Financial Analyst
18 hours ago
Job Summary:
The Financial Analyst will serve as a key member of the Budget and Financial Planning team, providing financial analysis and support to the Reynolda Campus. The successful candidate will have a strong background in financial analysis, budgeting, and planning, with excellent communication and interpersonal skills.
Key Responsibilities:
- Validate budget availability for Workday transactions and conduct data/trend and variance analysis.
- Assist the BFP team with projects, including 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.
- Develop and maintain financial models, forecasts, and reports using Workday and Adaptive Planning.
- Provide training and support to campus users on financial planning and budgeting processes.
- Perform information research and analysis, including collecting and updating peer data for benchmarking exercises and presentations.
- Assist in the development of presentations for various executive and departmental meetings.
Requirements:
- 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, with 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, with attention to detail.
- Exceptional interpersonal skills and the ability to work effectively with a wide range of constituencies in a diverse community.
Preferred Qualifications:
- Knowledge of fund accounting principles, budget preparation, and fiscal controls.
- Ability to perform information research and analysis for new projects, with familiarity with sources for researching higher education issues.
- Experience in budgeting or strategic planning for an academic environment is a plus but not required.
Accountabilities:
- Responsible for own work.
- Budgetary responsibilities.
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.
Wake Forest University is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating a diverse and inclusive work environment that values and respects the contributions of all employees.
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