detect and translate speech or other communication required. May occasionally require the ability to distinguish colors and perceive relative distances between objects.

Why MCW?

• Outstanding Healthcare Coverage, including but not limited to Health, Vision, and Dental. Along with Flexible Spending options
• 403B Retirement Package
• Competitive Vacation and Paid Holidays offered
• Tuition Reimbursement
• Paid Parental Leave
• Employee & Family Assistance Program (EFAP)
• Pet Insurance
• On campus Fitness Facility, offering onsite classes
• Additional discounted rates on items such as: Select cell phone plans, local fitness facilities, Milwaukee recreation and entertainment etc.

For a brief overview of our benefits see: Benefits Overview

For a full list of positions see: MCW Careers

At MCW all of our endeavors, from our internal operations to our interactions with our partners, are driven by our shared organizational values: Caring Collaborative Curiosity Inclusive Integrity Respect. We are committed to fostering an inclusive environment that values diversity in backgrounds, experiences, and perspectives through merit-based processes and in alignment with all applicable laws. We believe that embracing human differences is critical to realize our vision of a healthier world, and we recognize that a healthy and thriving community starts from within. Our values define who we are, what we stand for and how we conduct ourselves at MCW. If you believe in embracing individuality and working together according to these principles to improve health for all, then MCW is the place for you. For more information, please visit our institutional website.

MCW as an Equal Opportunity Employer and Commitment to Non-Discrimination:

The Medical College of Wisconsin (MCW) is an Equal Opportunity Employer. We are committed to fostering an inclusive community of outstanding faculty, staff, and students, as well as ensuring equal educational opportunity, employment, and access to services, programs, and activities, without regard to an individual's race, color, national origin, religion, age, disability, sex, gender identity/expression, sexual orientation, marital status, pregnancy, predisposing genetic characteristic, or military status. Employees, students, applicants or other members of the MCW community (including but not limited to vendors, visitors, and guests) may not be subjected to harassment that is prohibited by law or treated adversely or retaliated against based upon a protected characteristic.