IOA Financial Specialist

The Institute on Aging is a hub of cutting-edge research on health and well-being, studying individuals as they travel across the decades of adult life. We look outward to broad influences of class, culture, and race/ethnicity as well as inward to fine-grained influences of biology, genetics, and neuroscience. Between these two, we examine proximal influences from work and family life, personal thoughts and feelings, and health practices and behaviors. Collectively, our work:
– Emphasizes the potential and strengths of individuals as they age
– Improves understanding of pathways to disease and impairments of growing older
– Advances knowledge of resilience in the face of challenge and adversity
The IOA is seeking a Financial Specialist to fulfill the fiscal duties of the center. The position requires excellent fiscal and communication skills, the ability to carry out complex fiscal tasks, excellent problem solving abilities, and the ability to work independently and manage multiple responsibilities efficiently. In addition to performing general fiscal duties for the center, this position also serves as one of the center’s purchasing card holders and one of the center’s travel arrangers (both domestic and foreign) and is responsible for related purchasing, speaker payments, travel processing, expense reimbursements, auditing, and reconciling of Institute activities. This includes educating employees on purchasing- and travel-related matters and ensuring compliance with OVCR, SMPH, University, and State policies and procedures. The Financial Specialist will also manage a custodian fund for a clinical program, be responsible for clinical scan invoicing, and manage the center’s shipping/mailing systems. Duties are performed under the general supervision of the IOA Administrative Assistant Director.

• 15% Audits, monitors, organizes, and updates fiscal records, reports, and affiliated materials
• 10% Creates general reporting for transactions
• 25% Audits or processes advanced transactions and assigns funding codes in accordance with established rules, regulations, and policies
• 25% Audits or reconciles original purchase documents with payments
• 5% Reallocates expenses to appropriate funding strings
• 5% Drafts communications and advanced reports and maintains organization of varied records to provide administrative support within a specified work unit
• 5% Answers advanced fiscal questions and provides information based on set materials and standards to various audiences
• 10% Manages the IOA postage machine, monitoring funding, replenishing funds on the machine, and communicating with Pitney Bowes; and mails packages for the Institute via UPS.

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

Preferred
Associate’s Degree in Accounting or Business related field

Required:
– Ability to make sound independent judgements, multi-task, and set priorities to meet multiple deadlines on a routine basis.
– Ability to create and maintain effective working relationships with faculty, staff, administrators, and outside contacts.
– Excellent detail-oriented skills.
– Pleasant, responsive, and professional customer service skills.
– Excellent oral and written communication skills.
– Effective organizational skills.
– Proficiency with Microsoft Office Suite and a personal computer for word processing, email communication, and developing spreadsheets, reports, etc.
Preferred:
– Knowledge and experience with UW auditing, and travel and purchasing policies and procedures.
– Knowledge of UW’s WISER, e-Reimbursement, ShopUW+, and other financial systems.

Monday-Friday, daytime hours, to meet the needs of the Center.

Part Time: 50%
This position requires work to be performed in-person, onsite, at a designated campus work location.

Ongoing/Renewable

Minimum $24.04 HOURLY
Depending on Qualifications
The minimum salary for the position is $50,000. Salary will be determined based on qualifications and experience.
Employees in this position can expect to receive benefits such as generous vacation, holidays, and paid time off; competitive insurances and saving accounts; and retirement benefits. Benefits information can be found at https://hr.wisc.edu/benefits/ .

The position will remain open until January 28, 2024. Review of applications will begin immediately following the closing date with interviews tentatively scheduled for early February. For more details about the Institute on Aging, see https://aging.wisc.edu/ .

To apply for this position, click the Apply Now button. Applicants will be prompted to upload a cover letter, resume, and contact information for at least three professional references; please be sure to include a reference from your current supervisor.
Cover letters should reference PVL number 289878, and highlight experience, knowledge, and skills as they relate to the listed qualifications for maximum consideration.
Salary will be determined based on skills and experience.
A successful applicant will be responsible for ensuring ongoing eligibility for employment in the United States on or before the effective date of the appointment. University sponsorship is not available for this position.

Angel Stampfli
[email protected]
608-262-4078
Relay Access (WTRS): 7-1-1. See RELAY_SERVICE for further information.

Financial Specialist II(FN007)

A34-OVCR/INS ON AGING/INST AGING

University Staff-Ongoing

289878-CP