Financial Specialist III

University of Wisconsin-Madison · Madison, WI

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Job Category:

Academic Staff

Employment Type:

Regular

Job Profile:

Financial Specialist III

Job Summary:

The Financial Specialist III position is in the Division of Facilities Planning & Management (FP&M) within the Department of Transportation Services. Transportation Services is responsible for the coordination and administration of all transportation-related services for the UW campus community.

The Financial Specialist III role manages payroll deductions for an estimated 13,500 customers totaling an estimated $10 million annually. This role handles debt collection for unpaid permits and citations while collaborating across campus departments. The ideal candidate is highly skilled at Excel, combining sharp financial detail with top-tier customer service, and easily implementing complex policies.

Full-Time: 100% FTE

Ongoing, Renewable

Hours are generally scheduled from 7:00AM to 4:00PM, Monday through Friday.

Key Job Responsibilities:

Reviews transaction processing internal controls and recommends policies and procedures

Serve as a unit liaison to leadership providing financial advice, recommendations, and financial status updates

Monitors financial transactions and fund balances and generates and reconciles complex reports and statements in accordance with established rules and regulations

Reallocates expenses to appropriate funding strings

May train staff on financial processes and best practices

Drafts communications and reports and maintains organization of varied records to provide administrative support within a specified work unit

Reviews and approves complex transactions and assigns funding codes in accordance with established rules, regulations, and policies

Answers complex fiscal questions and provides information based on set materials and standards to various audiences

Coordinates the collection of outstanding and past due accounts, including all aspects of collection, analysis and resolution of billing issues

Contributes to the coordination and delivery of financial services across the department to support operational needs

Audits and submits payroll deduction payment request files

Department:

Division of Facilities Planning & Management, Transportation Services

The primary functions of Transportation Services include the sale/management of parking permits, special event coordination, maintenance and enforcement, construction coordination, lot and booth operations, citation payments and appeals, information technology, financial, transportation planning, and development of multimodal options.

Compensation:

$56,000 annual minimum

The starting salary for the position is $56,000, but is negotiable based on experience and qualifications. 

This position offers a comprehensive benefits package, including generous paid time off, competitively priced health/dental/vision/life insurance, tax-advantaged savings accounts, and participation in the nationally recognized Wisconsin Retirement System (WRS) pension fund.

For a summary of benefits, please see below for more information:

Academic Staff Benefits summary

Required Qualifications:

3 years of professional experience in finance, accounts receivable, collections, or bookkeeping
2 years of direct customer service experience, specifically explaining complex rules or handling collections in a professional manner

Preferred Qualifications:

Advanced Excel capability using formulas, data filters, and pivot tables

Education:

Associate's Degree Preferred; focus in finance, accounting, business, or related field preferred

How to Apply:

To begin the application process, click the "Apply" button.

Please note, there is only one attachment field. You must upload all of your documents in the attachment field, either as one combined document, or separate documents.

We are eager to learn more about how your experience may align with this position.

The following is required for your application to be considered complete:

A cover letter describing how your experience relates to the listed required and preferred job qualifications.

A resume detailing your educational and professional background.

The search committee will review all application materials after the posted deadline.

We will notify selected applicants to participate further in the selection process directly. References will be requested of final candidates. All applicants will be notified after the search is complete and a candidate has been selected.

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 appointments.

Contact Information:

Alexia Castelan-Tanner, atanner5@wisc.edu, 608-890-1852

Relay Access (WTRS): 7-1-1. See RELAY_SERVICE for further information. 

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 Opportunity Employer.

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 backgrounds and 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 accommodation for 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 to. Please 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.