Wellesley

Financial Planning and Analysis

• Manage the $124M budget of the college’s academic division
• Assist and advise the Provost and Deans with information and analysis for decision-making
• Develop and oversee all Provost’s Office budgets and funds
• Collaborate with department chairs and administrators on budgeting
• Serve as liaison between the Provost’s Office, academic departments, and the Office of Finance and Administration
• Ensure appropriate use of more than 200 gift funds supporting the academic mission
• Conduct financial and data analysis and develop data-driven recommendations
• Advise academic cost center managers on budget questions, policies, procedures, and deadlines
• Support faculty through internal faculty award committees and train new department chairs on budgeting processes
• Collaborate on budget development and year-end close processes
• Submit Provost’s Office budget and capital requests
• Represent the academic division on the Capital Budget Committee
• Budget and oversee endowments and gifts under the Provost’s Office
• Track gift and endowment balances and review accumulated balances with the Provost and Deans
• Develop proposals for use of new gifts in consultation with the Development Office
• Manage annual administrative salary increase and bonus processes
• Supervise and mentor the Academic Budget and Financial Operations Analyst
• Respond to tickets in the Provost Finance ticketing system as needed

Assistant Director of Academic Budget & Financial Operations