Manager, Capital Planning and Financial Forecasting - 005353

University of South Alabama; Mobile (AL); On-site; USD 95,000 - 130,000; Full time

Job summary

The University of South Alabama's Treasury Management department seeks a Manager of Capital Planning and Financial Forecasting to lead enterprise-wide capital planning and financial strategy.

This role administers funding reviews, coordinates multi-year capital planning, builds advanced financial models, and provides analytics to executive leadership for prioritizing projects and addressing funding needs.

Qualifications

• Bachelor's degree in finance, accounting, or a related field and two years of related experience.
• Experience with forecasting and data interpretation.

Responsibilities

• Leads enterprise-wide capital planning and financial strategy.
• Administers the centralized intake, financial review, approval tracking, and lifecycle of service agreements and capital requests.
• Coordinates the annual and multi-year capital planning process across the campus and health system.
• Evaluates and analyzes capital requests based on strategic, operational, financial, and enterprise-wide considerations.
• Provides financial analysis and decision support to executive leadership in prioritizing projects and addressing funding needs.
• Supports long-range capital planning and enterprise strategic initiatives.
• Maintains an enterprise-wide capital project inventory, pipeline, and forecast.
• Develops advanced financial analyses and models to support capital planning and investment decisions.

Skills

Forecasting

Data Interpretation

Financial Analysis

Leadership

Education

Bachelor's degree

Tools

Power BI

Tableau

ERP systems

Job description

Posting Details

Position Number: 005353

Position Title: Manager, Capital Planning and Financial Forecasting - 005353

Division: Finance and Administration

Department: 175100 - Treasury Management

Minimum Qualifications

Bachelor's degree in finance, accounting, or a related field from an accredited institution as approved and accepted by the University of South Alabama and two years of related experience. Experience with forecasting and data interpretation required. An equivalent combination of education and experience may be considered.

Preferred Qualifications

Experience using ERP systems, financial reporting platforms, and dashboard development tools such as Power BI, Tableau, or similar applications preferred.

Job Description Summary

The University of South Alabama's department of Treasury Management is seeking to hire a Manager, Capital Planning and Financial Forecasting.

Essential Functions

• Serves as an enterprise-wide capital planning and financial strategy leader, bridging Finance, Treasury, Facilities, Operations, Accounting, Procurement, Project Management, and Executive Leadership.
• Administers the centralized intake, financial review, approval tracking, and lifecycle administration of service agreements and capital requests.
• Coordinates the annual and multi-year capital planning process across the campus and health system.
• Evaluates and analyzes capital requests based on strategic, operational, financial, and enterprise-wide operations.
• Provides financial analysis and decision support to executive leadership in prioritizing projects and resolving competing capital needs.
• Supports long-range capital planning and enterprise strategic initiatives.
• Maintains an enterprise-wide capital project inventory, pipeline, and forecast.
• Develops advanced financial analyses and models to support capital planning and investment decisions.
• Analyzes total project costs, actual expenses, encumbrances, funding availability, cash requirements, commitments, forecasted spend, and project timing.
• Monitors project budgets, schedules, commitments, and cash flow forecasts.
• Identifies budget variances, financial risks, funding gaps, and emerging capital requirements.
• Provides financial analysis to support strategic initiatives, including campus expansion, health system growth, public-private partnerships (P3s), real estate initiatives, and facility acquisitions.
• Develops and maintains rolling project level and enterprise-wide capital cash forecasts based on approved budget, commitments, project schedules, and expected payment timing.
• Supports analysis of debt capacity, liquidity impacts, and the timing of capital funding requirements.
• Monitors the relationship between project spend-down forecasts and anticipated bond issuances.
• Coordinates draw schedules, reimbursement timing, and funding availability.
• Coordinates with Finance and Treasury leadership on capital planning, reimbursement tracking, and related financial analysis.
• Maintains an enterprise-wide service agreement inventory that identifies the business owner, vendor, purpose, annual and total costs, funding source, term, renewal provisions, and termination notice requirements, and approval status.
• Monitors expiration, renewal, and termination notice dates and communicates upcoming actions to agreement owners and leadership.
• Prepares periodic reports regarding service agreement spend, future commitments, upcoming renewals, and items requiring leadership action.
• Monitors project expenditures against authorized funding courses to ensure appropriate use of capital.
• Establishes and maintains the enterprise-wide record for capital project information, including: total project costs, authorized funding, funding remaining, cash spent, forecasted spend, commitments, project schedules and timing, cash flow requirements.
• Monitors project performance and proactively identifies risks, budget issues, timing concerns, and funding gaps.
• Prepares executive-level presentations and materials for executive leadership, Board of Trustees meetings, and other governance forums.
• Translates complex financial and project information into clear, actionable insights for leadership.
• Serves as the primary liaison between finance, treasury, facilities, health system operations, accounting, procurement, project management, and executive leadership.
• Regular and prompt attendance.
• Ability to work schedule as defined and additional hours as required.
• Related duties as required.

Posting Information

Number of Vacancies: 1

Job Open Date: 10/01/2026

Open Until Filled: Yes

Working Days: Monday - Friday

Working Hours: 8:00 a.m. - 5:00 p.m.

Job Location: Main Campus

Full-time or Part-Time: Full Time

Regular or Temporary: Regular

Supplemental Questions

1. * Are you at least 18 years of age?
   • Yes
   • No
2. * Do you have a legal right to work in the United States?
   • Yes
   • No
3. * The University of South Alabama typically does not sponsor individuals for staff positions. Will you now or in the future require sponsorship for employment visa status?
   • Yes
   • No
4. * What is the highest level of education you have completed?
   • Less than High School
   • High School Diploma or equivalent
   • Associates Degree
   • Bachelors Degree (or will obtain within 6 months)
   • Masters Degree (or will obtain within 6 months)
   • Terminal Degree (or will obtain within 6 months)
5. * How many years of related experience do you have?
   • Less than 1 year
   • Between 1 - 3 years
   • Between 3 - 5 years
   • Between 5 - 7 years
   • More than 7 years
6. * How did you hear about this position?
   • USA website
   • LinkedIn
   • Zip Recruiter
   • Indeed
   • HigherEd Jobs
   • Alabama Career Center / Alabama Works
   • Facebook
   • Word of mouth
   • Other

Applicant Documents

Required Documents Optional Documents

1. Resume
2. Cover Letter

The University of South Alabama is an Equal Opportunity Employer and does not discriminate on the basis of race, color, national origin, sex, pregnancy, sexual orientation, gender identity, gender expression, religion, age, genetic information, disability, protected veteran status or any other applicable legally protected basis. If you feel you have been discriminated against, please notify the Equal Employment Opportunity Investigator or the Associate Vice President, Finance and Administration/CHRO.

EO Employer - minorities/females/veterans/disabilities/sexual orientation/gender identity.

Annual Security and Fire Safety Report

The University of South Alabama publishes certain crime statistics for the most recent three-year period as required by the Jeanne Clery Act. The Annual Security and Fire Safety Report is required by federal law and contains policy statements and crime statistics for the school. The report, along with additional information, is available online at: http://www.southalabama.edu/departments/police/resources/fireandsafetyreport.pdf. You may also request a paper copy from the University Police office located at 290 Stadium Blvd, Beta Gamma Commons Building, Mobile, AL 36688.

Equal employment opportunity, including veterans and individuals with disabilities.

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