Budget Planner

Posting Details

Recruitment Number


Working Title

Budget Planner

Position Type


Appointment Percentage



Administration and Finance Division

Description of College / Department / Program / Division / Unit

The Division of Administration and Finance is committed to providing quality campus services to faculty, staff, students and external constituencies in support of the university’s mission of teaching, research, and public service. The division includes Facilities Planning & Management, Budget, Human Resources, Information Technology Services and Police & Parking Services.

Position Summary

Under the general supervision of the Budget Director, this position is responsible for providing detailed analysis to support decision-making, planning, and institutional assessment for the university. This position will focus on the development and delivery of financial information to campus units to assist in their management of financial resources.

The position holder will need to acquire knowledge of the policies and guidelines of the University of Wisconsin Board of Regents, University of Wisconsin System, and University of Wisconsin-La Crosse ( UWL ), as well as federal and state laws and regulations. The position will be required to utilize this knowledge in their decision-making as well as make recommendations to campus units based on policy.

Required Qualifications

• Bachelor’s degree in accounting, finance or a business-related field.
• Training or relevant experience.

Preferred Qualifications

• Commitment to customer services.
• Excellent written and oral communication skills.
• Detail oriented with strong analytical skills.
• Effective organizational skills and the ability to multi-task.
• Financial analysis and modeling experience.
• Experience using complex financial management systems.

Physical Demands

Working conditions and environment

Miscellaneous Information


These are the job duties required for the position.

Responsibility Statement

Budget planning and development

Duties to Support Responsibility

• Collaborate with the Budget Director, senior administration, and divisional leadership to identify trends, make recommendations, and aid in the development of strategic priorities that are aligned with campus goals and objectives.
• Build trust and consensus with university constituents including faculty, staff, and students.
• Work collaboratively to provide leadership and guidance in budget planning to develop and attain university goals and initiatives.
• Interpret applicable rules and regulations for all funding sources.
• Provide business analysis consultancy across multiple functional areas.
• Review and understand policies, analyze data, and provide information in presentation format to select audiences.
• Provide the necessary information and tools to help campus units manage their account activity and balances.

Percentage Of Time




Responsibility Statement

Financial systems knowledge and analysis

Duties to Support Responsibility

• Develop and provide analysis through reports for campus units to leverage university financial resources.
• Perform data analysis for university budget and financial planning processes.
• Reconcile data from multiple sources to ensure the accuracy of the information documented within the Budget Office records.
• Collect and document business requirements of campus-specific budget and resource processes.
• Serve as a resource person and provide training, as appropriate, to university staff; provide leadership to develop supplemental tracking and reporting tools as necessary.
• Analyze complex problems to resolve issues arising from various system software applications to ensure data reporting integrity.
• Understand and interpret financial policies of the UW System, State of Wisconsin, and Federal government, and relate these to the strategic planning of the university.

Percentage Of Time




Responsibility Statement


Duties to Support Responsibility

• Collaborate with academic support units to develop and update materials to support peer related resource analysis ( CUPA, Delaware Study, etc.).
• Prepare additional analysis and reports as required.
• Miscellaneous duties as required.
• Participate in professional development opportunities (May require minimal travel)

Percentage Of Time




Posting Detail Information

Special Instructions

Posting Date


Close Date

Continuous Recruitment


Continuous Recruitment First Review Date


Position Contact Name

Kristin Stanley

Position Contact Email

Required Documents
Required Documents
  1. Resume/Curriculum Vitae
  2. Cover Letter/Letter of Application
  3. Reference Contact Information
Optional Documents
  1. Unofficial UndergraduateTranscripts
  2. Unofficial Graduate Transcripts
Supplemental Questions

Required fields are indicated with an asterisk (*).

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