Budget Planner

This position is a key member of the professional staff in the University of Wisconsin-Madison Budget Office. The University of Wisconsin-Madison is a large complex organization that has a budget of over $5 billion with total faculty and staff in excess of 22,800 FTE. The Budget Office oversees the development and administration of both operating and capital budgets, including coordinating submissions from forty-five academic and administrative units. It collaborates with departments across campus to provide budgetary guidance, training, and support. The Budget Office prepares financial analysis for senior campus leadership including the Vice Chancellor for Finance and Administration, the Provost, and the Chancellor. The Budget Office prepares multi-year forecasts and evaluates funding strategies. It is also responsible for overseeing resource allocations through the activity-based budget approach to be implemented in fiscal year 2027.

Please note that the responsibilities listed below are for the Budget Planner II title. To see the responsibilities that will be assigned to anyone hired into the Budget Planer I title, please see the standard job description here: Budget Planner I Position Description: https://hr.wisc.edu/standard-job-descriptions/?q=FN013

• Analyzes, identifies, and makes recommendations for cost savings and funding options by conducting research on diverse institutional data

• Develops and monitors complex budgets and short and long-term budgetary projections

• Serves as a point of contact for staff providing budgetary information and guidance, answering questions, and responding to inquiries

• Provides guidance and direction to other analysts on budgetary analysis and reporting activities

• Assists in the development of operating policies and procedures to comply with regulations, institutional policies, and unit objectives

• Conducts program and budget research, analyzes data, and prepares complex financial reports in accordance with established procedures and regulations

Department: Vice Chancellor for Finance and Administration (VCFA), Madison Business Office (MB)

Compensation: Well qualified applicants selected for the Budget Planner I title can expect to earn between $60,000 - $90,000. Candidates selected for the Budget Planner II title can expect to earn between $90,000 - $130,000 for the Budget planner II title. Final salary and title level will be based on experience and qualifications

Budget Planner I Position Description: https://hr.wisc.edu/standard-job-descriptions/?q=FN013

Budget Planner II Position Description: https://hr.wisc.edu/standard-job-descriptions/?q=FN014

1. Experience creating, manipulating, and extracting information from large data sets

2. Effective written and oral communications skills including preparation of complex analysis of financial information

3. Ability to lead and collaborate with other financial staff and management

4. Proficiency in Microsoft Excel

1. Ability to obtain and analyze data with automated tools (e.g. Microsoft Access, Tableau/other visualization tools)

2. Experience with Workday and Adaptive Planning

3. Extensive knowledge of financial budgeting and management principles, practices and procedures, including budget forecasting.

4. Ability to develop and write accurate and concise financial policies and procedures

5. Knowledge of qualitative and quantitative policy analysis techniques

6. Knowledge of State of Wisconsin and/or UW System budgeting and budget management processes

7. Knowledge of government accounting practices and techniques

8. Ability to advise management and make alternative recommendations

9. Knowledge of business intelligence tools

Applicants for this position will be considered for the titles Budget Planner I and Budget Planner II. The title is determined by the experience and qualifications of the finalist.

Candidates will be required to upload a cover letter referring to related work experience and a resume/CV detailing educational and professional background. Applications submitted without a cover letter will still be considered, but a cover letter is requested to more thoroughly demonstrate how your experience aligns with the qualifications outlined in the position description. Failure to adequately demonstrate experiences aligned with the required qualifications in either a cover letter or resume will result in your application not being considered for employment. Candidates will also be presented with the option to manually enter Certifications, Education, Languages, and Website information.

Please note that successful applicants are responsible for ensuring their eligibility to work in the United States (i.e. a citizen or national of the United States, a lawful permanent resident, a foreign national authorized to work in the United States without need of employer sponsorship) on or before the effective date of appointment. UW-Madison is not an E-Verify employer, and therefore, is not eligible to employ F1 STEM OPT Extension participants.

Daniel McCusky, HR Generalist

daniel.mccusky@wisc.edu

Diversity is a source of strength, creativity, and innovation for UW-Madison. We value the contributions of each person and respect the profound ways their identity, culture, background, experience, status, abilities, and opinion enrich the university community. We commit ourselves to the pursuit of excellence in teaching, research, outreach, and diversity as inextricably linked goals.

The University of Wisconsin-Madison fulfills its public mission by creating a welcoming and inclusive community for people from every background - people who as students, faculty, and staff serve Wisconsin and the world.

The University of Wisconsin-Madison is an Equal Opportunity Employer.

Qualified applicants will receive consideration for employment without regard to, including but not limited to, race, color, religion, sex, sexual orientation, national origin, age, pregnancy, disability, or status as a protected veteran and other bases as defined by federal regulations and UW System policies. We promote excellence by acknowledging skills and expertise from all backgrounds and encourage all qualified individuals to apply. For more information regarding applicant and employee rights and to view federal and state required postings, visit the Human Resources Workplace Poster website.

To request a disability or pregnancy-related accommodation for any step in the hiring process (e.g., application, interview, pre-employment testing, etc.), please contact the Divisional Disability Representative (DDR) in the division you are applying to. Please make your request as soon as possible to help the university respond most effectively to you.

Employment may require a criminal background check. It may also require your references to answer questions regarding misconduct, including sexual violence and sexual harassment.

The University of Wisconsin System will not reveal the identities of applicants who request confidentiality in writing, except that the identity of the successful candidate will be released. See Wis. Stat. sec. 19.36(7).

The Annual Security and Fire Safety Report contains current campus safety and disciplinary policies, crime statistics for the previous 3 calendar years, and on-campus student housing fire safety policies and fire statistics for the previous 3 calendar years. UW-Madison will provide a paper copy upon request; please contact the University of Wisconsin Police Department.