Capital Analyst

Requisition # 2023-18111
Date Posted 3 months ago(11/28/2023 4:13 PM)
Treasury Planning & Operations
Financial Services and Procurement
Job Type


Working as an integral member of the Director’s team, the Analyst is responsible for utilizing the University’s enterprise financial system, Peoplesoft, to support the timely and accurate management of the capital project lifecycle, encompassing project opening, budgeting, reporting, and ultimately financial closeout. Currently there are in excess of 3,700 individual capital projects in some phase of the project lifecycle which can span multiple fiscal years.  Funding of capital projects is an especially complex challenge with the funding of each project requiring informed judgement and timely decision-making, often involving multiple funding sources.  The University’s application of debt, both tax-exempt and taxable, as a financing tool for capital projects adds an additional layer of responsibility and complexity to this position.


The Analyst will also work with the Treasury Accountant and other staff to assist in the timely and accurate management of all accounting activity related to the University’s capital program portfolio.  All accounting activity overseen by this position ultimately is applied to the University’s General Ledger via Peoplesoft the University’s enterprise financial system.


The Analyst will utilize excel and other software that are used in the Treasury Planning & Operations department to support both Capital -related functions and the University’s integrated financial planning efforts. The Analyst will perform their duties independently, in collaboration with other team members and as an important partner to University departments.


The Office of Finance & Treasury actively searches for staff members of exceptional ability and promise who share in Princeton University's commitment to excellence, and who present a diversity of viewpoints and cultures. We offer varied professional opportunities spanning all aspects of financial management, analysis, and processing in support of the teaching and research mission. As part of the University community, we respect the dignity and individuality of each member while trying to foster a sense of shared experience and common purpose. We are unwavering in our commitment to both diversity and community and embrace the variety of talents, backgrounds, and perspectives of all our colleagues.


Serve as an integral team member on all aspects of the financial management of the University’s capital program and Ten-Year Capital Plan(s)

  • These responsibilities encompass different types of capital projects, including new construction, renovations, major maintenance, annual programs, real estate, and others.
  • Reconcile budgets, expenses, and funding sources for all capital projects to ensure accuracy of information and analysis.
  • Prepare quarterly funding analysis. Prepare budget and funding journal entries for capital projects.
  • Works as an integral team member in performing year-end reconciliations and true-up of budgets and funding.
  • Establish and maintain projects utilizing the Peoplesoft Financials project-costing module and proprietary excel-based and other software-based databases and files.
  • Perform program accounting, reconciliation of balances, and analysis of historical data.
  • Update and maintain the capital model, including support to the year-end roll-forward process.

Support capital project bond reimbursement (taxable and tax-exempt) process

  • Prepare management and capital budget reports for the Provost’s Office, Facilities, and other stakeholders. Support the preparation of Capital Plan updates for the Trustees.
  • Support the administration and maintenance of the University’s Integrated Financial Planning Tool, a multi-year pro-forma financial statement & forecasting application.
  • Input data from various offices into the Integrated Financial Planning tool and ensure integration and consistency.
  • Generate multi-year proforma financial statements and scenario analysis utilizing a deep understanding of various University models (operating budget, capital budget, endowment earnings/payout forecasts, long-term debt, etc.) and the overall interrelationships between these disparate models on the institution’s overall financial position.
  • Working with the Director and Manager, create new accounts and/or account groups within the tool to enhance modeling capabilities as needed. Participate in an environment of collaboration, transparency, approachability, and support.

Serve as a supporting resource to the Director, Treasury Planning and Operations

  • Perform ad-hoc analyses and reports as requested.
  • Resolve any capital or strategic planning issues that may arise.


Bachelor's degree

  • Strong Excel skills with demonstrated interest and ability to work with large datasets.
  • Experience with Peoplesoft project/costing or a comparable enterprise financial system is ideal.
  • Two to four years of experience.

Princeton University is an Equal Opportunity/Affirmative Action Employer and all qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity or expression, national origin, disability status, protected veteran status, or any other characteristic protected by law. KNOW YOUR RIGHTS

Standard Weekly Hours


Eligible for Overtime


Benefits Eligible


Probationary Period

180 days

Essential Services Personnel (see policy for detail)


Physical Capacity Exam Required


Valid Driver’s License Required


Experience Level




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