The
Senior Financial Analyst position is responsible for driving financial analysis, reporting, and performance management related to the company's fixed asset portfolio and capital expenditure program across SSA Marine / Carrix. This role serves as the primary finance business partner to Accounting, Operations, and project leadership, providing in-depth capitalization reporting, capex-to-budget variance analysis, and spend analytics to support sound investment decision-making. The ideal candidate combines strong FP & A fundamentals with a deep understanding of fixed asset accounting, capitalization policy, and project-level financial oversight, and can translate complex data into clear, actionable guidance for non-finance stakeholders.
- Support the annual capital expenditure budgeting process and ongoing forecasting cycles, partnering with Operations, IT, and business unit finance teams to ensure alignment with company-wide investment objectives.
- Develop and maintain fixed asset financial models, including project-level capex tracking, capex vs. opex classification analysis, asset life cycle cost planning, and budget-to-actual reporting by asset category and business unit.
- Prepare and maintain the monthly capitalization report, ensuring accurate and timely reflection of in-service assets, CIP balances, and depreciation forecasts across all business units.
- Provide monthly and quarterly variance analysis for capital spend, identifying trends, risks, and opportunities with actionable recommendations for Finance and Operations leadership.
- Drive fixed asset spend analytics frameworks, including tracking capital project expenditures by phase, evaluating appropriate units of measure for asset categories, and assessing account structures within financial systems (e.g., IFS).
- Support capital project portfolio management, tracking budget-to-actual by project, monitoring CIP aging, flagging assets ready for placement in service, and escalating variances proactively.
- Partner with Accounting to ensure accurate capitalization entries, proper asset additions and disposals, depreciation alignment, and subledger-to-GL reconciliation.
- Support fixed asset audit processes, including preparation of PBC schedules, capital project documentation, and technical support for capitalization policy questions.
- Collaborate with IT and Finance systems teams on ERP fixed asset module integrity, including project code utilization, PO/invoice oversight, and supplier-level spend reconciliation.
- Prepare and present executive-level capital investment reviews, communicating financial implications and the portfolio health clearly to non-finance audiences.
- Other duties as assigned.
- Bachelor's degree in accounting, Finance, or equivalent from an accredited university.
- An MBA or professional certification (CPA, CFA) is preferred but not required.
- Minimum of 5-7 years of relevant FP & A, financial reporting, or fixed asset finance experience.
- Experience in fixed asset accounting, capital project finance, or finance business partnering within an operationally complex or asset-intensive organization is strongly preferred.
- Experience with PO and invoice processing workflows and capital project code management is preferred.
- Demonstrated expertise in capitalization reporting, capex forecasting, and variance analysis; working knowledge of ASC 360 and GAAP capitalization vs. expensing criteria is a plus.
- Strong analytical and financial modeling skills; advanced proficiency in Microsoft Excel (Power Pivot, Power Query); experience with Power BI or other BI tools preferred.
- Familiarity with ERP and financial management systems (e.g., IFS, Hyperion, SAP, or similar); experience with fixed asset modules, semantic models, or data layers is a plus.
- GAAP knowledge and understanding of capital vs. operating expense treatment, CIP management, and asset depreciation methodologies.
- Proven ability to communicate complex financial concepts clearly to non-finance stakeholders, including operations and project leadership.
- Strong interpersonal skills with the ability to build relationships across Accounting, Finance, IT, and business unit teams.
- Detail-oriented with a track record of improving financial processes through technology and automation.
Supervisory Responsibilities: No
Work Environment:- Exposure to computer screens.
- Required hybrid in-office work schedule.
- The noise level in the work environment is usually moderate.
- Required job duties are normally performed in a climate-controlled office environment.
Pay Range: $110,000 - 130,000 per year
