Strategic Budget Planner - Workday + AFPA Expert

William & Mary; Virginia (IL); On-site; USD 45,000 - 75,000; Full time

Job summary

William & Mary is seeking a Budget Planning Analyst to support long-term institutional financial planning using Workday and Adaptive FP&A. The role focuses on creating and maintaining financial forecasts, budget models, and reports for Educational & General funds, auxiliaries, and private funds.

Responsibilities include ensuring data integrity between systems, delivering periodic budget metrics, and training campus users on AFPA.

Qualifications

• Bachelor’s degree in finance, business or closely related field or the equivalent combination of education, experience, and training.
• Knowledge of financial and accounting principles and practices, analysis and reporting of financial data.
• Working knowledge of budget operations with the ability to assist in budget management functions and prepare evaluations of budget requests.
• Proficiency with a variety of software applications systems, particularly automated Accounting & Finance systems and MS Office, with advanced skills in Excel.
• Excellent interpersonal, oral and written communication skills with the ability to work effectively within a team and collaboratively with departmental managers.

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 (weekly, monthly, quarterly, annually).
• Provide training to users throughout campus on how to utilize the Adaptive financial planning application for unit level financial planning.
• 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.

Skills

Budgeting

Financial analysis

Excel

MS Office

Communication

Problem-solving

Education

Bachelor's degree in finance, business or closely related field

Tools

Workday

Adaptive FP&A

Job description

William & Mary is seeking a Budget Planning Analyst to support long-term institutional financial planning using Workday and Adaptive FP&A. The role focuses on creating and maintaining financial forecasts, budget models, and reports for Educational & General funds, auxiliaries, and private funds.

Responsibilities include ensuring data integrity between systems, delivering periodic budget metrics, and training campus users on AFPA.