Wake Forest University · 2 months ago
Lead Business Systems Analyst (Budget), Finance Systems
Winston-Salem, NC
Full-time
Onsite
Lead/Staff
10+ years expWake Forest University is seeking a Lead Business Systems Analyst to support their Finance Division. This position is responsible for analyzing, configuring, maintaining, and training for systems and applications, particularly Adaptive Planning and Workday Finance, while partnering with various units to optimize these systems and ensure robust security controls.
EducationHigher EducationUniversities
Responsibilities
Configures and administers Adaptive Planning and Workday Finance to meet campus stakeholder requirements. Maintains all Adaptive Planning configurations, including planning models and dimensions. Analyzes and documents business processes and needs, understands the scope of modifications, creates effective design specifications, and participates in the development and testing/evaluation of system design, integration and reporting efforts
Provides project management expertise for supported units for system implementations and business process enhancements. Develops detailed plans, ensures targets are being met and communicates with customers on a routine basis. Maintains a continuous Adaptive Planning / Workday-related improvement roadmap that is scheduled and executed
Manages the integrations between Adaptive Planning and Workday (as well as other external systems) to ensure that data is flowing efficiently and correctly between the systems. Performs data clean-up activities when data becomes out of sync
Evaluates system impact as a result of available upgrades, including patches/fixes, and business change requests. Leads discussions with users to assist them with understanding impacts and how to appropriately perform user acceptance testing for upgrades. Performs testing in collaboration with users, Information Systems, and third parties for supported application upgrades and any business process enhancements
Leads the investigation and resolution of application issues encountered by users. Logs support incidents to software vendor and coordinates timely problem resolution with user and/or Information Systems staff as needed. Acts as a Workday Named Support Contact
Develops user documentation and trains users on supported applications for both the initial rollout and new features and enhancements implemented during upgrades. Provides advanced end user system support and troubleshooting
Develops, maintains and reviews application security access for departmental and campus users to ensure internal controls are maintained systematically and data is protected from unauthorized access. Accountable for executing and getting approval for Adaptive Planning security reviews on a rolling basis (e.g. weekly, quarterly and annual reviews). Participates in Audit Services reviews
Participates in all appropriate governance groups, including the Workday Finance Workstream. Meets regularly with the Controller’s Office, Human Resources (particularly HRIS) and Information Systems to ensure that a strong relationship exists with these important partners
Qualification
Required
Bachelor's degree preferably in a business, accounting or computer science-related major and at least ten years of experience implementing and/or maintaining ERP systems and related applications or an equivalent combination of education and experience
Strong knowledge and expertise in budgeting, forecasting, and strategic planning activities in order to properly support the Adaptive application
Knowledge of ERP systems and in particular Adaptive Planning and Workday (including the Finance module, business process framework and security). Knowledge of Workday-related third-party tools
Knowledge of project management methodology and practices
Knowledge of reporting applications (preferably Workday Report Writer and Prism, PowerBI and Cognos)
Ability to manage the relationship and coordinate the work of external software vendors and coordinate related communications with internal stakeholders
Ability to maintain the security and confidentiality of any proprietary or sensitive data in any medium regarding the university or its students, faculty, or staff
Knowledge of Microsoft Office (including Access and Visio) and Google Workspace is required
Solid written and verbal communication skills are required; must have the interpersonal finesse to interact effectively within the organization and with external suppliers
Extreme organization skills, a detail orientation, and a proven ability to follow projects and issues through to completion are required
Ability to work in a team environment, both as a participant and project leader
Must be comfortable in an environment that places high emphasis on continual improvement, teamwork, and excellent customer service
Preferred
Familiarity with higher education administration current best practices and leading edge technologies
Experience working in a budgeting/planning, finance, or accounting functions
Workday Pro Adaptive Planning certification
Company
Wake Forest University
Wake Forest University is a private, independent, nonprofit, non-sectarian, coeducational research university.
1001-5000 employees
H1B Sponsorship
Wake Forest University has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (79)
2024 (37)
2023 (37)
2022 (28)
2021 (32)
2020 (20)
Funding
Current Stage
Late StageTotal Funding
$63.9MKey Investors
Lilly EndowmentAmeriCorps Public AlliesNational Institutes of Health
2025-07-10Grant· $30M
2024-10-10Grant· $0.2M
2023-02-23Grant· $3M
Leadership Team
Dedee DeLongpre Johnston
VP, Sustainability (CSO) and Chief of Staff to the Executive Vice President/Chief Financial Officer
Jacqueline Travisano
Executive Vice President and Chief Financial Officer (CFO)
Recent News
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