Budget & Financial Specialist, Budget and Financial Planning

Wake Forest University; North Carolina; On-site; USD 70,000 - 90,000; Full time

Job summary

A prestigious university in Winston-Salem, North Carolina, seeks a financial professional to prepare reports, monitor transactions, and manage account reconciliations. Applicants should have a degree in Accounting or Finance, alongside extensive finance-related experience. This role demands strong analytical skills and the ability to communicate effectively within a collaborative environment.

Qualifications

• 5+ years of progressively responsible finance experience required.
• Excellent work ethic and ability to maintain confidentiality.
• Knowledge of U.S. accounting principles (GAAP).

Responsibilities

• Prepares and evaluates monthly financial reports.
• Monitors transactions and approves requisitions.
• Performs account reconciliations and journal entries.

Skills

Analytical skills

Proficiency in Word

Proficiency in Excel

Excellent communication skills

Detail orientation

Education

Bachelor’s degree in Accounting or Finance

Associate's Degree in Finance or Accounting

Tools

Workday

Job description

* 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.Prepares and evaluates monthly reports customized for unit needs to report financial condition, strengths, and weaknesses of various units. ● Monitors transactions, reviews and approves requisitions, reimbursements and procurement activity within assigned units. Uses independent judgment in the evaluation and approval of transactions. ● Prepares account reconciliations and journal entries as needed. ● Performs other related duties as assigned. Required Education, Knowledge, Skills, Abilities: ● Associate’s Degree in Finance, Accounting or related discipline plus 3-5 years finance-related experience in a university setting. An equivalent combination of education and experience may be acceptable. ● Solves problems that are generally not recurring in nature and that require innovative thinking/reasoning and in-depth analytical skills. ● Proficiency in Word, Excel, PowerPoint, and the Internet. Knowledge in Workday hiring and financial transactions, a plus. ● Excellent work ethic along with the ability to work long hours, when needed. ● Ability to maintain the security and confidentiality of any proprietary or sensitive data. ● Ability to analyze and interpret policy and procedural questions. ● Knowledge of budget development and fiscal management. ● Demonstrated organizational skills, detail orientation, and a proven ability to follow projects and issues through to completion. ● Demonstrated written and verbal communication skills; must have the interpersonal finesses to interact effectively within the university and with external vendors.● Bachelor’s degree in Accounting, Finance, or related discipline with five or more years of related and progressively more responsible financial work, or an equivalent combination of education and experience. ● Knowledge of U.S. accounting principles (GAAP) and practices. Knowledge of Workday.● Familiarity with higher education administration current best practices.**About WFU:**Wake Forest University, formed in 1834, has experienced decades of growth and innovation. WFU is a distinctive university that combines a liberal arts core with graduate and professional schools and innovative research programs. The University embraces the teacher-scholar ideal, which prizes the personal interaction between students and faculty. It is a place where exceptional teaching, fundamental research and discovery, and the engagement of faculty and students in the classroom and the laboratory are paramount.Wake Forest University is a community that seeks the enlightenment and freedom which come through diligent study and learning. Its higher goal, however, is to give life to the University motto "Pro Humanitate," as members translate a passion for knowledge into compassionate service. The community shares a tradition that embraces freedom and integrity and acknowledges the worth of the individual. The heritage, established by the school's founders and nurtured by succeeding generations, promotes a democratic spirit arising from open-mindedness and discourse. Wake Forest fosters compassion and caring for others. Its collective strength and character are derived from the values and distinctive experiences of each individual; therefore, it affirms the richness of human intellect and culture and its contribution to knowledge, faith, reason, and dialogue. Furthermore, it strives toward a society in which good will, respect, and equality prevail. To that end, Wake Forest University rejects hatred and bigotry in any form and promotes justice, honor, and mutual trust.The University is comprised of: the undergraduate college, Graduate School of Arts and Sciences, School of Business, School of Divinity, School of Law, and School of Medicine (located on the Bowman Gray campus with Wake Forest University Baptist Medical Center) and today enrolls about 4,846 undergraduates and 2,823 students in graduate programs at its principal location, the Reynolda campus. Students at Wake Forest University enjoy a great deal of access to and interaction with world-class faculty both in and out of the classroom setting with a student-faculty ratio of 11:1. Wake Forest employs approximately 2,772 full and part-time faculty and staff.Wake Forest is a collegiate university offering a vibrant, intellectual community with a rich cultural life, an impressive array of facilities, and a strong athletics program competing in the fifteen-team Atlantic Coast Conference (ACC). Since its founding, the university has adopted the motto “*pro humanitate*,” which is exemplified by a deep institutional commitment to public service and engagement with the world. Wake Forest has a strong commitment to holistic, eight-dimensional well-being for students, faculty and staff as evidenced in the initiative.**Winston-Salem, North Carolina**Wake Forest is located in Winston-Salem, North Carolina, a beautiful, mid-sized city centrally located in the Piedmont-Triad region of North Carolina. Winston-Salem is a family-friendly city with high quality schools, numerous outdoor recreational activities and events, and is known for its vibrant and thriving arts scene.Winston-Salem residents enjoy close proximity to the beautiful Blue Ridge Mountains (1.5 hours) and Atlantic beaches (4 hours), a moderate climate with four distinct seasons, a very reasonable cost of living, and an eclectic variety of restaurants, wine bars, and breweries for dining with friends and family. offers many of the amenities of a large city but with the sense of community and quality of life of a smaller town.