Assistant Director of Budget and Planning - Budget, Planning and Analysis - 14403

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ATTENTION:

The Department of Budget, Planning and Analysis seeks an Assistant Director of Budget and Planning.

The Assistant Director of Budget and Planning reports to the University Budget Director and assists with the overall development of University of Wisconsin-Whitewater budget. Those responsibilities include but are not limited to: budget preparation, analysis and review of the University’s General Program Revenue (GPR), segregated fees and revenue generating accounts including program revenue budgets, and conducting specialized audits. The position will also focus on the development of long-range, complex financial models with an emphasis on report preparation and development. The position will act as a liaison with the University of Wisconsin System, departmental directors and institutional budget managers and academic departments in the finalization of the annual budget process.

QUALIFICATIONS:

MINIMUM QUALIFICATIONS:

• Bachelors or advanced degree in finance, business administration, or a related field
• Experience working in a financial setting, and familiarity with fund accounting
• Experience developing complex financial models and reports

DESIRED QUALIFICATIONS:

• Experience implementing data analytic, i.e. business intelligence programs
• Experience within a higher education or non-profit setting
• Familiarity with University of Wisconsin System policies and procedures

KNOWLEDGE, SKILLS AND ABILITIES:

• Ability to interpret legislation, rules, public policy analysis and development processes
• Knowledge of budget development process and auxiliary budgeting
• Problem resolution techniques
• Strong reporting and analytical skills
• Customer service and policy research skills
• Oral and written communication techniques

RESPONSIBILITIES:

This position will compile, monitor and analyze budget and financial data, records and reports for all sources of funds at UW-Whitewater; provide a variety of statistical data analysis and policy review of operations.

1. Work with the financial system, budget system, query tools and various spreadsheets.
2. Assist the Budget Director and Budget Planner with the annual preparation of UW-W’s budget by reviewing and organizing/reorganizing budgets submitted by deans/division officers for submission to UW System.
3. Lead the development of long-range financial and budget models, including financial forecasting and reporting tools and methods.
4. Work with Budget Director to review financial data from deans/division officers, and university stakeholders to reconcile figures, and develop new reporting methods to analyze this data. Requires familiarity with best practices in fund accounting, preferably within a higher education or non-profit setting. Understand the importance and confidentiality of data integrity in regards to employee and financial information.
5. Conduct statistical and financial analyses, collecting and analyzing data for reports for campus and external use by the Vice Chancellor for Administrative Affairs, Budget Director, and other campus partners.
6. Aid in the transmission of financial data to UW System and other external partners. Reconcile submissions to allocation targets. Requires knowledge of funding sources, program codes, as well as the UW Chart of Accounts.
7. Keep current with program guidelines established by the Legislature, UW System administration and UW-W administration in order to assist the Budget Director in budget submissions.
8. Reconcile conflict between payroll and university budget system. Work directly with Deans and Human Resources staff to assure accuracy.
9. Assist the Budget Director with input of faculty, academic staff and university staff personnel and salary information. Analyze all entries to ensure accurate input of information to maintain the integrity of the university’s data base.
10. Work with Deans/division offices and department chairs in the development of annual budget requests, defining guidelines and constraints and ensuring adherence to them.
11. Act as Auxiliary Director for the development of auxiliary budgets, provide analysis, verify programs and amounts, compile all data submitted, and provide guidance to auxiliary managers regarding budget submissions.
12. Input and reconcile all fund 128/123 appropriation budgets. Work with Directors and UW System to address any problems/errors. Reconcile in budget system and Excel files.
13. Provide analysis and narrative for auxiliary budget submission to UW System Budget Office as well as coordinating campus review.
14. Work with staff to develop revised budgets as are required by UW System.
15. Keep current with relevant guidelines, technical skills and technology.
16. Maintain a current web page including relevant auxiliary links and information.
17. Initiate budget and revenue transfers to ensure continued solvency of campus accounts. Utilize tracking mechanism for accounts.
18. Utilize query tools for budget data, financial data, payroll data in order to provide data, prepare reports and assist staff members.
19. Respond to questionnaires from outside organizations.
20. Conduct special projects for the Vice Chancellor for Administrative Affairs and Budget Director, research data and design spreadsheets in the appropriate format using the computer to organize, calculate and sort information. Requires thorough knowledge of the hardware and software systems as well as familiarity with the various personnel, budget and accounting printouts, database, support budget, etc. from which data is gathered.
21. Willingness and ability to be an active participant in following applicable safety rules and regulations including necessary training and drills
22. Ability to interact respectfully with people from diverse socioeconomic, cultural and ethnic backgrounds.
23. Other duties as assigned.

CAMPUS INFORMATION:

UW-Whitewater (http://www.uww.edu) is the largest regional comprehensive university within the UW System and enjoys a reputation as a high quality residential campus located near the scenic Kettle Moraine State Forest in southeastern Wisconsin. UW-Whitewater is situated on 400 acres of land and has an annual budget of more than $219 million. UW-Whitewater is located in the community of Whitewater, which has 14,622 residents and is within convenient driving distance to the metropolitan areas of Madison, Milwaukee and Chicago. The university enrolls more than 12,000 students in more than 50 majors housed within four academic colleges. UW-Whitewater also offers 16 master’s degrees and a Doctorate in Business Administration. The university’s strategic plan can be found at: www.uww.edu/strategic-plan. It has a special mission within the UW System to serve students with disabilities and, as such, embraces the principles of universal design and is one of the most accessible campuses in the state. UW-Whitewater is a Division III NCAA university and member of WIAC (http://wiacsports.com). The campus has over 200 student organizations and is a vital economic engine for southeastern Wisconsin.

UW-Whitewater is committed to seeking and sustaining a culturally and ethnically diverse campus environment, building a diverse faculty and staff with expertise and interest in serving students with diverse needs, backgrounds, ethnicities, abilities and other distinct characteristics in respectful, sensitive and understanding ways. The University of Wisconsin-Whitewater is an Equal Opportunity and Affirmative Action Employer, and actively seeks and encourages applications from women, people of color, persons with disabilities, and veterans.

ORGANIZATION INFORMATION:

The University of Wisconsin-Whitewater is part of the 26-campus University of Wisconsin System (https://www.wisconsin.edu).

Wisconsin Statute 19.36(7)(b) provides that applicants may indicate in writing that their identity should be kept confidential. In response to a public records request, the University will not reveal the identities of applicants who request confidentiality in writing, except that the identity of the successful final candidate will be released. See Wisconsin Statute 19.36(7)(a).

UW-Whitewater requires criminal background checks as a contingency to employment. A criminal background check will be conducted prior to an offer of employment.

The University of Wisconsin-Whitewater requires that all employees be active participants in following applicable safety rules and regulations including necessary training and drills.

For UW-Whitewater Campus safety information and crime statistics/annual Security Report, see http://www.uww.edu/asfr. If you would like a paper copy of the report please contact the UW-Whitewater Police at 262-472-4660.

SPECIAL NOTES:

UW-Whitewater embraces AAC&U’s LEAP principles (http://www.uww.edu/leap) and emphasizes student, staff and faculty participation in High-Impact Practices (https://www.aacu.org/resources/high-impact-practices). The Office of Research and Sponsored Programs (http://www.uww.edu/orsp) provides support for faculty scholarly and creative activities as well as other opportunities to apply for reassigned time and/or other resources to support research activities. UW-Whitewater faculty and staff also have access to technology transfer and research resources provided by WiSys (https://www.wisys.org).

TO ENSURE CONSIDERATION:

Applications received by July 5, 2018 are ensured full consideration. Applications received after that date may be given consideration at the discretion of the search committee. The most qualified applicants will be invited to participate in the next step of the selection process. If you have questions regarding this recruitment, or if you are not able to complete the application online due to a disability or system problem, please contact us at 262-472-1072 or hrstudent@uww.edu.

For questions regarding this position, please contact:

Victoria Johnson
HR Assistant
262-472-5542
johnsonv@uww.edu

TO APPLY:

Only complete application packages will be considered. A complete application includes online submission of the following documents:

• Cover letter
• Resume
• Three professional references with address, phone number and email address

This Job ID is 14403

Who are you?

A potential applicant who is NOT currently employed by the University of Wisconsin System, click here: UW-Whitewater External Applicants

A current employee of the University of Wisconsin System, click here: UW-Whitewater Internal Applicants

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