Director, Finance Capital and Planning

Director Of Capital Planning And Tracking

When you join the growing BILH team, you're not just taking a job, you're making a difference in people's lives.

The Director of Capital Planning and Tracking is responsible for leading the development, execution, and monitoring of the organization's capital investment strategy. This role ensures that capital projects and expenditures align with organizational goals, financial sustainability, and operational priorities. The Director provides strategic oversight of capital budgeting, financial modeling, performance tracking, and reporting, while serving as a trusted advisor to executive leadership.

Essential Duties & Responsibilities including but not limited to :

Capital Budgeting & Forecasting

Direct the annual capital budget process, integrating with operating budgets.

Oversee financial modeling and scenario analyses to support investment decisions.

Monitor capital spending forecasts, ensuring projects remain within approved budgets.

Tracking & Reporting

Establish frameworks and tools for tracking capital project performance (budget, schedule, ROI).

Develop executive-level dashboards and reports to communicate capital status and risks.

Ensure compliance with organizational policies, accounting standards, and regulatory requirements.

Reconcile anticipated project cash flows vs actual spend

Strategic Capital Planning

Lead the development of the multi-year capital plan in alignment with organizational strategy.

Evaluate and prioritize capital requests based on financial impact, risk, and operational need.

Partner with senior leadership, facilities, IT, and operations to ensure capital allocation supports growth and sustainability.

Governance & Risk Management

Manage capital governance processes, including review committees and approval workflows.

Identify risks related to capital deployment and recommend mitigation strategies.

Ensure transparency and accountability in capital decision-making and reporting.

Leadership & Collaboration

Lead a team responsible for capital planning, tracking, and reporting.

Foster strong cross-functional relationships with finance, operations, facilities, IT, and strategy teams.

Provide thought leadership on emerging trends and best practices in capital planning.

Minimum Qualifications :

Education : Bachelor's Degree in Accounting, Business, or a related field from an accredited institution required. CPA or Master's degree in Accounting or Business Administration preferred.

Licensure, Certification & Registration : None

Experience :

Minimum 7 years' finance / accounting experience in a healthcare delivery organization required.

Minimum of 3 years of progressive leadership experience required.

Skills, Knowledge & Abilities :

Strong knowledge of capital project management, financial modeling, and performance tracking.

Proven ability to influence and collaborate with executive leaders and cross-functional teams.

Excellent analytical, communication, and presentation skills including PowerPoint and presentation material development.

Experience with ERP, financial planning, or capital tracking systems preferred.

Strategic and analytical thinking

Financial and accounting acumen

Knowledge of healthcare finance and operations

Results-driven project oversight

Leadership and team development

Change management and adaptability

As a health care organization, we have a responsibility to do everything in our power to care for and protect our patients, our colleagues and our communities. Beth Israel Lahey Health requires that all staff be vaccinated against influenza (flu) as a condition of employment.

More than 35,000 people working together. Nurses, doctors, technicians, therapists, researchers, teachers and more, making a difference in patients' lives. Your skill and compassion can make us even stronger.

Equal Opportunity Employer / Veterans / Disabled