Job description
Job Summary:
Reporting to the Associate Director of Finance, this position provides a number of division-level complex financial services to the General Library System (GLS) focusing on purchasing, budget, bid processes, accounts payable, and purchasing card management. This position processes complex transactions independently according to university and state policies and procedures, provides guidance to the GLS Associate Director of Finance, and acts as a subject matter expert to employees, vendors, and other parties to acquire and maintain equipment, services, and supplies. Primarily reviews, approves, and advises on a variety of complex financial transactions. Maintains financial records and provides customer service for staff and vendors. Recommends controls and process improvements and troubleshoots complex financial transactions.
The Libraries at the University of Wisconsin-Madison are dedicated to the practices of social justice, diversity, equality, and respect among our staff, students, collections, and services. We strive to overcome historical and divisive biases in our society and embrace diverse points of view as assets to the fabric of our community. All positions will be called on to contribute to building this environment.
Responsibilities:
- 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
- 10% Reallocates expenses to appropriate funding strings
- 5% Drafts communications and reports and maintains organization of varied records to provide administrative support within a specified work unit
- 5% Answers complex fiscal questions and provides information based on set materials and standards to various audiences
- 10% Reviews transaction processing internal controls and recommends policies and procedures
- 10% Serve as a unit liaison to leadership providing financial advice, recommendations, and financial status updates
- 5% May train staff on financial processes and best practices
- 20% Prepares accurate requisitions and communications with employees and vendors on the status and use of the requisitions. Verifies and reviews CORs and monitors COR expense logs to ensure compliance. Site manager for 35 purchasing cards.
Tasks:
- Provides a number of division-level complex financial services to the GLS focusing on purchasing, budget, bid processes, accounts payable and purchasing card management.
- Primarily reviews, approves, and advises on a variety of complex financial transactions. Reconciles transactions. Maintains financial records, provides financial support, and provides customer service for staff and vendors.
- Prepares payments to individuals, employees, vendors and other parties using the appropriate UW accounting and payment systems. Maintains logs and reconciles with WISER to ensure payments are processed correctly and on time.
- Processes complex transactions independently according to university and state policies and procedures, provides guidance to the GLS Associate Director of Finance.
- Serves as Site Manager for approximately 35 purchasing cards. Audits card transactions and works with GLS employees and vendors to resolve discrepancies. Reconciles charges with UW Financial System.
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
H.S. Diploma
Qualifications:
- Demonstrated successful experience using Microsoft Office Excel, or an equivalent application, to create and manipulate spreadsheets and provide accurate reports.
- Significant demonstrated experience in business, accounting or finance.
Preferred Qualifications:
- Effective written and oral communication skills and excellent interpersonal skills.
- Experience with policies and procedures related to purchasing, travel reimbursement, or purchasing cards etc.
- Strong attention to detail.
- Ability to work independently, prioritize work duties and demonstrate effective time management to meet deadlines.
- Experience with accounting systems (e.g., Workday, Great Plains, Quickbooks, UW Financial Systems).
Work Type:
Full Time: 100%
This position may require some 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.
Full Time (Monday-Friday). Regular office hours.
During the training period, more on site hours may be required. After training, a minimum of one day on site per week is required.
Appointment Type, Duration:
Ongoing/Renewable
Salary:
Minimum $50,000 ANNUAL (12 months)
Depending on Qualifications
Additional Information:
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 or before the effective date of appointment.
How to Apply:
A cover letter and resume are required. Contact Melissa Ortiz (melissa.ortiz@wisc.edu) for more information. All applications must be submitted through the Jobs at UW applicant system.
Contact:
Melissa Ortiz
maortiz2@wisc.edu
Relay Access (WTRS): 7-1-1. See RELAY_SERVICE for further information.
Official Title:
Financial Specialist III(FN008)
Department(s):
A49-GENERAL LIBRARY/ADMINISTRATIVE SERVICES
Employment Class:
Academic Staff-Renewable
Job Number:
276808-AS
The University of Wisconsin-Madison is an Equal Opportunity and Affirmative Action Employer.
Qualified applicants will receive consideration for employment without regard to, including but not limited to, race, color, religion, sex, sexual orientation, gender identity, 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 through diversity and encourage all qualified individuals to apply.If you need to request an accommodation because of a disability, you can find information about how to make a request at the following website: https://employeedisabilities.wisc.edu/disability-accommodation-information-for-applicants/
Employment will require a criminal background check. It will also require you and your references to answer questions regarding 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.
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