OVERVIEW

Provide mid-level financial planning, analysis, and reporting support for capital investment initiatives and organizational projects. Ensure the accuracy, clarity, and consistency of financial data to support informed decision-making and maintain financial oversight. Collaborate with cross-functional teams and senior leadership to manage financial performance across a portfolio of capital or strategic projects.

RESPONSIBILITIES (other duties may be assigned)

1. Assist in preparing and reviewing capital budgets and forecasts by collecting, validating, and analyzing financial data.
2. Develop and maintain recurring and ad hoc financial reports and models to support investment tracking, planning, and performance monitoring.
3. Perform variance analyses comparing actual results to budget, forecast, and prior periods; identify and communicate trends or risks.
4. Collaborate with finance, operations, and project teams to ensure alignment of financial data with business objectives and compliance standards.
5. Provide analytical support for business cases, return on investment (ROI) assessments, and investment evaluations.
6. Support the implementation and adherence to financial policies and controls across relevant projects and departments.
7. Assist with internal reviews and audits by ensuring data accuracy and maintaining supporting documentation in accordance with applicable accounting standards.
8. Communicate financial insights effectively to both financial and non-financial audiences through written reports and verbal presentations.
9. Identify and recommend opportunities for process improvements in data collection, reporting, and analysis.
10. Stay current on industry and financial best practices through ongoing professional development.

QUALIFICATIONS

REQUIREMENTS: (Equivalent combinations of education, licenses, certifications and/or experience may be considered)

Education
• Bachelor's Degree in Finance, Accounting, or related field required

Experience
• Minimum 3 years' experience in financial planning and analysis required
• Previous experience with capital budgeting, forecasting, or project based financial analysis preferred
• Previous experience performing investment analysis and building financial models to support investment decisions across a variety of business areas preferred

Licenses/Certifications
• None required

Tools & Equipment:
• General Office Equipment