Financial Specialist II

This is a 2-year terminal (fixed-term) appointment with the possibility of being extended or converted to an ongoing appointment based on need and/or funding. On-site work is required 5 days a week.

About the role

This Financial Specialist II will process electronic and paper invoices, log checks, run daily reports, and help create and maintain supplier records for all campuses in the UW System. The role involves high-level independent decision-making to enforce business rules within the supplier file (Workday and ShopUW+ supplier modules). Adherence to a complex set of rules ensures proper collection, verification, and entry of supplier information for purchase orders, vouchering, payment handling, and routing. Accuracy and attention to detail are critical to minimize risk and ensure data integrity.

Responsibilities

• Audits or processes advanced transactions and assigns funding codes in accordance with established rules, regulations, and policies
• Audits or reconciles original purchase documents with payments
• Creates general reporting for transactions
• Audits, monitors, organizes, and updates fiscal records, reports, and affiliated materials
• Reviews transaction processing internal controls and recommends policies and procedures
• Answers advanced fiscal questions and provides information based on set materials and standards to various audiences
• Drafts communications and advanced reports and maintains organization of varied records to provide administrative support within a specified work unit
• Sorts, opens, and scans mail and processes daily checks
• Reallocates expenses to appropriate funding strings

Requirements

• Proficiency in Excel and ability to create complex spreadsheets and reports
• Knowledge of accounts payable procedures and basic accounting principles
• Associate's Degree or 2 years of relevant work experience

Preferred Qualifications

• Knowledge of generally accepted office procedures and practices
• Knowledge of Workday accounting software
• Knowledge of other accounting software

Pay

The anticipated starting hourly rate for the position is $25/hour (negotiable based on experience and qualifications).

Benefits

This position offers a comprehensive benefits package, including:

• Generous paid time off
• Competitively priced health, dental, vision, and life insurance
• Tax-advantaged savings accounts
• Participation in the nationally recognized Wisconsin Retirement System (WRS) pension fund