Manager, Budget & Financial Planning

About the role

The Manager of Budgeting & Financial Planning (“BFP”) oversees the operating budget and planning process at Wake Forest University. This role collaborates with various departments to ensure alignment with GAAP financial reporting and compliance with policies and procedures.

Responsibilities

• Prepares the annual operating budget, current year forecasts, and multi-year planning.
• Develops financial reports and data trend/variance analytics.
• Maintains data integrity and ensures alignment with GAAP financial reporting.
• Monitors compliance with policies and procedures.
• Serves as subject matter expert for Workday Adaptive Planning.
• Manages the reporting of budget and financial planning information to internal and external constituents.
• Manages research and analysis, including peer benchmarking and analysis, KPIs, and historical and industry trends.
• Trains campus partners on processes and procedures in compliance with budget and governance policies.
• Manages day-to-day operations of the budget office.
• Manages, trains, and develops staff.

Requirements

• Bachelor's degree in Accounting, or related discipline, with at least five to ten years of related and progressively more responsible financial work, or an equivalent combination of education and experience.
• In-depth experience in long-range and or strategic planning.
• Exceptional discretion in handling confidential information.
• Strong interpersonal skills and the ability to work effectively with a wide range of constituencies in a diverse community.
• Knowledge of fund accounting principles and GAAP, budget preparation, and fiscal controls.
• Self-starter with unquestionable integrity and a strong sense of professional ethics.
• Ability to manage multiple tasks under pressure and is highly adaptable to rapidly changing priorities.
• High-level problem-solving skills.
• Good judgment.
• High level of proficiency in Excel (templates development, pivot tables, macros).
• Ability to effectively represent analysis results and/or projections in PowerPoint, Google, and Excel graphs.
• Ability to acquire knowledge of new systems in a short time period.

Preferred Qualifications

• Master's in Accounting and/or CPA preferred.
• Experience in Higher Education accounting and knowledge of U.S. accounting principles (GAAP) preferred.
• Workday Finance and/or Workday Adaptive experience preferred.
• Knowledge of and technical proficiency with accounting systems and related applications.
• Experience in budgeting, forecasting, and financial modeling.

Skills

• Strong interpersonal skills.
• Excellent time management skills.
• Good judgment.
• High-level problem-solving skills.
• Ability to work independently.
• Ability to manage multiple tasks under pressure.
• Ability to organize personal workflow.
• Ability to work effectively with a wide range of constituencies in a diverse community.
• Proven communication skills, both orally and in writing.
• High level of proficiency in Excel (templates development, pivot tables, macros).
• Ability to utilize these skills to meet ad hoc data needs in support of leadership requests for analyses, forecasts, or ongoing reports.
• Ability to effectively represent analysis results and/or projections in PowerPoint, Google, and Excel graphs.
• Ability to acquire knowledge of new systems in a short time period.

Benefits

N/A

Pay

N/A

Schedule

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