Budget Analyst II, Budget & Financial Planning

Wake Forest University; Winston-Salem (NC); On-site; USD 65,000 - 95,000; Full time

Job summary

Wake Forest University is seeking a Budget Analyst to support the Office of Budget and Financial Planning with day-to-day budget and planning activities. You will review funds availability, analyze data/trends, and provide support to the campus community.

The role requires a Bachelor's degree in Accounting or Finance with 3–5 years of related experience, expertise in Excel/Google Sheets, and the ability to communicate findings via PowerPoint.

Qualifications

• Bachelor's degree in Accounting, Finance, or related discipline with 3–5 years of related and progressively more responsible financial work.
• Experience in budgeting, strategic planning, and other fiscal responsibilities in an academic environment.
• Intermediate level in Excel and Google Sheets (i.e., templates, pivot tables, lookups, sum functions) and ability to meet ad hoc data needs.
• Ability to present analysis results in PowerPoint and Excel graphs.
• Strong analytical, problem-solving, and communication skills.
• Ability to manage multiple tasks under pressure and adapt to changing priorities.

Responsibilities

• Validate budget availability for Adaptive transactions and support upgrades.
• Assist with financial analyses for senior management and campus partners.
• Subject Matter Expert on Budget and Financial Planning processes and Adaptive.
• Develop, test, and train for Workday and Adaptive budgeting cycles.
• Provide training on budgets and forecasts in Adaptive to campus partners.
• Conduct benchmarking research and prepare presentations for leadership meetings.
• Create and present executive-level and departmental analyses.

Skills

Excel

Google Sheets

PowerPoint

Data analysis

Communication

Time management

Critical thinking

Attention to detail

Independent work

Adaptability

Education

Bachelor's degree in Accounting/Finance

Tools

Workday

Adaptive

Job description

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.

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

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.

Equal Opportunity Statement

The University is an equal opportunity employer and welcomes all qualified candidates to apply without regard to race, color, religion, national origin, sex, age, sexual orientation, gender identity and expression, genetic information, disability and military or veteran status.

Accommodations for Applicants

If you are an individual with a disability and need an accommodation to participate in the application or interview process, please contact [e-mail] or [phone].