Capital Analyst

Required Education

Bachelor’s degree in business administration, Information Technology, or a related field (or equivalent combination of education, training, and experience).

Required Qualifications

• Thorough knowledge of accounting and finance principles
• Excellent verbal and written communication skills and the ability to present financial analysis to management
• Proficiency in Microsoft Excel, Word, and PowerPoint software
• Working knowledge of popular financial management applications
• Experience with fixed assets, capital project management, or capital project budgeting preferred
• Understanding of CapEx vs. OpEx principles and financial governance

Preferred Qualifications

• Strong analytical and problem-solving skills with attention to detail
• Ability to exercise independent judgment and initiative in complex scenarios
• Excellent communication and collaboration skills across cross-functional teams
• Familiarity with AI and automation tools for process optimization
• Knowledge of IT project lifecycle and software implementation practices

Responsibilities

• Project Assessment & Intake
  • Review incoming project requests for alignment with capital policy and strategic objectives
  • Validate completeness of Statements of Work (SOWs) and supporting documentation
• Capital vs. O&M Analysis
  • Analyze project deliverables and costs to determine proper classification (CapEx vs. OpEx)
  • Provide clear documentation and recommendations for financial coding
• Stakeholder Collaboration
  • Partner with IT teams, Finance, and project managers to ensure accurate intake and classification
  • Communicate findings and recommendations in clear, concise language for both technical and non-technical audiences
• Governance & Compliance
  • Ensure adherence to internal capital software policy and regulatory requirements
  • Maintain accurate records for audit and reporting purposes
• Process Improvement
  • Identify opportunities to streamline intake and classification workflows
  • Leverage automation and AI tools (e.g., Microsoft Copilot) to enhance efficiency and accuracy