Overview
Job Location:
Winston Salem, NC
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 Career Worklet and select Find 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 Summary
This position is responsible for the knowledge and application of federal and state tax regulations as well as University policies and procedures as it relates to Procurement and Payment Services (P2P) functions. This position is also responsible for the audit and review of transactional data in a fast-paced and accurate environment. This position is required to use and apply critical thinking skills to reason through anomalies, reduce risk, and increase compliance. In addition, this position is responsible for providing exceptional customer service to the campus community and external partners.
This position will have an emphasis on the processing of School of Business departmental transactions, as well as internal School of Business responsibilities, such as review of supplier statements, scanning documentation, educating faculty, staff, and students on various Payment Services (Accounts Payable) topics, and other duties as assigned.
This position is also responsible for assisting the Manager, Payment Services or Director, Procurement & Payment Services with any special projects by demonstrating the employee’s knowledge and willingness to implement efficiencies or process changes.
Job Description
Essential Functions:
- Analyzes and reviews transactional information for:
- Compliance with federal and state tax regulations
- Compliance with University policies and procedures
- Accuracy between supporting documentation and electronic document, including worktag elements.
- Researches tax information, as needed, to apply required NC State taxes and assess for potential inclusion in taxable income for items of non-compliance.
- Investigates discrepancies in compliance, accuracy of coding, investigates pricing or other exceptions to the purchase order, and communicates those discrepancies to the appropriate personnel, including employees and suppliers.
- Researches data to provide accurate and timely solutions to internal and external partners.
- Analyzes open invoice reports to find potential issues or discrepancies in invoices awaiting payment.
- Generates payments to suppliers, students, parents, and reimbursement of expenses for employees (because of segregation of duties this duty is limited to a couple of employees).
- Generates cancellation of payments in the ERP system and reissues any invoices, if needed (because of segregation of duties this duty is limited to a couple of employees).
- Reviews supplier records as an internal control method and data integrity verification.
- Prepares scholarship letters for some WFU and non-Wake Forest University students awarded non-qualified scholarships.
- Maintains and updates PCard database for tracking and reporting of habitual non-compliance with the PCard program.
- Builds relationships to maintain a high level of customer service.
- Provides information related to payment status of invoices and reimbursements; available balances in School of Business accounts, when requested.
- Manages cash collection and deposit process of School of Business, adhering to all established University guidelines.
- Provides training for new faculty, staff, and student employees on P2P policies and procedures.
- Attend meetings by the School of Business and Financial Services, such as staff meetings, University meetings, or other required meetings or events.
- Suggests improvements in processes to increase efficiency and effectiveness of P2P processes.
- Identifies root causes to P2P issues and recommends potential solutions.
- All other duties as assigned by Procurement and Payment Services, as well as School of Business Financial Office.
Other Functions:
- Assists team with transactional processing issues or challenges.
- Possess working knowledge of procurement and payment service processes for optimal decision-making.
Required Education, Knowledge, Skills, Abilities:
- Associates Degree in business or related field and two years of related work experience or equivalent in work experience.
- Experience in a fast-paced Accounts Payable environment.
- Strong and effective communication skills, both oral and written.
- Strong interpersonal skills.
- Strong organizational skills and ability to handle multiple projects while meeting critical deadlines.
- Strong critical thinking skills.
- Strong teamwork and collaboration skills.
- Ability to work effectively in a team environment across multiple levels of the University.
- Perform quality work within deadlines and without direct supervision.
- Knowledge of superior customer service standards and practices and can use those skills in building relationships needed for superior customer service.
- Advanced knowledge of current ERP system.
- Proficiency in MS Office (Excel, Word, PowerPoint), email, and internet.
- Proficiency in using a 10-key.
Preferred Education, Knowledge, Skills, Abilities:
- Professional certification from IOFM or other nationally recognized program.
- Significant experience within a federal, state, or other highly regulated procure-to-pay environment.
- Experience with Workday.
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.
Wake Forest University requires proof of full vaccination with an FDA approved or authorized COVID-19 vaccine for all positions posted on or after September 13, 2021. Wake Forest University requires that you provide satisfactory proof of full vaccination status to Human Resources within three days of your hire date. You must also maintain full COVID-19 vaccination status, as classified by the CDC, during your employment at Wake Forest University.
Consistent with federal, state and local law, Wake Forest University will consider accommodations for disability- and religious-based reasons unless providing an accommodation would result in an undue hardship to the University.
If you seek an accommodation from the vaccination requirement for disability- or religious-based reasons, you should contact Human Resources.
New employees who are hired into positions posted prior to September 13, 2021, offers of employment made to new employees prior to that date, and employees for positions at Graylyn Conference Center are generally exempt from the vaccination requirement unless the employee’s position is otherwise subject to a vaccination requirement due to the essential components of the position as described in Policy.
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.