Strategic Budget & Financial Analyst

Wake Forest University; Winston-Salem (NC); On-site; USD 65,000 - 90,000; Full time

Job summary

Wake Forest University seeks a Budget & Financial Specialist to provide high-level administrative and financial support to campus clients. The role requires discretion due to access to confidential information and involves budgeting, reporting, and forecasting duties within a fixed-term, one-year appointment.

The position coordinates payables, analyzes funding for salaries, and ensures adherence to university guidelines while delivering ad hoc analyses and financial deliverables for multiple

Qualifications

• Associate’s Degree in Finance, Accounting or related discipline plus 3–5 years finance-related experience in a university setting.
• Proficiency in Word, Excel, PowerPoint, and the Internet. Knowledge in Workday hiring and financial transactions, a plus.
• Demonstrated ability to analyze and interpret policy and procedures and to maintain confidentiality.

Responsibilities

• Manages payables for campus clients, including monthly P-Card reconciliations and procurement.
• Coordinates financial and budget procedures for campus clients; analyzes funding for salaries and ensures budgets comply with guidelines.
• Prepares rolling five-year forecast for clients for planning and capital spending.
• Prepares account reconciliations and journal entries; provides ad hoc analyses as needed.
• Monitors transactions, approves requisitions and procurement activity; exercises independent judgment.

Skills

Financial analysis

Budgeting

Attention to detail

Communication skills

Discretion

Education

Associate degree in Finance/Accounting

Bachelor’s degree in Accounting/Finance

Tools

Workday

Excel

PowerPoint

Word

Job description

Wake Forest University seeks a Budget & Financial Specialist to provide high-level administrative and financial support to campus clients. The role requires discretion due to access to confidential information and involves budgeting, reporting, and forecasting duties within a fixed-term, one-year appointment.

The position coordinates payables, analyzes funding for salaries, and ensures adherence to university guidelines while delivering ad hoc analyses and financial deliverables for multiple