Manager, Fiscal Operations and Student Health Insurance Program, Health & Wellbeing Administration

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

The Manager, Fiscal Operations and Student Health Insurance Program position provides critical dual-focused leadership in both finance and administration, providing fiscal support for ongoing business operations and administering the Student Health Insurance Plan (SHIP). This position is the financial liaison for assigned departments within Health and Wellbeing. The Manager processes financial transactions, performs reconciliations and analysis, manages restricted funds, performs comprehensive financial reviews, provides financial reports, oversees revenue and expense trends, completes financial forecasts, completes year-end closing processes, and supports annual budget development. In collaboration with our external plan administrator, this position manages the enrollment and waiver processes, communications strategies, community outreach, reconciliation of enrollment records, customer service, and complex financial and enrollment reconciliations. This position requires an exceptionally high level of discretion due to exposure and access to highly confidential and sensitive information.

*This position is not eligible for sponsorship of non-immigrant or immigrant visa status through Wake Forest University. All eligible applicants are encouraged to apply.

Job Description

Essential Functions:

Financial Planning & Reporting

• Prepares departmental operating budgets, including long-range projections and capital requests, generates regular financial reports, forecasts, and year-end budget planning, oversees restricted endowment and gift accounts; ensures compliance with donor terms and adherence to the University’s First Dollar Rule, and provides ongoing analysis of accounting policies and procedures.

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Transaction Oversight

• Oversees and manages financial processes, including payroll, invoicing, cash deposits, journal entries, and the monitoring/reconciliation of departmental budgets against actuals.

Operational Efficiency

• Assist departments in the development and evaluation of requests for quotations (RFQs), develop Standard Operating Procedures (SOPs), and work to enhance operating efficiencies and business process changes.

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Advisory

• Monitors budget-to-actual variances and advise directors and department managers on budget, salary, and operating trends impacting budget.

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Program Management

• Oversees the administration of the Student Health Insurance Program (SHIP), including managing the insurance enrollment and waiver processes, performing data validation, and reconciling enrollment records and student account charges.

Strategic & Contractual

• Oversees annual SHIP renewal negotiations with the insurance carrier in partnership with external consultant, maintains contractual relationships with external consultants/plan administrator and the insurance carrier, and chairs the Student Health Insurance Advisory Committee.

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Reconciliations

• Performs multiple complex financial reconciliations monthly for SHIP. Reconciles the general ledger to sub-ledgers and detail transaction reports, including accrual variances. Reconciles the Plan Provider bill to the student account charges, tracking status changes, and eligib