Lead Budget Analyst, Budget & Financial Analyst

Wake Forest University - Winston-Salem, NC

Full-time - Mid Level

Winston-Salem, NC

Educational Services

About the position

The Lead Budget Analyst at Wake Forest University will oversee budget responsibilities for the Reynolda Campus, ensuring fiscal accuracy and providing administrative support to the Budget and Financial Planning office. This role involves validating budget availability, conducting data analysis, and collaborating with various departments to enhance financial processes. The analyst will also serve as a subject matter expert on Workday and Adaptive Planning, training others and preparing financial analyses for senior management.

Responsibilities

• Validate budget availability for Workday transactions related to Human Capital Management or Financial processes.
• Approve transactions and track expenses, collaborating with business managers, HR, payroll, or finance to resolve issues.
• Assist the Budget and Financial Planning team with financial projects and profitability analyses of auxiliary units or new initiatives.
• Prepare and coordinate financial analyses for senior management.
• Train campus users on developing and submitting annual budgets and forecasts in Workday Adaptive Planning.
• Prepare, develop, and test Workday and Adaptive Planning for the annual budget and planning cycle.
• Conduct information research and analysis, including benchmarking exercises and presentations.
• Create presentations for executive and departmental meetings in collaboration with the Director.
• Analyze complex information requests and determine trends for budget allocations.
• Utilize financial modeling and data analytics tools to support decision-making.

Requirements

• Bachelor's degree in Accounting, Finance, or related discipline.
• At least 5 years of progressively responsible financial work experience or equivalent education and experience.
• Expertise in Excel and Google Sheets, including template development, pivot tables, and various functions.
• Strong logical and analytical problem-solving skills with 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 Workday and Adaptive Planning for report writing and business processes.

Benefits

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