• Job Description

  Req#: CAPIT003315

  Who We Are

  Founded in 1926, the Colonial Williamsburg Foundation is a private, not-for-profit educational, historic, and cultural institution that owns and operates one of the largest and best-known museum complexes in the world. Our mission is “that the future may learn from the past” through preserving and restoring 18th-century Williamsburg, Virginia’s colonial capital. We engage, inform, and inspire people to learn about this historic capital, the events that occurred here, and the diverse peoples who helped shape a new nation.

  Today, Colonial Williamsburg is the largest living history museum in the U.S. The Historic Area is the 301-acre restored colonial capital with 89 original buildings and 525 buildings reconstructed to how they appeared in the 18th century through extensive archaeological, architectural, and documentary research. The Historic Area is staffed by highly trained, historically dressed interpreters and expert tradespeople who bring the 18th century to life. The Foundation also owns and operates two world-class museums, the DeWitt Wallace Decorative Arts Museum, and the Abby Aldrich Rockefeller Folk Art Museum, The Bob and Marion Wilson Teacher Institute, and a renowned research library, the John D Rockefeller Jr Library.

  Additionally, Colonial Williamsburg is home to five world class accommodations at the Williamsburg Inn, Williamsburg Lodge Autograph Collection, the Griffin Hotel, the Williamsburg Woodlands Hotels and Suites and the unique Colonial Houses in the Historical Area. Visitors may also indulge in food and drink at our many on site restaurants and taverns that blend a historically inspired dining experience with today’s evolved tastes. Each year over 5 million people visit Williamsburg and another 20 million engage with us digitally.

  About the Position

  The Financial and Operations Department is seeking a highly skilled and experienced Capital Planning Data Analyst to join our team. This role requires expertise in data collection, analysis, and visualization, including the creation of reports and dashboards, and the ability to interpret complex data sets to provide actionable insights. Responsibilities include leveraging tools such as Excel, SQL, Python, R, Tableau, Robotic Process Automation (RPA), and Visual Basic for Applications (VBA) to identify areas for improvement and enhance the efficiency and accuracy of financial processes. The ideal candidate will possess meticulous attention to detail and a commitment to supporting strategic decision-making that promotes long-term financial growth and stability.

  Essential Functions:

  Primary Responsibilities

  1. Capital Planning: Construct financial models for capital planning, real estate, deferred maintenance, and facilities cost analysis and multi-year budgets to assess investment needs, evaluate potential risks, optimize resource allocation, and support informed decision-making processes.
  2. Financial Planning and Analysis: Develop accurate financial models, budgets, and forecasts to support strategic decision-making and resource allocation.
  3. Data Analysis and Reporting: Analyze large datasets to uncover trends, patterns, and insights, creating detailed reports and dashboards for stakeholders.
  4. Process Improvement: Identify and implement process enhancements to optimize efficiency and accuracy in data operations.
  5. Technical Expertise: Design and execute solutions using RPA, VBA, SQL, Python, R, Power BI, and other statistical tools to streamline data management and reporting processes.
  6. Collaboration: Partner with cross-functional teams to translate data into actionable insights and effectively communicate findings to diverse audiences.
  7. Compliance and Security: Ensure strict adherence to data security protocols and regulatory standards while maintaining confidentiality in all data-related activities.

  Business Support

  1. Work closely with cross-functional teams to deliver insights that drive business decisions. Communicate findings clearly and effectively to non-technical stakeholders.
  2. Develop and design ad hoc reports for divisional and finance management.
  3. Support other divisions and colleagues as needed.

  Organizational and Department Service Standard Requirements:

  1. Maintain courteous and effective interactions with colleagues.
  2. Demonstrate a commitment to meeting and exceeding customers’ needs consistently.
  3. Remain current on organization-wide requirements.
  4. Perform all other duties as needed or directed to meet the needs of the department.

  Required and Preferred Education and Experience:

  Required

  • Education: Bachelor's degree in Finance, Economics, Statistics, Computer or Data Science, or a related field.
  • Experience: Minimum of 3 years of experience in data analysis, financial modeling, and process automation within a finance and operations environment.
  • Technical Skills: Proficiency in RPA tools (e.g., UiPath, Blue Prism), VBA programming, and advanced Excel functions. Familiarity with other financial analysis tools such as SQL, Python, and ERP systems.
  • Analytical Skills: Strong analytical and problem-solving abilities, with a keen attention to detail and accuracy.
  • Business Acumen: Understanding of facilities operations, real estate and industry challenges.
  • Capital Planning: Experience developing and monitoring multi-year capital and deferred maintenance plans
  • Communication Skills: Excellent verbal and written communication skills, with the ability to present complex data insights clearly and concisely.
  • Team Player: Ability to work effectively in a collaborative team environment, managing multiple tasks and priorities.
  • Adaptability: Flexibility to adapt to changing business needs and technologies. Eagerness to learn and apply new skills and tools.

  Preferred

  • Advanced degree
  • Experience in a not-for-profit sector
  • Certification in RPA tools and methodologies
  • Advanced proficiency with PowerPoint (e.g., board and executive presentations)
  • Experience with other analysis tools (e.g., SQL, Python) and data visualization tools (e.g., Tableau, PowerBI)
  • Experience using Workday ERP (esp. Finance, Human Capital, and Adaptive Planning)
  • Project management skills and experience

  Qualifications:

  This position is not remote and candidates must be eligible and able to live and work in the state of Virginia.

  Aptitudes and abilities that lead to success in this role include:

  1. Systematic and logical approach to building financial models
  2. Ability to work both independently and as a member of a team
  3. Flexibility and courtesy as priorities evolve dynamically

  Equal Opportunity Employer
  This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

• About the company

  Experience the largest outdoor educational living museum in the country, through immersive and authentic 18th-century programming for our guests.

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