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Financial Specialist

Universities of Wisconsin · Platteville, WI · Full time

Posted Aug 19, 2026 · We last checked this listing on Oct 6, 2026

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Likely interview questions for this role

Written from this job description, not a generic list. Each one notes what the interviewer is really checking.

About your past

Tell me about a time you found a mistake in money someone else handled. How did you raise it?

What they are checking: Whether they address errors respectfully with other departments while still insisting on accuracy.

How do you stay accurate when you are working on repetitive numbers all day?

What they are checking: Whether they use double checks and focus habits, since small errors in cash work add up.

Tell me about a time you worked with many departments on a shared process.

What they are checking: Whether they can collaborate across campus and teach others the rules without creating friction.

What would you do

A student comes to the window upset about a charge on their account. How do you help them?

What they are checking: Whether they can explain charges clearly and route billing disputes properly while staying calm.

Say a department drops off a deposit that is twenty dollars short of what their paperwork says. What do you do?

What they are checking: Whether they record the actual amount, notify the department and follow policy instead of covering it.

What would you do if a coworker asked you to skip a cash handling step to save time?

What they are checking: Whether they follow internal controls even under friendly pressure, which protects them and the university.

About the work

You will reconcile daily department cash deposits against Workday transactions. Walk me through how you would find why a deposit does not match.

What they are checking: Whether they track discrepancies step by step, checking counts, entries and timing rather than forcing a match.

What cash handling controls do you think matter most in a cashier's office?

What they are checking: Whether they understand dual counts, separation of duties and secure storage that protect university funds.

How would you prepare a bank deposit that includes cash, checks and coin?

What they are checking: Whether they count, verify and document each item carefully, including check imaging the posting mentions.

Tell me about your experience with accounting or ERP software like Workday.

What they are checking: Whether they can learn and work accurately in a financial system without heavy hand-holding.

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The full job description

As published by Universities of Wisconsin.

Current Employees: If you are currently employed at any of the Universities of Wisconsin, log in to Workday to apply through the internal application process. Position Title: Financial Specialist Job Category: University Staff Employment Type: Regular Job Profile: Financial Specialist II Position Summary: The University of Wisconsin–Platteville is seeking a detail-oriented and customer-focused Financial Specialist to join the Cashier's Office team. This position plays a vital role in safeguarding university funds by processing and reconciling daily deposits, maintaining accurate financial records, supporting student account transactions, and ensuring compliance with university cash handling policies and internal controls. The ideal candidate enjoys working with numbers, solving discrepancies, providing excellent customer service, and collaborating with departments across campus to ensure accurate financial operations. This position is full-time, benefit and paid-leave eligible, with a starting wage of $20.50 an hour. Key Job Responsibilities: Cashiering and Financial Reconciliation • Process and reconcile daily departmental cash deposits, including cash, checks, and coin. • Verify deposits against Workday transactions and resolve discrepancies with campus departments. • Prepare and process bank deposits, including check imaging and cash deposits. • Download and reconcile banking transactions from financial institutions with Workday records. • Review accounting information for accuracy and provide guidance to campus departments on proper cash handling and accounting procedures. • Process and reconcile student organization deposits while maintaining financial records and account balances. • Maintain electronic documentation and supporting records in accordance with university procedures. Student Account and Cashiering Services • Provide front-line cashier services; accept payments and assist with account inquiries. • Research and resolve student account issues, including payment adjustments, refunds, tuition calculations, financial aid impacts, and account corrections. • Process special charges and adjustments to student accounts. • Monitor departmental email and respond to customer inquiries. • Provide backup support for Student Financial Services operations as needed. • Maintain cashiering forms, website content, imaging procedures, and records retention processes. • Support implementation of procedural improvements and operational changes within the Cashier's Office. Required Qualifications: • Associate degree in accounting, business, finance, or a related field, or equivalent combination of education and experience. • Experience handling cash, financial transactions, or account reconciliation. • Strong attention to detail with excellent organizational skills. • Ability to analyze financial information and resolve discrepancies. • Experience using Microsoft Excel and other Microsoft Office applications. • Excellent written and verbal communication skills. • Ability to provide outstanding customer service while maintaining confidentiality and accuracy. How to Apply: To ensure full consideration, applications must be received by September 18, 2026. Applications will be accepted until the position has been filled. The following documents are required for applicant consideration: • Letter of application addressing all required qualifications. • A current resume. Legal Notices and Important Information: Employment will require a criminal background check. It will also require you and your references to answer questions regarding sexual violence and sexual harassment. The University ensures physical accessibility to work environments for persons with disabilities and will provided reasonable accommodations to ensure equal access to employment. Upon request, the University will provide reasonable accommodations for religious observances and practices. The University is committed to a program of affirmative action for women, racial minorities, persons with disabilities, disabled veterans and veterans of the Vietnam era. While the Chancellor assumes overall responsibility for the success of the program, university administrators and supervisors are responsible and accountable for implementation. Authority for monitoring the program is delegated to Human Resources. Each individual associated with the University is called upon to pledge a new and revitalized commitment to build and maintain a campus environment free of harassment and discrimination, an environment that fosters mutual respect, recognizes the dignity and worth of all people, and promotes to the fullest, equal employment opportunity through affirmative action. In compliance with the Clery Act of 1998, the University of Wisconsin-Platteville Annual Security & Annual Fire Safety Report is available for review. Call the UW-Platteville Campus Police Office at 608.342.1584 for a paper copy of the annual report. The Universities of Wisconsin 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. §. 19.36(7). 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. Required Postings: Labor Law Poster - English Labor Law Poster - Spanish Families First Coronavirus Response Act Update

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