Budget Planning Analyst - Workday Adaptive
William & Mary and the Virginia Institute of Marine Science
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Job summary
William & Mary in Virginia Beach seeks a Budget Planning Analyst to manage financial forecasts and reporting using Workday Adaptive. The role supports the AVP, ensures data integrity between Workday ERP and the Adaptive planning tool, and prepares regular budget and staffing reports.
The analyst will collaborate with IT and finance teams, develop new budget models, and assist in implementing AFPA enhancements across campus.
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 (weekly, monthly, quarterly, annually).
- 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
Education
Tools
Job description
JR102021 Budget Planning Analyst - Workday Adaptive (Open)
Budget Planning Analyst - Workday Adaptive
CC00456 WM001 | WMUO | Budget & Financial Planning
Staff - Budget
Regular (benefited)
William & Mary
Posting Location - William & Mary
The Office of Finance and Administration is responsible for the development and administration of the university budget and provides analysis and recommendations to the Associate Vice President for Budget & Financial Planning. In addition, the office coordinates development of operating budget initiatives submitted to the Commonwealth of Virginia and the integration of all budget development activities into the overall planning activities of the university.
The Budget Planning Analyst assists the Director of Budget Operations and AVP of Budget and Financial Planning in long-term institutional financial planning. This position utilizes the Workday Enterprise Resource Planning (ERP) and the Adaptive financial planning application to create/manage financial plans for funds including, but not limited to, Educational and General (E&G), auxiliary enterprises, and Board of Visitor’s private funds.
- 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 (weekly, monthly, quarterly, annually).
- 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.
- 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.
- Working knowledge of Commonwealth of VA higher education financial policies and procedures.
- Knowledge of Workday, Banner, or other Enterprise Resource Planning (ERP) systems.
- Working knowledge of financial planning applications and tools.
- Experience in Higher Education or state budget position.
- Experience with Workday, Banner, or other Enterprise Resource Planning (ERP) systems.
- Experience with the use of financial planning tools.
- Knowledge of personnel budgeting concepts.
- During select and limited deadline-oriented periods, this position is subject to additional hours beyond the typical work week to meet the business needs.
- Salary Range: Up to $75,000 commensurate with experience.
- William and Mary has developed a wide variety of reports to aid financial planning, personnel management, and budget tracking. Various aspects of these items must be updated periodically to ensure that they continue to be as accurate as possible.
- Assist the Director of Budget Operations and AVP of Budget and Financial Planning to develop new financial forecasts, reports, and budget models. These models will vary across fund types, as well as the operating and capital budgets.
- The Adaptive Financial Planning Application interfaces with the Workday ERP system to pull financial data.
- Periodically monitor the interface to ensure that the systems agree.
- Prepare budget reports, staffing reports and key financial performance metrics periodically (weekly, monthly, quarterly, annually).
- The are a variety of reports and key financial performance metrics that will exist in the Adaptive Financial Planning Application. The reports and metrics will need to be compiled and presented to institutional financial leadership at various points throughout the year.
- Train units throughout William and Mary how to utilize AFPA to assist them in their unit level financial planning.
- Assist with testing and implementation during additional phases of AFPA rollout.
- Add new functionality and capabilities to the application.
- Test Workday and AFPA periodic system updates.
- Ensure that no functionality is lost or compromised.
JP0689 - Budget Analyst - Exempt - Salary - S10
BS
S10
2026-08-20
Continuing E&G funded position and not term-limited
Applicants can learn more about William & Mary’s status as an equal opportunity employer by viewing the “Know Your Rights” poster published by the U.S. Equal Employment Opportunity Commission. https:// www.eeoc.gov/know-your-rights-workplace-discrimination-illegal
William & Mary is committed to providing a safe campus community. W&M conducts background investigations for applicants being considered for employment. Background investigations include reference checks, a criminal history record check, and when appropriate, a financial (credit) report or driving history check.
Individuals selected for full-time staff positions will be required to complete a twelve (12) month probationary period in accordance with university policy.
Remote work eligibility is not guaranteed and is subject to approval. Employee eligibility depends on the likelihood of the employee succeeding in a remote work arrangement and the supervisor’s ability to manage remote workers. Departments and/or Human Resources may amend, alter, change, delete, or modify eligibility.
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