Operations Coordinator, Budget & Campus Financial Services

Wake Forest University; Winston-Salem (NC); On-site; USD 60,000 - 80,000; Full time

Job summary

Wake Forest University is seeking an Operations Manager to provide financial, administrative, and operational support to the Budget and Campus Financial Services Office. You will manage daily financial transactions, assist with Workday processes, and coordinate training and communications across campus.

The role emphasizes confidentiality, strong organization, and independent work, with collaboration across Budget, Finance, HR, and Payroll.

Qualifications

• 2-4 years of progressive experience in office management, operations, or a financial services environment.
• High proficiency in Microsoft Office Suite (Excel) and Google Suite.
• Experience with Workday Financials and Workday Adaptive Planning is preferred.
• Strong communication skills and ability to work independently with discretion.

Responsibilities

• Monitor, triage, and respond to inquiries in the main group email boxes.
• Draft, format, and distribute mass communications to campus stakeholders.
• Manage daily departmental mail, supplies, and calendar coordination.
• Coordinate and set up on-site and virtual training sessions, including room reservations.

Skills

Communication

Organization

Customer service

Confidentiality

Independent work

Education

Associate's degree preferred

Bachelor's degree preferred

Tools

Excel

Google Workspace

Workday Financials

Workday Adaptive Planning

Job description

Job Description Summary

The Operations Manager provides financial, administrative, and operational support to the Budget and Campus Financial Services Office. Reporting to the Budget Manager, this position primarily supports daily financial operations and transactional activities while coordinating administrative workflows that enable the office to provide accurate, timely, and responsive service to campus stakeholders.

The position applies working knowledge of budgeting, accounting, financial transactions, and institutional policies to review and process financial activity, identify and resolve discrepancies, maintain appropriate documentation, and support internal controls. The Operations Manager also coordinates office communications, training logistics, and other operational activities.

This is an individual contributor role with responsibility for independently managing assigned work, coordinating processes and activities across the office, and collaborating with campus partners. The position requires sound judgment, attention to detail, strong organizational skills, and a high level of discretion due to access to confidential financial and personnel information.

Job Description

Office & Communications Administration

Monitor, triage, and respond to inquiries in the main group email boxes.

Draft, format, and distribute mass communications and announcements to campus stakeholders.

Manage daily departmental mail processing and deliveries.

Track and order necessary office supplies and equipment, anticipating departmental needs.

Coordinate calendars and schedule meetings across multiple departments.

Coordinate and set up on-site and virtual training sessions, including room reservations, materials preparation, and attendee tracking.

Financial & Transactional Support

Assist the campus financial services team with daily financial transactions, including processing invoices, employee reimbursements, customer billings, deposits, and other financial transactions.

Review financial documents and transactions for accuracy, completeness, appropriate supporting documentation, and compliance with University policies and procedures.

Monitor assigned financial activity and identify items requiring correction, additional documentation, or follow-up.

Support testing, implementation, and continuous improvement of Workday Transactions.

Perform other duties and special projects as assigned.

Customer Service and Departmental Support

Build collaborative relationships across departments to resolve financial issues and improve service delivery.

Collaborate effectively with Budget, Finance, Human Resources, Payroll, Procurement, and departmental leadership.

Perform other duties and special projects as assigned.

Required Education, Knowledge, Skills, Abilities:

• 2-4 years of progressive experience in office management, operations, or a financial services environment.
• High proficiency in Microsoft Office Suite (especially Excel) and Google Suite. Familiarity with financial management or accounting software.
• Excellent written, verbal, and interpersonal communication skills.
• Strong organizational skills with the ability to prioritize multiple assignments and meet deadlines.
• Ability to exercise sound judgment, maintain confidentiality, and work independently with minimal supervision.
• Demonstrated commitment to exceptional customer service and collaborative teamwork.

Preferred Education, Knowledge, Skills, Abilities:

• Associate's or Bachelor's degree in Business Administration, Finance, Accounting, or a related field preferred.
• Working understanding of general budgeting processes, ledgers, and expense reporting.
• Experience in higher education financial administration.
• Experience with Workday Financials and Workday Adaptive Planning.
• Experience developing and delivering end-user training.

Accountabilities:

• Responsible for independently managing assigned work and financial responsibilities.
• Responsible for maintaining compliance with applicable r