Strategic Director - Capital Budgeting & FP&A

Financeroles; United States; On-site; USD 125,000 - 150,000; Full time

Job summary

William & Mary is seeking an experienced Director of Capital Budgeting & Financial Planning to lead capital budgeting and FP&A across the university. The role oversees the capital outlay budget, debt financing for projects, and HEETF program, driving long-term financial planning and resource allocation.

Reporting to the AVP for Budget and Financial Planning, you will develop tools and models, align financial strategies with institutional priorities, and partner with leadership to ensure

Qualifications

• Experience in university finance and budget with capital construction budgeting and finance.
• Strong analytical skills to analyze complex information and produce reports.
• Ability to interpret legislative requirements and policies for capital projects.
• Expertise in budgeting and advanced financial analysis.
• Proficiency in automated financial systems.
• Excellent interpersonal and written communication skills.

Responsibilities

• Manage financial planning and oversight for a large portfolio of capital projects, currently valued at over $600M and over 200 projects.
• Collaborate with internal departments to ensure funds are used appropriately and aligned with objectives.
• Develop financial models and analyses to inform leadership decisions, including feasibility and funding strategies.
• Lead treasury planning for capital activities, including cash flow forecasting and liquidity management.
• Serve as a liaison for capital-related financing activities, including debt issuance and regulatory compliance.
• Exercise independent judgment in reviewing capital transactions within enterprise budgeting systems.
• Provide strategic financial analysis and decision support through forecasting, variance analysis, and scenario planning.
• Support multi-year forecasting and annual budgeting.
• Advise senior leadership with actionable insights for resource allocation and risk management.

Skills

Capital budgeting

Financial analysis

Regulatory compliance

Budgeting

Communication skills

Financial reporting

Education

Master’s degree in finance / related field

Tools

Banner Finance

Workday Finance

Job description

William & Mary is seeking an experienced Director of Capital Budgeting & Financial Planning to lead capital budgeting and FP&A across the university. The role oversees the capital outlay budget, debt financing for projects, and HEETF program, driving long-term financial planning and resource allocation.

Reporting to the AVP for Budget and Financial Planning, you will develop tools and models, align financial strategies with institutional priorities, and partner with leadership to ensure