Financial Manager

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Position Title:

Financial Manager

Job Category:

Academic Staff

Employment Type:

Regular

Job Profile:

Financial Manager

Job Duties:

The Financial Manager is responsible for the financial operations of the UWSP Foundation and its subsidiaries including financial management activities, administration of Foundation account charters, producing or supervising the creation of financial reports, performing reconciliations, special projects, maintaining and updating procedure manuals, data management and overall operational support, maintaining, and updating software for the Foundation.

This Financial Manager reports directly to the Director of Advancement. To ensure internal control, this position also has a secondary supervisor - the UWSP Vice Chancellor for Advancement – UWSP Foundation CEO/Executive Director. This position supervises minimally 2.0 full-time equivalent (FTE) employees as well as the Foundation-funded gift-processing consultants (when they are contracted by the Foundation).

**Full position description is available upon request. **

Key Job Responsibilities:

• Participates in the development, maintenance, and monitoring of automated financial information systems

• Analyzes financial information and makes recommendations to unit leadership

• Serves as a subject matter expert to unit leadership regarding financial operations, status and reporting, and recommends process improvements

• Plans, directs, and engages in financial and/or accounting operations for multiple areas; coordinates data management, budget preparation and management, and financial reporting efforts

• May exercise supervisory authority, including hiring, transferring, suspending, promoting, managing conduct and performance, discharging, assigning, rewarding, disciplining, and/or approving hours worked of at least 2.0 FTE or equivalent employees

• Identifies, verifies, and audits financial charges, credits, and authorizes payments

• Recommends, interprets, disseminates, and implements unit-focused fiscal policies and procedures, ensuring compliance with established rule, regulations and financial guidelines

Department:

The mission of the UWSP University Advancement Department is to strengthen relationships with university stakeholders and manage engagement by telling the UWSP Story and fundraising activities to secure resources and support for the university’s mission and vision.

University Advancement works to increase the resources available to the University of Wisconsin-Stevens Point by generating philanthropic interests and volunteer support.

Advancement oversees activities of the UWSP Alumni Association, Major Gift Officers, development and the UWSP Foundation.

Compensation:

$60,000-80,000 annually, based on qualifications and experience

Relocation assistance is available for this position

Required Qualifications:

• Bachelor’s Degree or equivalent working knowledge/experience.
• Strong background in developing and implementing procedures, process, and operational controls.
• Technically adept in all areas of accounting and financial management including cash flow management, financial analysis, earnings projections, budgeting, reporting, and risk assessments.
• Understanding of budgeting.
• Strong skillset of Microsoft Office.

Preferred Qualifications:

• Familiarity with CASE, VSE, Gift Attainment and Reporting Standards.
• Knowledge of NXT/Raisers Edge/Financial Edge database.
• Understanding of Charter Agreements.
• Familiarity with Philanthropy.
• Knowledge of higher education institution operations.
• Ability to supervise multiple FTE’s.
• Ability to implement and formulate processes and procedures.
• Experience with Project and Change Management

Education:

Bachelor’s Degree or equivalent working knowledge/experience.

How to Apply:

TO ENSURE CONSIDERATION: Applications received by 04/05/2026 are ensured full consideration. Applications received after that date may be given consideration at the discretion of the search committee. Application materials will be evaluated, and the most qualified applicants will be invited to participate in the next step of the selection process. Incomplete and/or late application materials may not receive consideration.

Files must be complete to be considered. Submission in PDF format is preferred for all attachments. Please include the following documents:

• Cover letter addressing qualifications and experience

• Resume/Curriculum Vitae

(Official Transcripts will be required of finalist)

After you submit your application, you will be unable to edit it, so please be sure to include all application materials.

Contact Information:

Name: Brandin Helmers, Executive Assistant to the Vice Chancellor of University Advancement

Email: bhelmers@uwsp.edu

Phone: 715-346-3908

If you have any questions regarding the application process, need special arrangements, or if you submitted your application with missing materials, please call or email:

Human Resources

Email: human.resources@uwsp.edu

Phone: 715-346-2606

Please note that successful applicants are responsible for ensuring their eligibility to work in the United States (i.e., a citizen or national of the United States, a lawful permanent resident, a foreign national authorized to work in the United States without the need of employer sponsorship) on or before the effective date of appointment. UW-Stevens Point does not offer H-1B or other work authorization visa sponsorship for this position.

Employment will require a criminal background check. It will also require you to supply a minimum of three (3) professional references (one (1) of which being a current or former supervisor). It is preferred that you supply five (5) professional references (two (2) of which being a current or former supervisors). Your references will be required to answer questions regarding misconduct, sexual violence and sexual harassment.

Special Notes:

Through the discovery and dissemination of knowledge, UW-Stevens Point stimulates intellectual growth, provides a liberal education, and prepares students for a diverse sustainable world. The university is committed to creating a safe, inclusive learning community for all faculty and staff from a variety of backgrounds. Visit https://www.uwsp.edu/join-uw-stevens-point/ for more information about UW-Stevens Point. To learn about the Stevens Point (aka Point) area fun, jobs, housing, education, quality of life, and bragging rights, visit www.stevenspointarea.com .

Individuals with disabilities who need a reasonable accommodation during the application or interview process should contact Human Resources and Affirmative Action at 715-346-2606 or hr@uwsp.edu.

The safety and success of students, faculty, and staff at the University of Wisconsin-Stevens Point is paramount. The Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act requires the distribution of an annual security report to all current and prospective students, faculty, and staff. You may obtain the complete report at https://www3.uwsp.edu/protsv/Pages/Clery.aspx

The University of Wisconsin-Stevens Point will not reveal the identities of applicants who request confidentiality in writing, except the identity of the successful candidate will be released. See Wis. Stat. sec. 19.36(7).

An offer of employment will require a criminal background check and authorization to work within the United States as required by the Immigration Reform and Control Act of 1986.

UW is an Equal Opportunity Employer:

Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, disability, status as a protected veteran, or any other bases protected by applicable federal or State law and UW System policies. We are committed to building a workforce that represents a variety of backgrounds, perspectives, and skills, and encourage all qualified individuals to apply.