Budget Analyst I, Budget and Financial Planning

Wake Forest University - Winston-Salem, NC

Full-time - Entry Level

Winston-Salem, NC

Educational Services

About the position

The Budget Analyst I position at Wake Forest University serves as a financial analyst for the Reynolda Campus, providing essential administrative support to the Budget and Financial Planning office. The role involves managing day-to-day budget responsibilities, including reviewing fund availability and conducting data analysis to support financial decision-making.

Responsibilities

• Validate budget availability for Workday transactions related to Human Capital Management or Financial processes.
• Approve transactions and track data related to expenses, collaborating with business managers, HR, payroll, or finance to resolve issues.
• Assist the Budget and Financial Planning team with financial projects and profitability analysis of auxiliary units or new initiatives.
• Prepare and coordinate various financial analyses for senior management.
• Serve as a Subject Matter Expert for Budget and Financial Planning and Workday Adaptive Planning.
• Prepare, develop, test, and train users on Workday and Adaptive Planning for the annual budget cycle.
• Assist campus users in developing and submitting annual budgets and forecasts in Workday Adaptive Planning.
• Conduct information research and analysis, including benchmarking exercises and presentations.
• Develop presentations for executive and departmental meetings.
• Coordinate day-to-day office activities, including scheduling meetings and processing invoices.

Requirements

• Bachelor's degree in Accounting, Finance, or related discipline with 1-2 years of related financial work experience or equivalent education and experience.
• Intermediate proficiency in Excel and Google Sheets, including template development and pivot tables.
• Ability to represent analysis results in PowerPoint presentations and Excel graphs.
• Strong analytical problem-solving skills and attention to detail.
• Exceptional interpersonal and communication skills, both verbal and written.
• Ability to manage multiple tasks under pressure and adapt to changing priorities.
• Ability to analyze and interpret policy and procedural questions.

Nice-to-haves

• Knowledge of fund accounting principles and budget preparation.
• Experience in budgeting or strategic planning for an academic environment.
• Familiarity with sources for researching higher education issues.
• Experience maintaining business processes and report writing for Workday and Adaptive Planning.
• Advanced proficiency in Excel and Google Sheets.

Benefits

• Health insurance
• Dental insurance
• Retirement savings plan
• Paid holidays
• Professional development opportunities