INTRODUCTION:Financial Specialist II JOB SUMMARY
The University Advancement department is looking for a Financial Specialist II.
The Financial Specialist II reports to the Director of Finance & Advancement Services. This position works collaboratively with the Director of Finance as well as all other staff members within the Stout University Foundation and Alumni Association offices in the capacity listed below. The primary responsibilities of this position include, but are not limited to the following:
- Prepare, document and post journal entries.
• Set up new accounts in database and accounting programs.
ABOUT THE JOB: Job Title:
- Provide accounting assistance to the Director of Finance.
- Prepare monthly budget-to-actual and fundraising reports.
- Prepare stewardship reports for donors.
- Prepare 1099 & 1096 forms annually.
- Prepare university stores orders, purchase requisitions and purchase orders.
- A full position description is available upon request.
Financial Specialist II: Link to UW Title Standard Job Description Job Code:
• Basic bookkeeping and accounting knowledge.
• Proficient in Microsoft Outlook, Word, Excel, PowerPoint (or comparable programs), database systems, and have knowledge of web-based applications.
• Attention to detail with a high level of accuracy.
• Associate or bachelor's degree in accounting or related field.
• Three years of professional experience in accounting or related field.
• Financial Edge or similar accounting software experience.
• Excellent judgement including sensitivity to personal and confidential information. DEPARTMENT INFORMATION
The UW-Stout Office of University Advancement is comprised of the Stout University Foundation and the UW-Stout Alumni Association. The two units collaboratively strive to advance the mission of UW-Stout through building relationships with alumni, friends, and industry partners of the university. Under the direction of the Stout University Foundation Board of Directors, the Stout University Foundation is responsible for the acquisition and stewardship of philanthropic resources for UW-Stout. APPLICATION INSTRUCTIONS Applications received by end of day, November 7, 2023 are ensured full consideration. Applications submittted after November 7th may be reviewed at the discretion of the search committee.
To apply, click on the APPLY button or go to: https://www.uwstout.edu/about-us/careers-jobs Required application materials
- Cover letter (* See below)
- Curriculum vitae or resume
- Names and contact information for a minimum of three (3) professional references
* Please use your cover letter to speak to each of the Minimum/Required Qualifications for this position as listed above. For each required qualification, describe your relevant experience, using specific examples from your work history to illustrate how your experience satisfies the requirement.
Applicants must complete all required fields and attach all required documents prior to submitting the online application.
Note: Once you have attached your materials and submitted your application you will not be able to go into the system and change them.
Before starting the online application process, we recommend you preview the frequently asked questions (FAQs) available at: https://kb.uwss.wisconsin.edu/21900.
It is the policy of UW-Stout to provide reasonable accommodation to qualified applicants with disabilities. If you need assistance, or accommodation in applying because of a disability, please contact us using the information below. Employment opportunities will not be denied because of the need to make reasonable accommodation for a qualified individual's disability.
For questions regarding this position or recruitment, please contact:
Search Chair: Kristie Leonard
Phone: (715) 232-2116
If you need assistance with the online application process or if you submitted your application prior to uploading all of the required application materials, please contact:
Search Coordinator: Rachel Muza
Phone: (715) 232-2723
Email: email@example.com INSTITUTIONAL OVERVIEW
University of Wisconsin-Stout, Wisconsin's only Polytechnic University, offers an unmatched career-focused education that combines applied learning, theory and research with real-world experience that prepares tomorrow¿s leaders to drive the future of business and industry. At UW-Stout, our students think and do from day one, and we are proud to produce lifelong learners, ethical leaders and responsible citizens who succeed in a global society.
UW-Stout is recognized nationwide for its operational excellence. We were the first and remain the only full four-year public higher education institution in the nation to receive the Malcolm Baldrige Award, and we are dedicated to a process-improvement model that leverages the power of data and the value of our people. We believe in critical thinking and fact-informed decision making. We pursue sustainability in form and function and collaborate across campus and with our partners to solve problems in industry and society. And providing an equitable, diverse and inclusive environment for our faculty, staff and students to live, learn and work is a top priority.
We offer 45+ undergraduate degrees, 20+ graduate degrees and 30+ professional certificates in Art, Design & Graphics; Business & Management; Education; Human & Social Sciences; Information Technology & Communications; and Science, Engineering & Math. Our first-class digital infrastructure and learning environments provide our nearly 7,000 students with every avenue to explore and personalize their success. And we invest in people who share our vision to advance our position as Wisconsin¿s only Polytechnic University and as a regional, national and international leader in higher education.
Be a part of the future at UW-Stout. Learn more at https://www.uwstout.edu/about-us .
University of Wisconsin-Stout is located in Menomonie, Wisconsin, a community an hour east of Minneapolis-St. Paul. A pillar of Wisconsin¿s Chippewa Valley and recognized as one of the best small towns in America, Menomonie provides an idyllic combination of natural beauty, outdoor recreation, boutiques and arts and culture with access to a metropolitan area. For more information about the UW-Stout community and region visit: https://www.uwstout.edu/about-us/our-community . ADDITIONAL INFORMATION
Minimum starting salary of $45,000 (21.63/hour), commensurate with qualifications and experience. UW System provides an excellent benefits package including participation in the Wisconsin State retirement plan, demonstrating our commitment to the diverse needs of our employees.
• Benefit Details: https://www.wisconsin.edu/ohrwd/benefits/download/quickguideus.pdf
• Health & Retirement Contributions Estimator | Employee Benefits (wisconsin.edu)
All qualified candidates meeting application requirements will receive consideration for employment and will not be discriminated against. As an equal employment opportunity and affirmative action employer, UW-Stout welcomes applications from individuals from diverse groups; veterans, individuals with disabilities and from historically excluded populations. UW-Stout provides equal opportunity to all persons and is committed to inclusive excellence. At UW-Stout we value our differences and welcome diverse perspectives as we continually commit to developing an inclusive and equitable environment for all employees and students.
Employment is contingent upon the final candidate's completing a criminal background check and being cleared to work by the Human Resources Office. Employment is also contingent upon the final candidate passing reference checks and an essential job function test, as applicable. The reference check process includes asking the final candidate and most recent supervisor(s) questions regarding sexual violence and sexual harassment. Final candidates with previous employment within the UW System and State of WI agencies will be subject to additional reference checks.
In response to a public records request, the University of Wisconsin System will not reveal the identities of applicants who request confidentiality in their online application, except that the identity of the successful final candidate will be released. See Wis. Stat. sec. 19.36(7).
UW-Stout is committed to providing safety and security of all members of our community in accordance with the Clery Act. For campus safety information and crime statistics visit: https://www.uwstout.edu/life-stout/police-and-parking/clery-information
Job Family: Staff