Manager, Financial Data and Reporting
Wake Forest University

Job Info

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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.

** Cover letter required for all positions and optional for facilities, campus services, and hospitality positions unless otherwise specified.Job Description SummaryResponsible for developing, testing, and maintaining reports and dashboards for Finance and the business partner community to optimize reporting, analytics, and business processes in support of the University's data-driven strategies. This leader effectively interprets business needs and delivers impactful and innovative reporting solutions through utilizing best in class business intelligence tools and optimizing University data sources. Other key responsibilities include leading business intelligence toolset innovation, architecting the development of a data framework for reporting and analytics, ensuring data is appropriately protected, and supporting reporting systems application upgrades. Fosters collaborative relationships with stakeholders to achieve reporting and analytics goals.Job DescriptionEssential Functions:

• Business Intelligence Development: Partners with stakeholders to gather business requirements and develop report and dashboard specifications. Creates or enhances reports and dashboards. Ensures reports and dashboards are deployed to production in a timely manner, secured and shared appropriately.
• Data Framework and Metadata Development: In partnership with the Finance Systems team, architects a data framework and maintains a formal description of related metadata (i.e. data definitions, data models, data flow diagrams, etc.).
• Tool Innovation and Continuous Improvement: Stays abreast of industry best practices and emerging trends in reporting and analytics, identifying opportunities for cutting edge technologies, process improvements and optimization.
• Data Management: Oversees the collection, storage, and maintenance of high-quality data assets, ensuring data integrity, security, and compliance with relevant regulations.
• Quality Assurance and Testing: Conducts thorough quality assurance checks on reports to ensure accuracy, consistency, and adherence to established standards. Develops and executes detailed test plans to ensure that reports meet the original specifications and run efficiently, securely and correctly.
• System Upgrade Support: Evaluates system impact as a result of available upgrades, including patches/fixes, and business change requests. Performs testing in collaboration with stakeholders, Information Systems, and third parties for supported application upgrades.
• System Maintenance Support: Leads the investigation and resolution of reporting issues encountered by users. Logs support incidents and coordinates timely problem resolution with user and/or Information Systems staff as needed.
• Project Management: Leads and oversees Finance's data projects from inception to completion, ensuring timely and quality delivery. Develops detailed plans and communicates with customers on a routine basis.
• Team Leadership: Leads, mentors, and develops other reporting analysts, fostering a culture of innovation, collaboration, and continuous learning. Sets annual performance goals for direct reports and measures staff performance to goals.
• Technology Governance: Represents Finance in all appropriate reporting-related governance groups and committees.
• Performs other related functions and duties as required.

Other Functions:

• Stakeholder Training: Utilizing reporting and analytics expertise, supports training initiatives to ensure toolsets, reports and dashboards are appropriately and effectively adopted.

Required Education, Knowledge, Skills, Abilities:

• Bachelor's degree in a business, accounting or computer science-related major and at least ten years of experience with ERP reporting and related applications or an equivalent combination of education and experience
• Experience creating compelling visualizations to communicate data insights effectively.
• Extensive knowledge of reporting applications to include Workday Report Writer; PowerBI; data access tools (mySQL, Oracle, PL/SQL Developer). Knowledge of data warehousing, data modeling and ETL techniques. Advanced knowledge of SQL and ability to author complex SQL statements.
• Exceptional organization skills, a detail orientation, and a proven ability to follow projects and issues through to completion.
• Must be comfortable in an environment that places high emphasis on collaboration, continuous improvement, teamwork, and excellent customer service.

Preferred Education, Knowledge, Skills, Abilities:

• Experience with other reporting tools such as Cognos
• Experience with the AWS data lake development environment (Athena)
• Knowledge of Microsoft Office (including Access and Visio) and Google Workspace.
• Knowledge of project management methodology and practices.
• Experience in higher education and related best practices and leading-edge technologies.

Accountabilities:

• Provides direct supervision to certain Finance Systems staff, including report developers.

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 RequirementFull 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.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.

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