Inside Higher Ed · 6 days ago
Director of Capital Planning, Budget and Financial Planning
Winston-Salem, NC
Full-time
Onsite
Director/Executive
8+ years expInside Higher Ed is seeking a Director of Capital Planning who will be responsible for the strategic management of the capital budgeting and planning process at WFU. This role includes preparing the annual capital budget and five-year capital plan, developing financial reports, and collaborating with stakeholders to align projects with university strategic priorities.
Digital MediaEducationHigher EducationJournalismRecruiting
Responsibilities
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 closely with the Controller’s office to provide decision support for evaluating University capital projects, determining funding sources, and assessing impacts on other initiatives and conducts analyses to discern the long-term financial implications of these decisions
Strategizes with the AVP Budget & Financial Planning to provide recommendations to the SRVPFA and the University’s executive leadership team, facilitating strategic financial decision-making
Provide capital forecast projections. Reviews and approves all capital expenditures against approved capital plans. Prepares submissions for capital budget requests to the university Budget Committee
Develops and maintains capital budget policies and procedures and participates in the capital planning oversight committee
Reviews capital project requests for accuracy, ensuring budgetary compliance and collects, analyzes, and interprets financial data, identifying corresponding policy implications and/or recommendations
Conducts ROI analysis on capital projects and forecasts project impacts on the operating margin, considering factors such as debt service, maintenance and operating cost changes, and potential revenue opportunities
Prepares capital planning presentations to senior leadership and the Board of Trustees (BOT)
Collaborate with executives and stakeholders to ensure alignment. Provide information in a summary or detailed manner for reporting and prioritization. Anticipates potential challenges and designs and develops mitigation strategies
Responsible for development of the capital planning software, identifying opportunities for innovation and process improvements. Will drive scenario modeling and forecasting specific to proposed capital projects in long term planning
Verifies compliance of legal contracts with approved BOT resolutions
Attends status meetings with project managers and departmental business managers, and participates in strategy sessions related to major capital projects
Qualification
Required
Bachelor's degree in Accounting, Finance, or related discipline with at least eight to ten years of related and progressively more responsible financial work, or an equivalent combination of education and experience
In-depth experience in long-range and or strategic planning is required
Exceptional interpersonal skills and the ability to work effectively with a wide range of constituencies in a diverse community; proven communication skills, both orally and in writing
Must be a self-starter with unquestionable integrity and a strong sense of professional ethics
Ability to manage multiple tasks under pressure and is highly adaptable to rapidly changing priorities; excellent time management skills; ability to organize personal workflow
Ability to analyze and interpret policy and procedural questions without the benefit of precedents
Able to independently perform information research and analysis for new projects; ideally familiar with sources for researching higher education issues
Ability to work independently; evidence of good judgment and high-level problem-solving skills
Knowledge of fund accounting principles and GAAP, budget preparation, and fiscal controls required
Experience and technical expertise in budgeting, forecasting, and financial modeling. This includes multi-year variable analysis, and sensitivity studies; in-depth experience in long-range and or strategic planning for academic environment preferred
High level of proficiency in Excel (templates development, pivot tables, macros) and the ability to utilize these skills to meet ad hoc data needs in support of leadership requests for analyses, forecasts, or ongoing reports
A deep understanding of construction processes and engineering principles
Ability to effectively represent analysis results and/ or projections in PowerPoint presentations and Excel graphs
Ability to acquire knowledge of new systems in a short time period
Preferred
CPA and/or MBA preferred
Proficiency in project management software and tools
Experience with capital planning software such as Workday Adaptive Capital Planning preferred
Company
Inside Higher Ed
Inside Higher Ed is the online source for news, opinion, and jobs related to higher education.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2022-01-10Acquired
2006-08-31Series Unknown
Leadership Team
Stephanie Shweiki
Director, Foundation Partnerships
Recent News
Research & Development World
2025-05-03
Business Standard India
2025-04-11
Company data provided by crunchbase