Manager, Budget & Financial Planning

External Applicants:

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Job Description Summary

Job Description

Essential Functions:

• Manages the annual operating budget forecasting and multi-year planning in close collaboration with the Director Budget and Campus Financial Services the Controllers Office and Senior Business Administrators.

• Collaborates closely with the Controllers office to ensure 1:1 alignment of Workday Finance and Adaptive Planning system structures interim and year-end closings review and approval of journal entries compliance with GAAP and monthly budget versus actual analysis.

• Develops financial reports data trend/variance analysis and manages the monthly budget versus actuals review and analysis process and deliverables to the Director and AVP of Budget and Financial Planning.

• Manages development and implementation of the annual budget calendar and financial planning assumptions including oversight of the timeline data submission and related deadlines and Adaptive Planning system processes controls and training.

• Manages budgets (sources and uses) for the General University and Central Pool fringe benefits investment income and certain administrative units.

• Maintains and monitors the integrity of Adaptive Planning system data including reconciliation of budget data across divisions funds cost centers and accounts.

• Manages budget availability for Workday Finance and Workday HCM activity including the approval of transactions tracking and monitoring of expenses and revenues and collaboration with campus partners to resolve budget related activity.

• Serves as subject matter expert for Workday Adaptive Planning and partners with the Lead Business Systems Analyst in support of testing of Adaptive Planning upgrades/releases and any Workday Finance and/or HCM upgrades/releases that impact Adaptive Planning and/or budget processes financial planning and reporting.

• 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.

• Develops communicates and 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.

• Other duties and projects as assigned.

Required Education Knowledge Skills Abilities:

• Bachelors 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 -depth experience in long-range and or strategic planning is required.

• Exercises 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; proven communication skills both orally and in writing.

• Knowledge of fund accounting principles and GAAP budget preparation and fiscal controls required.

• Must be a 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; excellent time management skills; ability to organize personal workflow.

• Ability to work independently; evidence of good judgment and high-level problem-solving skills.

• Strong interpersonal skills and the 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) and the 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.

Preferred Education Knowledge Skills Abilities:

• Masters 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.

Accountabilities:

• Responsible for providing leadership to a team of analysts.

• Provides direct supervision to Budget & Financial Analysts.

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 employees 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 candidates being considered for employment.

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 or .