Job Summary: | The mission of the Division of Business Services (DoBS) is to support UW-Madison's institutional responsibilities of higher education and research. Business Services offers a broad range of services and transaction processing to campus, including accounting, internal auditing, risk management, purchasing, materials distribution and surplus property management, and tuition and student loan services.
Located in the Division of Business Services, the Bursar's Office has information and resources on student account billing and payments, refunds, and loans serviced by UW-Madison. This will be accomplished in accordance with the mission of the University of Wisconsin - Madison, by following regulations of all appropriate governing agencies and by implementing sound financial procedures and controls.
The Student Account Specialist III primarily works with student accounts, assisting students, staff and authorized individuals with questions. This position requires attention to detail, as it is responsible for posting transactions to student accounts, reversing charges when necessary, and auditing these accounts to ensure accuracy. | Responsibilities: | Primarily reviews, approves, and advises on a variety of complex financial transactions. Reconciles transactions. Maintains financial records, provides administrative processing support, and provides customer service for staff and customers in an assigned program area to support program financial management. Recommends controls and process improvements and troubleshoots complex financial errors. May be a lead or resource for others in the unit. - 15% Monitors financial transactions and fund balances and generates and reconciles complex reports and statements in accordance with established rules and regulations
- 5% Reviews and approves complex transactions and assigns funding codes in accordance with established rules, regulations, and policies
- 10% Drafts communications and reports and maintains organization of varied records to provide administrative support within a specified work unit
- 40% Answers complex fiscal questions and provides information based on set materials and standards to various audiences
- 5% Reviews transaction processing internal controls and recommends policies and procedures
- 5% Serve as a unit liaison to leadership providing financial advice, recommendations, and financial status updates
- 5% May train staff on financial processes and best practices
- 5% Works with students to get their private loan checks applied to their student accounts
- 5% Works with students on their past due payment plans, sending additional communications and adjusting payments as needed
- 5% Processes bankruptcy paperwork for alumni and current students, in regards to their student accounts
| Institutional Statement on Diversity: | 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.
For more information on diversity and inclusion on campus, please visit: Diversity and Inclusion | Education: | Preferred Associate's Degree | Qualifications: | REQUIRED - Ability to work independently, prioritize work duties, and demonstrate effective time management skills to meet Bursar's Office, Business Services Division, University, state, and/or federal deadlines. - Strong human relations and interpersonal skills to maintain effective, professional, and cooperative working relationships with managers, supervisors, coworkers, and all internal and external customers. - Knowledge of generally accepted office procedures and practices. - Good mathematical skills, and experience with cash handling and cash balancing.
PREFERRED - Ability to multi-task and transition quickly between priorities to address specific situations. - Familiarity with UW System, Board of Regents, and UW-Madison rules and regulations regarding fees and tuition. - Ability to learn and become proficient, using Student Information System (SIS) and CASHNet. | Work Type: | Full Time: 100%
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. | Appointment Type, Duration: | Ongoing/Renewable | Salary: | Minimum $50,000 ANNUAL (12 months) Depending on Qualifications Employees in this position can expect to receive benefits such as generous vacation, holidays, and paid time off; competitive insurances and savings accounts; retirement benefits. Benefits information can be found at (https://hr.wisc.edu/benefits/) | Additional 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. | How to Apply: | To begin the application process, click the "Apply Now" button.
To apply for this position, you will need to upload a cover letter and resume. Cover letters may be used as a writing sample and to determine the best-qualified applicants. Thus, your cover letter should address your qualifications for the position. | Contact: | Phoua Khang phoua.khang@wisc.edu 608-263-3738 Relay Access (WTRS): 7-1-1. See RELAY_SERVICE for further information. |
Official Title: | Financial Specialist III(FN008) | Department(s): | A03-BUSINESS SERVICES/BURSAR | Employment Class: | Academic Staff-Renewable | Job Number: | 308795-AS | | The University of Wisconsin-Madison is an Equal Opportunity and Affirmative Action Employer. Qualified applicants will receive consideration for employment without regard to, including but not limited to, race, color, religion, sex, sexual orientation, gender identity, 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 through diversity and encourage all qualified individuals to apply. For more information regarding applicant and employee rights and to view federal and state required postings, click here
If you need to request an accommodation because of a disability, you can find information about how to make a request at the following website: https://employeedisabilities.wisc.edu/disability-accommodation-information-for-applicants/
Employment may require a criminal background check. It may also require you and your references to answer questions regarding 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. | |