Financial Analyst - CapEx and Value Creation

Financial Analyst – CapEx & Value Creation

About the Role

We are seeking a Financial Analyst – CapEx & Value Creation to support our Capital Investments Finance team. This role partners closely with the Finance Manager for Capital Investments to deliver high-quality capital investment analysis, strengthen governance, and ensure value realization across the CapEx portfolio. The ideal candidate is analytical, detail-oriented, and process-driven, with a strong interest in capital allocation, ROI analysis, and value creation. This position plays a key role in enabling disciplined investment decisions and maintaining financial rigor throughout the CapEx lifecycle.

Key Responsibilities

• Develop and maintain standardized CapEx business case models, ensuring consistent assumptions and decision-ready financial outputs (e.g., ROI, NPV, IRR).
• Support ROI tracking and value realization by comparing forecasted results to actual performance and assisting with post-investment reviews.
• Enforce Finance governance standards across the CapEx lifecycle, including validation of submissions, stage-gate approvals, and documentation management.
• Partner with Accounting to support capitalization decisions, depreciation assumptions, and audit-ready documentation in compliance with GAAP/IFRS.
• Produce recurring CapEx, asset, and ROI reporting for Finance leadership and key stakeholders.
• Build and maintain dashboards and analytics, ensuring data accuracy and consistency across systems (e.g., SAP, Anaplan).
• Serve as a day-to-day Finance contact for CapEx modeling and governance questions, reinforcing standards and best practices.

Required Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 2–5 years of experience in financial analysis, capital planning, FP&A, or a related role.
• Strong financial modeling and analytical skills with attention to detail.
• Advanced proficiency in Excel, including complex formulas, scenario analysis, and structured modeling.

Technical & Systems Skills

• Experience with ERP systems such as SAP to extract, reconcile, and analyze CapEx and asset data.
• Familiarity with financial planning and modeling tools such as Anaplan or similar platforms.
• Working knowledge of SQL and querying large datasets (e.g., Snowflake) to support financial and ROI analysis.
• Proficiency with data visualization tools (e.g., Tableau) to create executive-ready dashboards and insights.

Preferred Skills

• Knowledge of capital investment governance, stage-gate processes, and post-completion reviews.
• Understanding of GAAP/IFRS related to fixed assets and capitalization.
• Strong communication skills with the ability to explain financial concepts to non-finance stakeholders.
• Ability to manage multiple priorities in a fast-paced, deadline-driven environment.

Why Join Us

• Opportunity to influence capital allocation and long-term value creation.
• Exposure to senior Finance leadership and cross-functional partners.
• A role that blends analytics, systems, governance, and business partnership.
• Strong platform for growth within Finance, FP&A, or Capital Strategy.

Job Summary

Gather disparate data from various data sources; analyze and normalize to ensure data integrity for analysis. Provide consistent, relevant, and accurate data as well as guidance/knowledge of the data and definitions that are available for analysis.

Major Tasks, Responsibilities, and Key Accountabilities

• Serves as a resource to assigned client in area of expertise.
• Gathers and compiles raw data, conducts research for industry trends and benchmarks, and normalizes data to be incorporated into a centralized data format.
• Analyzes, reports, and makes comparisons to industry/company benchmarks. Determines trends and prepares cost analyses.
• Defines data definitions and documents data limitations.
• Prepares spreadsheets for data analysis. Prepares reports with charts and graphs, mailing lists, maps and ad hoc requests. May make presentations.
• Provides recommendations based on findings and analysis. Provides input on policies and procedures.
• Participates in department and interdepartmental projects.
• Performs other duties as assigned.
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Nature and Scope

• Demonstrates skill in data analysis techniques by resolving missing/incomplete information and inconsistencies/anomalies in more complex research/data.
• Nature of work requires increasing independence; receives guidance only on unusual,