"Budget Manager, Campus Financial Services"

Job Description Summary

The Manager, Campus Financial Services is responsible for managing finance and human resources functions, as well as budget and forecast planning for Campus Financial Services (CFS) customers. The position provides administrative and financial direction to CFS customers and requires an exceptionally high level of discretion due to exposure and access to highly confidential and sensitive information.

This position also has managerial oversight for the Business Managers and Senior Representatives positions within Campus Financial Services. As a leader of a team and processes, motivates employees to ensure an environment of trust, teamwork, excellent customer service, and continuous flow of ideas between all members. Responsible for assisting the Director, Budget and Campus Financial Services with special projects by demonstrating the employee’s knowledge and willingness to implement efficiencies or process changes.

Job Description

Essential Functions:

• Manages and maintains the internal CFS Task list for mid-year, year-end, or other interim closing
• Develops and documents policies and procedures related to Campus Financial Services and Budget and Financial Planning.
• Manages payables for CFS customers, including monthly pcard reconciliations and procurement.
• Oversees Workday Implementation and Upgrade initiatives including testing as needed for Customer Accounts.
• Coordinates financial and budget procedures for CFS departments; analyzes funding for salaries and ensures annual budgets comply with established guidelines.
• Creates and communicates policies and procedures as required.
• Prepares ongoing budget to actual related financial reports; monitors actuals versus budget; advises CFS customers regarding variances and salary/operating issues impacting the budget.
• Prepares rolling five-year forecasts for CFS clients for use in planning and capital spending.
• Manages CFS client salaries and works with Human Resources and Payroll to ensure that salaries and distributions are correct.
• Provides ad-hoc financial analyses to customers, as requested; performs information research and analysis for special projects and new programs, as needed.
• Manages, trains, and develops staff
• Performs other duties as assigned

Required Knowledge, Skills, Abilities:

• Bachelor’s degree in Accounting, Finance, or related discipline with at least five to eight years of related and progressively more responsible financial work or an equivalent combination of education and experience
• Strong knowledge of U.S. accounting principles (GAAP)
• 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.
• Demonstrated organizational skills, a 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
• Leadership skills that promote integrity, effective communication, and motivation of staff and colleagues.
• Collaborative style and ability to work within a team environment is required.
• Ability to handle sensitive information in a confidential manner.
• Knowledge of Workday, including Workday Adaptive Planning

Preferred Education, Knowledge, Skills, Abilities:

• Experience in Higher Education accounting preferred

Accountabilities:

• Supervises, reviews, and oversees work of less-experienced staff.
• Provides direct supervision to Campus Financial staff.

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.

To help provide a safe learning and living community, Wake Forest University conducts background investigations and drug screens for all final candidates being considered for employment. Wake Forest seeks to recruit and retain a diverse workforce and encourages qualified candidates across all group demographics to apply. Wake Forest University is committed to providing access and reasonable accommodation in employment for individuals with disabilities.

Time Type Requirement: Full time