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Associate Budget Planner
University of Wisconsin-Stout in Menomonie, Wisconsin
Date Posted 09/29/2021
Admin-Business And Financial Management
Employment Type Fulltime
Application Deadline Open until filled

The Budget Office at UW-Stout is searching for a creative, customer-service oriented, problem solver to assist with budget planning and analysis and would report to the UW-Stout Budget Director. Responsibilities include planning and monitoring budgets, projecting budgets, analyzing budgets and impacts on state and local initiatives, evaluating budgets, making recommendations to utilize campus financial resources, fiscal analysis of major purchases, opportunities, and new and existing programing as requested from various units of the University, and representing the Budget Office on various committees. At UW-Stout we seek team members that are committed to promoting the development of an equitable and inclusive environment.

To ensure consideration, application needs to be submitted by October 15, 2021. Screening of applications may continue until the position is filled.


Minimum / Required

  • Bachelor’s degree in Accounting, Finance, Management, Mathematics, Economics or related field
  • Minimum 2 years of financial or business operations
  • Advanced knowledge of Excel
  • Working knowledge of database structures
  • Working knowledge of data querying tools
  • Experience using financial software packages
  • Excellent interpersonal and customer service skills in working with a diverse community

Highly Desired

  • Knowledge of fund / government accounting
  • Experience in corporate accounting (Examples: payables, receivables, or general ledger)


Budget Office Responsibilities: 50%

A.1 Perform budget planning and analysis functions to provide campus stakeholders information to

assist in funding decisions.

A.2 Process budget transfer requests and other transactions that affect university budgets.

A.3 Act as backup to the budget director for all university budget processes, including but not limited to coordinating and submitting the university’s budget to the University of Wisconsin System budget system.

A.4 Planning future and monitoring current university budgets in a variety of funds.

A.5 Develop short and long-term budget projections to assist leadership in decision making.

A.6 Develop financial resource allocation recommendations for the work study and university wide resources using projections, subunit requests and overall financial constraints.

A.7 Analyzing impact of administrative initiatives on the campus budgets.

A.8 Serve as a budget office representative on university projects, committees, and requested meetings.

A.9 Provide guidance to department Budget Managers as requested.

A.10 Assist in reconciliation audits as requested.

Financial Analysis Responsibilities: 50%

B.1 Analyze financial data and create financial models that help with decision-making. Analysis would include but not be limited to the financial evaluation of new and existing programs, new purchases of capital equipment, and new positions.

B.2 Using complex data query techniques to independently gather information from multiple sources.

B.3 Develop templates and automated reporting and forecasting tools for more efficient use of data

B.4 Meet with stakeholders of the area being researched to fully understand what is being sought and to identify any potential inaccuracies or opportunities that the area may have missed.

B.5 Meet with leadership to explain the analysis, answer questions, and do further research on areas of concern or to clarify items.

B.6 Provide financial analysis and modeling expertise for operational revenue, expenses, forecasts, and budgets.

B.8 Analyze data to identify anomalies and validate data integrity to make recommendations for operational improvement to management.

B.9 Participate in special projects to improve reporting, processes or analytical tools to enhance management decision processes.

B.10 Other duties as assigned.


The Budget Office is committed to providing guidance and structure to UW-Stout in a customer centered manner. We assist the other departments in achieving their goals by providing education, advice, and support. Our goal is that when a customer calls, we will take care of their needs. Having to transfer them to another area is considered a loss.

UW-Stout’s Budget Office is committed to creating an inclusive campus community. Candidates who have experience working collaboratively with diverse individuals and/or groups and who can contribute to fostering an inclusive environment are encouraged to identify their experience in these areas.

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