Job Description

Job Requisition:

JR102153 Director of Capital Budgeting & Financial Planning (Open)

Job Posting Title:

Director of Capital Budgeting & Financial Planning

Department:

CC00456 WM001 | WMUO | Budget & Financial Planning

Job Family:

Staff - Financial Analysis

Worker Sub-Type:

Regular (benefited)

Job Requisition Primary Location:

William & Mary

Primary Job Posting Location:

Posting Location - William & Mary

Job Description Summary:

Reporting directly to the Associate Vice President for Budget and Financial Planning, the Associate Director of Capital Budgeting & Financial Planning plays a dual leadership role in overseeing both capital budgeting and university-wide financial planning and analysis (FP&A). The position is responsible for managing the university’s capital outlay budget and execution processes, debt financing for capital projects, and the Higher Education Equipment Trust Fund (HEETF) program. Additionally, the Associate Director is a key contributor to institutional financial planning, forecasting, and strategic budget development efforts.

The incumbent partners closely with leadership to align financial strategies with institutional priorities, drive informed decision-making, and ensure compliance with Commonwealth requirements. The role combines deep technical expertise in capital finance with the analytical capabilities necessary to lead long-term financial planning efforts and develop tools, models, and recommendations that guide resource allocation across the university.

Job Description:

Required Qualifications:

• Experience in university finance and budget, specifically with detailed knowledge of capital construction budgeting and finance.
• Strong analytical skills with the ability the analyze complex information and produce reports in a variety of formats.
• Demonstrated ability to read, comprehend, and apply legislative requirements and state and institutional policies for different types of capital projects and other policies impacting the institution.
• Expertise in budgeting and advanced financial analysis.
• Proficiency in a variety of software applications, with demonstrated skills in using an automated financial system.
• Excellent interpersonal oral and written communication skills, with the ability to interface effectively with a variety of internal and external constituencies.

Preferred Qualifications:

• Master’s degree in finance, business, public administration or closely related field or the equivalent combination of education and experience directly related to the position.
• Experience with the Commonwealth’s Budgeting and Capital Outlay programs.
• Experience working in a public agency, with higher education experience.
• Experience with using Banner Finance.
• Knowledge of Workday (Finance) or similar ERP – Financial module based system.
• Familiarity with the Commonwealth’s Financial regulations and practices.

Job Duties:

20% - Manage financial planning and oversight for a large and diverse portfolio of capital projects, currently valued at over $600M and a project count of over 200 projects.

15% - Collaborate with internal departments and financial units to ensure capital funds are used appropriately and in alignment with project objectives and funding requirements.

15% - Develop financial models and conduct analysis to inform leadership decisions, including project feasibility, funding strategies, and long-term financial impacts.

10% - Lead treasury planning for capital activities, including cash flow forecasting, liquidity management, and the scheduling and investment of bond proceeds.

10% - Act as a key liaison for capital-related financing activities, including debt issuance and regulatory compliance.

10% - Exercise independent judgment in reviewing and approving capital transactions within enterprise budgeting and financial systems.

10% - Provide strategic financial analysis and decision support through tools such as forecasting, variance analysis, and scenario planning.

5% - Support institutional financial planning efforts, including multi-year forecasting and annual budgeting.

5% - Advise senior leadership with actionable insights and financial strategies to support resource allocation and risk management.

Posting Range: $125,000-$150,000 commensurate with experience

Additional Job Description:

Job Profile:

JP0977 - Financial Planning Officer - Exempt - Salary - S17

Qualifications:

Compensation Grade:

S17

Recruiting Start Date:

2026-10-13

Position Restrictions:

Continuing E&G funded position and not term-limited

EEO is the Law. Applicants can learn more about William & Mary’s status as an equal opportunity employer by viewing the "Know Your Rights" poster published by the U.S. Equal Employment Opportunity Commission. https://www.eeoc.gov/know-your-rights-workplace-discrimination-illegal

Background Check: William & Mary is committed to providing a safe campus community. W&M conducts background investigations for applicants being considered for employment. Background investigations include reference checks, a criminal history record check, and when appropriate, a financial (credit) report or driving history check.

Applicant Notice: By applying for this position, you consent to William & Mary's use, review, and retention of your application materials for recruitment and employment purposes. Materials may be shared with authorized individuals participating in the hiring process and will be managed in accordance with applicable laws and university policies.

Probationary Period Notice: Individuals selected for full-time staff positions will be required to complete a twelve (12) month probationary period in accordance with university policy.

Remote Work Disclaimer: Remote work eligibility is not guaranteed and is subject to approval. Employee eligibility depends on the likelihood of the employee succeeding in a remote work arrangement and the supervisor’s ability to manage remote workers. Departments and/or Human Resources may amend, alter, change, delete, or modify eligibility.