Director, Finance Capital and Planning jobs in United States
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Beth Israel Lahey Health · 1 day ago

Director, Finance Capital and Planning

Beth Israel Lahey Health is a growing healthcare organization dedicated to making a difference in people’s lives. The Director of Capital Planning and Tracking is responsible for leading the capital investment strategy, ensuring projects align with organizational goals, and providing oversight of budgeting and performance tracking.

Elder CareHealth CareHospitalPrimary and Urgent CareProfessional ServicesTraining

Responsibilities

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
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
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
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
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

Qualification

Capital project managementFinancial modelingPerformance trackingHealthcare financeERP systemsAnalytical skillsChange managementCommunication skillsLeadership skills

Required

Bachelor's Degree in Accounting, Business, or a related field from an accredited institution required
Minimum 7 years' finance/accounting experience in a healthcare delivery organization required
Minimum of 3 years of progressive leadership experience required
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
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

Preferred

CPA or Master's degree in Accounting or Business Administration preferred
Experience with ERP, financial planning, or capital tracking systems preferred

Company

Beth Israel Lahey Health

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Beth Israel Lahey Health Center offers patient care, urgent care, assisted living, and research and education services.

Funding

Current Stage
Late Stage

Leadership Team

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Robert Fields
Chief Clinical Officer and Executive Vice President
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Company data provided by crunchbase