Director, Financial Planning and Budgeting

Responsibilities

• Lead the development and coordination of the annual operating and capital budget processes.
• Drive long-range financial planning, quarterly forecasting, and special projects such as debt affordability and enrollment planning.
• Manage and mentor the financial planning and budgeting team, including the Assistant Director and Financial Analyst.
• Oversee capital budget processes, ensuring alignment with university strategic plans and compliance with GAAP.
• Partner with university leadership and the President’s Cabinet to provide financial decision support through modeling and ratio analysis.
• Optimize the use of financial systems, specifically Workday and Adaptive Planning, to improve reporting and budgeting efficiency.
• Monitor revenue and expense forecasts, analyzing variances and recommending corrective actions.
• Oversee position control in partnership with Human Resources and Academic Affairs.

Requirements

• Bachelor's degree in finance, accounting, or a related field.
• 8-10 years of experience in budgeting, financial analysis, and reporting.
• Strong working knowledge of accounting and financial principles.
• High proficiency in Microsoft Excel and the Microsoft Office Suite.
• Excellent verbal and written communication skills with the ability to present to senior leadership.
• Proven ability to manage staff and handle complex financial modeling.

Preferred Qualifications

• MBA or CPA certification.
• Experience using Workday or Adaptive Planning.
• Experience working within a higher education institution.

About the Company

Bentley University is dedicated to educating creative, ethical, and socially responsible leaders. We foster a diverse and inclusive community that values the exchange of ideas and supports the lifelong development of our students. Bentley is an employer of choice, offering competitive compensation, comprehensive benefits, and a beautiful work environment in Waltham, MA.