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#LI-FL1

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…