Budget and Finance Assistant (Full-Time, Benefitted) at Southwest Wisconsin Technical College in Fennimore, Wisconsin

Job Description:

SUMMARY

The Budget and Finance Assistant provides administrative support for the Finance & Budget department and Accounts Payable process. This position will be responsible for the College Student Budget portion of Student Success Plans, Continuing Education and Auxiliary invoicing, Foundation & Real Estate Foundation bank reconciliation, Accounts Payable purchase card process/reconciliation, tax levy administration, and journal entries. This position involves a high level of confidentiality

ESSENTIAL DUTIES AND RESPONSIBILITIES INCLUDE

* Student Success Plans - College Student Budget advising.

o Working one-on-one with students in creating College Student Budget Plans.

o Advising and mentoring students on all financial aspects of student life.

* Create Continuing Education & Auxiliary Services invoicing/departmental charges.

* Process/reconcile Bookstore course resource student billing and third-party billing.

* Apply Accounts Receivable payments to customer accounts.

* Accounts Receivable monthly statements and reconciliation. * Continuing Education Portal state reporting and third-party maintenance.

* Process and reconcile Accounts Payable purchase cards.

* Preparation of tax levy certifications, payments, and reconciliation.

* Prepare journal entries including month end departmental charge processing and reconciliation.

* Participate in the preparation/reconciliation of the annual audit. * Preparation of financial statements including Board Reports, Program Scorecards and Auxiliary Reports.

* Primary Finance contact for Student Clubs/Teams, transfers, and journal entries.

* Organize, schedule, and lead Fiscal Services meetings.

* Housing payment reconciliation and transfer to Real Estate Foundation.

* Supervise/train student employees in conjunction with the Budget & Finance staff.

* Primary backup for the Accounts Payable processes.

* Foundation and Real Estate Foundation bank reconciliation.

* Other duties as assigned.

TRAINING AND EXPERIENCE

* Associate's degree in Accounting or related field and 2 years of related experience; or equivalent combination of education and experience.

* Bachelor's degree attainment may result in succession planning options within the Finance Department.

KNOWLEDGE

* Bookkeeping principles and practices.

* Accounting principles.

* Budgeting principles.

* Mathematical concepts.

* Customer service principles.

* Applicable federal, state, and local laws, rules, and regulations.

* Applicable computers and software.

* Methods of preparing financial reports.

SKILLS

* Performing accounting activities.

* Monitoring fiscal accounts.

* Maintaining data integrity and confidentiality.

* Providing customer service.

* Attention to detail.

* Using a computer and related software applications.

* Maintaining records.

* Preparing financial documents.

* Interpreting departmental procedures and policies.

* Utilizing communication and interpersonal skills as applied to interaction with coworkers, supervisor, the general public, and others sufficient to exchange or convey information.

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