Financial Specialist

2 weeks ago

Madison WI USA, United States University of Wisconsin Full time
Job Summary:

This position is a multi-functional role within the International Academic Programs (IAP) unit at the University of Wisconsin-Madison. The IAP serves as the largest study abroad office at the university, administering over 260 campus-wide study abroad and domestic study away programs, and annually sending over 2,500 UW-Madison students abroad.

Key Responsibilities:
  • 30% Monitor financial transactions and fund balances, generating and reconciling complex reports and statements in accordance with established rules and regulations.
  • 20% Review and approve complex transactions, assigning funding codes in accordance with established rules, regulations, and policies.
  • 5% Reallocate expenses to appropriate funding strings.
  • 20% Draft communications and reports, maintaining organization of varied records to provide administrative support within a specified work unit.
  • 10% Answer complex fiscal questions, providing information based on set materials and standards to various audiences.
  • 5% Review transaction processing internal controls, recommending policies and procedures.
  • 5% 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.
Key Tasks:
  • Maintain program budgets for a portfolio of provider and exchange study abroad programs.
  • Prepare and process necessary financial paperwork for program portfolio.
  • Record and reconcile actual program expenses for program portfolio.
  • Process international health insurance enrollments for students, faculty, and staff.
  • Serve as p-card site manager.
  • Assist with Financial Expense Reports to clear Cash Advances.
  • Serve as E-Reimbursement Approver and back-up E-Reimbursement Auditor.
  • Place procurement orders as necessary using and FPM.
  • Communicate program financial matters with IAP staff, UW faculty, and program constituents in the U.S. and abroad.
  • Communicate financial matters with student participants and parents of student participants, including program fee information, basic student billing information, and basic student financial aid and scholarship information.
  • Disseminate pertinent travel regulations to faculty, staff, and visitors about preferred vendors, airfare, hotels, and auto rentals.
  • Participate in department meetings and retreats. Assist with special events and outreach activities, such as the Study Abroad Fair.
  • Other duties and special projects as assigned.
Institutional Statement on Diversity:

Diversity is a source of strength, creativity, and innovation for the University of Wisconsin-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.

Qualifications:
  • Proficient in Microsoft Excel and Word.
  • Experience with or ability to learn data base systems.
  • Ability to manage and coordinate complete data & financial records with accuracy and attention to detail.
  • Ability to interpret and apply complex university, state, federal, and granting agency rules, regulations, and guidelines.
  • Effective written and verbal communication and interpersonal skills to positively interact with a variety of people and/or work independently to meet goals and work assignments of the unit.
  • Effective skills to be able to prioritize work assignments under stressful and sometimes conflicting constraints.
  • Understanding of accounting principles sufficient to manage program budgets and forecast future expenditures.
  • Knowledge of software and desktop applications and their use for effective business management.
  • Well organized and extremely detailed, able to multi-task and manage diverse duties, and able to follow written and oral instructions with limited supervision.
  • Experience interpreting multiple sets of reimbursement rules and regulations and auditing invoices and reimbursement requests.
  • Ability to independently make decisions and resolve problems.
  • Ability to maintain confidentiality and exercise good judgment.
  • Ability to represent the office in a highly professional manner.
  • Positive attitude and strong interpersonal communication skills.

  • Financial Specialist

    7 days ago

    Madison, WI , USA, United States University of Wisconsin Full time

    Job SummaryThis position is a key member of the Russell Labs Administrative Center, supporting the academic departments of Entomology, Forest and Wildlife Ecology, and Plant Pathology. The Financial Specialist III will work under the supervision of the Administrative Manager and general direction from the Department Administrator.The Financial Specialist III...

  • Financial Operations Specialist

    2 days ago

    Madison, Wisconsin, United States Creative Financial Staffing Full time

    Financial Operations Specialist About Our Client ------------------- Creative Financial Staffing is proud to partner with a family-owned business with a rich history dating back to 1931. This company values stability, community, and employee growth. Key Responsibilities ------------------- * Manage accounts payable and receivable processes to ensure...

  • Financial Specialist

    7 days ago

    Madison, WI , USA, United States University of Wisconsin Full time

    Job SummaryThe University of Wisconsin-Madison seeks a highly skilled Financial Specialist to join the Student Affairs team. As a key member of the Associated Students of Madison (ASM) Business Office, this role will provide critical financial support to students and staff, ensuring the smooth operation of student government and Registered Student...

  • Financial Operations Specialist

    2 days ago

    Madison, Wisconsin, United States Creative Financial Staffing Full time

    Billing Specialist Job DescriptionWe are seeking a skilled Billing Specialist to join our team at Creative Financial Staffing. As a Billing Specialist, you will play a critical role in ensuring the accurate and efficient management of billing processes, supporting smooth operations within our facility.Key Responsibilities:Billing and Financial Management:...

  • Financial Specialist

    3 days ago

    Madison, WI , USA, United States University of Wisconsin Full time

    Job SummaryThe University of Wisconsin-Madison is seeking a highly skilled Financial Specialist to join the Student Affairs team. As a key member of the Associated Students of Madison (ASM) Business Office, this role will work closely with students and staff to support the financial operations of the student government. The successful candidate will be...

  • Financial Eligibility Specialist

    3 days ago

    Madison, WI , USA, United States CommUnityCare Full time

    Financial Eligibility SpecialistCommunity Care is seeking a skilled Financial Eligibility Specialist to join our team. As a key member of our organization, you will play a vital role in ensuring that our members receive the financial assistance they need to live independently.Key Responsibilities:Accumulate, transmit, and disseminate member information,...

  • Financial Eligibility Specialist

    1 week ago

    Madison, WI , USA, United States CommUnityCare Full time

    {"Job Title": "Financial Eligibility Specialist", "Job Summary": "We are seeking a skilled Financial Eligibility Specialist to join our team at CommUnityCare. As a key member of our community care team, you will play a vital role in ensuring that our members receive the support they need to live independently.Responsibilities:* Oversee the accumulation,...

  • Financial Relationship Specialist

    4 weeks ago

    Madison, Wisconsin, United States Johnson Financial Group LLC Full time

    Position Overview:The Financial Relationship Specialist plays a pivotal role in fostering robust client connections and enhancing overall client satisfaction by delivering expert financial advice to affluent individuals.Core Responsibilities:Ensure a seamless client service experience while providing comprehensive financial advisory support aimed at...

  • Financial Specialist

    7 days ago

    Madison, WI , USA, United States University of Wisconsin Full time

    Job SummaryThis position is a key role within the International Academic Programs (IAP) unit at the University of Wisconsin-Madison. IAP is responsible for administering over 260 campus-wide study abroad and domestic study away programs, sending over 2,500 UW-Madison students abroad annually.Responsibilities30% Monitor and reconcile complex financial...

  • Financial Specialist

    2 weeks ago

    Madison, WI , USA, United States University of Wisconsin Full time

    Job Summary:This position is a multi-functional role within the International Academic Programs (IAP) unit at the University of Wisconsin-Madison. The IAP serves as the largest study abroad office at the university, administering over 260 campus-wide study abroad and domestic study away programs, and annually sending over 2,500 UW-Madison students abroad.Key...

  • Financial Specialist

    1 week ago

    Madison, WI , USA, United States University of Wisconsin Full time

    Job SummaryThis position is a key role within the International Academic Programs (IAP) unit at the University of Wisconsin-Madison. IAP is responsible for administering over 260 campus-wide study abroad and domestic study away programs, sending over 2,500 UW-Madison students abroad annually.ResponsibilitiesMonitor and reconcile complex financial...

  • Financial Operations Specialist

    1 week ago

    St. Petersburg, FL, USA, United States Creative Financial Staffing Full time

    Financial Operations Specialist **About the Role** We are seeking a detail-oriented Accounting Professional to join our client's sports organization as a Financial Operations Specialist. As a key member of the team, you will be responsible for a range of accounting duties, including account reconciliations, maintaining the general ledger, and assisting...

  • Financial Specialist III

    2 weeks ago

    Madison, WI , USA, United States University of Wisconsin Full time

    Job Summary:This position is a multi-functional role within the International Academic Programs (IAP) unit, serving as a key component of the University of Wisconsin-Madison's largest study abroad office. IAP administers over 260 campus-wide study abroad and domestic study away programs, sending over 2,500 UW-Madison students abroad annually.Key...

  • Financial Reporting Specialist

    3 weeks ago

    Madison, Wisconsin, United States Creative Financial Staffing Full time

    Senior Accounting Analyst - A Key Role in Our Financial TeamAbout the Opportunity:Creative Financial Staffing is partnering with a leading organization in the industry to find a highly skilled Senior Accounting Analyst. This is an excellent opportunity for a motivated professional to join a dynamic team and contribute to the company's financial success.Why...

  • Financial Reporting Specialist

    1 week ago

    Madison, WI , USA, United States General Beverage Full time

    Staff Accountant Job DescriptionThis role requires the preparation of timely and accurate monthly financial statements, as well as assistance with budgets and variance analysis. The Staff Accountant will collaborate with various departments and management to resolve problems and ensure the integrity of financial statements.Key Responsibilities:Prepare...

  • Financial Reporting Specialist

    1 week ago

    Madison, WI , USA, United States General Beverage Full time

    Staff AccountantThis role requires preparing timely and accurate monthly financial statements, assisting with budgets, and analyzing variances. Staff Accountants will work with all departments and management to ensure the integrity of the financial statements.ResponsibilitiesPrepare monthly financial statements and communicate results for multiple operating...

  • Financial Specialist III

    2 weeks ago

    Madison, WI , USA, United States University of Wisconsin Full time

    Job Summary:This position is a multi-functional role within the International Academic Programs (IAP) unit at the University of Wisconsin-Madison. IAP administers over 260 campus-wide study abroad and domestic study away programs, sending over 2,500 UW-Madison students abroad annually.Key Responsibilities:30% Monitor financial transactions and fund balances,...

  • Financial Data Specialist

    1 week ago

    Madison, WI , USA, United States State of Wisconsin Full time

    Job SummaryThis position is responsible for maintaining the State's supplier and customer data files, ensuring accurate information within the PeopleSoft (STAR) system. The successful candidate will work with State Agencies, Municipalities, and Suppliers to resolve discrepancies and facilitate corrections to financial information.Key ResponsibilitiesEnter...

  • Financial Specialist Senior

    1 week ago

    Madison, WI , USA, United States State of Wisconsin Full time

    Job SummaryThis position performs financial tasks related to state procurement and payments. The successful candidate will possess the ability to offer advice on policy and procedures, assist with analyzing problems, create purchase orders, assist with preparing and revising specifications and contract provisions related to state-furnished materials...

  • Financial Specialist Senior

    1 week ago

    Madison, WI , USA, United States State of Wisconsin Full time

    Job SummaryThis position performs financial tasks related to state procurement and payments. The successful candidate will possess the ability to offer advice on policy and procedures, assist with analyzing problems, create purchase orders, assist with preparing and revising specifications and contract provisions related to state-furnished materials...