Director of Financial Planning and Analysis


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Williams College
Williamstown, MA 01267
Website: Click Here

Company Description:
Established in 1793 with funds bequeathed by Colonel Ephraim Williams, the college is private, residential, and liberal arts, with graduate programs in the history of art and in development economics. The undergraduate enrollment is approximately 2,000 students.
Director of Financial Planning and Analysis
Full Time
Bachelor's Degree

Director of Financial Planning and Analysis

Location: Williams Campus,Williamstown
Job ID: 302699
Full/Part Time: Full Time

Opening Details

Williams College is excited to announce an opening for the Director of Financial Planning and Analysis. Reporting to the AVP for Finance, the Director of Financial Planning & Analysis manages the college's operating and capital budgets and long-term financial models. This position leads the team responsible for the budget development, financial analyses and reporting that supports senior leadership in strategic resource allocation and informs decision making. The successful candidate will be a leader and expert in budgeting, financial modeling, capital management financing, and treasury. They must consistently demonstrate the highest order of integrity and be oriented to detail, action, solutions, results, teamwork, and continuous improvement.

The Director of Financial Planning and Analysis will support the mission of the college to provide a nurturing educational environment. We are committed to building a diverse and inclusive community and strongly encourage candidates from underrepresented groups or who have experience working with a broadly diverse student population to apply.

Hybrid work arrangements may be available with approval for employees based in NY, MA, CT, or VT; subject to review and revision as policy evolves.


Responsibilities of this position include, but are not limited to:
  • Leading the budget team in the development, implementation, monitoring, and analyses of the annual operating budget including fiscal resource allocation of unrestricted, discretionary, grants, endowments and restricted gifts. Partner with leadership to ensure a transparent, collaborative process.
  • Collaborating with area managers and senior management to compile and prioritize the managers, salaries and benefits, renewal, grant, and revenue schedules that support the annual operating budget.
  • Identifying, designing, and implementing financial models that support the evaluation of strategic initiatives including program development and projection, scenario analysis, funding and return on program investment.
  • Creating analysis and reports which allow senior leadership, the Board of Trustees and its committees, to make accurate and informed decisions.
  • Managing budget plans in Workday, including the loading of budget data and the on-going maintenance of budgets and related amendments.
  • Maintaining college-wide position budget; collaborate with Human Resources, Payroll and area managers on costing allocations.
  • Collaborate with external advisors including debt consultants, legal counsel, bank representatives, among others.
  • Partner in the reconciliation of activity across all sources and formats; budget activity to GAAP to fundraising.

  • Bachelor's Degree in a related field plus at least 8 years of Financial Management experience, or an equivalent combination of education and experience.
  • MBA, CFA, CPA, or equivalent experience required.
  • Advance knowledge of modeling and forecasting methodologies. Experience with designing and executing strategy-based financial analyses, including scenario modeling.
  • Ability to manage large amounts of data and clearly identify, report and present key findings. This includes supporting key operational decisions with high quality financial analysis and communicating complex material in easy-to-understand terms.
  • Demonstrated knowledge of debt, treasury, and cash management; experience with tax-exempt debt issuance and related compliance.
  • Excellent organizational skills; ability to plan work, set and manage multiple priorities and changes in schedules to meet anticipated and established deadlines; effectively managing a team to bring about the successful completion of deliverables.
  • A collaborative working style and ability to build strong relationships with people at all levels of the organization and from diverse backgrounds.
  • Advanced technical skills including financial planning and accountings systems, complex spreadsheets and Microsoft Office and Google suites; relational database management.
  • Experience in higher education, Workday, and Financial Planning tools (e.g., Adaptive) preferred.

Application review will begin on May 10, 2024, and will continue until the position is filled. Pay begins at $160,000 per year, commensurate with experience. Job band 2-B. Please visit to apply - all applications will be reviewed by the search committee.

Conditions of Employment

Employment at Williams is contingent on the verification of background information submitted by the applicant, including the completion of a criminal record check, and education when applicable.

Equal Employment Opportunity

Beyond meeting fully its legal obligations for non-discrimination, Williams College is committed to building a diverse and inclusive community where members from all backgrounds can live, learn and thrive. As part of this commitment, we will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process please feel free to contact us via phone at (413) 597-2681 or email at

To apply, visit

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