Director of Capital Planning, Budget and Financial Planning

External Applicants:  Please ensure all required documents are ready to upload before beginning your application, including your resume, cover letter, and any additional materials specified in the job description. Cover Letter and Supporting Documents: Navigate to the "My Experience" application page. Locate the "Resume/CV" document upload section at the bottom of the page. Use the "Select Files" button to upload your cover letter, resume, and any other required supporting documents. You can select multiple files. Important Note: The "My Experience" page is the only opportunity to attach your cover letter, resume, and supporting documents. You will not be able to modify your application or add attachments after submission. Current Employees: Apply from your existing Workday account in the Jobs Hub. Do not apply from this website.  A cover letter is required for all positions; optional for facilities, campus services, and hospitality roles unless otherwise specified.

Summary 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. This position is not eligible for sponsorship of non-immigrant or immigrant visa status through Wake Forest University. All eligible applicants are encouraged to apply.

Essential Functions: Oversees and coordinates the annual capital budget and five-year capital plan in close collaboration with the AVP Budget and Financial Planning, the Controller’s office, Facilities, and Information Systems. Provides financial support related to capital projects and serves as a resource and expert on capital budgeting issues and processes. Collaborates closely with the Controller’s office to provide decision support for evaluating University capital projects, determining funding sources, and assessing impacts on other initiatives and conducts analyses to discern the long-term financial implications of these decisions. Strategizes with the AVP Budget & Financial Planning to provide recommendations to the SRVPFA and the University’s executive leadership team, facilitating strategic financial decision-making. Provide capital forecast projections.  Reviews and approves all capital expenditures against approved capital plans.  Prepares submissions for capital budget requests to the university Budget Committee. Develops and maintains capital budget policies and procedures and participates in the capital planning oversight committee. Reviews capital project requests for accuracy, ensuring budgetary compliance and collects, analyzes, and interprets financial data, identifying corresponding policy implications and/or recommendations. Conducts ROI analysis on capital projects and forecasts project impacts on the operating margin, considering factors such as debt service, maintenance and operating cost changes, and potential revenue opportunities. Prepares capital planning presentations to senior leadership and the Board of Trustees (BOT). Collaborate with executives and stakeholders to ensure alignment. Provide information in a summary or detailed manner for reporting and prioritization.  Anticipates potential challenges and designs and develops mitigation strategies. Responsible for development of the capital planning software, identifying opportunities for innovation and process improvements. Will drive scenario modeling and forecasting specific to proposed capital projects in long term