Senior Financial Analyst - Capital Planning

About the job Senior Financial Analyst - Capital Planning


Position: Senior Financial Analyst - Capital Planning

Trisian-Global Consulting LLC is recruiting for an experienced Senior Financial Analyst with experience supporting the capital planning process. In this role, you will be responsible for analyzing financial data, creating financial models, and providing strategic recommendations to support the company's capital planning initiatives. The ideal candidate will have a strong background in finance, excellent analytical skills, and the ability to communicate complex financial information to stakeholders.

Key Responsibilities:

• Partner with operations leaders to maintain list of capital projects and update status of projects
• Facilitate the development of long-range capital plans
• Liaise with project managers to track project progress, collect, and process project commitments, actual costs, forecasts and changes supplied by procurement, construction, planning, engineering and estimating
• Analyze project spend variances between budgets and forecasts. Inform project management including operations leaders and finance teams about cost trends and propose appropriate recommendations
• Produce month end capital reporting, including major capital reports and analysis
• Support the capital projects development and review, budgets and payback analysis
• Work with project managers to ensure post-implementation reviews are conducted and project effectiveness is measured and reported on a timely basis
• Consults with operations and project managers for:
  o capital vs expense determinations
  o asset class verification
  o asset disposal and write offs
  o internal asset transfers
  o annual property tax reporting
• Maintain the Approved for Expense (AFE) documentation process
• Support the accounting team to ensure accounting and finance activities related to month-end close and general accounting are completed accurately, and efficiently
• Special projects and other duties as assigned.

Qualifications:

• Bachelor's degree in finance or accounting
• Graduate degree in business, finance, or related field preferred
• 5 years of related experience
• Understanding and working knowledge of accounting processes, procedure, and internal controls
• Strong skills in the use of and an ability to learn the use of technology and tools related to finance, project management, and reporting
• Strong research and analysis skills
• Ability to adapt quickly and learn new tasks independently
• Excellent organization skills
• Ability to communicate and train peers on new processes and approaches
• Ability to manage competing priorities
• Highly proficient with Microsoft Office Suite
• Experience with enterprise project management suites, Oracle EBS, BI reporting is considered an asset
• Project Management
• Written and Oral Communication
• Interpersonal Skills
• Analytical thinking
• Teamwork
• Proven track record of successfully managing and executing capital planning initiatives

If you are a highly motivated and results-driven individual with a passion for finance and capital planning, we encourage you to apply for this exciting opportunity. Feel free to send your resume to View email address on click.appcast.io for immediate review.