Lead Capital Budgeting Officer
Core
Leads the University's capital budgeting, forecasting, reporting, and financial governance processes to ensure strategic alignment and effective management of capital investments.
Role type
Senior Finance Manager (Capital Budgeting & Planning)
Builds
Annual capital budgets, long-range financial plans, and executive-level investment reports for the Board of Trustees.
Domain
Higher Education Finance / Capital Project Management
Required skills
Financial modeling, budgeting and forecasting, variance analysis, financial statement analysis, capital expenditure management, strategic financial planning, executive reporting, process improvement, data quality management, ERP system optimization
Preferred skills
Experience in multibillion-dollar organizations, managing large-scale capital portfolios, ERP/FP&A systems (Workday, Anaplan), developing executive presentations, advanced certifications (CMA, CPA, CFA)
Technologies
Excel, Workday, Anaplan, ERP systems, BI systems
Responsibilities
Lead the annual capital budgeting and planning process; develop and evaluate capital investment proposals; establish capital budgeting policies and governance; provide monthly/quarterly/annual reporting on capital spending and variances; manage capital budget submissions, reviews, and reallocations; improve financial systems and reporting capabilities; serve as a strategic finance partner to senior leaders.
Seniority
Senior, hands-on IC