Responsibilities
- Create and manage a scalable system for evaluating and approving capital projects, including intake, scoring, prioritization, funding decisions, and governance.
- Establish and enforce capital expenditure policies and approval workflows in collaboration with accounting and senior leaders.
- Lead capital review meetings to ensure consistent and disciplined investment decisions across departments.
- Increase visibility and accountability throughout the capital approval lifecycle.
- Develop and maintain detailed financial models for capital projects, including net present value, internal rate of return, payback periods, and scenario analysis, along with standardized templates.
- Assess project trade-offs and advise on funding priorities aligned with strategic goals.
- Communicate complex financial findings clearly to executives for informed decision-making.
- Formulate multi-year capital forecasts that reflect company strategy, growth targets, and resource limits.
- Collaborate with department heads to convert product, engineering, and operational plans into formal investment proposals.
- Identify organizational capacity limits and evaluate competing capital needs.
- Support yearly budgeting and long-range strategic planning cycles.
- Track capital spending from initiation to completion, monitoring budget versus actuals, commitments, milestones, and variances.
- Produce executive-level reports and dashboards summarizing capital performance.
- Conduct post-investment reviews to measure outcomes, document learnings, and refine forecasting accuracy.
- Streamline reporting through automation, template standardization, and faster approval workflows.
- Work cross-functionally to build cost projections, align staffing with capacity, and rank investment opportunities.
- Guide junior team members and facilitate capital governance discussions.
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 and 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 tied to 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 exec-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.
- Work across the organization to develop cost estimates, align headcount/capacity plans, and prioritize investments.
- Mentor junior analysts and run capital governance meetings.
