Budget Planning Analyst | Workday Adaptive Specialist

William & Mary

United States

On-site

USD 45,000 - 75,000

Full time

3 days ago

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Job summary

William & Mary seeks a Budget Planning Analyst to support long-term financial planning using Workday ERP and the Adaptive planning tool. The role reports to the Director of Budget Operations and the AVP of Budget and Financial Planning, covering E&G, auxiliaries, and private funds.

You will maintain forecasts, develop new budget models, ensure data integrity between Workday and Adaptive, and prepare budget and staffing reports.

Qualifications

Bachelor's degree in finance, business or closely related field.
Knowledge of financial principles, analysis and reporting.
Advanced Excel and MS Office skills.
Experience with Workday and Adaptive planning systems.

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.
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.