Lead, Finance Capital Planning

Overview

The organization is seeking a Lead, Finance Capital Planning to manage the financial management of the enterprise capital project portfolio and capital plan for the assigned company. This role oversees and maintains processes for accounting, budgeting, forecasting, and financial reporting for capital project costs and benefits, including budgeting and reporting for the overall capital plan. The position partners with key stakeholders 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.
• Provide advice and consulting on capitalization decisions in coordination with the Accounting Department.
• Work with EPMO and IT to provide input to the Accounting Department for invoice accruals.
• Develop and administer the process for identifying in-service dates for capitalized assets and provide input to the Accounting Department for fixed asset accounting.
• Coordinate the development of project budgets and forecasts; provide guidance, support, and oversight to project managers; consolidate budgets and forecasts for reporting.
• Provide guidance and financial support to project managers and business owners to identify and quantify project benefits and financial value metrics (ROI, NPV, etc.).
• Develop annual capital plan and forecasting, including incorporating operating expense components of capital projects into financial budget and financial forecasts.
• Manage tracking of actual project spend and other capital spend.
• Develop and 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 related field required.
• 7 years’ experience in accounting, budgeting, cost accounting, or financial analysis required.
• Demonstrated experience supporting IT organizations or large-scale technology initiatives.
• Experience working with financial data and understanding results required.
• Experience creating general financial models as well as complex project-specific financial models, including working with advanced Excel formulas required.
• Experience with accounting/ERP software and financial planning tools preferred.
• Participate in, adhere to, and support compliance program objectives.
• Ability to consistently interact cooperatively and respectfully with other employees.

Compensation & Benefits

• Health, Dental, and Vision insurance
• 20 days paid time off
• 4 weeks paid parental leave
• 9 paid holidays
• 401K company match of up to 5% (no vesting requirement)
• Adoption Assistance Program
• Flexible Spending Account
• Educational Assistance Plan and Professional Membership assistance
• Referral Bonus Program — up to $750