Budget Planner II

Current Employees: If you are currently employed at any of the Universities of Wisconsin, log in to Workday to apply through the internal application process.

Position Title: Budget Planner II

Job Category: Academic Staff

Employment Type: Regular

Job Profile: Budget Planner II

Job Duties: Provides budget and policy analysis for complex unit or organizational budgets containing a variety of funding sources of multiple programs. Develops short- and long-term budgetary projections, annual operating budgets, and program cost analyses. Makes recommendations for compensation and staff planning and may provide guidance to other budget planners to ensure effective budget planning for the unit.

Key Job Responsibilities:

• Serves as a point of contact for staff providing budgetary information and guidance, answering questions, and responding to inquiries
• Conducts program and budget research, analyzes data, and prepares complex financial reports in accordance with established procedures and regulations
• Provides guidance and direction to other analysts on budgetary analysis and reporting activities
• Analyzes, identifies, and makes recommendations for cost savings and funding options by conducting research on diverse institutional data
• Assists in the development of operating policies and procedures to comply with regulations, institutional policies, and unit objectives
• Develops and monitors complex budgets and short and long-term budgetary projections

Department: Budget

Compensation

Starting at $60,000 commensurate with experience

Required Qualifications:

• Minimum of two years of experience in budgeting, financial analysis, or accounting.
• Experience analyzing financial data and preparing reports for management.
• Proficiency in financial software and Microsoft Office Suite (Excel, Word, PowerPoint).
• Strong analytical, organizational, and problem-solving skills.
• Demonstrated commitment to the highest standards of customer service.
• Demonstrated professional experience exercising discretion regarding confidential or sensitive information.
• Ability to work under pressure and meet tight deadlines.

Preferred Qualifications:

• Strong knowledge of accounting principles, financial regulations, and budgeting practices.
• Demonstrated ability to communicate complex financial information to a variety of stakeholders.
• Experience using Workday Enterprise Resource Planning (ERP) financial systems or similar integrated financial management system.
• Experience using Workday Enterprise Resource Planning (ERP) Adaptive budget system or similar integrated budget management systems.
• Knowledge of higher education funding and regulations

Education

• Bachelor's Degree