Salary: 101K - 110K
Location: Vista, CA
POSITION SUMMARY
The Capital & Project Finance Analyst is the primary finance analyst supporting capital investment across Manufacturing, partnering closely with Engineering and Manufacturing leadership on the tracking, analysis, and reporting of capital spend as our manufacturing footprint grows. This role supports capital budgeting and forecasting, business case and ROI analysis for growth and cost-savings projects, and the ongoing capital replacement and maintenance strategy across our manufacturing plants, while partnering with Corporate FP&A on capital spend reporting to executive leadership.
ESSENTIAL FUNCTIONS
Reasonable Accommodations Statement
To accomplish this job successfully, an individual must be able to perform, with or without reasonable
accommodation, each essential function satisfactorily. Reasonable accommodations may be made to help enable
qualified individuals with disabilities to perform the essential functions.
Essential Function Statements
Capital Budgeting & Forecasting
- Partner with Manufacturing and Engineering leadership to build and maintain the annual capital budget and multi-year capital plan across all manufacturing plants.
- Track capital spend against approved budget and project scope on a monthly basis, by project and cost center, flagging variances for follow-up.
- Maintain rolling forecasts of capital commitments and forecast-to-complete for active capital projects.
- Support the Senior Director, Corporate FP&A in monthly and quarterly capital spend reporting to executive leadership.
- Maintain a centralized, well-documented project file for approvals, business cases, spend support, forecasts, and post-investment results.
Project & Business Case Support
- Partner with the Manager of Engineering and Director of Manufacturing to develop business cases and ROI/payback analysis for growth, cost-savings, and capacity expansion capital projects.
- Prepare capital appropriation requests and supporting financial analysis for capital project approvals.
- Track project milestones, spend-to-date, and committed vs. uncommitted capital across the active capital project portfolio.
- Analyze actual project spend and timelines against approved business cases, flagging scope or budget deviations.
- Maintain a rolling capital-project forecast, including actual spend, committed costs, forecast-to-complete, expected in-service timing, and material scope or budget changes.
Capital Replacement & Maintenance Strategy
- Support development of the capital replacement and ongoing maintenance capital strategy across manufacturing plants.
- Partner with Manufacturing and Engineering to prioritize maintenance capital requests and align spend with asset condition and risk.
- Maintain visibility into planned vs. actual maintenance capital spend by plant.
Fixed-Asset Transition & Partnership with GL Accounting
- Coordinate with Engineering, project owners, and GL Accounting to validate in-service dates and financial completeness for completed capital projects to support timely transfer from construction-in-progress to fixed assets.
- Partner with GL Accounting on the fixed-asset register, supplying accurate capital project detail (cost, useful life, location) for each asset.
- Support fixed-asset physical verification and tagging efforts for new manufacturing capital as needed.
Controls & Compliance
- Maintain documentation and controls over the capital approval, tracking, and reporting process.
- Ensure capital spend and approvals comply with company capital policy and delegation of authority.
- Support internal and external audit requests related to capital spend and fixed assets.
- Perform other duties as assigned.
POSITION QUALIFICATIONS
Competency Statements
• Analytical - Ability to gather, interpret, and draw sound conclusions from complex capital and financial data.
• Detail Oriented - Ability to pay close attention to the accuracy of capital spend, budgets, and financial data.
• Problem Solving - Ability to identify root causes of issues and drive them to resolution.
• Business Partnering - Ability to build trust and influence outcomes with non-finance partners
Manufacturing, Corporate FP&A without direct authority.
• Communication - Ability to clearly communicate financial concepts to non-finance audiences.
• Initiative - Ability to make decisions or take action to solve a problem or reach a goal.
• Organized - Possessing the trait of being organized or following a systematic method of performing a task.
• Reliability - The trait of being dependable and trustworthy.
SKILLS AND ABILITIES
Education
• Required: Bachelors degree in Accounting, Finance, Economics, Engineering, or a related field.
• Preferred: MBA, or progress toward CPA/CMA, a plus.
Experience
• 4-7 years of progressive experience in financial analysis, capital/project accounting, FP&A, or corporate finance.
• Experience with capital budgeting, project tracking, and business case/ROI analysis; manufacturing or capital-intensive environment experience strongly preferred.
• Working knowledge of GAAP as it relates to capitalization, fixed assets, and construction-in-progress accounting.
• Experience with ERP systems required; SAP S/4HANA experience (Controlling and/or Materials Management modules) a plus.
• Comfortable partnering with non-finance stakeholders (Engineering, Manufacturing) to gather project and cost information.
Computer Skills
• Advanced Excel skills, including financial modeling and large data set analysis.
• Experience with ERP/MRP systems; SAP S/4HANA experience a plus.
• Proficiency with PowerPoint or similar tools to build business case and capital review presentations.
• Experience with BI/reporting tools (Power BI, Tableau) a plus.