FINANCIAL SPECIALIST III at University of Wisconsin - Milwaukee in Milwaukee, Wisconsin

Job Description:

FINANCIAL SPECIALIST III

Position Number:

Introduction (Description of School/College/Dept/Program)
Facilities, Planning and Management is committed to promoting respect and civility in the workplace. Our staff serves as role models by practicing exemplary behaviors when working with customers, fellow faculty and staff members, students, and visitors. The mission of the department is to provide a safe, sustainable, and accessible physical environment that supports learning, research, working, living, and recreation. The organization supports the academic and strategic objectives of the University of Wisconsin-Milwaukee with commitment and pride in everything they do.

Job Summary
The Financial Specialist III (Transportation Business Manager) primarily reviews, approves, and advises on a variety of complex financial transactions for the UWM Transportation department. Reconciles transactions. Maintains financial records, provides administrative processing support, and provides customer service for staff and customers at UWM to support program financial management.Recommends controls and process improvements and troubleshoots complex financial errors. May be a lead or resource for others in the unit.

Major responsibilities include, but are not limited to:

• Monitors financial transactions and fund balances and generates and reconciles complex reports and statements in accordance with established rules and regulations. 15%
  • Reconciling credit card transactions and reviewing invoices for validity.
  • Managing payroll deductions, refunds, and cancellations in collaboration with HR.

• Reviews and approves complex transactions and assigns funding codes in accordance with established rules, regulations, and policies. 15%
  • Compiling data from parking transactions to ensure accurate billing.
  • Uploading journal entries into the System for Financial Services (SFS) and reallocating expenses appropriately.
• Reallocates expenses to appropriate funding strings. 15%
  • Allocating fleet and fuel charges to departments based on usage.
  • Creating requisitions and purchase orders.
  • Generating invoices and maintaining Accounts Receivable.
• Answers complex fiscal questions and provides information based on set materials and standards to various audiences 15%
  • Training staff in financial best practices.
  • Troubleshoots complex financial errors.
• Reviews transaction processing internal controls and recommends policies and procedures 15%
  • Primarily reviews, approves, and advises on a variety of complex financial transactions.
  • Recommends controls and process improvements.
• Serve as a unit liaison to leadership across campus providing financial advice, recommendations, and financial status updates 10%
  • Training departments on campus software usage and addressing customer financial inquiries.
• Drafts communications and reports and maintains organization of varied records to provide administrative support within a specified work unit 10%
  • Assisting in the budget process by maintaining detailed financial records.
• Other duties as assigned 5%

Minimum Qualifications

• At least two years working in a financial role
• Experience coordinating, processing, and tracking financial transactions or similar records
• At least one-year experience in a customer facing role providing accurate information to users face to face, via phone and/or through written methods

Preferred Qualifications

• Demonstrated knowledge of UW System policies and procedures
• Experience with multiple software platforms and consolidating data
• Experience querying and compiling financial information from on-line or web-based financial management and accounting systems and databases
• Experience with reconciling revenue transactions including credit card statements
• Experience with Accounts Payable, and Accounts Receivable

Application Instructions
Interested applicants are required to apply online and provide:

• A resume
• A cover letter

In instances where the Search and Screen Committee is unable to ascertain from a candidate’s application materials whether they meet any of the qualifications, they will be evaluated as not meeting such qualifications.
Finalist candidate(s) being considered for hire will be required to provide three professional/supervisor references through an external reference checking tool. References will not be contacted prior to candidates being notified.
Application Notes
For this position, applicants are required to apply online. UWM will not consider paper, emailed or faxed applications. Additionally, applicants must complete all required fields and attach any required documents. The process is complete when the message “Your application has been submitted” is displayed and you receive a confirmation number.
Legal Notices AA/EO Statement

UWM is an AA/EO employer: All applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, sexual orientation, gender identity/expression, disability, or protected veteran status.




Reasonable Accommodations

UWM provides reasonable accommodations to qualified individuals with disabilities who are employees or applicants for employment. Employment opportunities will not be denied because of the need to make reasonable accommodations for a qualified individual with a disability. If you need assistance or accommodation in applying because of a disability, please contact uwm-jobs@uwm.edu or 414-229-4463. This job announcement and other material on this site will be made available in alternate formats upon request to an individual with a disability.




Confidentiality of Applicant Materials

UWM is a State agency and subject to Wisconsin’s Open Records Law. UWM will not, however, reveal the identities of applicants who request confidentiality in writing except as may be required by Wisconsin’s Open Records law. In certain circumstances, the identities of “final candidates” and/or the identity of the appointed applicant must be revealed upon request.




CBC and Reference Check Policy

Employment will require a criminal background check. UWM takes the prevention of sexual misconduct seriously. As such, you and your references will be required to answer questions regarding any past findings of sexual violence and sexual harassment or any pending allegations of sexual violence or sexual harassment.




Annual Security and Fire Safety Report (Clery Act)

For the UWM Annual Security and Fire Safety Reports (i.e., Clery Report), which includes statistics about reported crimes and information about campus security policies, see http://www.cleryact.uwm.edu/, or call UWM’s Dean of Students Office, Student Union 345 at (414) 229-4632 for a paper copy.




Employment Authorization

In compliance with federal law, all persons at the time of their start date will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.
To apply, please visit: https://jobs.uwm.edu/postings/39856








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