Financial Planning and Analysis

• Serve as the primary financial manager for a portfolio of central campus units reporting to the Chancellor's and Provost's Offices
• Provide strategic financial leadership, guidance, and operational oversight
• Develop financial strategies, analysis, recommendations, budgeting, forecasting, and financial planning
• Oversee financial operations across assigned units and advise on complex financial matters
• Monitor financial activity and enter, review, and approve transactions
• Implement processes and internal controls for efficient, compliant financial management
• Oversee Foundation gift and discretionary fund administration
• Prepare, analyze, and communicate budget, forecast, and financial performance reports
• Partner with leadership to align financial resources with organizational priorities and operational needs
• Consult with departmental staff regarding financial policies, procedures, and transaction processing
• Coordinate accounts receivable and customer invoicing functions
• Oversee cash handling and deposit activities as needed
• Serve as Department Property Administrator, overseeing inventory management and asset accountability
• Manage Workday financial structures as Worktag Manager, including approving, creating, modifying, and inactivating worktags
• Oversee complex transactions including budget transfers, revenue transfers, and payroll accounting adjustments
• Identify process improvements and operational efficiencies
• Recommend, interpret, disseminate, and implement fiscal policies and procedures
• Identify, verify, and audit financial charges and credits and authorize payments
• Serve as a subject matter expert to unit leadership
• Plan, direct, and engage in financial and accounting operations for multiple areas
• Coordinate data management, budget preparation, and financial reporting
• Participate in development, maintenance, and monitoring of automated financial information systems
• Prepare and/or approve financial transactions and payments
• May supervise at least 2.0 FTE or equivalent employees

Financial Manager

• Own the operational lifecycle of payment processing across HPS, PayMedix, and TempoPay
• Manage payment execution, settlement activities, returns, exceptions, reconciliation workflows, operational reporting, and money movement
• Establish and own collections operations strategy across PayMedix and TempoPay
• Develop collection workflows, customer segmentation, escalation paths, vendor management, and performance metrics
• Partner with the BPO team executing the collections strategy
• Own operational relationships with payment processors, banks, collections vendors, and financial service partners
• Define SLAs, measure vendor performance, resolve operational issues, and drive continuous improvement
• Develop operational reporting and dashboards covering payment performance, reconciliation accuracy, collections effectiveness, and operational KPIs
• Partner with Product, Engineering, Finance, Compliance, Customer Operations, and executive leadership on payment infrastructure and modernization initiatives
• Ensure operational readiness for audits, compliance reviews, and regulatory requirements
• Report directly to the COO

Manager, Financial & Payment Operations

• Support operations of the Associated Students of Madison (ASM), the University of Wisconsin-Madison student government
• Work directly with ASM student leaders and Registered Student Organizations seeking access to student segregated fees
• Track expenses and funding for student groups
• Provide guidance aligned with university and ASM policies
• Develop financial reports and reconcile expenses
• Work with campus partners for the benefit of student organizations
• Help students navigate payments, reimbursements, and purchases through university finance and HR systems
• 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
• Draft communications and reports and maintain varied records
• Answer complex fiscal questions and provide information to various audiences
• Hire student employees in the payroll system and coordinate onboarding
• Review transaction-processing internal controls and recommend policies and procedures
• Serve as a unit liaison to leadership, providing financial advice, recommendations, and financial status updates
• May train staff on financial processes and best practices
• Attend occasional evening meetings with students as needed

ASM Financial Specialist

• Serve as the primary finance partner to General Managers and senior leadership for Service Parts & Lifecycle Solutions
• Translate business strategies into financial plans supporting growth, margin expansion, and cash flow improvement
• Provide recommendations on strategic investments, pricing, inventory strategies, and portfolio optimization
• Lead annual operating plans, quarterly forecasts, long-term strategy, and monthly business reviews
• Drive forecasting, variance analysis, and performance reporting across revenue, margin, inventory, and operating expenses
• Deliver insights and recommendations on business risks and opportunities
• Own financial performance for service parts, repair operations, asset recovery, and lifecycle solutions
• Improve repair productivity, harvest economics, inventory turns, fulfillment performance, and profitability
• Partner with operations, sourcing, logistics, and commercial teams to optimize financial performance
• Support pricing strategy development and deployment
• Analyze pricing performance, discount trends, renewal opportunities, and market dynamics
• Evaluate business cases and investment opportunities
• Lead inventory and working capital initiatives
• Reduce excess and obsolete inventory and improve free cash flow
• Establish performance metrics and governance mechanisms
• Ensure accurate financial reporting, policy compliance, internal controls, and audit readiness
• Champion simplification, automation, AI-enabled analytics, and digital finance capabilities
• Improve reporting infrastructure, forecasting processes, and decision-support tools
• Drive adoption of modern financial dashboards and data-driven operating mechanisms
• Lead, coach, and develop a high-performing global finance organization
• Build organizational capability through talent development, succession planning, and continuous improvement
• Foster accountability, collaboration, customer focus, and innovation

Director of Finance – Service Parts, Lifecycle Solutions

• Support North America GBS Financial Services in general accounting and reporting
• Perform balance sheet reconciliation support
• Monitor and create journal entries
• Conduct account analysis to identify discrepancies and ensure accuracy
• Manage and process monthly intercompany invoices
• Handle miscellaneous cash applications and reconciliations
• Assist with weekly freight postings
• Conduct initial research related to unclaimed property
• Support government surveys and reporting
• Help prepare and compile the annual tax package during March/April
• Perform monthly close procedures and generate financial reports
• Complete additional tasks as deemed necessary by the GBS Finance Manager
• Collaborate with the North America financial services team and other Global Business Services areas
• Engage with key customers across Essity and governmental reporting units

Accounting & Finance Intern

• Manage financial analysis and reporting
• Perform a major role in financial analytics and/or financial statement preparation
• Review technical financial areas
• Review, analyze, and ensure the accuracy of financial and statistical reports for management presentation
• Manage staffing activities including recruitment, hiring, performance evaluation, and compensation determination
• Conduct special financial studies and projections
• Develop recommendations for financial decision-making
• Design, develop, and modify financial models using appropriate databases
• Manage assigned special projects, including research, forecasting, and exploring viable alternatives
• Present proactive ideas for creating operational efficiencies
• Perform other duties as assigned
• Collaborate with clinical and operational leaders to support strategic decision-making, financial performance, and responsible resource stewardship

Finance Manager

• Manage the efforts of a collaborative finance team and support team development and success
• Provide expertise, facilitate training, coordination, and workload management across the team
• Serve as a key point of contact and partner for department administrators
• Facilitate and share unit or organizational budgets and large budget projections, including planning, policies, controls, procedures, forecasts, and analysis
• Recommend, interpret, disseminate, and implement unit-focused fiscal policies and procedures
• Exercise supervisory authority over at least 2.0 FTE or equivalent employees, as applicable
• Identify, verify, and audit financial charges and credits and authorize payments
• Participate in developing, maintaining, and monitoring automated financial information systems
• Advise unit leadership on financial operations, status, reporting, and process improvements
• Plan, direct, and engage in financial and/or accounting operations for multiple areas
• Coordinate data management, budget preparation and management, and financial reporting
• Analyze financial information and make recommendations to unit leadership
• Work remotely up to 3 days per week after onboarding and onsite at least 2 days per week

• Participate actively in the monthly financial closing cycle
• Reconcile balance sheet accounts
• Record journal entries
• Maintain a complete and accurate general ledger in accordance with accounting principles and reporting schedules
• Collect, compile, verify, and analyze financial information
• Prepare financial reports and accounting statements
• Assist with internal and external business audits
• Provide technical accounting advice to functional or operational areas
• Oversee and approve special procedures related to defined Accounting services
• Provide input regarding needed changes, inefficiencies, or other possible issues

Financial Accountant

• Lead and oversee the strategic direction and operational execution of Global Strategic Deal Development and Commercial Analytics for the Early Development business
• Provide leadership, supervision, and development of direct reports, including training, performance evaluation, workload balancing, project allocation, recruiting, and issue resolution
• Support business growth through innovative processes, strategic thinking, prioritization, continuous improvement, and customer satisfaction
• Oversee and refine sales analytics for reporting, presentations, and commercial decision-making
• Develop and maintain sales information systems and analytics, including data and modeling for annual sales targeting
• Participate in the annual Net Orders Budget process, including target setting and budget presentation materials
• Ensure accuracy of reported orders and backlog data
• Ensure business continuity by addressing market dynamics, resourcing challenges, and operational risks
• Define, implement, and govern policies, procedures, and standard operating procedures
• Lead Master Service Agreement negotiations with Contracts, Legal, Revenue Cycle Management, and other stakeholders
• Drive rate development and commercial strategies supporting sales, operations, proposals, and broader Early Development objectives
• Support tool development initiatives and lead algorithm and modeling discussions with operations
• Oversee commercial strategy support for the RFP process, including challenge calls, costing strategy, and win strategy development
• Ensure departmental productivity and staffing targets are achieved
• Report Global Strategic Pricing performance metrics, including growth targets, discount trends, win/loss analysis, and productivity measures
• Design and evolve the departmental organizational structure
• Address Early Development client needs with solution-oriented approaches
• Review, analyze, and interpret commercial and departmental reports
• Direct strategic commercial frameworks in partnership with senior management and sales leadership
• Develop and grow key client relationships
• Build and maintain internal and external stakeholder relationships
• Support strategic client relationships to expand the commercial pipeline
• Perform other duties as assigned

Financial Planning and Analysis jobs in Wisconsin

Financial Manager

Manager, Financial & Payment Operations

ASM Financial Specialist

Director of Finance – Service Parts, Lifecycle Solutions

Accounting & Finance Intern

Finance Manager

Financial Manager

Financial Accountant

Senior Director, Commercial Finance