Financial Analyst, Capex

Duties & Responsibilities

• Monitor CapEx expenditures, reconcile project budgets, and ensure compliance with established financial controls and approval processes.
• Develop and maintain project-level and portfolio-level CapEx forecasts.
• Analyze budget-to-actual performance and identify key drivers of project cost variances.
• Support annual capital budgeting and long range capital planning initiatives.
• Monitor committed costs, purchase orders, contracts, and actual expenditures throughout the project lifecycle.
• Affiliate in forecasting project cost-to-complete estimates and anticipated budget impacts.
• Evaluate the financial impact of change orders and scope modifications.

Reporting & Analytics

• Prepare weekly, monthly, and quarterly CapEx reporting packages for leadership and stakeholders.
• Develop and maintain dashboards, KPIs, and data visualizations used to monitor project and portfolio performance.
• Track project financial performance metrics including budget utilization, forecast accuracy, cost variances, and capital deployment trends.
• Analyze historical spending trends and provide recommendations to improve forecasting accuracy and capital allocation decisions.
• Support preparation of executive presentations, capital requests, and project funding analyses.

Project Support & Cross Functional Collaboration

• Partner closely with Construction, Asset Management, Development, and Accounting teams to ensure accurate project financial reporting and cost tracking.
• Review and track purchase orders, change orders, pay applications, and project financial documentation.
• Affiliate with monthly and quarterly close processes related to capital expenditures.
• Affiliate with project closeout activities, including final budget reconciliation and financial reporting.
• Maintain project financial data and reporting systems to ensure accuracy and consistency.

Qualifications

• Bachelor's degree in Finance, Accounting, Business, Economics, Construction Management, Real Estate, or a related field preferred.
• 2–5 years of experience in construction finance, project controls, capital projects, real estate development, financial analysis, or related fields preferred.
• Strong understanding of budgeting, forecasting, cost controls, and financial reporting.
• Experience reviewing project budgets, change orders, pay applications, and construction cost reports preferred.
• Advanced proficiency in Microsoft Excel, including pivot tables, lookups, financial modeling, and data analysis.
• Strong analytical, quantitative, and problem-solving skills.
• Experience working with large datasets and reporting tools.
• Experience with Power BI, Tableau, or similar business intelligence platforms preferred.
• Experience with Yardi, Entrata, Banner, Procore, or similar construction and real estate systems preferred.
• Strong attention to detail and organizational skills.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities and deadlines in a fast-paced environment.
• Strong interpersonal skills and ability to collaborate effectively across departments.

Core Competencies

• Financial Analysis
• Budgeting & Forecasting
• Project Cost Controls
• Variance Analysis
• Capital Planning
• Data Analytics
• Strategic Thinking
• Problem Solving
• Time Management
• Cross Functional Collaboration

Tools & Software

• Advanced Microsoft Excel
• Procore
• Power BI
• Tableau
• Yardi
• Entrata
• Banner
• Microsoft Office Suite
• Financial Reporting and Business Intelligence Platforms

Compensation + Benefits

• Salary: $105,000 – $115,000 base salary with the opportunity for performance-based bonuses.
• Benefits package includes medical, dental, vision, Life/AD&D, 401(k) with company match, paid time off, and holidays.

The Company is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.