Budget Forecasting Analyst (Workday Adaptive)

Commonwealth of VA Careers; Williamsburg (VA); On-site; USD 68,000 - 83,000; Full time

Job summary

The Budget Planning Analyst position at William & Mary within the Commonwealth of Virginia agencies focuses on long-term financial planning using Workday and Adaptive planning tools. Responsibilities include forecasting, reporting, training, and system integration with ERP tools to support university budgets.

Collaborate with the AVP of Budget and Financial Planning and IT teams; ensure data integrity and timely budget updates, while guiding users across campus in AFPA usage and new

Qualifications

• Bachelor’s degree in finance, business or closely related field or the equivalent combination of education, experience, and training.
• Knowledge of financial and accounting principles and practices, analysis and reporting of financial data.
• Working knowledge of budget operations with the ability to assist in budget management functions and prepare evaluations of budget requests.
• Strong analytical and problem-solving skills with the ability to review operating budgets to analyze trends affecting budget needs and analyze monthly department budgeting and accounting reports to maintain expenditure controls.
• Proficiency with a variety of software applications systems, particularly automated Accounting & Finance systems and MS Office, with advanced skills in Excel.
• Excellent interpersonal, oral and written communication skills with the ability to work effectively within a team and collaboratively with departmental managers. Ability to provide strong guidance, while exercising sound judgment using tact and diplomacy in all interactions.
• Strong organization skills with the ability to manage multiple priorities concurrently within tight deadlines.

Responsibilities

• Maintain/update existing institutional financial forecasts, budget models, and reports.
• Assist in the development of new institutional financial forecasts and budget models.
• Ensure data integrity between the Workday ERP system and the Adaptive financial planning application and perform updates if needed.
• Prepare budget reports, staffing reports and key financial performance metrics periodically.
• Provide training to users throughout campus on how to utilize the Adaptive financial planning application for unit level financial planning.
• Assist in the implementation of new functionality in the Adaptive financial planning application.
• Work with the William and Mary Information Technology team to help implement and test new versions of Workday and the Adaptive financial planning application.

Skills

Financial analysis

Budget operations

Analytical thinking

Communication

Organization

Education

Bachelor’s degree in finance or business

Tools

MS Office

Excel

Job description

The Budget Planning Analyst position at William & Mary within the Commonwealth of Virginia agencies focuses on long-term financial planning using Workday and Adaptive planning tools. Responsibilities include forecasting, reporting, training, and system integration with ERP tools to support university budgets.

Collaborate with the AVP of Budget and Financial Planning and IT teams; ensure data integrity and timely budget updates, while guiding users across campus in AFPA usage and new