Budget Analyst II, Budget & Financial Planning

Wake Forest University Pre-College Programs; Northern (KY); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Wake Forest University seeks a Budget Analyst II in Budget & Financial Planning to provide administrative support and day-to-day budget and planning responsibilities. This role requires strong analytical skills, proficiency with Adaptive and Workday, and capability to present data clearly in Excel and PowerPoint.

Responsibilities include validating budget availability, performing data trend analyses, and preparing reports for senior leadership.

Qualifications

• Bachelor's degree in Accounting, Finance, or related discipline with three to five years of related financial work or equivalent.
• Experience budgeting, strategic planning, and other fiscal responsibilities in an academic environment.
• Proficiency in Excel and Google Sheets for ad hoc data needs and leadership requests.
• Ability to present analysis results in PowerPoint and Excel graphs.

Responsibilities

• Validate budget availability for Adaptive transactions and assist with related processes.
• Coordinate financial analyses and projections for senior management.
• Prepare and train campus partners on Workday and Adaptive processes.
• Support day-to-day office activities and maintain documentation.

Skills

Excel

Google Sheets

PowerPoint

Analytical thinking

Communication skills

Time management

Attention to detail

Education

Bachelor's degree in Accounting/Finance or related

Tools

Workday Adaptive Planning

Workday

Job description

## Budget Analyst II, Budget & Financial PlanningApply: Winston Salem, NC: Full time: Posted Yesterday: R0009165****External Applicants:****Please ensure all required documents are ready to upload before beginning your application, including your resume, cover letter, and any additional materials specified in the job description.Cover Letter and Supporting Documents:* Navigate to the \"My Experience\" application page.* Locate the \"Resume/CV\" document upload section at the bottom of the page.* Use the \"Select Files\" button to upload your cover letter, resume, and any other required supporting documents. You can select multiple files.**Important Note: The \"My Experience\" page is the *only* opportunity to attach your cover letter, resume, and supporting documents. *You will not be able to modify your application or add attachments after submission.*******Current Employees:****Apply from your existing Workday account in the Jobs Hub. *Do not apply from this website.***A *cover letter is required for all positions;* optional for facilities, campus services, and hospitality roles unless otherwise specified.****Job Description Summary**Reporting to the Director, this position will serve as a Budget Analyst and provide administrative support as needed in support of responsibilities of the office of Budget and Financial Planning. From a fiscal perspective, this position will have day-to-day budget and planning responsibilities including the review of funds availability, conducting data/trend and variance analysis, and providing support to the campus community. \\*This position is not eligible for sponsorship of non-immigrant or immigrant visa status through Wake Forest University. All eligible applicants are encouraged to apply.**Job Description****Essential Functions:*** Validates budget availability for Workday Adaptive Planning (“Adaptive”) 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 Central Finance to correct issues, and testing Workday and Adaptive upgrades/releases.* Assists the Budget & Financial Planning 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 processes and tools, specifically Adaptive.* Responsible for the preparation, development, testing, and training to support Workday and Adaptive annual and interim budget and planning cycles.* Provides assistance and training to campus partners in the development and submission of annual budgets and forecasts in Adaptive.* Performs information research and analysis, including collecting and updating peer data for benchmarking processes (e.g. tuition and fees) and presentations.* Assists in the development of presentations for various executive and departmental meetings.* Exercises considerable discretion and independent judgment and can analyze complex information requests and determine trends.* Supports coordinating day-to-day office activities, including scheduling meetings, ordering supplies, or processing invoices.* Performs other duties as assigned. **Required Education, Knowledge, Skills, Abilities:*** Bachelor's degree in Accounting, Finance, or related discipline with three to five years of related and progressively more responsible financial work or an equivalent combination of education and experience.* Experience in budgeting, strategic planning, and other fiscal responsibilities in an academic environment.* Intermediate 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.* Ability to represent analysis results and projections in PowerPoint presentations and Excel graphs.* 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.* Ability to perform information research and analysis for new projects; familiarity with sources for researching higher education issues.* Experience with Adaptive and Workday to include maintaining business processes, calculations (eg formulas), and methodologies as well as report writing for Workday and Adaptive.* 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.* Budgetary responsibilities.**Additional Job Description****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.**Time Type Requirement**Full time