Strategic Budget & Financial Planning Analyst II

Wake Forest University Pre-College Programs; Northern (KY); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Wake Forest University seeks a Budget Analyst II in Budget & Financial Planning to provide administrative support and day-to-day budget and planning responsibilities. This role requires strong analytical skills, proficiency with Adaptive and Workday, and capability to present data clearly in Excel and PowerPoint.

Responsibilities include validating budget availability, performing data trend analyses, and preparing reports for senior leadership.

Qualifications

• Bachelor's degree in Accounting, Finance, or related discipline with three to five years of related financial work or equivalent.
• Experience budgeting, strategic planning, and other fiscal responsibilities in an academic environment.
• Proficiency in Excel and Google Sheets for ad hoc data needs and leadership requests.
• Ability to present analysis results in PowerPoint and Excel graphs.

Responsibilities

• Validate budget availability for Adaptive transactions and assist with related processes.
• Coordinate financial analyses and projections for senior management.
• Prepare and train campus partners on Workday and Adaptive processes.
• Support day-to-day office activities and maintain documentation.

Skills

Excel

Google Sheets

PowerPoint

Analytical thinking

Communication skills

Time management

Attention to detail

Education

Bachelor's degree in Accounting/Finance or related

Tools

Workday Adaptive Planning

Workday

Job description

Wake Forest University seeks a Budget Analyst II in Budget & Financial Planning to provide administrative support and day-to-day budget and planning responsibilities. This role requires strong analytical skills, proficiency with Adaptive and Workday, and capability to present data clearly in Excel and PowerPoint.

Responsibilities include validating budget availability, performing data trend analyses, and preparing reports for senior leadership.