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Financial Budget Planner

Apply now Job no: 497791
Work type: Academic Staff - 12 Month Renewable
Location: Platteville
Categories: Accounting, Finance, Purchasing, Office and Administrative


Position Summary:

Are you seeking a job where you can utilize your skills in critical thinking, problem-solving, math, and communication?  If so, you may wish to apply for the Financial Budget Planner position at UW-Platteville! 

The successful candidate reports to the Budget Director within the Financial Services department and will be responsible for conducting financial analysis for several areas of the university to support decision-making, planning, and policy formulation by university leadership. The position will work as a budget liaison to faculty, staff, and others to advance UW-Platteville's mission and goals. The incumbent will be able to find creative solutions, work independently, and collaborate with team members, as well as be committed to campus diversity and inclusion efforts.

Job summary: Provide budget and policy analysis for departmental or divisional budgets containing a variety of funding sources and a large number of programs. Develop short- and long-term budgetary projections, annual operating budgets, and program cost analyses. Make recommendations for compensation and staff planning and may provide guidance to other budget planners to ensure effective budget planning for the university.

The Financial Budget Planner will be a key participant in improvement initiatives to enhance both the efficiency and effectiveness of the university’s budget and planning tool and procedures.

This is a full-time position which offers a flexible work schedule, excellent benefits, and possibility of hybrid work schedule. Minimum salary is $51,700; starting salary is negotiable based on experience and qualifications.

As a financial budget planner you will:

  • Analyze how the university departments are organized and help put together their budgets
  • Ensure that a department’s budget meets legal requirements
  • Answer questions about a department’s budget
  • Help the university utilize the budget as it was intended
  • Forecast future budgets


  • Manage financial systems, input budget data and accounting data, ensure accuracy and precision, and meet associated deadlines
  • Assist with developing and monitoring divisional and departmental budgets for academic and/or non-academic units
  • Serve as a point of contact for faculty and staff providing budgetary information and guidance, answering questions, and responding to inquiries
  • Analyze, identify, and make recommendations for cost savings and funding options by analyzing institutional data
  • Conduct program and budget analysis and prepare financial reports in accordance with established procedures, guidance, and regulations
  • Assist in the development of operating policies and procedures to comply with institutional policies and departmental objectives
  • Provide guidance and direction to other analysts on budgetary analysis and reporting activities
  • Liaise with colleagues in the Financial Services department, as well as employees across campus
  • Perform miscellaneous duties as assigned

What You’ll Need to Succeed:

  • Bachelor's degree from an accredited college or university.  Preferably in one of the following areas of concentration:
    • Finance
    • Accounting
    • Business Administration
    • Math
    • Statistics
    • Economics
    • Computer Science
    • Information Systems
  • Ability to find creative solutions, work independently, and collaborate with team members
  • Strong math, analytical, and attention-to-detail skills
  • Excellent organizational and time management skills
  • Effective written and oral communications skills, including preparation of complex reports of financial information
  • Strong skills in the Microsoft Office Suite products, particularly Excel

Campus Information: 

The University of Wisconsin - Platteville, founded in 1866, offers 42 baccalaureate and 6 master's programs. It possesses institutional strengths in middle level education, engineering, industrial technology, agriculture, criminal justice and business. The campus is located in Southwest Wisconsin's largest and most historic community. The region offers excellent school systems, high quality medical and hospital facilities, outstanding recreational opportunities, and vibrant businesses and industries. UW-Platteville is a cultural and educational center for the Tri-State region of Illinois, Iowa and Wisconsin.

Take a virtual tour of our campus!

Application Deadline:

Applications must be submitted through our online applicant portal, by August 17, 2022, and will be reviewed until the position has been filled.

How to Apply:

The following documents are required for applicant consideration:

  • Letter of application addressing all required qualifications
  • A current resume
  • Contact information (name, telephone number, and email address) for 3 professional references.
  • Additional documents as needed

We Support Diversity and Inclusion:

Our mission is to foster a diverse environment that contributes to an inclusive culture and climate by promoting critical discourse and meaningful interactions between all members of our campus community.

Equal Employment Opportunity:

The University of Wisconsin - Platteville is committed to recruiting, supporting and fostering a diverse, inclusive and civil community of outstanding faculty, staff and students, and is an AA/EEO Employer. A criminal background check is required for employment. Applicants must be legally entitled to work in the U.S. at time of hire.

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

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The University of Wisconsin-Platteville is committed to recruiting, supporting and fostering a diverse, inclusive and civil community of outstanding faculty, staff and students, and is an AA/EEO Employer. A criminal background check is required for employment. Applicants must be legally entitled to work in the U.S. at time of hire.

It is the policy of the University of Wisconsin-Platteville to provide equal employment opportunity to all individuals regardless of race, color, creed, sex, sexual orientation, age, national origin, ancestry, disability, marital status, pregnancy, political affiliation, arrest or conviction record, identity as a veteran, disabled veteran, Vietnam era veteran, membership in the national guard, state defense force or any other reserve component of the military forces of the United States or this state. Sexual harassment is illegal and will not be tolerated. Co-workers and supervisors may not retaliate against any employee, student, or job applicant because he or she filed a complaint, assisted in an investigation or participated in any proceeding alleging discrimination on the foregoing basis.

The University ensures physical accessibility to work environments for persons with disabilities and will provided reasonable accommodations to ensure equal access to employment. Upon request, the University will provide reasonable accommodations for religious observances and practices. The University is committed to a program of affirmative action for women, racial minorities, persons with disabilities, disabled veterans and veterans of the Vietnam era. While the Chancellor assumes overall responsibility for the success of the program, university administrators and supervisors are responsible and accountable for implementation. Authority for monitoring the program is delegated to Human Resources.

Each individual associated with the University is called upon to pledge a new and revitalized commitment to build and maintain a campus environment free of harassment and discrimination, an environment that fosters mutual respect, recognizes the dignity and worth of all people, and promotes to the fullest, equal employment opportunity through affirmative action.

In compliance with the Clery Act of 1998, the University of Wisconsin-Platteville Annual Security & Annual Fire Safety Report is available for review. Call the UW-Platteville Campus Police Office at 608.342.1584 for a paper copy of the annual report.

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. §. 19.36(7).

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