Financial Coordinator

UW School of Medicine and Public Health · Madison, WI · 1 mo ago

$62k/yrFull-time

We need to output HTML fragment with sections: About the role? The posting includes Job Summary, Key Responsibilities, etc. We need to use

for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must include only sections where posting has real, specific content. We have: - Job Summary (could be "About the role"). - Key Job Responsibilities (Responsibilities). - Required Qualifications (Qualifications). - Preferred Qualifications (maybe also Qualifications or Skills? Could be separate but we can combine under Qualifications). - Skills: they list "Successful candidates for the position will possess the following skills and attributes:" then bullet list. That's Skills. - Benefits: they mention "Employees in this position can expect to receive benefits such as generous vacation, holidays, and sick leave; competitive insurances and savings accounts; retirement benefits." Also mention "Compensation: The minimum salary for the position is $62,000 annually, but is negotiable based on experience and qualifications." So we have Pay and Benefits. - Schedule: they mention "This position may require some work to be performed in-person, onsite, at a designated campus work location. Some work may be performed remotely, at an offsite, non-campus work location." That's schedule info (work arrangement). So we can include Schedule. We must not repeat job title as heading. No Job ID etc. We must not include boilerplate like EEO, etc. Remove all that. We must preserve all substantive info; not invent or summarize away detail. Must not create sections with filler like "commensurate with experience". For Pay we have specific min salary $62,000 annually, negotiable. That's specific enough. Benefits: generous vacation, holidays, sick leave; competitive insurances and savings accounts; retirement benefits. That's specific enough. Schedule: mention in-person and remote possibilities. We need to output only HTML fragment, no /, no markdown fences. Structure: maybe:

About the role

Job Summary: ...

Responsibilities

Qualifications

Required Qualifications: ...

Preferred Qualifications: ...

Skills

Pay

The minimum salary for the position is $62,000 annually, but is negotiable based on experience and qualifications.

Benefits

Employees in this position can expect to receive benefits such as generous vacation, holidays, and sick leave; competitive insurances and savings accounts; retirement benefits.

Schedule

This position may require some work to be performed in-person, onsite, at a designated campus work location. Some work may be performed remotely, at an offsite, non-campus work location.

We must ensure we preserve all substantive info from the posting. Let's extract details. Job Summary paragraph: "The Financial Coordinator will be a key part of the UW Population Health Institute (UWPHI) fiscal operations team, with a primary focus supporting post-award fiscal needs across a diverse set of sponsored contracts and grants. This includes: Monitoring expenses and providing budget updates and projectionsFinancial reporting and providing detailed information to sponsorsPurchasing support, including holding a UW purchasing card (p-card), coordinating UW employee and non-employee travel, and assisting with reimbursement requestsReconciling transactions (p-card, post accounting adjustments, etc.) The Financial Coordinator is responsible for understanding and adhering to complex guidelines, policies, and procedures for travel reimbursement, procurement, grant management, and other accounting functions. This position may require some work to be performed in-person, onsite, at a designated campus work location. Some work may be performed remotely, at an offsite, non-campus work location." Note: The schedule info appears also in Job Summary; but we also have schedule section later. We should not duplicate content? The instruction: preserve ALL substantive information; do NOT invent or summarize away detail. It's okay to have same info in two places? Might be duplication but we could keep it only once. However schedule info appears also in Job Summary; we could keep schedule info only in Schedule section and not repeat in About the role. But we need to preserve all substantive info; if we omit it from About the role, we lose that detail unless we keep it elsewhere. Since we have Schedule section, we can keep it there and not duplicate. But the Job Summary also includes other details about monitoring expenses etc. So we need to keep those. Thus About the role paragraph should contain the Job Summary minus the schedule sentences (since we will put schedule elsewhere). Let's extract: "The Financial Coordinator will be a key part of the UW Population Health Institute (UWPHI) fiscal operations team, with a primary focus supporting post-award fiscal needs across a diverse set of sponsored contracts and grants. This includes: Monitoring expenses and providing budget updates and projections; Financial reporting and providing detailed information to sponsors; Purchasing support, including holding a UW purchasing card (p-card), coordinating UW employee and non-employee travel, and assisting with reimbursement requests; Reconciling transactions (p-card, post accounting adjustments, etc.) The Financial Coordinator is responsible for understanding and adhering to complex guidelines, policies, and procedures for travel reimbursement, procurement, grant management, and other accounting functions." We need to keep punctuation; we can separate sentences. Now Responsibilities: "Key Job Responsibilities:" list: - Assists with accounting and reviewing reconciliations, journal entries, schedules, and reports - Prepares and analyzes financial data, reports and records, identifies discrepancies, investigates, recommends, and implements basic solutions as needed - Assists in preparing budgets and financial projections - Answers questions and provides accounting related information to internal and external stakeholders according to established policies and procedures - Prepares and/or approves financial transactions and payments - Organizes, prepares, and updates basic financial statements, monthly and year-end journal entries, accounts, ledgers, and reports for various financial needs within an automated financial system to ensure accurate recording and reporting of financial transactions We need to put each as

. Qualifications: Required Qualifications: "Two years of prior administrative, operational, or fiscal experience, preferably in an academic settingExperience with Outlook, Word, Excel, and Google Suite (eg. Google Sheets and Google Docs)". Note missing space after period? We'll keep as is but maybe add a space for readability? Must preserve info; we can keep exactly as given but we can add a space after period for readability? The instruction: preserve ALL substantive information; do NOT invent or summarize away detail. Adding a space is not changing substantive info; it's just formatting. Probably okay. Preferred Qualifications: "Previous post-award financial management experience within an academic institution, preferably within the UW SystemExperience creating and maintaining complex budgets and spreadsheetsExperience with Generally Accepted Accounting Principles (GAAP)Experience using UW System specific financial software such as Workday (e.g., financial reporting, initiating costing allocations, submitting expense reports) and ShopUW+Experience with UW Madison travel and purchasing policies and procedures". Again missing spaces; we can keep as is but maybe add spaces after each period for readability. It's not altering content. Education: "Associates degree preferred; focus in business or finance is preferred". This is also qualification; we could include under Qualifications as well. We could combine Required and Preferred under Qualifications heading with subheadings? But we only allowed headings from list; we could just put both as paragraphs under Qualifications. Skills: list from "Successful candidates for the position will possess the following skills and attributes:" then bullet list: - Customer service orientation with the ability to provide responsive, accurate support to internal and external partners, often liaising between the two - Strong written and verbal communication skills - Effective organizational skills and attention to detail - Ability to multitask and independently determine priorities We'll put as

. Pay: as above. Benefits: as above. Schedule: as above. We must not include any boilerplate like "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." That's application instructions; we must remove. Also remove Job Category, Employment Type, Job Profile, Department? Actually Department is substantive? It says Department: School of Medicine and Public Health, Population Health Institute. That's substantive info about where the role is. Should we include? The instruction: preserve ALL substantive information. So we should include Department info. Where to put? Could be under About the role maybe as a separate sentence. The About the role currently includes Job Summary; we could add Department after summary. Or we could create a separate section like "Department" but not in allowed headings. So we fold into About the role paragraph. Also we have "The UW Population Health Institute (UWPHI) works to improve the health of all people in Wisconsin and beyond by conducting research and providing technical assistance to policymakers, practitioners and communities..." That's also substantive about the institute. Should we preserve? Yes. It's descriptive. Could be included in About the role. Thus About the role paragraph will include: Job Summary description, Department description, UWPHI mission. We need to ensure we don't include application instructions, EEO, etc. Let's craft About the role:
The Financial Coordinator will be a key part of the UW Population Health Institute (UWPHI) fiscal operations team, with a primary focus supporting post-award fiscal needs across a diverse set of sponsored contracts and grants. This includes: Monitoring expenses and providing budget updates and projections; Financial reporting and providing detailed information to sponsors; Purchasing support, including holding a UW purchasing card (p-card), coordinating UW employee and non-employee travel, and assisting with reimbursement requests; Reconciling transactions (p-card, post accounting adjustments, etc.). The Financial Coordinator is responsible for understanding and adhering to complex guidelines, policies, and procedures for travel reimbursement, procurement, grant management, and other accounting functions. This position is within the School of Medicine and Public Health, Population Health Institute. The UW Population Health Institute (UWPHI) works to improve the health of all people in Wisconsin and beyond by conducting research and providing technical assistance to policymakers, practitioners, and communities. UWPHI works toward a world where we value each other, honor our connectedness, and build communities where everyone can thrive.
Note we removed schedule sentences. Now Responsibilities as above. Qualifications: we need to include Required Qualifications, Preferred Qualifications, Education. We'll do:
Required Qualifications: Two years of prior administrative, operational, or fiscal experience, preferably in an academic setting. Experience with Outlook, Word, Excel, and Google Suite (e.g., Google Sheets and Google Docs).

Preferred Qualifications: Previous post-award financial management experience within an academic institution, preferably within the UW System. Experience creating and maintaining complex budgets and spreadsheets. Experience with Generally Accepted Accounting Principles (GAAP). Experience using UW System specific financial software such as Workday (e.g., financial reporting, initiating costing allocations, submitting expense reports) and ShopUW+. Experience with UW Madison travel and purchasing policies and procedures.

Education: Associates degree preferred; focus in business or finance is preferred.
We added periods for readability; not altering substantive info. Skills: list. Pay: as above. Benefits: as above. Schedule: as above. Now ensure we didn't include any boilerplate like "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." removed. Also removed Job Category, Employment Type, Job Profile. Also removed "How to Apply:" etc. Also removed "Contact Information:" etc. Also removed "Institutional Statement on Diversity:" etc. Also removed "University sponsorship is not available for this position..." etc. Also removed "Relay Access (W