Financial Specialist Jobs in Wisconsin
Financial Specialist jobs in Wisconsin are concentrated in banking, insurance, credit union services, and government finance, with demand at every level from entry-level analysts to senior compliance officers. The busiest hiring markets are Milwaukee, Madison, and Green Bay, where employers like Northwestern Mutual, Fiserv, and the State of Wisconsin are among the most consistent sources of openings. The most in-demand specialties include financial planning, compliance analysis, and government fund accounting. Find a role that fits below and apply directly.
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Showing 5 of 8+ Financial Specialist jobs
- JR10014776
- On Site
- Madison, Wisconsin
- Finance
- Full time
- Closing at: Sep 27 2026 - 11:00pm CDT
Job Category:
Academic StaffEmployment Type:
RegularJob Profile:
Financial Specialist IIIJob Summary:
The Financial Specialist III position is in the Division of Facilities Planning & Management (FP&M) within the Department of Transportation Services. Transportation Services is responsible for the coordination and administration of all transportation-related services for the UW campus community.
The Financial Specialist III role manages payroll deductions for an estimated 13,500 customers totaling an estimated $10 million annually. This role handles debt collection for unpaid permits and citations while collaborating across campus departments. The ideal candidate is highly skilled at Excel, combining sharp financial detail with top-tier customer service, and easily implementing complex policies.
Full-Time: 100% FTE
Ongoing, Renewable
Hours are generally scheduled from 7:00AM to 4:00PM, Monday through Friday.
Key Job Responsibilities:
- Reviews transaction processing internal controls and recommends policies and procedures
- Serve as a unit liaison to leadership providing financial advice, recommendations, and financial status updates
- Monitors financial transactions and fund balances and generates and reconciles complex reports and statements in accordance with established rules and regulations
- Reallocates expenses to appropriate funding strings
- May train staff on financial processes and best practices
- Drafts communications and reports and maintains organization of varied records to provide administrative support within a specified work unit
- Reviews and approves complex transactions and assigns funding codes in accordance with established rules, regulations, and policies
- Answers complex fiscal questions and provides information based on set materials and standards to various audiences
- Coordinates the collection of outstanding and past due accounts, including all aspects of collection, analysis and resolution of billing issues
- Contributes to the coordination and delivery of financial services across the department to support operational needs
- Audits and submits payroll deduction payment request files
Department:
Division of Facilities Planning & Management, Transportation Services
The primary functions of Transportation Services include the sale/management of parking permits, special event coordination, maintenance and enforcement, construction coordination, lot and booth operations, citation payments and appeals, information technology, financial, transportation planning, and development of multimodal options.
Compensation:
$56,000 annual minimum
The starting salary for the position is $56,000, but is negotiable based on experience and qualifications.
This position offers a comprehensive benefits package, including generous paid time off, competitively priced health/dental/vision/life insurance, tax-advantaged savings accounts, and participation in the nationally recognized Wisconsin Retirement System (WRS) pension fund.
For a summary of benefits, please see below
Academic Staff Benefits summary
Required Qualifications:
3 years of professional experience in finance, accounts receivable, collections, or bookkeeping
2 years of direct customer service experience, specifically explaining complex rules or handling collections in a professional manner
Preferred Qualifications:
Advanced Excel capability using formulas, data filters, and pivot tables
Education:
Associate's Degree Preferred; focus in finance, accounting, business, or related field preferred
How to Apply:
To begin the application process,
Please note, there is only one attachment field. You must upload all of your documents in the attachment field, either as one combined document, or separate documents.
We are eager to learn more about how your experience may align with this position.
The following is required for your application to be considered complete:
A cover letter describing how your experience relates to the listed required and preferred job qualifications.
A resume detailing your educational and professional background.
The search committee will review all application materials after the posted deadline.
We will notify selected applicants to participate further in the selection process directly. References will be requested of final candidates. All applicants will be notified after the search is complete and a candidate has been selected.
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 need of employer sponsorship) on or before the effective date of appointments.
Contact Information:
Alexia Castelan-Tanner, atanner5@wisc.edu, 608-890-1852
Relay Access (WTRS): 7-1-1. See RELAY_SERVICE for further information.
Institutional Statement on Diversity:
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.
The University of Wisconsin-Madison is an Equal Opportunity Employer.
Qualified applicants will receive consideration for employment without regard to, including but not limited to, race, color, religion, sex, sexual orientation, national origin, age, pregnancy, disability, or status as a protected veteran and other bases as defined by federal regulations and UW System policies. We promote excellence by acknowledging skills and expertise from all backgrounds and encourage all qualified individuals to apply.
To request a disability or pregnancy-related accommodation for any step in the hiring process (e.g., application, interview, pre-employment testing, etc.), please contact the Divisional Disability Representative (DDR) in the division you are applying to. Please make your request as soon as possible to help the university respond most effectively to you.
Employment may require a criminal background check. It may also require your references to answer questions regarding misconduct, including sexual violence and sexual harassment.
The University of Wisconsin System will not reveal the identities of applicants who request confidentiality in writing, except that the identity of the successful candidate will be released. See Wis. Stat. sec. 19.36(7).
The Annual Security and Fire Safety Report contains current campus safety and disciplinary policies, crime statistics for the previous 3 calendar years, and on-campus student housing fire safety policies and fire statistics for the previous 3 calendar years. UW-Madison will provide a paper copy upon request; please contact the University of Wisconsin Police Department.
- JR10014776
- On Site
- Madison, Wisconsin
- Finance
- Full time
- Closing at: Sep 27 2026 - 11:00pm CDT
Job Category:
Academic StaffEmployment Type:
RegularJob Profile:
Financial Specialist IIIJob Summary:
The Financial Specialist III position is in the Division of Facilities Planning & Management (FP&M) within the Department of Transportation Services. Transportation Services is responsible for the coordination and administration of all transportation-related services for the UW campus community.
The Financial Specialist III role manages payroll deductions for an estimated 13,500 customers totaling an estimated $10 million annually. This role handles debt collection for unpaid permits and citations while collaborating across campus departments. The ideal candidate is highly skilled at Excel, combining sharp financial detail with top-tier customer service, and easily implementing complex policies.
Full-Time: 100% FTE
Ongoing, Renewable
Hours are generally scheduled from 7:00AM to 4:00PM, Monday through Friday.
Key Job Responsibilities:
- Reviews transaction processing internal controls and recommends policies and procedures
- Serve as a unit liaison to leadership providing financial advice, recommendations, and financial status updates
- Monitors financial transactions and fund balances and generates and reconciles complex reports and statements in accordance with established rules and regulations
- Reallocates expenses to appropriate funding strings
- May train staff on financial processes and best practices
- Drafts communications and reports and maintains organization of varied records to provide administrative support within a specified work unit
- Reviews and approves complex transactions and assigns funding codes in accordance with established rules, regulations, and policies
- Answers complex fiscal questions and provides information based on set materials and standards to various audiences
- Coordinates the collection of outstanding and past due accounts, including all aspects of collection, analysis and resolution of billing issues
- Contributes to the coordination and delivery of financial services across the department to support operational needs
- Audits and submits payroll deduction payment request files
Department:
Division of Facilities Planning & Management, Transportation Services
The primary functions of Transportation Services include the sale/management of parking permits, special event coordination, maintenance and enforcement, construction coordination, lot and booth operations, citation payments and appeals, information technology, financial, transportation planning, and development of multimodal options.
Compensation:
$56,000 annual minimum
The starting salary for the position is $56,000, but is negotiable based on experience and qualifications.
This position offers a comprehensive benefits package, including generous paid time off, competitively priced health/dental/vision/life insurance, tax-advantaged savings accounts, and participation in the nationally recognized Wisconsin Retirement System (WRS) pension fund.
For a summary of benefits, please see below
Academic Staff Benefits summary
Required Qualifications:
3 years of professional experience in finance, accounts receivable, collections, or bookkeeping
2 years of direct customer service experience, specifically explaining complex rules or handling collections in a professional manner
Preferred Qualifications:
Advanced Excel capability using formulas, data filters, and pivot tables
Education:
Associate's Degree Preferred; focus in finance, accounting, business, or related field preferred
How to Apply:
To begin the application process,
Please note, there is only one attachment field. You must upload all of your documents in the attachment field, either as one combined document, or separate documents.
We are eager to learn more about how your experience may align with this position.
The following is required for your application to be considered complete:
A cover letter describing how your experience relates to the listed required and preferred job qualifications.
A resume detailing your educational and professional background.
The search committee will review all application materials after the posted deadline.
We will notify selected applicants to participate further in the selection process directly. References will be requested of final candidates. All applicants will be notified after the search is complete and a candidate has been selected.
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 need of employer sponsorship) on or before the effective date of appointments.
Contact Information:
Alexia Castelan-Tanner, atanner5@wisc.edu, 608-890-1852
Relay Access (WTRS): 7-1-1. See RELAY_SERVICE for further information.
Institutional Statement on Diversity:
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.
The University of Wisconsin-Madison is an Equal Opportunity Employer.
Qualified applicants will receive consideration for employment without regard to, including but not limited to, race, color, religion, sex, sexual orientation, national origin, age, pregnancy, disability, or status as a protected veteran and other bases as defined by federal regulations and UW System policies. We promote excellence by acknowledging skills and expertise from all backgrounds and encourage all qualified individuals to apply.
To request a disability or pregnancy-related accommodation for any step in the hiring process (e.g., application, interview, pre-employment testing, etc.), please contact the Divisional Disability Representative (DDR) in the division you are applying to. Please make your request as soon as possible to help the university respond most effectively to you.
Employment may require a criminal background check. It may also require your references to answer questions regarding misconduct, including sexual violence and sexual harassment.
The University of Wisconsin System will not reveal the identities of applicants who request confidentiality in writing, except that the identity of the successful candidate will be released. See Wis. Stat. sec. 19.36(7).
The Annual Security and Fire Safety Report contains current campus safety and disciplinary policies, crime statistics for the previous 3 calendar years, and on-campus student housing fire safety policies and fire statistics for the previous 3 calendar years. UW-Madison will provide a paper copy upon request; please contact the University of Wisconsin Police Department.
See All 8 Financial Specialist Jobs in Wisconsin
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Find Financial Specialist JobsFinancial Specialist Jobs by City in Wisconsin
Where Wisconsin roles are concentrated, by current openings.
Financial Specialist Job Market in Wisconsin
A snapshot from current Wisconsin openings, updated as new roles post.
Who's Hiring
What Wisconsin Employers Look For
The qualifications that appear most often in financial specialist jobs across Wisconsin.
- Bachelor's degree in finance, accounting, economics, or a closely related field
- Proficiency in financial analysis, budgeting, and forecasting tools such as Excel or ERP systems
- Knowledge of federal and Wisconsin state financial regulations and compliance standards
- Two or more years of experience in financial reporting, auditing, or fund management
- Strong written and verbal communication skills for presenting findings to stakeholders
- Relevant certification such as CPA, CFA, or CFP preferred by most Wisconsin employers
Financial Specialist Jobs in Wisconsin: Frequently Asked Questions
How do you become a financial specialist in Wisconsin?
Most financial specialist roles in Wisconsin require a bachelor's degree in finance, accounting, or economics. From there, the path depends on your specialty: those moving into public accounting pursue CPA licensure through the Wisconsin Department of Safety and Professional Services, while financial planners often earn CFP certification. Government finance roles may require familiarity with Wisconsin's uniform financial accounting requirements for municipalities and state agencies.
Which companies hire financial specialists in Wisconsin?
Companies currently hiring financial specialists in Wisconsin include Mercyhealth, Tamarack Health, and Kestra Financial, per current listings on Migrate Mate as of September 2026. Wisconsin's deep concentration of insurance headquarters, credit unions, and state government agencies means demand for financial specialists remains steady across both the private and public sectors.
Which Wisconsin cities have the most financial specialist jobs?
Ashland, Kenosha, and Madison have the most financial specialist openings in Wisconsin. Milwaukee leads because it is home to major financial services and insurance headquarters, Madison follows as the seat of state government with substantial public-sector finance roles, and Green Bay draws openings from its regional banking institutions and manufacturing firms that maintain in-house finance departments.
Are there remote financial specialist jobs in Wisconsin?
Yes, and more than many fields, since financial specialist work is largely analytical and document-driven. About 50% of financial specialist openings tied to Wisconsin are remote or hybrid as of September 2026. The roles most likely to be fully remote are financial analysis, budgeting, and reporting positions, while compliance auditing and client-facing planning roles more commonly require in-office or hybrid arrangements.
How can I get hired as a financial specialist in Wisconsin with little or no experience?
The most realistic entry path is applying to finance associate or financial analyst trainee programs at Wisconsin's large employers. Northwestern Mutual and Fiserv both run structured new-graduate development programs in Milwaukee, and the State of Wisconsin regularly posts entry-level financial examiner and budget analyst roles in Madison open to recent graduates. Earning your CPA exam eligibility or pursuing a CFP coursework program while applying gives candidates a clear edge over others at the same experience level.
Where can I find and apply to financial specialist jobs in Wisconsin?
You can find and apply to financial specialist jobs in Wisconsin on Migrate Mate, which lists current openings across the state. Search the listings, find roles that match your background and target location, and apply directly to the employers posting them.
See All 8 Financial Specialist Jobs in Wisconsin
Find roles in Wisconsin that match your experience and apply in just a few clicks.
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