Budget Analyst II, Budget & Financial Planning

About the role

Reporting to the Director, this position will serve as a Budget Analyst and provide administrative support as needed in support of responsibilities of the office of Budget and Financial Planning. From a fiscal perspective, this position will have day-to-day budget and planning responsibilities including the review of funds availability, conducting data/trend and variance analysis, and providing support to the campus community. This position is not eligible for sponsorship of non-immigrant or immigrant visa status through Wake Forest University. All eligible applicants are encouraged to apply.

Responsibilities

• Validates budget availability for Workday Adaptive Planning (“Adaptive”) transactions resulting from Workday Human Capital Management or Financial business processes. Roles may include approving transactions, tracking and monitoring data related to expenses, workflow assistance, collaborating with Business Managers, HR, Payroll, or Central Finance to correct issues, and testing Workday and Adaptive upgrades/releases.
• Assists the Budget & Financial Planning team with projects that may include working with other departments on financial projects, analyzing the profitability of auxiliary units or new initiatives, and preparing and coordinating various financial analyses for senior management.
• Subject Matter Expert on Budget and Financial Planning processes and tools, specifically Adaptive. Responsible for the preparation, development, testing, and training to support Workday and Adaptive annual and interim budget and planning cycles.
• Provides assistance and training to campus partners in the development and submission of annual budgets and forecasts in Adaptive.
• Performs information research and analysis, including collecting and updating peer data for benchmarking processes (e.g. tuition and fees) and presentations.
• Assists in the development of presentations for various executive and departmental meetings.
• Exercises considerable discretion and independent judgment and can analyze complex information requests and determine trends.
• Supports coordinating day-to-day office activities, including scheduling meetings, ordering supplies, or processing invoices.
• Performs other duties as assigned.

Requirements

• Bachelor's degree in Accounting, Finance, or related discipline with three to five years of related and progressively more responsible financial work or an equivalent combination of education and experience.
• Experience in budgeting, strategic planning, and other fiscal responsibilities in an academic environment.
• Intermediate level in Excel and Google Sheets (i.e., template development, pivot tables, lookups, and various sum functions) and the ability to utilize these skills to meet ad hoc data needs in support of leadership requests for analysis, forecasts, or ongoing reports.
• Ability to represent analysis results and projections in PowerPoint presentations and Excel graphs.
• Strong logical and analytical problem-solving skills; strong critical thinking skills with attention to detail.
• Exceptional interpersonal skills and the ability to work effectively with a wide range of constituencies in a diverse community; proven verbal and written communication skills.
• Ability to manage multiple tasks under pressure and adapt to rapidly changing priorities