Financial Associate - Clinical and Translational Science Institute

Summary

Support operational finance transactions, invoicing, and reconciliation activities to ensure accurate and timely financial data for the Clinical and Translational Science Institute (CTSI). Perform financial and business-related analysis and research, prepare financial data, and analyze funding resources.

Primary Responsibilities

Coordinates development, maintenance, implementation, and documentation of financial operations.

Serves as lead for processing operational finance transactions for CTSI.

Manages departmental invoicing processes, including coordination with iLab for invoicing.

Tracks, monitors, and reconciles payment status and participates in follow-up to resolve outstanding items.

Prepares reports, ad hoc analysis, and transactional activities required to support financial analysis functions.

Verifies accuracy of reporting data and financial performance indicators, and completes basic financial calculations and analysis.

Analyzes appropriate funding sources and availability of funds for purchases and expenses.

Reviews and approves expenditures against the approved budget; supports grant expense management and post-award financial activities as needed.

Prepares financial analysis and projections for use in budget and strategic planning.

Responds to routine and complex financial inquiries; escalates financial issues to senior finance staff and administrators for resolution when appropriate.

Provides financial information for special projects.

Utilizes and maintains proficiency in financial systems and platforms to support accurate and efficient financial operations.

Assist with workplace inventory purchasing/maintenance

Maintain regular coverage at the designated reception area within the CTSI suite to greet visitors, receive deliveries, respond to general inquiries

Other duties as assigned.

Schedule

Required 3 days a week onsite

Standard business hours

Monday-Frday

Knowledge – Skills – Abilities

Knowledge of technical, business, consultation, project management, and cultural awareness.

Customer focus, building trust, communication, critical thinking, and influencing skills.

Qualifications

• Appropriate experience may be substituted for education an on equivalent basis.
• Minimum Required Education:        Bachelor’s degree
• Minimum Required Experience:       2 years
• Physical Requirements
• Work requires occasionally lifting moderate weight materials, standing, or walking continuously.
• Work Environment
• Occasional exposure to dust, noise, temperature changes, or contact with water or other liquids. Work is performed in an environmentally controlled environment.
• Sensory Acuity
• Ability to detect and translate speech or other communication required. May occasionally require the ability to distinguish colors and perceive relative distances between objects.
• Why MCW?
• Outstanding Healthcare Coverage, including but not limited to Health, Vision, and Dental. Along with Flexible Spending options
• 403B Retirement Package
• Competitive Vacation and Paid Holidays offered
• Tuition Reimbursement
• Paid Parental Leave
• Employee & Family Assistance Program (EFAP)
• Pet Insurance
• On campus Fitness Facility, offering onsite classes
• Additional discounted rates on items such as: Select cell phone plans, local fitness facilities, Milwaukee recreation and entertainment etc.
• For a brief overview of our benefits see: Benefits Overview
• For a full list of positions see: MCW Careers
• At MCW all of our endeavors, from our internal operations to our interactions with our partners, are driven by our shared organizational values: Caring – Collaborative – Curiosity – Inclusive – Integrity – Respect. We are committed to fostering an inclusive environment that values diversity in backgrounds, experiences, and perspectives through merit-based processes and in alignment with all applicable laws. We believe that embracing human differences is critical to realize our vision of a healthier world, and we recognize that a healthy and thriving community starts from within. Our values define who we are, what we stand for and how we conduct ourselves at MCW. If you believe in embracing individuality and working together according to these principles to improve health for all, then MCW is the place for you. For more information, please visit our institutional website .
• MCW as an Equal Opportunity Employer and Commitment to Non-Discrimination: The Medical College of Wisconsin (MCW) is an Equal Opportunity Employer. We are committed to fostering an inclusive community of outstanding faculty, staff, and students, as well as ensuring equal educational opportunity, employment, and access to services, programs, and activities, without regard to an individual's race, color, national origin, religion, age, disability, sex, gender identity/expression, sexual orientation, marital status, pregnancy, predisposing genetic characteristic, or military status. Employees, students, applicants or other members of the MCW community (including but not limited to vendors, visitors, and guests) may not be subjected to harassment that is prohibited by law or treated adversely or retaliated against based upon a protected characteristic.