Capital Planning Analyst

Job Description

Job Description

Capital Planning Analyst

A leading, growth-oriented manufacturing organization is seeking a Senior Financial Analyst – Capital Planning to support enterprise-wide capital investment strategy and execution. This role partners closely with operations, engineering, and finance leadership to drive visibility, discipline, and ROI across capital projects. This is a highly visible position with direct interaction with plant leadership and senior finance stakeholders.

Key Responsibilities

• Partner with operations leadership across multiple sites to track and maintain capital project pipelines
• Support development of long-range capital investment plans aligned with business strategy
• Monitor project performance by tracking commitments, actuals, forecasts, and scope changes
• Analyze variances between budget and forecast; identify trends and provide actionable recommendations
• Prepare monthly capital reporting packages and executive-level analysis
• Assist in evaluating capital projects, including budgeting and return/payback analysis
• Ensure post-completion reviews are conducted to assess project effectiveness and ROI
• Advise on capital vs. expense classifications, asset categorization, and asset lifecycle events
• Maintain capital authorization documentation and governance processes
• Support month-end close activities related to capital and fixed assets
• Collaborate cross-functionally with accounting, procurement, engineering, and operations teams
• Contribute to process improvements and system enhancements related to capital planning and reporting

Qualifications

• Bachelor’s degree in Finance, Accounting, or related field
• 5+ years of experience in financial analysis, capital planning, or project accounting (manufacturing or capital-intensive environment preferred)
• Strong understanding of accounting principles, internal controls, and financial reporting processes
• Experience analyzing large-scale capital projects and investment performance