Reporting to the Associate Vice President of Finance and Administration, the Director of Capital Budget and Planning is a key participant in advancing the financial health of the University by managing the systems and processes for capital budget management and long-range strategic financial, debt, and institutional planning. The Director provides decision support through the evaluation of University capital projects, debt financing, and other initiatives requiring analysis to determine long-range financial and institutional credit profile implications. The Director works in close collaboration with the Director of Operating Budget to provide recommendations to the Associate Vice President of Finance and Administration and University’s executive leadership team to facilitate strategic financial decision making.
UNE offers a generous comprehensive benefits package to eligible employees. The package includes varied health and dental plans; a retirement plan that includes up to an 8% match; extensive paid leave including holidays, vacation, sick and personal time; and educational benefits. Please visit the Human Resources Benefits site (https://www.une.edu/hr/benefits) for additional information regarding UNE’s fantastic benefits package.
- Direct management of the University’s long-range financial plan ensuring operating budget, fundraising, investment, debt, capital projects, and other non-operating activities are properly captured and forecasted.
- Manage and provide reporting on the University’s multi-year capital budget that includes annual capital renewals, planned capital investments, and ongoing deferred maintenance.
- Aid in the development of detailed funding, financing, and acquisition plans for capital projects on the multi-year plan, and the preparation of capital project funding approval materials for the Board of Trustees.
- Develop and monitor capital expenditure plans in consultation with Associate Vice President of Finance and Administration, Facilities Management, and Information Technology Services.
- Maintenance of the multi-year financial plan and monitor progress towards established financial benchmarks in accordance with the University’s financial strategic plan adopted by the Board of Trustees.
- Coordinate with external partners to manage process associated with financial strategic planning and University debt issuances.
- Developing and managing critical relationships with key stakeholders such as Vice Presidents, Deans, Associate Deans, Department Heads, Directors, Financial Managers and Controller.
- Develop and maintain ongoing financial reports and presentations for senior financial leadership, Board of Trustees, divisions and departments.
- Provide analytical support for special projects as requested by UNE’s executive leadership in the areas of capital budget, debt planning, and financial planning and analysis.
- Maintain capital budget process and policy documents.
- Other duties as assigned.
Bachelor’s degree in a relevant discipline with at least seven years of experience in increasingly responsible related positions, preferably in higher education.
- At least 7 years of budget, finance or accounting experience required with
- 5 years of capital and debt budget and planning, forecasting and financial analysis experience strategically supporting a leadership management team.
- 3-5 years of higher education experience preferred.
- Advanced knowledge and understanding of current best practices in the areas of capital budgeting, debt planning, long-range financial planning, financial ratio analysis, analytics, and forecasting.
- Demonstrated ability to maintain a climate of strong ethics, trust, and credibility; work collaboratively with units across the institution and provide sound decision support to senior leadership.
- Analytical aptitude, collaborative nature, clear communicator, mission driven, experience with financial modeling and accounting (especially in higher education or not-for-profits)
- Experience in IBM COGNOS or similar data reporting tool.
- Advance Microsoft Excel skill level
- Strong data aggregation, manipulation and analysis ability
- Knowledge of sound financial management and budgeting practices and principles; proven ability to work independently in analyzing and resolving complex financial problems; experience with higher education or not-for-profit capital budgeting.
- High level of analytical ability, emotional intelligence, and organizational, communication, and relational skill.