Budget Analyst I, Budget and Financial Planning

Wake Forest University - Winston-Salem, NC

Full-time

Winston-Salem, NC

Educational Services

About the position

The Financial Analyst position at Wake Forest University is responsible for providing administrative support to the Budget and Financial Planning office, specifically for the Reynolda Campus. This role involves managing day-to-day budget responsibilities, conducting data analysis, and collaborating with various departments to ensure financial accuracy and efficiency. The analyst will also serve as a subject matter expert for Workday and Adaptive Planning, assisting in the preparation and training for the annual budget cycle.

Responsibilities

• Validate budget availability for Workday transactions related to Human Capital Management or Financial processes.
• Approve transactions and track expenses while 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 financial analyses for senior management.
• Serve as a subject matter expert for Workday and Adaptive Planning, including preparation, development, testing, and training.
• Provide assistance and training to campus users in developing and submitting annual budgets and forecasts.
• 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.
• 1-2 years of progressively responsible financial work experience or equivalent education and experience.
• Intermediate level proficiency in Excel and Google Sheets, including template development and pivot tables.
• Ability to represent analysis results in PowerPoint and Excel graphs.
• Strong logical and analytical problem-solving skills with attention to detail.
• Exceptional interpersonal skills and effective communication abilities.
• 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.
• Advanced level proficiency in Excel and Google Sheets.

Benefits

• Diverse workforce and inclusive work environment.
• Access and reasonable accommodation for individuals with disabilities.