Financial Reporting Analyst, Financial Services

Application Instructions:

External Applicants: Please upload your resume on the Apply screen. Your application will automatically populate your resume details, and you may verify and update data on the My Information page.

Please add your cover letter and any other documents required for the position to the Resume/CV document upload section at the bottom of the My Experience application page. Use the Select Files button to add multiple documents including your cover letter and supporting documents. The My Experience page is the only opportunity to add your cover letter and supporting document attachments. You will not be able to modify your application after you submit it.

Current Employees: Apply from your existing Workday account. Do not apply from the website. Log in to Workday. Click on the Jobs Hub and select Browse Jobs. Locate the position and click Apply. Update your Education and Job History.

Job Description Summary

Job Description

Essential Functions:

• Contributes in analysis, consolidation, and preparation of University financial statements as well as management analysis reports and internal and external financial surveys.
• Assists with preparation and presentation materials and support for the Senior Management and Board of Trustees meetings.
• Works with other areas within Finance (i.e, general accounting, gift accounting, grant accounting etc) to ensure accuracy, timeliness, and reporting of financial information.
• Solves problems associated with accuracy of financial data, reporting, and complex accounting matters.
• Assists in review, research, and maintenance or changes to system setups as related to general ledger and/or reporting issues.
• Participates in the design, development, and support of data warehousing, dashboards, and reports for internal financial analysis.
• Prepares journal entries, as needed.
• Performs complex accounting analyses of historical and forecast data and prepares presentation materials on results for management and other audiences.
• Assists with the implementation of all financial accounting standards.
• Serves as a resource for GAAP and other Higher Education guiding principles, best practice presentation of the University's financial statements and footnotes.
• Coordinates with all University entities and functional areas as well as the oversight of compliance with regulatory guidelines, including, but not limited to ASC, NACUBO FARM, NCAA, OMB, DOE, DOL, IRS, CPB.
• Develops the implementation strategy for the Accounting Standards Codification (ASC) and other accounting documentation to ensure the appropriate accounting and reporting for Wake Forest University and associated entities.
• Serves as a point of contact with external auditors and ensures effective communication among Wake Forest staff, internal auditors and external auditors.
• 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.
• Assists with review of NCAA audit schedules as prepared by the Athletics department. Serves as a point of contact for NCAA audit work

Other Functions:

• Other duties as assigned.

Required Education, Knowledge, Skills, Abilities:

• Bachelor's degree in Accounting or Business Administration.
• One to Three years of audit or financial reporting related experience.
• 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.
• Knowledge of or ability to learn fund accounting as related to higher education.
• Ability to use query tools for data extraction and analysis. Ability to write basic and mid-level reports utilizing reporting tool.
• Ability to interpret and analyze financial data; ability to analyze issues and propose viable solutions.
• Strong organizational and problem solving skills.
• 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 analyze, interpret, and apply policies and reporting requirements.
• 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.

Preferred Education, Knowledge, Skills, Abilities:

• Masters in Accounting and CPA license or candidate.
• Experience with financial statement preparation and analysis preferred.
• Familiarity with sources for researching higher education issues preferred.

Accountabilities:

• Responsible for own work.

Additional Job Description

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

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.

WakeForestseeks 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 thebasis of race, color, religion, national origin, sex, age, sexual orientation, gender identity and expression, genetic information, disability and veteran statusandencourages qualified candidates across all group demographics to apply.