Wake Forest University Looking for Senior Financial Analyst/BOT Meeting Facilitator, Department of Campus Financial Services Full Time

Application Instructions:

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Job Description Summary
Working under minimal supervision, this position actively participates in all general ledger, treasury, and reporting functions for the University. This includes serving as support and backup for all areas of the Controller’s group as well as participating in key initiatives and financial related special projects. Contributes to ensuring the accuracy of financial data and reporting. Serves as a key resource for all the University external audits and agreed-upon procedures, preparation and review of audit schedules, and implementation of financial accounting standards. This position serves as a key resource for upgrade testing for all financial systems including but not limited to Workday Financials. This position will be a key member of the team for quarterly and year-end closing cycles, ensuring that tasks are completed in a timely manner to meet deadlines. Support campus community with financial related questions and supports end user reporting and training.

Job Description

Essential Functions:

• Solves problems associated with accuracy of financial information and complex accounting matters.
• Prepares journal entries, as needed.
• Performs analysis of financial information and prepares account reconciliations as needed.
• Assists with preparation of presentation materials and support for the Board of Trustees meetings and management reporting.
• Provides direct operational support for the four University Committees which are staffed by members of Finance, Strategy, and Planning.
• Assists with preparation, assembly, and distribution of electronic and printed materials to committee members and administrators including posting and management of materials to the online electronic board portal (Diligent Boards).
• Assists with long-range and ongoing planning, preparation for, and execution of in-person and virtual board and committee meetings, briefings, orientation, and special and ad hoc committee meetings.
• Plans, organizes, and attends BOT meetings including agenda development, maintaining meeting minutes, space reservations, catering, coordinating presentations and accompanying AV needs, creating, and distributing handouts, addressing on-site needs, and liaising with stakeholders and participants.
• Assists with the preparation and/or review of audit schedule or other work papers in support of the University’s generally accepted accounting principles (GAAP) financial statements or other University audits.
• Supports end user inquiries related to general ledger or treasury information, including assistance with user documentation development.
• Assists with system testing for Workday upgrades and enhancement functionality.
• Assists with the development, documentation, and communication of financial policies and procedures related to financial accounting and reporting.
• Ensures all content for the Controller’s Division of the Financial Services website remains up-to-date.
• Assists with development of processes to streamline and improve the efficiency and accuracy of financial information.
• Serves as support and backup for general ledger processing including daily banking and gift activities, analyzing intercompany activity, review, and approval of journal entries.
• Assists with accounting and reporting activities related to gift and endowment accounting such as setup of gift worktags in the general ledger, monitoring of gift agreements and proper use of gift funds, appropriate net asset classification, and any other gift accounting tasks required.
• Assists with accounting and reporting activities related to post award grant accounting including monitoring, reviewing, and approving invoices related to grant spending, reconciliation of expenditures and general ledger balances, and other post award grant accounting tasks.
• Assists with accounting and reporting activities related to fixed asset accounting related to business assets and plant fund.  This could include system maintenance related to new projects as well as monitoring spending and reconciliation and journal entries related to capital accounts.
• Assists with debt and other treasury related activities including journal entries, reconciliations, and reporting.
• Assists with gathering of data required for internal and external reporting requirements.

Other Functions:

Other duties as assigned.

Required Education, Knowledge, Skills, Abilities:

• Bachelor’s degree in Accounting or Business Administration.
• Minimum two years of accounting, analysis, and/or financial reporting.
• Excellent technical and computer skills, especially with Microsoft Excel (e.g., pivot table, vlookup, filter, subtotal, concatenate functions) and PowerPoint; knowledge of databases and query tools.

• Strong analytical skills with the ability to analyze large volumes of financial data and effectively present results.
• Ability to interpret and analyze financial data; ability to analyze issues and propose viable solutions.
• Strong organizational and problem-solving skills.
• Ability to learn quickly in a fast-paced environment.
• Ability to work independently and to prioritize workload; ability to manage multiple tasks under pressure and is highly adaptable to rapidly changing priorities; excellent time management skills; ability to organize personal workflow; recognizes that a multitude of deliverables may have to be completed with minimum notice and that time is of the essence.
• Comfortable with new technologies and proven ability to acquire knowledge of new systems in a short period of time. Ability to understand system design and flows and utilize that knowledge for testing and implementation of new functionality or improvements.
• Ability to work independently and in a team environment.
• Ability to handle sensitive information in a confidential manner.
• Must be a self-starter with unquestionable integrity and a strong sense of professional ethics.
• Requires contact with the campus community as well as subsidiary organizations.

Preferred Education, Knowledge, Skills, Abilities:

• Masters in Accounting and CPA preferred.
• Higher education financial experience preferred.
• Experience with Workday financials preferred.

Physical Requirements:  Accountabilities: 

• Responsible for own work.

Additional Job Description

Note:

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.

Employee Vaccination Mandate:

In an effort to protect the health and safety of the campus community, all faculty and staff positions, excluding staff who perform duties exclusively at Graylyn Conference Center, are required to be fully vaccinated with an FDA approved or authorized COVID-19 vaccine prior to their hire date. Once hired, faculty and staff must maintain full COVID-19 vaccination status throughout their employment at Wake Forest University. Faculty and staff with disabilities or sincerely held religious beliefs that preclude vaccination should contact Human Resources to request a reasonable accommodation.

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
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.

Wake Forest seeks to recruit and retain a diverse workforce while promoting an inclusive work environment committed to excellence in the spirit of Pro Humanitate. In adherence with applicable laws and as provided by University policies, the University prohibits discrimination in its employment practices on the basis of race, color, religion, national origin, sex, age, sexual orientation, gender identity and expression, genetic information, disability and veteran status and encourages qualified candidates across all group demographics to apply.