Description

The Director of Capital Planning is responsible for the strategic management of the full scope of the capital budgeting and planning process at WFU. 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 a comprehensive analysis and reporting on all capital projects, and maintaining capital policies and procedures. Will collaborate closely with key stakeholders to align projects and capital plans with university strategic priorities and goals to manage resources effectively.

Requirements

Required Education, Knowledge, Skills, and Abilities:

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.
Experience with capital planning software such as Workday Adaptive Capital Planning preferred.
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 Education, Knowledge, Skills, Abilities:

CPA and/or MBA preferred.
Proficiency in project management software and tools.
 

Accountabilities: 

Responsible for own work.