Budget Analyst I, Budget and Financial Planning

1 week ago

WinstonSalem, United States Wake Forest University Full time
Application Instructions:

External Applicants: Please upload your resume on the Apply screen. Your application will automatically populate your resume details, and you may verify and update data on the My Information page.

Please add your cover letter and any other documents required for the position to the Resume/CV document upload section at the bottom of the My Experience application page. Use the Select Files button to add multiple documents including your cover letter and supporting documents. The My Experience page is the only opportunity to add your cover letter and supporting document attachments. You will not be able to modify your application after you submit it.

Current Employees: Apply from your existing Workday account. Do not apply from the website. Log in to Workday. Click on the Jobs Hub and select Browse Jobs. Locate the position and click Apply. Update your Education and Job History.
** Cover letter required for all positions and optional for facilities, campus services, and hospitality positions unless otherwise specified.

Job Description Summary
Reporting to the Director, this position will serve as a financial analyst for the Reynolda Campus and provide administrative support as needed to the office of Budget and Financial Planning. From a fiscal perspective, the position will have day-to-day budget responsibilities which includes the review of funds availability, and conducting data/trend and variance analysis.

Job Description

Essential Functions:
  • Validates budget availability for Workday 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 finance to correct issues, and testing Workday upgrades/releases.
  • Assists the BFP 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 Budget and Financial Planning, Workday Adaptive Planning
  • Responsible for the preparation, development, testing, and training of Workday and Adaptive Planning for the annual budget and planning cycle.
  • Provides assistance and training to campus users in developing and submitting annual budgets and forecasts in Workday Adaptive Planning.
  • Performs information research and analysis, including collecting and updating peer data for benchmarking exercises 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.
*** This is a hybrid position according to management discretion***

Required Education, Knowledge, Skills, Abilities:
  • Bachelor's degree in Accounting, Finance, or related discipline with at least one to two years of related and progressively more responsible financial work or an equivalent combination of education and experience.
  • 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; excellent time management skills; ability to organize personal workflow.
  • Ability to analyze and interpret policy and procedural questions without the benefit of precedents.
  • Ability to work independently; evidence of sound judgment and high-level problem-solving skills, unquestionable integrity, and a strong sense of professional ethics.
  • Ability to acquire knowledge of new systems in a short time period.
Preferred Education, Knowledge, Skills, Abilities:
  • Knowledge of fund accounting principles, budget preparation, and fiscal controls.
  • Ability to perform information research and analysis for new projects; familiarity with sources for researching higher education issues.
  • Experience in budgeting or strategic planning for an academic environment is a plus but not required.
  • Experience maintaining business processes and formulas or report writing for Workday and Adaptive Planning.
  • Advanced 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.
Accountabilities:
  • Responsible for own work.
  • Budgetary responsibilities.


Additional Job Description

Disclaimer:

This position profile identifies the key responsibilities and expectations for performance. It cannot encompass all specific job tasks that an employee may be required to perform. Employees are required to follow any other job-related instructions and perform job-related duties as may be reasonably assigned by the employee's supervisor.

To help provide a safe learning and living community, Wake Forest University conducts background investigations and drug screens for all final candidates being considered for employment.

Wake Forest seeks to recruit and retain a diverse workforce and encourages qualified candidates across all group demographics to apply. Wake Forest University is committed to providing access and reasonable accommodation in employment for individuals with disabilities.

Time Type Requirement
Full time
Note to Applicant:

This position profile identifies the key responsibilities and expectations for performance. It cannot encompass all specific job tasks that an employee may be required to perform. Employees are required to follow any other job-related instructions and perform job-related duties as may be reasonably assigned by his/her supervisor.

In order to provide a safe and productive learning and living community, Wake Forest University conducts background investigations and drug screens for all final staff candidates being considered for employment.

Wake Forest seeks to recruit and retain a diverse workforce while promoting an inclusive work environment committed to excellence in the spirit of Pro Humanitate. In adherence with applicable laws and as provided by University policies, the University prohibits discrimination in its employment practices on the basis of race, color, religion, national origin, sex, age, sexual orientation, gender identity and expression, genetic information, disability and veteran status and encourages qualified candidates across all group demographics to apply.

  • Budget Analyst I, Budget and Financial Planning

    1 month ago

    Winston-Salem, United States InsideHigherEd Full time

    Application Instructions:External Applicants: Please upload your resume on the Apply screen. Your application will automatically populate your resume details, and you may verify and update data on the My Information page. Please add your cover letter and any other documents required for the position to the Resume/CV document upload section at the bottom of...

  • Lead Budget Analyst, Budget

    3 weeks ago

    Winston-Salem, United States InsideHigherEd Full time

    Application Instructions:External Applicants: Please upload your resume on the Apply screen. Your application will automatically populate your resume details, and you may verify and update data on the My Information page. Please add your cover letter and any other documents required for the position to the Resume/CV document upload section at the bottom of...

  • Lead Budget Analyst, Budget

    1 month ago

    Winston-Salem, United States InsideHigherEd Full time

    Application Instructions:External Applicants: Please upload your resume on the Apply screen. Your application will automatically populate your resume details, and you may verify and update data on the My Information page. Please add your cover letter and any other documents required for the position to the Resume/CV document upload section at the bottom of...

  • Financial Analyst for Budget and Financial Planning

    4 weeks ago

    Winston-Salem, North Carolina, United States InsideHigherEd Full time

    Job Description SummaryReporting to the Director, this position will serve as a financial analyst for the Reynolda Campus and provide administrative support as needed to the office of Budget and Financial Planning. From a fiscal perspective, the position will have day-to-day budget responsibilities which includes the review of funds availability, and...

  • Lead Budget Analyst

    4 weeks ago

    Winston-Salem, North Carolina, United States InsideHigherEd Full time

    Job Summary:We are seeking a highly skilled Lead Budget Analyst to join our team at Wake Forest University. As a key member of our Budget and Financial Planning office, you will be responsible for overseeing administrative support, reviewing and validating funds availability, and conducting data/trend and variance analysis.Key Responsibilities:Validates...

  • MSAP Grant Budget Specialist

    2 months ago

    Winston-Salem, United States Winston-SalemForsyth County School District Full time

    FUNCTIONAL PURPOSE The primary purpose of this position is to oversee MSAP grant contract and budget activities within the Magnet Schools Assistance Program (MSAP), Project Revitalize operations in the school district. Major functions of this position may include but are not limited to budget planning and tracking; purchase order and invoice processing;...

  • Administrative and Budget Support Associate

    3 weeks ago

    Winston-Salem, United States Winston-Salem State University Full time

    The Administrative and Budget Support Associate for the Office of the Vice Chancellor for Student Affairs (hereafter referred to as the ABS Associate) works closely with divisional leadership to achieve strategic goals. This position assists in the d Associate, Support, Budget, Administrative, Commercial Driver, Retail

  • Financial Analyst

    7 days ago

    Salem, United States CV Resources Full time

    CV Resources is working with a rapidly expanding, private equity-backed health and wellness company to find a talented Financial Analyst. As the company continues to scale, they are looking for a detail-driven, strategic thinker with experience in financial forecasting, recapitalization, and data analysis to support their finance team. This is a...

  • Financial Analyst

    7 days ago

    Salem, United States CV Resources Full time

    CV Resources is working with a rapidly expanding, private equity-backed health and wellness company to find a talented Financial Analyst. As the company continues to scale, they are looking for a detail-driven, strategic thinker with experience in financial forecasting, recapitalization, and data analysis to support their finance team. This is a...

  • Financial Analyst

    7 days ago

    Salem, United States CV Resources Full time

    CV Resources is working with a rapidly expanding, private equity-backed health and wellness company to find a talented Financial Analyst. As the company continues to scale, they are looking for a detail-driven, strategic thinker with experience in financial forecasting, recapitalization, and data analysis to support their finance team. This is a...

  • Financial Analyst

    7 days ago

    Salem, United States CV Resources Full time

    CV Resources is working with a rapidly expanding, private equity-backed health and wellness company to find a talented Financial Analyst. As the company continues to scale, they are looking for a detail-driven, strategic thinker with experience in financial forecasting, recapitalization, and data analysis to support their finance team. This is a...

  • Financial Analyst

    6 days ago

    Salem, United States VanderHouwen Full time $70,000 - $90,000

    Financial AnalystIf your skills, experience, and qualifications match those in this job overview, do not delay your application.Our client seeks an experienced Accounting/Finance professional to join their team! In this Financial Analyst role, you will manage financial planning, analyze financial statements, and handle day-to-day financial reporting. The...

  • Financial Analyst

    5 days ago

    Salem, United States VanderHouwen Full time

    Financial AnalystOur client seeks an experienced Accounting/Finance professional to join their team! In this Financial Analyst role, you will manage financial planning, analyze financial statements, and handle day-to-day financial reporting. The ideal candidate is collaborative, enjoys working in a close-knit team environment, and is excited to grow in their...

  • Manufacturing Accounting Analyst

    1 month ago

    Winston-Salem, United States Staff Financial Group Full time

    Manufacturing Accounting AnalystSalary Range: Mid $90,000s Company Overview: We are a leading manufacturing company based in Alpharetta, GA, committed to innovation, quality, and operational excellence. As we continue to grow, we are seeking a skilled and detail-oriented Manufacturing Accounting Analyst to join our finance team. This role is pivotal in...

  • Financial Analyst

    1 week ago

    Winston-Salem, United States LHH Recruitment Solutions Full time

    Job DescriptionJob DescriptionIMMEDIATE NEED!We are currently seeking applicants for a Financial Analyst with an excellent company in Winston-Salem. This role is responsible for managing large data sets to summarize outcomes and troubleshoot variances, and to maintain the business relationship with internal stakeholders.An ideal candidate will have a...

  • Senior Financial Analyst

    3 weeks ago

    Salem, Oregon, United States The Oregon Fruit Company Full time

    Financial Analyst Role at The Oregon Fruit CompanyThe Oregon Fruit Company, a leader in the fruit industry, is seeking a skilled Financial Analyst to join our growing team. Reporting directly to the CFO, this role will provide essential financial insight and support across various functions, including month-end financial analysis, pricing strategies, capital...

  • Senior Financial Planning Analyst

    3 weeks ago

    Salem, United States Pyramid Consulting, Inc Full time

    Immediate need for a talented Senior Financial Planning Analyst. This is a 06+ Months Contract opportunity with long-term potential and is located in Salem, OR(Hybrid). Please review the job description below and contact me ASAP if you are interested.Job ID:24-47944Pay Range: $30 - $35/hour. Employee benefits include, but are not limited to, health insurance...

  • Senior Financial Planning Analyst

    3 weeks ago

    Salem, United States Pyramid Consulting, Inc Full time

    Immediate need for a talented Senior Financial Planning Analyst. This is a 06+ Months Contract opportunity with long-term potential and is located in Salem, OR(Hybrid). Please review the job description below and contact me ASAP if you are interested.Job ID:24-47944Pay Range: $30 - $35/hour. Employee benefits include, but are not limited to, health insurance...

  • Senior Financial Planning Analyst

    3 weeks ago

    salem, United States Pyramid Consulting, Inc Full time

    Immediate need for a talented Senior Financial Planning Analyst. This is a 06+ Months Contract opportunity with long-term potential and is located in Salem, OR(Hybrid). Please review the job description below and contact me ASAP if you are interested.Job ID:24-47944Pay Range: $30 - $35/hour. Employee benefits include, but are not limited to, health insurance...

  • Senior Financial Planning Analyst

    3 weeks ago

    salem, United States Pyramid Consulting, Inc Full time

    Immediate need for a talented Senior Financial Planning Analyst. This is a 06+ Months Contract opportunity with long-term potential and is located in Salem, OR(Hybrid). Please review the job description below and contact me ASAP if you are interested.Job ID:24-47944Pay Range: $30 - $35/hour. Employee benefits include, but are not limited to, health insurance...