UW School of Medicine and Public Health · 3 hours ago
Financial Analyst
The UW School of Medicine and Public Health is seeking a Financial Analyst to join its Financial Services team. This role supports key financial functions and plays a critical role in supporting faculty and residents, ensuring departmental compliance, stewarding resources, and enabling data-informed decision-making.
EducationHealth CareHigher EducationUniversities
Responsibilities
Prepares reports, spreadsheets, and schedules with compiled financial data
Uses statistical analysis, simulations, predictive modeling, or other methods to analyze information and develop solutions to business problems
Processes general ledger entries in accordance with GAAP; performs GL reconciliations and complex GL account analysis
Participates in development, maintenance, and monitoring of automated financial information systems and budgets; disseminates updates/results
Participates in the development and implementation of financial processes; develops/provides training & instructions, timelines, reports, and recommendations for improvement
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
Prepares reports, spreadsheets, and schedules with compiled and conformed financial data from multiple reporting systems
Uses statistical analysis, simulations, predictive modeling, or other methods to analyze information and develop solutions to business problems
Recommends and/or approves general ledger entries in accordance with GAAP; Leads general ledger reconciliations and complex general ledger account analysis
Develops and revises strategic approaches to be used for accomplishing goals
Leads the development, maintenance, and monitoring of automated financial information systems and budgets; disseminates updates and results to leadership when appropriate
Leads the development and implementation of financial processes, including the development and delivery of timelines, reports, and recommendations for improvement
Instructs, trains, and provides feedback to departmental financial staff; advises on departmental best practices
Leads departmental financial staff by establishing vision and tactical approach by which essential tasks should be completed
May lead other financial staff
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
Qualification
Required
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
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
Bachelor's degree in Accounting, Finance, Economics, Business, Information Science, or Data Analytics, or a related field; or equivalent education and relevant experience
Preferred
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
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
Benefits
Generous vacation, holidays, and sick leave
Competitive insurances and savings accounts
Retirement benefits
Company
UW School of Medicine and Public Health
UW School of Medicine and Public Health offers graduate programs, health professions programs, and innovative research. It is a sub-organization of University of Wisconsin-Madison.
Funding
Current Stage
Late StageRecent News
2025-11-03
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