UW Platteville invites applications for Financial Specialist. The Financial Specialist primarily reviews, approves, and advises on a variety of advanced financial transactions. May prepare some financial transactions and reconciles transactions. Recommends controls and process improvements, troubleshoots advanced financial errors. Maintains financial records, provides administrative processing support, and provides customer service for staff and customers in an assigned program area to support program financial management.
This position is under the general supervision of the Director of Student Financial Services and is responsible for cashiering and student accounts processing functions. This is a full-time, benefit and paid leave eligible position. Wage range for this position is $18.00-$21.00 per hour commensurate with qualifications and experience.
• Reconcile approximately 20 department deposit slips per day with the checks, cash, and coin submitted. Volume depends on time of year.
• Resolve any discrepancies with department manager. Troubleshoot common issues such as: checks with errors, accounting string errors, cash not matching.
• Run various reports utilizing QuickBooks and MS Excel. Prepare advanced reports and maintain organization of varied records to provide administrative support within a specified work unit.
• Ensure accuracy of received information, follow up with depositors and educate with proper resources to ensure efficiencies in the future.
• Prepare bank deposit bag.
• Record ACH debits and credits
• Reconcile the day’s deposits with the online banker register to ensure accuracy
• Perform functions pertaining to billing, collecting, and refunding student accounts
• Perform account research related to payment swapping, write-offs, withdrawal, tuition calc. manually, special course fees, add/drop dates, financial aid recall, third party contracts, offsets.
• Manage the general email inbox for the Cashier Department.
• Ensure daily reconciliation of departmental receipts and student payments.
• Direct the Cashier’s Office staff in implementing procedure and process changes.
• Audit, monitor, organize, and update fiscal records, reports, and affiliated materials.
• Create general reporting for transactions
• Audit or process advanced transactions and assigns funding codes in accordance with established rules, regulations, and policies.
• Audit or reconcile original purchase documents with payments.
• Draft communications and advanced reports and maintain organization of varied records to provide administrative support within a specified work unit.
• Answer advanced fiscal questions and provides information based on set materials and standards to various audiences.
• Review transaction processing internal controls and recommends policies and procedures
• Participate in training, implementation, and testing of software upgrades.
• Be knowledgeable of Cash Handling and Internal Controls regulations and guide supervisors of the proper practices of cash handling to prevent mishandling of funds and safeguard the University. Maintain and update documentations and provide training to those individuals involved in this process.
• Additional duties as assigned.
What You’ll Need to Succeed:
• Associate’s degree in Business Administration, Finance, Accounting or similarly related financial field
• Strong organizational, analytical, and attention to details skill sets
• Strong oral and written communication skills
• Ability to work on a variety of programs packages
Why It’s Great to be a Pioneer:
The University of Wisconsin-Platteville, founded in 1866, offers 47 baccalaureate and 10 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.
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Applications must be submitted through our online applicant portal, and are due by March 14, 2023. Applications will be accepted 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.