Lead Business Systems Analyst (Budget), Finance Systems

External Applicants:

Please ensure all required documents are ready to upload before beginning your application, including your resume, cover letter, and any additional materials specified in the job description.

Cover Letter and Supporting Documents:

• Navigate to the "My Experience" application page.

• Locate the "Resume/CV" document upload section at the bottom of the page.

• Use the "Select Files" button to upload your cover letter, resume, and any other required supporting documents. You can select multiple files.

Important Note: The "My Experience" page is the only opportunity to attach your cover letter, resume, and supporting documents. You will not be able to modify your application or add attachments after submission.

Current Employees:

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A cover letter is required for all positions; optional for facilities, campus services, and hospitality roles unless otherwise specified.

Job Description Summary

This position is responsible for analyzing, configuring, maintaining, and training for systems and applications (Adaptive Planning and Workday Finance) within the Finance Division. Position partners with supported units to analyze business and user needs, document requirements, design and implement application features, develop reporting, define best practice business processes and maintain strong security controls. With a strong functional understanding of budgeting, forecasting, and strategic planning activities, the position provides strategic system guidance and expertise to support and optimize Adaptive Planning for internal Finance and campus stakeholders. Position acts as a liaison between Information Systems and supported units, particularly Budget & Financial Planning.

Job Description

Essential Functions:

• 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.

Required Education, Knowledge, Skills, Abilities:

• 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 Education, Knowledge, Skills, Abilities:

• 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

Accountabilities:

• Responsible for own work only.

Additional Job Description

Time Type Requirement

Full timeNote 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 AskHR@wfu.edu or (336) 758-4700.