Budget and Finance Assistant
Access Dubuque
Budget and Finance Assistant
**Southwest Wisconsin Technical College**
1 Positions
ID: 52348
Posted On 09/04/2024
**Job Overview**
SUMMARY
The Budget and Finance Assistant provides administrative support for the Finance & Budget department and Accounts Payable process. This position will be responsible for the College Student Budget portion of Student Success Plans, Continuing Education and Auxiliary invoicing, Foundation & Real Estate Foundation bank reconciliation, Accounts Payable
purchase card process/reconciliation, tax levy administration, and journal entries. This position involves a high level of confidentiality.
ESSENTIAL DUTIES AND RESPONSIBILITIES INCLUDE
• Student Success Plans – College Student Budget advising.
o Working one-on-one with students in creating College Student Budget Plans.
o Advising and mentoring students on all financial aspects of student life.
• Create Continuing Education & Auxiliary Services invoicing/departmental charges.
• Process/reconcile Bookstore course resource student billing and third-party billing.
• Apply Accounts Receivable payments to customer accounts.
• Accounts Receivable monthly statements and reconciliation.
• Continuing Education Portal state reporting and third-party maintenance.
• Process and reconcile Accounts Payable purchase cards.
• Preparation of tax levy certifications, payments, and reconciliation.
• Prepare journal entries including month end departmental charge processing and reconciliation.
• Participate in the preparation/reconciliation of the annual audit.
• Preparation of financial statements including Board Reports, Program Scorecards and Auxiliary Reports.
• Primary Finance contact for Student Clubs/Teams, transfers, and journal entries.
• Organize, schedule, and lead Fiscal Services meetings.
• Housing payment reconciliation and transfer to Real Estate Foundation.
• Supervise/train student employees in conjunction with the Budget & Finance staff.
• Primary backup for the Accounts Payable processes.
• Foundation and Real Estate Foundation bank reconciliation.
• Other duties as assigned.
TRAINING AND EXPERIENCE
• Associate's degree in Accounting or related field and 2 years of related experience; or equivalent combination of education and experience.
• Bachelor’s degree attainment may result in succession planning options within the Finance Department.
KNOWLEDGE
• Bookkeeping principles and practices.
• Accounting principles.
• Budgeting principles.
• Mathematical concepts.
• Customer service principles.
• Applicable federal, state, and local laws, rules, and regulations.
• Applicable computers and software.
• Methods of preparing financial reports.
SKILLS
• Performing accounting activities.
• Monitoring fiscal accounts.
• Maintaining data integrity and confidentiality.
• Providing customer service.
• Attention to detail.
• Using a computer and related software applications.
• Maintaining records.
• Preparing financial documents.
• Interpreting departmental procedures and policies.
• Utilizing communication and interpersonal skills as applied to interaction with coworkers, supervisor, the general public, and others sufficient to exchange or convey information.
Primary Contact
1694015185260
,
Phone
Phone
Phone
Fax
humanresources@swtc.edu
Email
False
False
False
**Job Details**
Categories
Location
Fennimore, WI
Shift
First Shift
Job Type
Employee
Full/Part
Full Time
Pay/Salary
Hourly: $19.56 - $25.37
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Retirement Plan
**Qualifications**
Education
Associates
Experience
1-2 Years
Company ID
1252
Job REQ #
\# Positions
1
Start Date
20240904
End Date
20241007
Featured Job
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0
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Southwest Wisconsin Technical College
**About the Company**
Southwest Wisconsin Technical College, Fennimore, WI is committed to providing a welcoming environment and a sense of community where all staff can experience success. We empower and inspire all members of the Southwest Tech community to embrace differences, defend human dignity, and respect the richness of values and ideas that each person brings to the college.
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