Inside Higher Ed
Director of Capital Planning, Budget and Financial Planning
Inside Higher Ed, Winston Salem, North Carolina, United States, 27104
Director of Capital Planning, Budget and Financial Planning
Join to apply for the Director of Capital Planning, Budget and Financial Planning role at Inside Higher Ed. Overview The Director of Capital Planning is responsible for the strategic management of the full scope of the capital budgeting and planning process. This includes preparing the annual capital budget and five-year capital plan, developing financial reports, capital forecasts and presentations to senior management and the Board of Trustees, providing comprehensive analysis and reporting on all capital projects, and maintaining capital policies and procedures. The role collaborates with key stakeholders to align projects and capital plans with university priorities and goals to manage resources effectively. Essential Functions Oversees and coordinates the annual capital budget and five-year capital plan in close collaboration with the AVP Budget and Financial Planning, the Controller’s office, Facilities, and Information Systems. Provides financial support related to capital projects and serves as a resource and expert on capital budgeting issues and processes. Collaborates with the Controller’s office to provide decision support for evaluating University capital projects, determining funding sources, and assessing impacts on other initiatives; conducts analyses to discern long-term financial implications. Advises the AVP Budget & Financial Planning and Sr. VP for Finance & Administration (SRVPFA) to facilitate strategic financial decision-making. Provides capital forecast projections; reviews and approves all capital expenditures against approved capital plans; prepares submissions for capital budget requests to the Budget Committee. Develops and maintains capital budget policies and procedures and participates in the capital planning oversight committee. Reviews capital project requests for accuracy, ensures budgetary compliance, and collects, analyzes, and interprets financial data to identify implications and recommendations. Conducts ROI analysis on capital projects and forecasts impacts on operating margin, including debt service, maintenance, operating costs, and potential revenue opportunities. Prepares capital planning presentations for senior leadership and the Board of Trustees. Collaborates with executives and stakeholders to ensure alignment and provides information in summarized or detailed form for reporting and prioritization; anticipates challenges and develops mitigation strategies. Leads development of capital planning software, explores innovation opportunities, and drives scenario modeling and forecasting for long-term project planning. Verifies compliance of legal contracts with BOT resolutions. Attends status meetings with project managers and departmental business managers; participates in strategy sessions for major capital projects. Required Education, Knowledge, Skills, And Abilities Bachelor's degree in Accounting, Finance, or related discipline with eight to ten years of related experience; in-depth experience in long-range or strategic planning is required. Exceptional interpersonal and communication skills; ability to work with a diverse range of constituencies. Self-starter with integrity and strong professional ethics. Ability to manage multiple tasks under pressure with adaptable priorities and strong time management. Ability to analyze and interpret policy and procedural questions without precedents. Independent researcher and analyst for new projects; familiarity with higher education issues preferred. Ability to work independently with good judgment and problem-solving skills. Knowledge of fund accounting principles and GAAP, budget preparation, and fiscal controls. Experience in budgeting, forecasting, and financial modeling, including multi-year analyses and strategic planning for academic environments. High proficiency in Excel (templates, pivot tables, macros) and the ability to meet ad hoc data needs for analyses and reports. Experience with capital planning software such as Workday Adaptive Capital Planning preferred. Understanding of construction processes and engineering principles. Ability to present analysis results in PowerPoint and Excel graphs. Ability to quickly learn new systems. Preferred Education, Knowledge, Skills, Abilities CPA and/or MBA preferred. Proficiency in project management software and tools. Additional Information Accountabilities: Responsible for own work. Equal Opportunity Statement: The University is an equal opportunity employer and welcomes all qualified candidates to apply without regard to race, color, religion, national origin, sex, age, sexual orientation, gender identity and expression, genetic information, disability and military or veteran status. Accommodations for Applicants: If you are an individual with a disability and need an accommodation to participate in the application or interview process, please contact AskHR@wfu.edu or (336) 758-4700.
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Join to apply for the Director of Capital Planning, Budget and Financial Planning role at Inside Higher Ed. Overview The Director of Capital Planning is responsible for the strategic management of the full scope of the capital budgeting and planning process. This includes preparing the annual capital budget and five-year capital plan, developing financial reports, capital forecasts and presentations to senior management and the Board of Trustees, providing comprehensive analysis and reporting on all capital projects, and maintaining capital policies and procedures. The role collaborates with key stakeholders to align projects and capital plans with university priorities and goals to manage resources effectively. Essential Functions Oversees and coordinates the annual capital budget and five-year capital plan in close collaboration with the AVP Budget and Financial Planning, the Controller’s office, Facilities, and Information Systems. Provides financial support related to capital projects and serves as a resource and expert on capital budgeting issues and processes. Collaborates with the Controller’s office to provide decision support for evaluating University capital projects, determining funding sources, and assessing impacts on other initiatives; conducts analyses to discern long-term financial implications. Advises the AVP Budget & Financial Planning and Sr. VP for Finance & Administration (SRVPFA) to facilitate strategic financial decision-making. Provides capital forecast projections; reviews and approves all capital expenditures against approved capital plans; prepares submissions for capital budget requests to the Budget Committee. Develops and maintains capital budget policies and procedures and participates in the capital planning oversight committee. Reviews capital project requests for accuracy, ensures budgetary compliance, and collects, analyzes, and interprets financial data to identify implications and recommendations. Conducts ROI analysis on capital projects and forecasts impacts on operating margin, including debt service, maintenance, operating costs, and potential revenue opportunities. Prepares capital planning presentations for senior leadership and the Board of Trustees. Collaborates with executives and stakeholders to ensure alignment and provides information in summarized or detailed form for reporting and prioritization; anticipates challenges and develops mitigation strategies. Leads development of capital planning software, explores innovation opportunities, and drives scenario modeling and forecasting for long-term project planning. Verifies compliance of legal contracts with BOT resolutions. Attends status meetings with project managers and departmental business managers; participates in strategy sessions for major capital projects. Required Education, Knowledge, Skills, And Abilities Bachelor's degree in Accounting, Finance, or related discipline with eight to ten years of related experience; in-depth experience in long-range or strategic planning is required. Exceptional interpersonal and communication skills; ability to work with a diverse range of constituencies. Self-starter with integrity and strong professional ethics. Ability to manage multiple tasks under pressure with adaptable priorities and strong time management. Ability to analyze and interpret policy and procedural questions without precedents. Independent researcher and analyst for new projects; familiarity with higher education issues preferred. Ability to work independently with good judgment and problem-solving skills. Knowledge of fund accounting principles and GAAP, budget preparation, and fiscal controls. Experience in budgeting, forecasting, and financial modeling, including multi-year analyses and strategic planning for academic environments. High proficiency in Excel (templates, pivot tables, macros) and the ability to meet ad hoc data needs for analyses and reports. Experience with capital planning software such as Workday Adaptive Capital Planning preferred. Understanding of construction processes and engineering principles. Ability to present analysis results in PowerPoint and Excel graphs. Ability to quickly learn new systems. Preferred Education, Knowledge, Skills, Abilities CPA and/or MBA preferred. Proficiency in project management software and tools. Additional Information Accountabilities: Responsible for own work. Equal Opportunity Statement: The University is an equal opportunity employer and welcomes all qualified candidates to apply without regard to race, color, religion, national origin, sex, age, sexual orientation, gender identity and expression, genetic information, disability and military or veteran status. Accommodations for Applicants: If you are an individual with a disability and need an accommodation to participate in the application or interview process, please contact AskHR@wfu.edu or (336) 758-4700.
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