Lead, Finance Capital Planning

Role Overview

• Administer the process for tracking capitalization of spending in accordance with the enterprise capitalization policy as set by the Accounting Department.
• Provide input to monthly journal entries.
• Provide advice and consulting on capitalization decisions, working with the Accounting Department as needed.
• Working with EPMO and IT, 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 and consolidate budgets and forecasts for reporting.
• Provide guidance and financial support to project managers and business owners to assist with identification and quantification of project benefits and financial value metrics (ROI, NPV, etc.).
• Develop annual capital plan and forecasting, including incorporating operating expense component of capital projects into financial budget and financial forecasts.
• Manage the tracking of actual project spend and tracking of other capital spend.
• Develop/redesign project and capital plan financial reporting.
• Lead financial reporting to various stakeholders including Senior Leadership Team.
• Provide reporting and support to the Strategic Transformation Office as needed.
• Lead presentation of results and discussions at monthly Capital Finance Review.
• Drive identification, tracking, and reporting of actual financial benefits derived from project and capital investments.
• 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 in creating general financial models as well as complex project-specific financial models and 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.
• The ability to consistently interact cooperatively and respectfully with other employees.

Tech Stack

• ERP

Benefits

• Top of the industry benefits for 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!