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Job Description Summary
Reporting to the Director, this position will serve as Lead Financial Analyst for the Reynolda Campus and oversee administrative support to the Budget and Financial Planning office as needed. From a fiscal perspective, the position will have day-to-day budget responsibilities, which include reviewing and validating funds availability and conducting data/trend and variance analysis.
Job Description
Essential Functions:
- Validates budget availability for Workday transactions resulting from Workday Human Capital Management or Financial business processes. Roles may include approving transactions, tracking and monitoring data related to expenses, workflow assistance, collaborating with business managers, HR, payroll, or finance to correct issues, and testing Workday upgrades/releases.
- Takes lead on assisting the BFP team with projects that may include working with other departments on financial projects, analyzing the profitability of auxiliary units or new initiatives, and preparing and coordinating various financial analyses for senior management.
- Subject Matter Expert on Budget and Financial Planning and Workday Adaptive Planning.
- Trains others on processes and procedures in Workday and Adaptive Planning.
- Provides assistance and training to campus users in developing and submitting annual budgets and forecasts in Workday Adaptive Planning.
- Responsible for the preparation, development, and testing of Workday and Adaptive Planning for the annual budget and planning cycle.
- Performs information research and analysis, including collecting and updating peer data for benchmarking exercises and presentations.
- Collaborates with the Director to create presentations for various executive and departmental meetings.
- Exercises considerable discretion and independent judgment and can analyze complex information requests and determine trends.
- Collaborates on recommendations for budget allocations that conform with budgetary policies and limits.
- Utilizes financial modeling and data analytics tools. Ability to create visualizations and in PowerPoint presentations and Excel graphs and communicate analysis results and projections.
- Coordinates the day-to-day office activities, including scheduling meetings, ordering supplies, or processing invoices.
- May mentor less experienced staff.
- Performs other duties as assigned.
Required Education, Knowledge, Skills, Abilities:
- Bachelor's degree in Accounting, Finance, or related discipline with at least 5 years of related and progressively more responsible financial work or an equivalent combination of education and experience.
- Expert in Excel and Google Sheets (i.e., template development, pivot tables, lookups, and various sum functions) and the ability to utilize these skills to meet ad hoc data needs in support of leadership requests for analysis, forecasts, or ongoing reports.
- Strong logical and analytical problem-solving skills; strong critical thinking skills with attention to detail.
- Exceptional interpersonal skills and the ability to work effectively with a wide range of constituencies in a diverse community; proven verbal and written communication skills.
- Ability to manage multiple tasks under pressure and adapt to rapidly changing priorities; excellent time management skills; ability to organize personal workflow.
- Ability to analyze and interpret policy and procedural questions without the benefit of precedents.
- Ability to work independently; evidence of sound judgment and high-level problem-solving skills, unquestionable integrity, and a strong sense of professional ethics.
- Ability to acquire knowledge of new systems in a short time period.
Preferred Education, Knowledge, Skills, Abilities:
- Knowledge of fund accounting principles, budget preparation, and fiscal controls.
- Proven ability to perform information research and analysis for new projects; familiarity with sources for researching higher education issues.
- Experience in budgeting or strategic planning for an academic environment is a plus but not required.
- Experience maintaining business processes and formulas or report writing for Workday and Adaptive Planning.
- Advanced level in Excel and Google Sheets (i.e., template development, pivot tables, lookups, and various sum functions) and the ability to utilize these skills to meet ad hoc data needs in support of leadership requests for analysis, forecasts or ongoing reports.
Accountabilities:
- Responsible for own work. Work is generally independent and collaborative in nature. Contributes to moderately complex aspects of budgeting and financial planning.
- Budgetary responsibilities.
Physical Requirements:
Work primarily involves sitting/standing, communicating with others to exchange information, operating a computer, and assessing the accuracy, neatness, and thoroughness of the work assigned.
Environmental Conditions:
Subject to inside environmental conditions. Not typically exposed to adverse environmental conditions.
Disclaimer:
This position profile identifies the key responsibilities and expectations for performance. It cannot encompass all specific job tasks that an employee may be required to perform. Employees are required to follow any other job-related instructions and perform job-related duties as may be reasonably assigned by the employee’s supervisor.
To help provide a safe learning and living community, Wake Forest University conducts background investigations and drug screens for all final candidates being considered for employment.
Wake Forest seeks to recruit and retain a diverse workforce and encourages qualified candidates across all group demographics to apply. Wake Forest University is committed to providing access and reasonable accommodation in employment for individuals with disabilities.
Time Type Requirement
Full time
Note to Applicant:
This position profile identifies the key responsibilities and expectations for performance. It cannot encompass all specific job tasks that an employee may be required to perform. Employees are required to follow any other job-related instructions and perform job-related duties as may be reasonably assigned by his/her supervisor.
In order to provide a safe and productive learning and living community, Wake Forest University conducts background investigations and drug screens for all final staff candidates being considered for employment.
Wake Forest seeks to recruit and retain a diverse workforce while promoting an inclusive work environment committed to excellence in the spirit of Pro Humanitate. In adherence with applicable laws and as provided by University policies, the University prohibits discrimination in its employment practices on the basis of race, color, religion, national origin, sex, age, sexual orientation, gender identity and expression, genetic information, disability and veteran status and encourages qualified candidates across all group demographics to apply.
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