Finance Strategic Business Advisor – Administrative Financial Planning Office

WVU Online

Finance Strategic Business Advisor supporting unit leadership in financial planning and budgeting at West Virginia University. Engaging with various departments and ensuring financial policy compliance.

Posted 5/6/2026full-timeMorgantown • Virginia, West Virginia • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Creates annual budget for the unit(s) supported and submits it to the Budget Planning office in the Division of Finance.
Reviews variance budget reports with unit(s) leadership
Develops quarterly forecasting for unit; shared quarterly forecast with leadership and the Division of Finance
Develops quarterly unit-level financial reports and discusses them with unit leadership
Identifies appropriate funding for new hires and discusses hires with HR Partners
Reviews monthly fund and DA reconciliation reports received from the shared services center
Provides escalation support for transaction approvals
Approves State, Research and Foundation PCard applications, large purchases and limit changes on PCards
Approves requests for association membership dues, student awards/scholarships, Foundation backbills and expenses, direct vendor payments using Foundation funding
Reviews the chart of accounts and updates the Service Center on changes to how funds/DAs should be used
Completes quarterly unrecorded assets and liability reports
Reviews and signs quarterly representation letter
Initiates cash transfers, internal loan requests, budget modifications, and capital project requests
Supports and contributes to unit’s operational goals. Frequently engages with the Division of Finance, Talent and Culture, HR Partners, Shared Service leadership
Ensures project activities are planned and prioritized appropriately balancing project and ongoing support needs with project leaders, cross functionally as needed.

Requirements

What you’ll need

Bachelor’s degree in Accounting, Finance or related field
A minimum of three (3) years of related experience, which can include professional-level experience, student worker positions, graduate assistantships, etc.
Ability to inspire team work and collaboration across functional areas
Ability to exercise appropriate judgement to resolve budgeting and other financial issues
Possesses strong customer service and communication skills typically acquired through prior work in a customer service setting.
Demonstrated ability to research and apply critical thinking skills to resolve complex issues related to financial projections and budgeting.
Ability to develop and maintain effective work relationships with other service team members in the unit, central Finance, Talent and Culture and the Shared Service Center other campus.
Ability to identify and address areas of continuous improvement.
Effective organizational skills.
Knowledge and understanding of applicable federal and state laws
Demonstrated experience in the use of Microsoft Office Professional software, especially Word, Excel, Access PowerPoint and Visio.
CPA or Master’s degree in Business Administration, or a related field (preferred)

Benefits

Comp & perks

37.5-hour work week
13 paid holidays
24 annual leave (vacation) days per year
18 sick days per year
WVU offers a range of health insurance and other benefits
401(a) retirement savings with 6% employee contribution match

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

budgetingfinancial forecastingfinancial reportingvariance analysiscash transfersbudget modificationscapital project requestsaccount reconciliationcritical thinkingcustomer service

Soft Skills

teamworkcollaborationjudgmentcommunicationrelationship buildingcontinuous improvementorganizational skillsproblem solvinginspirationengagement

Certifications

CPAMaster’s degree in Business Administration