Financial Analyst - Capital Planning

About the role

We are looking for a self-starter, creative problem solver, and strong communicator who thrives on new challenges and has an achievement-oriented mindset. You will play a key role in supporting capital planning and investment decisions while driving continuous improvement, reporting innovation, and process efficiencies across the organization.

Responsibilities

• Partner with mill operations leaders to manage capital project portfolios, maintain project data integrity, and provide ongoing visibility into project status, risks, and opportunities.
• Collaborate with project managers, procurement, construction, engineering, and planning teams to monitor project progress, actual costs, forecasts, and scope changes throughout the project lifecycle.
• Analyze capital spending performance, budget-to-forecast variances, and key cost drivers.
• Communicate trends, risks, and recommendations to operations leadership, project teams, and finance stakeholders.
• Develop and enhance reporting processes that provide meaningful insights into capital project performance and portfolio management.
• Drive reporting process improvements through automation, data analysis, and the implementation of scalable solutions that improve efficiency and support decision-making.
• Partner with stakeholders to identify reporting needs, translate business requirements into meaningful analytics, and continuously improve reporting capabilities and user experience.
• Produce monthly capital reporting packages, including major project analysis, executive summaries, KPI reporting, and management presentations.
• Support capital project evaluation, business case development, budgeting, forecasting, and payback analyses to support investment decisions.
• Facilitate post-implementation reviews to evaluate project effectiveness, measure expected returns, and capture lessons learned.
• Serve as the Smartsheet Subject Matter Expert, supporting project tracking, workflow optimization, and process standardization initiatives.
• Provide guidance on capital versus expense classifications and ensure compliance with accounting policies and internal controls.
• Maintain and continuously improve the Approved for Expenditure (AFE) process, documentation, and governance requirements.
• Support month-end close activities by partnering with Accounting and Finance teams to ensure accurate and timely project-related accounting and reporting.
• Support the development of long-range capital plans through data analysis, scenario modeling, and collaboration with operational leaders.
• Lead or participate in continuous improvement initiatives that enhance reporting, planning, forecasting, and capital management processes.
• Complete special projects and other duties as assigned.

Qualifications

• Bachelor's degree in Finance, Accounting, Business, Engineering, or a related field.
• 3+ years of experience in financial analysis, capital planning, project controls, project accounting, or a related discipline.
• Strong understanding of accounting principles, financial processes, internal controls, and capital investment analysis.
• Strong skills in the use of and ability to learn technologies and tools related to finance, project management, reporting, and analytics.
• Experience identifying and implementing process improvements, automation opportunities, and reporting enhancements is considered an asset.
• Strong analytical, problem-solving, and critical-thinking skills with the ability to translate complex data into meaningful business insights.
• Ability to work independently, manage ambiguity, and drive initiatives with limited direction.
• Proven ability to build relationships and communicate effectively with both technical and non-technical stakeholders.
• Excellent organizational skills with the ability to manage multiple priorities and deadlines in a fast-paced environment.
• Strong written and verbal communication skills, including the ability to present findings and recommendations to leadership.
• Highly proficient with Microsoft Office Suite, particularly Excel and PowerPoint.
• Experience with Oracle EBS, Smartsheet, enterprise project management systems, and business intelligence/reporting tools such as Power BI.

Other Competencies

• Business Partnering & Stakeholder Management
• Project Management
• Data Analytics & Visualization
• Process Improvement & Continuous Improvement Mindset
• Written and Oral Communication
• Interpersonal Effectiveness
• Analytical & Strategic Thinking
• Results Orientation
• Teamwork & Collaboration
• Change Agility
• Initiative & Self-Motivation

Benefits

• Benefits starting Day 1
• Competitive starting pay
• On-the-job training
• A culture that strongly believes in promoting from within
• Medical, Dental, and Vision Insurance
• Wellness Pay Program
• 401k with company match & retirement contribution
• Stock Purchase Plan
• Life Insurance
• Disability Insurance
• Paid vacations and holidays