Manager, Budget & Financial Planning

Wake Forest University; North Carolina; On-site; USD 75,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health benefits

Retirement savings plan

Professional development opportunities

Job summary

A prestigious university in Winston-Salem, North Carolina is looking for a candidate to manage the budget office, overseeing financial planning, reporting, and analysis. The role involves collaborating with various departments and requires strong analytical and interpersonal skills. Candidates should have a Bachelor's degree in Accounting with substantial financial experience, ideally within higher education. The position offers a chance to work in a vibrant community dedicated to education, research, and compassionate service.

Qualifications

• At least five to ten years of progressively responsible financial work experience.
• In-depth experience in long-range and/or strategic planning required.
• Ability to organize personal workflow and manage multiple tasks under pressure.

Responsibilities

• Manage the annual operating budget and forecasting in collaboration with financial services.
• Develop financial reports and manage the monthly budget versus actuals review.
• Serve as subject matter expert for Workday Adaptive Planning.

Skills

Financial modeling

Analytical skills

Strong interpersonal skills

Proficiency in Excel

Problem-solving skills

Education

Bachelor's degree in Accounting or related discipline

Master's in Accounting and/or CPA preferred

Tools

Workday Finance

Workday Adaptive Planning

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.* Manages the annual operating budget, forecasting, and multi-year planning in close collaboration with the Director, Budget and Campus Financial Services, the Controller’s Office, and Senior Business Administrators.* Collaborates closely with the Controller’s office to ensure 1:1 alignment of Workday Finance and Adaptive Planning system structures, interim and year-end closings, review and approval of journal entries, compliance with GAAP, and monthly budget versus actual analysis.* Develops financial reports, data trend/variance analysis, and manages the monthly budget versus actuals review and analysis process and deliverables to the Director and AVP of Budget and Financial Planning.* Manages development and implementation of the annual budget calendar and financial planning assumptions, including oversight of the timeline, data submission and related deadlines, and Adaptive Planning system processes, controls, and training.* Manages budgets (sources and uses) for the General University and Central Pool, fringe benefits, investment income, and certain administrative units.* Maintains and monitors the integrity of Adaptive Planning system data including reconciliation of budget data across divisions, funds, cost centers, and accounts.* Manages budget availability for Workday Finance and Workday HCM activity including the approval of transactions, tracking and monitoring of expenses and revenues, and collaboration with campus partners to resolve budget related activity.* Serves as subject matter expert for Workday Adaptive Planning and partners with the Lead Business Systems Analyst in support of testing of Adaptive Planning upgrades/releases and any Workday Finance and/or HCM upgrades/releases that impact Adaptive Planning and/or budget processes, financial planning, and reporting.* Manages the reporting of budget and financial planning information to internal and external constituents.* Manages research and analysis, including peer benchmarking and analysis, KPIs, and historical and industry trends.* Develops, communicates, and trains campus partners on processes and procedures in compliance with budget and governance policies.* Manages day-to-day operations of the budget office.* Manages, trains, and develops staff.* Other duties and projects as assigned.* Bachelor's degree in Accounting, or related discipline, with at least five to ten years of related and progressively more responsible financial work, or an equivalent combination of education and experience. In-depth experience in long-range and or strategic planning is required.* Exercises exceptional discretion in handling confidential information.* Strong interpersonal skills and the ability to work effectively with a wide range of constituencies in a diverse community; proven communication skills, both orally and in writing.* Knowledge of fund accounting principles and GAAP, budget preparation, and fiscal controls required.* Must be a self-starter with unquestionable integrity and a strong sense of professional ethics.* Ability to manage multiple tasks under pressure and is highly adaptable to rapidly changing priorities; excellent time management skills; ability to organize personal workflow.* Ability to work independently; evidence of good judgment and high-level problem-solving skills.* Strong interpersonal skills and the ability to work effectively with a wide range of constituencies in a diverse community; proven communication skills, both orally and in writing.* High level of proficiency in Excel (templates development, pivot tables, macros) and the ability to utilize these skills to meet ad hoc data needs in support of leadership requests for analyses, forecasts, or ongoing reports.* Ability to effectively represent analysis results and/or projections in PowerPoint, Google, and Excel graphs.* Ability to acquire knowledge of new systems in a short time period.* Master's in Accounting and/or CPA preferred.* Experience in Higher Education accounting and knowledge of U.S. accounting principles (GAAP) preferred.* Workday Finance and/or Workday Adaptive experience preferred.* Knowledge of and technical proficiency with accounting systems and related applications.* Experience in budgeting, forecasting, and financial modeling.**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