Lead, Finance Capital Planning

About the role

The Lead, Finance Capital Planning is responsible for the financial management of the enterprise capital project portfolio and capital plan for the assigned company. The role oversees and maintains the system of accounting, budgeting, forecasting and financial reporting for capital project costs and benefits, as well as budgeting and reporting on the overall capital plan. The position works with key stakeholders and partners across the company and presents results and issues to senior leaders on a regular basis.

Responsibilities

• Administer the process for tracking capitalization of spending in accordance with the enterprise capitalization policy set by the Accounting Department.
• Provide input to monthly journal entries and advise on capitalization decisions, collaborating with the Accounting Department as needed.
• Work with EPMO and IT to provide input for invoice accruals to the Accounting Department.
• Develop and administer the process for identifying in‑service dates for capitalized assets and provide input for fixed‑asset accounting.
• Coordinate the development of project budgets and forecasts; guide, support, and oversee project managers, consolidating budgets and forecasts for reporting.
• Assist project managers and business owners in identifying and quantifying project benefits and financial value metrics (ROI, NPV, etc.).
• Develop the annual capital plan and forecasting, incorporating operating‑expense components of capital projects into the financial budget and forecasts.
• Manage tracking of actual project spend and other capital expenditures.
• Develop or redesign project and capital‑plan financial reporting; lead financial reporting to various stakeholders, including the Senior Leadership Team.
• Provide reporting and support to the Strategic Transformation Office as needed.
• Lead presentation of results and discussions at the monthly Capital Finance Review.
• Drive identification, tracking, and reporting of actual financial benefits derived from project and capital investments.
• Perform other duties as assigned.

Requirements

• Bachelor’s degree in accounting, finance, or a related field.
• Minimum 7 years of experience in accounting, budgeting, cost accounting, or financial analysis.
• Demonstrated experience supporting IT organizations or large‑scale technology initiatives.
• Proficiency working with financial data and interpreting results.
• Experience creating both general financial models and complex project‑specific financial models, with advanced Excel formula skills.
• Familiarity with accounting/ERP software and financial planning tools (preferred).
• Participation in, adherence to, and support of compliance program objectives.
• Ability to interact cooperatively and respectfully with other employees.

Benefits

• Top‑of‑the‑industry health, dental, and vision insurance.
• 20 days paid time off.
• 4 weeks paid parental leave.
• 9 paid holidays.
• 401(k) company match up to 5% with no vesting requirement.
• Adoption Assistance Program.
• Flexible Spending Account.
• Educational Assistance Plan and professional membership assistance.
• Referral Bonus Program – up to $750.