Financial Specialist

University of Wisconsin-Madison

. Provide financial support to faculty, staff, students, and guests engaged in research and outreach activities .

Posted 10/13/2026part-timeMadison • Wisconsin • United StatesMid-LevelSenior💰 $23 - $27 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial transaction processing, including invoicing and expense reimbursements, while providing exceptional customer service and maintaining accurate financial records. Proficient in using Excel for data management and reporting, with a strong ability to prioritize tasks in a collaborative environment.

Highest-signal resume keywords

Financial Transaction ProcessingExpense AllocationCustomer ServiceExcel ProficiencyHigher Education Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Transaction ProcessingExpense AllocationReport GenerationData EntryBudget Interpretation

Soft Skills

Customer ServiceTime ManagementCollaborationAdaptability

Tools & Technologies

WorkdayShopUW+ConcurAssetworksQualtrics

Certifications & Qualifications

Associate DegreeBachelor's Degree (Preferred)

Industry Keywords

Higher EducationFinancial ComplianceBudget ConstraintsFiscal QuestionsAdministrative Support

About the role

Key responsibilities & impact

Provide financial support to faculty, staff, students, and guests engaged in research and outreach activities
Process purchasing, travel arrangements, reimbursements, and financial transactions
Answer complex fiscal questions and provide information to various audiences
Draft communications and reports and maintain varied records
Review transaction processing internal controls and recommend policies and procedures
Serve as a unit liaison to leadership, providing financial advice, recommendations, and status updates
Train staff on financial processes and best practices as needed
Monitor financial transactions and fund balances
Generate and reconcile complex reports and statements
Review and approve complex transactions and assign funding codes
Reallocate expenses to appropriate funding strings
Work under the general supervision of the Administrative Associate Director with a small administrative team

Requirements

What you’ll need

Experience processing varied financial transactions, such as invoices, purchase orders, expense reimbursements, or purchases with an employer credit card
Experience allocating expenses to appropriate funding sources
Demonstrated history of providing polite, accurate, and timely customer service to internal and external stakeholders
Experience working independently and collaboratively with colleagues
Proven ability to manage and prioritize multiple concurrent tasks or projects
Proficiency using Excel or other spreadsheet applications, including basic navigation, data entry, simple functions, and formatting
Associate degree
Ability to work in-person at the Discovery Building on the UW–Madison campus
Ability to work at least 60% on campus and up to 40% remote in-state
Eligibility to work in the United States without employer sponsorship
Resume and cover letter required
Three references required for finalists, including one current or former supervisor
Employment may require a criminal background check
Preferred: experience interpreting financial terms and conditions, including allowability rules, budget constraints, and compliance requirements
Preferred: experience with Universities of Wisconsin financial systems and workflows, such as Workday, ShopUW+, Concur, Assetworks, or Qualtrics
Preferred: experience making work-related travel arrangements for others
Preferred: experience working in a higher education setting
Preferred: ability to adapt to new and changing methods, requirements, and priorities
Preferred: excellent time management and ability to prioritize work to meet deadlines
Preferred: bachelor's degree in business, accounting, public administration, or related fields

Benefits

Comp & perks

Generous vacation, holidays, and sick leave
Competitive insurances and savings accounts
Retirement benefits
Some flexibility in scheduling