Budget Analyst II, Budget & Financial Planning

External Applicants: 

Please ensure all required documents are ready to upload before beginning your application, including your resume, cover letter, and any additional materials specified in the job description.

Cover Letter and Supporting Documents:

• Navigate to the "My Experience" application page.

• Locate the "Resume/CV" document upload section at the bottom of the page.

• Use the "Select Files" button to upload your cover letter, resume, and any other required supporting documents. You can select multiple files.

Important Note: The "My Experience" page is the only opportunity to attach your cover letter, resume, and supporting documents. You will not be able to modify your application or add attachments after submission.

Current Employees:

Apply from your existing Workday account in the Jobs Hub. Do not apply from this website. 

A cover letter is required for all positions; optional for facilities, campus services, and hospitality roles unless otherwise specified.

Job Description Summary

Job Description

Essential Functions:

• 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.

Required Education, Knowledge, Skills, Abilities:

• 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; 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 with Adaptive and Workday to include maintaining business processes, calculations (eg formulas), and methodologies as well as report writing for Workday and Adaptive. 
• 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

Physical Requirements:

Work primarily involves sitting/standing, communicating with others to exchange information, operating a computer, and assessing the accuracy, neatness, and thoroughness of the work assigned.

Environmental Conditions: 

Subject to inside environmental conditions. Not typically exposed to adverse environmental conditions.

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.

Time Type Requirement

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.

Equal Opportunity Statement

The University is an equal opportunity employer and welcomes all qualified candidates to apply without regard to race, color, religion, national origin, sex, age, sexual orientation, gender identity and expression, genetic information, disability and military or veteran status.  

Accommodations for Applicants

If you are an individual with a disability and need an accommodation to participate in the application or interview process, please contact AskHR@wfu.edu or (336) 758-4700.