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Wake Forest University · 5 months ago

Budget & Financial Specialist, Budget and Financial Planning

Winston Salem, NC

Full-time

Onsite

Mid Level

3+ years exp

Wake Forest University is seeking a Budget & Financial Specialist to provide effective administrative and financial management services to campus clients. The role involves preparing financial reports, monitoring transactions, and ensuring confidentiality while managing budget and financial needs for various departments.

EducationHigher EducationUniversities

No H1B

Responsibilities

Prepares and evaluates monthly reports customized for unit needs to report financial condition, strengths, and weaknesses of various units

Monitors transactions, reviews and approves requisitions, reimbursements and procurement activity within assigned units

Uses independent judgment in the evaluation and approval of transactions

Prepares account reconciliations and journal entries as needed

Performs other related duties as assigned

Qualification

Budget developmentFiscal managementWorkday knowledgeGAAP knowledgeAnalytical skillsDetail orientationCommunication skillsOrganizational skillsProblem-solvingWork ethic

Required

Associate's Degree in Finance, Accounting or related discipline plus 3-5 years finance-related experience in a university setting. An equivalent combination of education and experience may be acceptable

Solves problems that are generally not recurring in nature and that require innovative thinking/reasoning and in-depth analytical skills

Proficiency in Word, Excel, PowerPoint, and the Internet. Knowledge in Workday hiring and financial transactions, a plus

Excellent work ethic along with the ability to work long hours, when needed

Ability to maintain the security and confidentiality of any proprietary or sensitive data

Ability to analyze and interpret policy and procedural questions

Knowledge of budget development and fiscal management

Demonstrated organizational skills, detail orientation, and a proven ability to follow projects and issues through to completion

Demonstrated written and verbal communication skills; must have the interpersonal finesses to interact effectively within the university and with external vendors

Preferred

Bachelor's degree in Accounting, Finance, or related discipline with five or more years of related and progressively more responsible financial work, or an equivalent combination of education and experience

Knowledge of U.S. accounting principles (GAAP) and practices. Knowledge of Workday

Familiarity with higher education administration current best practices