Director, Financial Planning and Budgeting

About the role

The Director drives the development of Bentley’s operating budgets, capital budgets, long-range plans, special projects, and other planning efforts. This position is also responsible for the comprehensive quarterly forecast processes for the University.

Responsibilities

• Lead the coordination and development of the annual budget process - developing the timeline and facilitating and coordinating the preparation, submission, compilation, and review of information from cost center managers across the university.
• Participate and help lead the university capital budget process including working with capital project managers and department directors on the development, tracking and reporting of university capital funds.
• Collaborate with large capital planners, such as Facilities and Information Technology divisions, to ensure capital projects align with university strategic plans and department goals.
• Ensure that the detail of the capital annual plan and long-range plan and related depreciation are compliant with GAAP and university policies.
• Manage and lead the Assistant Director, Budget and the Financial Analyst, to who serve as cross-functional points-of-contact to the university community regarding budget questions, issues and end-user training for operating, capital and position budgeting.
• Act as a lead/primary resource between business units and Financial Planning & Budget Office.
• Ensure training materials and training sessions are up to date for key users and cost center managers to utilize Workday financials and Workday adaptive applications.
• Use strong financial systems skills and the ability to problem-solve technology issues in a complex systems environment.
• Collaborate with IT and Business Systems team to ensure effective reporting and the Workday budgeting and planning modules are delivered and functioning properly.
• Oversee the detailed account balances for annual budget load in Workday for each cost center to ensure Trustee-approved budgets are rolled out effectively and put into place for operations.
• Maintain financial control by monitoring spending trends and approving budget adjustments.
• Lead efforts to maximize and optimize Workday and Adaptive planning.
• Provide the Financial Planning and Budget team with guidance and goals to ensure systems are being leveraged as best as possible.
• Collaborate with university leadership and the finance division to inform long-range strategic financial planning, including potential new academic programs, ROI, divestment and investment in university operations.
• Represent the Office of Financial Planning and Budget on campus-wide committees and serve as a financial expert to others in this capacity at the University.

Requirements

• Bachelor’s degree in finance, accounting or related field with at least 8-10 years of budgeting, analysis and reporting experience.
• MBA and/or CPA preferred.
• Strong working knowledge of accounting and financial principles and the ability to develop, analyze and communicate financial information at an institution of higher education.
• High proficiency with the Microsoft Office Suite, particularly Excel, and a demonstrated ability to employ multiple systems in the tracking, modeling and analysis of financial information.
• Workday and Adaptive Planning experience is a plus.
• Proficiency and comfort with forecasting anticipated outcomes based on limited data and evolving assumptions.
• Excellent organizational skills, attention to detail, ability to multi-task and work under pressure; self-motivation, high energy and engagement and a positive attitude.
• Excellent verbal and written communication skills, presentation skills, and the presence to interact with senior leadership.
• Ability to maintain confidentiality.

Qualifications

• Strong working knowledge of accounting and financial principles and the ability to develop, analyze and communicate financial information at an institution of higher education.
• High proficiency with the Microsoft Office Suite, particularly Excel, and a demonstrated ability to employ multiple systems in the tracking, modeling and analysis of financial information.
• Workday and Adaptive Planning experience is a plus.
• Proficiency and comfort with forecasting anticipated outcomes based on limited data and evolving assumptions.
• Excellent organizational skills, attention to detail, ability to multi-task and work under pressure; self-motivation, high energy and engagement and a positive attitude.
• Excellent verbal and written communication skills, presentation skills, and the presence to interact with senior leadership.
• Ability to maintain confidentiality.

Skills

• Strong working knowledge of accounting and financial principles and the ability to develop, analyze and communicate financial information at an institution of higher education.
• High proficiency with the Microsoft Office Suite, particularly Excel, and a demonstrated ability to employ multiple systems in the tracking, modeling and analysis of financial information.
• Workday and Adaptive Planning experience is a plus.
• Proficiency and comfort with forecasting anticipated outcomes based on limited data and evolving assumptions.
• Excellent organizational skills, attention to detail, ability to multi-task and work under pressure; self-motivation, high energy and engagement and a positive attitude.
• Excellent verbal and written communication skills, presentation skills, and the presence to interact with senior leadership.
• Ability to maintain confidentiality.

Benefits

In alignment with the Massachusetts Pay Transparency Act and our commitment to equity and transparency, we’re sharing the salary grade range for this role. The grade range is based on market data and the scope of responsibilities. Final pay will depend on your experience, education, and other relevant qualifications.

Pay

The salary grade range for this role is $118,708 - $207,803.

Schedule

N/A