"Financial Specialist II"

Job Details

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Position Title: Financial Specialist II

Job Category: University Staff

Employment Type: Regular

Job Profile: Financial Specialist II

Job Duties:

Primarily reviews, approves, and advises on a variety of advanced financial transactions for the units of Residence Life and Dining & Retail. May prepare some financial transactions and reconciles transactions. Recommends controls and process improvements, troubleshoots advanced financial errors. Maintains financial records, provides administrative processing support, and provides customer service for staff and customers in an assigned program area to support program financial management.

• Audits, monitors, organizes, and updates fiscal records, reports, and affiliated materials
• Creates general reporting for transactions
• Audits or processes advanced transactions and assigns funding codes in accordance with established rules, regulations, and policies
• Audits or reconciles original purchase documents with payments
• Reallocates expenses to appropriate funding strings
• Drafts communications and advanced reports and maintains organization of varied records to provide administrative support within a specified work unit
• Answers advanced fiscal questions and provides information based on set materials and standards to various audiences
• Reviews transaction processing internal controls and recommends policies and procedures

Key Job Responsibilities:

• Audits or reconciles original purchase documents with payments
• Reallocates expenses to appropriate funding strings
• Drafts communications and advanced reports and maintains organization of varied records to provide administrative support within a specified work unit
• Answers advanced fiscal questions and provides information based on set materials and standards to various audiences
• Special projects and miscellaneous duties as required
• Reviews transaction processing internal controls and recommends policies and procedures
• Audits, monitors, organizes, and updates fiscal records, reports, and affiliated materials
• Creates general reporting for transactions
• Audits or processes advanced transactions and assigns funding codes in accordance with established rules, regulations, and policies

Department: Finance/Student Success Business Officers

Compensation: Starting at $19.00/hr and commensurate with experience

Required Qualifications:

• Experience with financial management software systems
• At least 1 year of experience with cash handling
• At least 1 year of financial auditing experience
• Demonstrated oral and written communication

Preferred Qualifications:

• Experience with University of Wisconsin procurement management
• Experience creating financial reports and managing financial records

Education:

• Minimum Required: High School Diploma
• Preferred Degree: Associates Degree in Business, Accounting, Finance or related field

How to Apply:

Applicants must submit the following documents using the online application:

• Resume
• Cover Letter

Please use your application materials to speak to each of the qualifications for this position as listed above. Be sure to describe your relevant experience and areas of expertise, using specific examples from your work and education history. Applicants must complete all required fields and attach all required documents prior to submitting the online application.

All final candidates will be asked to provide names, email contact information, and/or phone numbers for three (3) references, with at least one being from a manager or supervisor, during the interview process.

Note: Once you have attached your materials and submitted your application, you will not be able to go into the system and change them.

To Ensure Consideration: Applications received by the end of the day on 01/20/2026 are ensured full consideration. Applications received after that date may be given consideration. Application materials will be evaluated, and the most qualified applicants will be invited to participate in the next step of the selection process. Incomplete and/or late application materials may not receive consideration.