Overview
This role involves leading and scaling the enterprise capital planning and investment governance process across Technology, Product, Engineering, and Operations, with selective support for General & Administrative (G&A) functions. Reporting to the Senior Director of FP&A, the position is central to capital allocation decisions and partners closely with senior leadership to drive investment decisions, ensuring discipline and transparency in capital deployment.
Responsibilities
- Design, implement, and operate a scalable capital budgeting process including project intake, scoring/prioritization, approval thresholds, funding allocation, and governance forums.
- Implement and enforce CAPEX policies and approval workflows in partnership with Accounting and Leadership.
- Lead capital governance forums to ensure consistent, disciplined decision-making across functions.
- Improve transparency and accountability across the investment approval process.
- Build and maintain rigorous capital models (NPV, IRR, payback, scenario/sensitivity analysis) and standardized business-case templates for companywide investments.
- Evaluate trade-offs across projects and recommend funding prioritization aligned with strategic objectives.
- Translate complex financial analysis into clear, actionable insights for executive leadership.
- Develop multi-year capital plans aligned with company strategy, growth priorities, and resource constraints.
- Partner with functional leaders to translate product roadmaps, engineering plans, and operational initiatives into investment plans.
- Identify capacity constraints and capital allocation trade-offs across the organization.
- Support annual planning and long-term strategic planning processes.
- Own end-to-end tracking of capital investment including budget vs. actual, commitments, milestones, and variances.
- Prepare executive-level CAPEX reporting and dashboards on performance.
- Conduct benefits-realization reviews, capture lessons learned, and drive process improvements to increase forecasting accuracy and ROI.
- Automate reporting, standardize templates, and shorten approval cycle times.
- Collaborate across the organization to develop cost estimates, align headcount/capacity plans, and prioritize investments.
- Mentor junior analysts and facilitate capital governance meetings.
Requirements
- Minimum 6 years of relevant experience in FP&A, corporate finance, capital planning, project finance, or similar roles supporting technology.
- Strong financial modeling skills including NPV, IRR, and scenario/sensitivity analysis.
- Proven experience building investment business cases.
- Direct experience owning or managing capital budgeting, CAPEX governance, or project portfolio processes.
- Knowledge of software capitalization accounting and CAPEX/OpEx distinctions.
- Advanced Excel skills; experience with planning systems such as Anaplan or Adaptive and BI tools like Tableau or Power BI preferred.
- Excellent stakeholder management, communication, and presentation skills.
- Bachelor’s degree in Finance, Accounting, Economics, Engineering, or related field.
- MBA required.
Skills and Abilities
- Results-oriented with a bias for action and a continuous improvement mindset.
- Strategic thinker with strong attention to detail.
- Collaborative influencer capable of working across technical and financial stakeholders.
- Comfortable managing competing priorities in a fast-paced environment.
Compensation and Benefits
- Base salary range: $125,000 to $135,000 annually.
- Eligibility for short-term and long-term incentives based on individual and company performance.
Location
- Remote within the United States.
Travel
- Less than 5% business travel expected.