Financial Analyst at University of Wisconsin Madison

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.Job Category:Academic StaffEmployment Type:Terminal (Fixed Term)Job Profile:Financial Analyst IJob Summary:The Department of Family Medicine and Community Health (DFMCH) consistently ranked among the top family medicine departments nationally is seeking a Financial Analyst to join its Financial Services team. This role supports key UW Health (UWH) and UW-Madison School of Medicine and Public Health (SMPH) financial functions including expense reimbursement accounts payable operating budget coordination and financial analysis. The position plays a critical role in supporting faculty and residents ensuring departmental compliance stewarding resources and enabling data-informed decision-making. Core responsibilities include but are not limited to:A. Financial Statement AnalysisConduct monthly variance analysis by cost center and expense category.Identify trends recommend corrective actions and prepare leadership summaries.Respond to UWH financial inquiries with audit-ready documentation.B. Operating Budget CoordinationCollaborate with faculty and staff leaders to support the annual UWH and SMPH operating budget process.Map approved decisions to 40 cost centers and budget categories with version control.Produce documentation for budget traceability and execution.C. Expense Reimbursement LeadershipServe as the department functional lead on UW Health (UWH) expense and accounts payable policies.Guide faculty and residents on reimbursement allowability documentation and exceptions.Lead processing of faculty/residency reimbursements and complex AP transactions.Maintain documentation route approvals and ensure proper controls.Ensure accurate coding documentation and policy compliance.Support implementation of AI-assisted reimbursement workflows to improve efficiency accuracy and compliance.D. Strategic Modernization & Continuous ImprovementPartner with the DFMCH fiscal leadership to enhance processes clarify policies and leverage technology (Oracle Workday AI).Develop SOPs guides and training materials; monitor adoption and impact.Coordinate with SMPH and UW Health to align cross-organizational workflows.Benchmark best practices and pilot measurable improvements.This position is full or part-time 80%-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.Terminal 24 month appointment. This position has the possibility of being extended or converted to an ongoing appointment based on need and/or funding.Applicants for this position will be considered for the following titles: Financial Analyst I Financial Analyst II. The title is determined by the experience and qualifications of the finalist.Financial Analyst I Job Responsibilities: Prepares reports spreadsheets and schedules with compiled financial dataUses statistical analysis simulations predictive modeling or other methods to analyze information and develop solutions to business problemsProcesses general ledger entries in accordance with GAAP; performs GL reconciliations and complex GL account analysisParticipates in development maintenance and monitoring of automated financial information systems and budgets; disseminates updates/resultsParticipates in the development and implementation of financial processes; develops/provides training & instructions timelines reports and recommendations for improvementFinancial Analyst I Unique Responsibilities: Supports the AI-assisted reimbursement pilot (human-in-the-loop) by validating intake flagging missing documentation or potential duplicates reviewing coding suggestions and summarizing results and issues for fiscal leadership.Maintains a concise set of key performance indicators (service quality/controls and cycle time) for reimbursement and AP processes; prepares monthly KPI snapshots and supports operations huddles to drive follow-up actions.Advances SMPH Project Agility goals by helping retire shadow trackers and spreadsheets and by drafting standard work process maps and job aids for faculty residents and staff.Financial Analyst II Job Responsibilities: Prepares reports spreadsheets and schedules with compiled and conformed financial data from multiple reporting systemsUses statistical analysis simulations predictive modeling or other methods to analyze information and develop solutions to business problemsRecommends and/or approves general ledger entries in accordance with GAAP; Leads general ledger reconciliations and complex general ledger account analysisDevelops and revises strategic approaches to be used for accomplishing goalsLeads the development maintenance and monitoring of automated financial information systems and budgets; disseminates updates and results to leadership when appropriateLeads the development and implementation of financial processes including the development and delivery of timelines reports and recommendations for improvementInstructs trains and provides feedback to departmental financial staff; advises on departmental best practicesLeads departmental financial staff by establishing vision and tactical approach by which essential tasks should be completedMay lead other financial staffFinancial Analyst II Unique Responsibilities: Leads AI-assisted reimbursement and AP pilots (human-in-the-loop) by designing workflows and metrics for documentation completeness duplicate/mismatch detection and coding suggestions; synthesizes pilot results and recommends next steps to fiscal leadership.Serves as KPI and dashboard owner for reimbursement and AP processes defining and refining the KPI set (service quality/controls and cycle time) facilitating the monthly operations huddle with process owners and tracking trends and improvement actions.Drives Project SMPH Agility execution (Oracle- and Workday-first standardization) by inventorying migrating and sunsetting redundant tools; governing cost-center and coding crosswalks and maintaining change logs; and championing standardized intake approvals and documentation across stakeholders.Candidates who demonstrate the following knowledge skills and abilities will be given first consideration: Clear professional communication skills; ability to explain financial concepts to non-financial stakeholders.Excellent stakeholder partnership skills; ability to coach peers and standardize team practices.Proven ability to meet recurring deadlines (e.g. month-end close budget submissions forecast projections) and deliver time-sensitive financial work while managing multiple accounts/projects.Skilled in interpreting and applying institutional finance policies and procedures to transactions in a complex rules-based environment. Ability to maintain confidentiality and attention to detail.Key Job Responsibilities:Prepares reports spreadsheets and schedules with compiled financial dataUses statistical analysis simulations predictive modeling or other methods to analyze information and develop solutions to business problemsProcesses general ledger entries in accordance with generally accepted accounting principles (GAAP). Performs general ledger reconciliations and complex general ledger account analysis.Participates in development maintenance and monitoring of automated financial information systems and budgets and disseminates updates and results to leadership when appropriateParticipates in the development and implementation of financial processes throughout the department; including the development and provision of training and instructions timelines reports and recommendations for improvementDepartment:School of Medicine and Public Health Department of Family Medicine and Community Health Administration FinanceThe Department of Family Medicine and Community Health (DFMCH) at the University of Wisconsin is a leading clinical department within the School of Medicine and Public Health (SMPH). DFMCH is dedicated to advancing patient care education and research. Our 18 clinics provides primary care to over 175000 patients yielding over 374000 patient visits annually and we train more than 150 residents and 300 medical students each year. Learn more: and salary will be commensurate with experience.Financial Analyst I Salary range: $60601$112718; anticipated hiring range: $78800$102300.Financial Analyst II Salary range: $65449$121735; anticipated hiring range: $85100$110500.Final salary depends on relevant experience education/certifications specialized skills internal equity and budget.Employees in this position can expect to receive benefits such as generous vacation holidays and sick leave; competitive insurances and savings accounts; retirement benefits. For more information refer to the campus benefits webpage and SMPH Faculty /Academic Staff Benefits Flyer 2026.Required Qualifications:Financial Analyst I Required Qualifications:Minimum 1 year of core finance/accounting experience (internships count).Working knowledge of sound financial practices; ability to prepare accurate schedules and resolve variances.Proficiency with Microsoft Excel (pivot tables lookups) and comfortable working with large datasets from enterprise systems and reporting tools.Experience providing front-line finance support to internal customers and partnering with cross-functional teams.Financial Analyst II Required Qualifications: Substantial finance/accounting experience (3 years) including supporting annual budget development processes performing complex reconciliations conducting variance and root-cause analysis or delivering decision-support reporting.Strong understanding of financial workflow optimization with a proven track record of identifying and implementing enhancements that improve efficiency and accuracy.Expertise in Microsoft Excel including building and maintaining financial models and consolidating data from multiple systems. Knowledge of ERP business intelligence and AI tools.Experience providing front-line finance support to internal customers and partnering with cross-functional teams.Preferred Qualifications:Financial Analyst I Preferred Qualifications: Experience in higher education academic medicine or healthcare setting.Hands-on experience with Workday and/or Oracle Fusion ERPs.Practical exposure to expense reimbursement and Accounts Payable.Budget development and support across multiple cost centers in a university or healthcare setting.Intermediate to Advanced Excel skills.Experience drafting standard operating procedures (SOPs) and micro-guides.Financial Analyst II Preferred Qualifications: Experience in higher education academic medicine or health-system finance.Practical experience with Workday Finance and Oracle Fusion ERPs.Experience supporting operating-budget cycles across multiple cost centers.Experience with monthly financial-statement analysis: variance by cost center/category root-cause tagging and targeted corrective actions.Advanced Excel skills experience with analytics & dashboards such as building and updating Power BI or Tableau views.Experience mentoring colleagues developing templates and job aids and contributing to the standardization of financial and programmatic processes across teams.Education:Bachelors degree in Accounting Finance Economics Business Information Science or Data Analytics or a related field; or equivalent education and relevant experience.Masters degree Preferred.How to Apply:For the best experience completing your application we recommend using Chrome or Firefox as your web browser.To apply for this position select either I am a current employee or I am not a current employee under Apply Now. You will then be prompted to upload your application materials.Important: The application has only one attachment field. Upload all required documents in that field either as a single combined file or as multiple files in the same upload area.Upload required documents: Cover letter ResumeYour cover letter should address how your training and experience align with the required and preferred qualifications listed above. Application reviewers will rely on these written materials to determine which applicants move forward in the process. References will be requested from final candidates. All applicants will be notified once the search concludes and a candidate is selectedUniversity sponsorship is not available for this position including transfers of sponsorship and TN selected applicant will be responsible for ensuring their continuous 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 the need of an employer sponsorship) on or before the effective date of appointment. This position is currently scheduled to endafter 24 monthsand will require eligibility to work until that you are selected for this position you must provide proof of work authorization and eligibility to work.Contact Information:Paige Steinert Relay Access (WTRS): 7-1-1. See RELAYSERVICE for further information.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.The University of Wisconsin-Madison is an Equal OpportunityEmployer.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 backgroundsand 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 accommodationfor 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 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.Required Experience:IC Key Skills Cognos,Forecasting,Hyperion,Microsoft Access,Pivot tables,Accounting,Analysis Skills,Microsoft Excel,Financial Analysis,Financial Modeling,Budgeting,Financial Planning Experience: years Vacancy: 1 Monthly Salary Salary: 78800 - 102300