Director Capital Allocation

Universal Technical Institute, Inc.; Phoenix (AZ); Remote; USD 150,000 - 210,000; Full time

Job summary

Universal Technical Institute, Inc. is seeking a Director, Capital Allocation to lead evaluation of capital opportunities, validate business cases, and partner with operations, finance, real estate, and strategy teams.

This remote role emphasizes data-driven recommendations and executive-level guidance. You will manage a centralized investment pipeline, develop portfolio roadmaps, and coordinate cross-functional teams to ensure timely, well-supported proposals.

Qualifications

• Bachelor's degree in business administration, Finance, Economics, Project Management, Marketing, or related discipline.
• 8+ years of experience analyzing capital investments and building business cases.
• Ability to influence executive decision making through data-driven recommendations.

Responsibilities

• Maintain a centralized pipeline of capital allocation opportunities and provide portfolio-level reporting.
• Maintain updated product roadmaps for launch timelines for each portfolio brand.
• Create and maintain the timelines associated with each identified investment opportunity.
• Coordinate cross-functional stakeholders to ensure timely development of business cases and proposals.
• Review and challenge operational assumptions, forecasts, and strategic rationale underlying capital requests.
• Coordinate with Finance and the Corporate Transformation Office to monitor approved investments and conduct post-investment retrospectives.

Skills

Capital allocation

Business case development

Stakeholder engagement

Data-driven recommendations

Executive decision support

Excel

PowerPoint

Smartsheet

Project management

Analytical thinking

Education

Bachelor’s degree in business administration, Finance, Economics, Project Management, Marketing, or related discipline

Tools

Smartsheet

Microsoft Excel

Microsoft PowerPoint

Job description

Position Overview

The Director, Capital Allocation oversees the evaluation of capital investment opportunities, ensuring consistent analysis, cross-functional alignment, and informed executive decision-making. This role partners with operations, finance, real estate, and strategy teams to validate business cases, support governance processes, and ensure investments align with corporate objectives. The Director also promotes stakeholder capability through training and process education.

What You'll Do

• Maintain a centralized pipeline of capital allocation opportunities and provide portfolio-level reporting
• Maintain updated product roadmaps for launch timelines for each portfolio brand
• Create and maintain the timelines associated with each identified investment opportunity
• Coordinate cross-functional stakeholders to ensure timely development of business cases and proposals
• Review and challenge operational assumptions, forecasts, and strategic rationale underlying capital requests
• Perform independent analyses and quality assurance reviews as necessary
• Assist in identifying and documenting risks, caveats, dependencies, and constraints that may impact investment outcomes and/or should be captured as part of legal and regulatory approval processes
• Coordinate with Finance and the Corporate Transformation Office to monitor approved investments and conduct post-investment retrospectives to assess performance against original assumptions and expected returns
• Other duties as assigned

What You'll Bring

• Bachelor’s degree in business administration, Finance, Economics, Project Management, Marketing, or a related discipline (required)
• Minimum eight (8) years of progressive experience, analyzing capital investments, developing business cases, and supporting strategic initiatives or M&A activities (required)

• Knowledge base and experience should include, influencing executive decision making through data-driven recommendations and stakeholder engagement
• Strong understanding of portfolio management, capital allocation methodologies, and strategic planning processes
• Advanced proficiency in Microsoft Excel and PowerPoint (required)
• Familiarity with Smartsheet and other project management tools (preferred)
• Independently manage complex tasks and projects
• Analyze problems, evaluate alternatives, and implement effective solutions
• Present ideas in a compelling and structured format to diverse audiences
• Demonstrate refined listening skills and emotional intelligence
• Facilitate training sessions and cross-functional meetings
• Drive consistent results in a fast-paced environment
• Leverage enterprise-level tools and systems to streamline processes
• Create new and better ways for the organization to succeed
• Align stakeholders to achieve their goals and support organizational success
• Navigate complex policies, processes, and organizational dynamics with ease
• Work independently, escalating complex or high-impact issues
• Drive innovation to improve organizational success
• Navigate complex organizational dynamics with confidence
• Perform effectively amid uncertainty and ambiguity

• Able and willing to:
  • Communicate, think, learn, and reason
  • Use computers and computer systems (including hardware and software) to process transactions, store documents, enter data, or perform assigned tasks
  • Safely ambulate and/or maneuver when on-site at Company locations
  • Demonstrate and utilize active listening, inductive reasoning, information ordering and category flexibility
• Ability to use good judgment, problem-solving and decision-making skills
• Ability to maintain confidentiality and manage sensitive information with discretion
• Ability to work in a fast-paced environment where deadlines are essential and multiple projects are worked simultaneously
• Ability to gain, understand and apply information and data as it relates essential functions of the position
• Ability to foster long-term relationships with stakeholders

• Work is performed indoors in a climate-controlled environment when on site at assigned company location. Employees must be able to safely ambulate when on company premises.
• This position is designated as Remote. Employees must meet minimum technical standards for eligibility and participation.
• No travel required

About Us

Universal Technical Institute, Inc. is a national leader in workforce solutions for transportation, skilled trades and healthcare/dental. Across our two brands, Universal Technical Institute (UTI) and Concorde Career Colleges, we share a common purpose: to prepare students for careers in high-demand fields. Just as we invest in our students’ futures, we invest in our people by creating opportunities to grow, contribute and build rewarding careers while making a lasting difference in the lives of students, employers and the communities we serve.