Financial Operations Specialist

University of Wisconsin - Madison   Madison, WI   Full-time     Accounting
Posted on November 17, 2022
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Preferred Associate's Degree in accounting, finance, or equivalent experience in accounting or related role preferred.


Required skills and experience:

  • Experience interpreting and analyzing financial policy and procedure
  • Excellent organizational skills and the ability to manage and prioritize tasks/projects in a fast- paced environment
  • Ability to provide a positive customer experience and communicate with clarity and precision * Proficiency with computer software/applications, automated data analysis, and data entry techniques
  • Ability to take initiative, work independently, and have creative problem-solving skills

Preferred knowledge, skills, and experiences:

  • Knowledge of University, State, Federal, and/or Non-federal rules and regulations
  • Familiarity with UW-Madison systems such as WISER, ShopUW+, and e-Reimbursement
  • Advanced Proficiency with Microsoft Office Suite is strongly preferred

Job Summary

The Financial Operations Specialist position at Student Affairs will provide financial management and transaction processing. This position is the main resource for Departmental activities relating to reimbursements, payments, purchasing, and tracking of all expenses. The position serves as the first point of contact for Department staff for advice, direction, training, and problem resolution relating to financial transactions and processes.


Performs general accounting duties following generally accepted accounting principles and procedures. Prepares financial reports and assists with budgeting. Ensures the accurate recording and reporting of the business unit's financial transactions.

  • 25% Organizes, prepares, and updates basic financial statements, monthly and year-end journal entries, accounts, ledgers, and reports for various financial needs within an automated financial system to ensure accurate recording and reporting of financial transactions
  • 10% Prepares and analyzes financial data, reports and records, identifies discrepancies, investigates, recommends, and implements basic solutions as needed
  • 20% Assists with accounting and reviewing reconciliations, journal entries, schedules, and reports
  • 20% Answers questions and provides accounting related information to internal and external stakeholders according to established policies and procedures
  • 25% Prepares and/or approves financial transactions and payments

How to Apply

To apply for this position, go to  and click on the "Apply Now" button to start the application process. As part of the application process, you will be required to upload a current resume, a cover letter addressing your experience and qualifications for this position, and a list with the contact information of at least three professional references. To ensure consideration, application must be received by: November 30, 2022

A hybrid schedule will be established for this position upon supervisor and Student Affairs division approval, where some work may be required to be performed in-person, onsite, at a designated campus work location, and some work may be performed remotely at an offsite, non-campus work location. The successful candidate for this position is expected to be onsite for the first 3-6 months until being fully onboarded and trained. This position includes workplace flexibility.


Minimum $50,000 ANNUAL (12 months), Depending on Qualifications.

This position expected starting salary is $50,000 up to $57,000 for experienced candidates; actual pay will depend on experience and qualifications. Employees in this position can expect to receive benefits such as generous vacation, holidays, and paid time off; competitive insurances and savings accounts; retirement benefits.

Additional Information

Student Affairs (link: at the University of Wisconsin-Madison is led University of Wisconsin-Madison by the vice chancellor for student affairs. Our staff is dedicated to serving students and to helping them succeed in and out of the classroom in areas including health and well-being, identity and inclusion, leadership and engagement, and student advocacy. Student Affairs includes departments led by the dean of students; departments that provide identity-based spaces and leadership resources; the Wisconsin Union; University Health Services; and University Recreation and Wellbeing.

Student Affairs is committed to being a diverse, equitable, inclusive, and anti-racist workplace and is an Equal Employment Opportunity, Affirmative Action employer. Applications from Black, Indigenous, and People of Color (BIPOC) individuals, LGBTQ+ and non-binary identities, women, persons with disabilities, military service members, and veterans are strongly encouraged.

Please note that successful applicants are responsible for ensuring their eligibility to work in the United States (i.e., a citizen or national of the United States, a lawful permanent resident, a foreign national authorized to work in the United States without the need of an employer sponsorship) on or before the effective date of appointment.

The University of Wisconsin is an Equal Opportunity and Affirmative Action Employer. We promote excellence through diversity and encourage all qualified individuals to apply.

Employment will require a criminal background check. It will also require you and your references to answer questions regarding sexual violence and sexual harassment.

The University of Wisconsin System will not reveal the identities of applicants who request confidentiality in writing, except that the identity of the successful candidate will be released. See Wis. Stat. sec. 19.36(7).

Department Contact

Angel Cartagena


Phone: 608-890-2570

Relay Access (WTRS): 7-1-1. See RELAY_SERVICE for further information.