Capital Budgeting

Capital Budgeting Finance Jobs

6 jobs found

Financial Analyst / Finance Business Partner : Advisor

Jack Henry & Associates Allen, TX

10d ago

Full time Advisor Analyst Budgeting

Advisor Analyst Budgeting

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Job Description

Strategic Financial Analyst and Finance Business Partner supporting the Enterprise Technology unit at Jack Henry & Associates, based in Allen, TX with a hybrid work arrangement.

Responsibilities

Conducts highly sophisticated analyses of cash flow, operating results, and business plans to assess rates of return, capital and cash flow requirements, and related metrics.
Develops, interprets, and applies financial concepts for planning and control processes.
Collects, analyzes, prepares, and summarizes recommendations for financial plans, acquisition activity, trend-based future requirements, and operating forecasts.
Performs economic research and studies in areas such as returns, depreciation, working capital needs, investment opportunities, investment performance, and government impact.
Evaluates and analyzes capital expenditures, depreciation, proposals, investment opportunities, rate of return, profit plans, operating records, and financial statements.
Documents revenues and expected expenditures and prepares summary statements and documentation.
Serves as a consultant to management on financial policies, procedures, and applications.
Prepares special studies, analyses, and recommendations for budgets, business forecasts, financial plans, governmental requirements, and statistical reports.
May assist less experienced peers.
May act as a team leader.
May perform other job duties as assigned.

Requirements

Bachelor’s degree in Accounting, Finance, Economics or Business Administration.
Minimum 10 years of combined experience in strategic finance, P&L ownership, accounting, finance business partnering, finance operations, corporate finance, or FP&A, including annual budgeting, monthly forecasting, expense analysis, and management reporting.
Experience in FinTech/SaaS or technology organizations, or directly supporting a technical business unit.
Advanced MS Excel proficiency with the ability to build financial models.
Proven ability to plan, prioritize, and organize a diversified workload to meet tight deadlines.
Strong business acumen and a desire to deepen knowledge of the business and industry.
Ability to recommend process improvements to enhance efficiency and effectiveness.
Willingness to work extended hours, including late evenings or overtime as needed.
Ability to travel up to 5% for internal meetings, trainings, and professional conferences.

Technologies

MS Excel
OneStream
Power Query
Power BI

Why Jack Henry?

Jack Henry emphasizes doing the right thing, going the extra mile, and having fun, with a focus on supporting associates' physical, mental, and financial wellbeing through strong benefits programs.

Culture of Commitment

Employees describe an exceptional culture built on collaboration, resilience, and shared success, with a focus on meeting challenges and pursuing opportunities. Our Corporate Responsibility program reflects dedication to our people, customers, community, environment, and shareholders.

Equal Employment Opportunity

Jack Henry is an equal opportunity employer that values the unique contributions of all individuals. The company promotes inclusion across hiring, promotion, compensation, benefits, education, training, and other activities, and prohibits retaliation for good faith discrimination complaints or investigations.

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Sr. Finance, Planning and Analysis Specialist

Logistics Management Institute Tysons, VA

1mo ago

Full time Adaptive Planning Analysis Board Reporting

Adaptive Planning Analysis Board Reporting

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Job Description

Overview

This position reports to the Director of Financial Planning & Analysis and collaborates closely to guide the organization through a transition to a product sales-based model across the enterprise. Location: Tysons, VA 22102.

Responsibilities

Lead the development of a product lifecycle management system to monitor a portfolio of products from initial investment through pricing and sales, to downstream enhancements and ongoing maintenance after market release.
Provide ongoing financial stewardship and advisory support to the Chief Technology Organization.
Collaborate with project control and indirect budgeting leads to develop and maintain the operational budget for the overall product portfolio and pilot program implementations.
Track product development schedules and milestones, and assess progress against established budgets.
Establish a tracking framework to cohesively map product and offerings revenue throughout the lifecycle from sales opportunities to recognized revenue.
Respond to ad hoc inquiries and provide guidance to the CTO on key development milestones, budget variances, and actual versus projected sales revenue across the product portfolio.
Build and maintain sophisticated models to evaluate development costs, pricing strategies, acquisition strategies, and operating models.
Prepare monthly and quarterly Board-level reporting that communicates the financial health of investments and the actual and anticipated returns.
Develop process automation with Adaptive and Workday forecasting tools to ensure data integrity across the organization for internal development costs, capitalized and amortized costs, and revenue streams related to return on investments.
Provide financial consultation to development, technology and marketing teams to interpret spend versus performance and build business cases for expansions in new product offerings and initiatives.

Qualifications

8 to 10 years of FP&A experience with a focus on product development and software lifecycles.
Familiarity with product development investment models related to future annual revenue streams.
Knowledge of Costpoint with the ability to provide insight and in-depth analysis of deployed reports.
Prior use and understanding of forecasting systems, with Adaptive preferred.
Advanced Microsoft Excel skills.
Proven ability to work with large data sets and consolidate them into informational reports for corporate leadership.
Experience in a fast-paced environment with the ability to explain findings to director/VP/SVP level resources.
Bachelor’s degree in mathematics, finance or accounting; MBA preferred.
Ability to collaborate with multiple stakeholders to ensure consistency in operations, reporting and outcomes.

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Controller

Price Kong & Co., CPAs PA On Behalf of Client Tucson, AZ

1mo ago

$120k - $150k/yr Full time MBA Accounting Accounts Payable

MBA Accounting Accounts Payable

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Job Description

Position Summary

The Controller ensures the accuracy and integrity of financial data across multiple entities, prepares reports for various stakeholders, and partners with internal teams to enhance financial processes. This role directs the daily operations of the accounting team and implements strong policies and procedures to support scalable growth. The position is based in Tucson, Arizona and is full-time and exempt. The Controller reports to the Chief Executive Officer or Chief Financial Officer.

Position Details

Employer: Price Kong & Co., CPAs PA On Behalf of Client
Location: Tucson, AZ 85743
Work Location: In person
Job Type: Full-Time, Exempt
Reports To: Chief Executive Officer (CEO) or Chief Financial Officer (CFO)

Compensation

Salary: $120,000 – $150,000 per year
Pay: $120,000.00 - $150,000.00 per year
Benefits: 401(k) matching, Dental insurance, Disability insurance, Health insurance, Life insurance, Paid time off, Vision insurance

Core Responsibilities

Leadership
- Oversee the accounting team responsible for financial reporting, billing, collections, payroll, and budget preparation
- Direct day-to-day accounting activities including general ledger, accounts payable, accounts receivable, invoicing, inventory, bank reconciliations, and monthly and annual closing processes
- Prepare and analyze financial statements in line with GAAP
- Ensure compliance with federal and state regulations and uphold internal controls
- Foster a collaborative environment and mentor accounting staff
- Hire, train, and manage accounting team members
- Identify training needs, coordinate programs, and regularly assess team and individual performance
Financial Controls
- Establish internal controls and guidelines for accounting transactions and budget preparation
- Develop and enforce policies and procedures; maintain a control framework to minimize risk and enhance transparency
- Advance financial policies to ensure operational efficiency and regulatory compliance
- Implement strong internal controls and drive process improvements across departments
Accounting
- Lead and review activity reports, financial forecasts, and annual budgets
- Ensure timely production of periodic financial reports in accordance with GAAP
- Monitor cash flow and working capital to maintain financial health and readiness
- Audit accounts for regulatory compliance; coordinate with external auditors and provide information for annual audits
- Manage and review accounts payable, accounts receivable, invoicing, bank reconciliations, and the general ledger
- Prepare month-end, year-end, and ad hoc financial reports
- Regularly report financial metrics to the leadership team
- Present recommendations on short and long term financial objectives and policies
- Prepare financial analyses focused on capital investments, pricing decisions, and contract negotiations
- Plan and prepare final financial statements to support annual tax filings
- Perform other duties as assigned

Qualifications

Bachelor’s degree in Accounting or Finance required; MBA preferred
Minimum of 5 years of accounting experience, including 3+ years in a leadership role supervising accounting staff
Strong expertise in GAAP and accounting principles
Experience managing accounting functions across multiple companies or entities
Experience using accounting software platforms
Highly organized with meticulous attention to detail
Excellent verbal and written communication skills
Ability to adapt to a rapidly changing environment

Preferred Qualifications

Microsoft Office and/or Google Suite proficiency
Active CPA license or advanced accounting coursework
Experience with point-of-sale (POS) systems
Experience working in a regulated environment
Knowledge of highly regulated industry environments

Physical Requirements

The Controller sits or stands at a desk for extended periods while using a computer. Occasional lifting, carrying, pushing, or pulling up to 25 pounds may be required. Some bending, stooping, or climbing stairs may be necessary.

Schedule

Monday through Friday, 8:00 AM to 5:00 PM. This role requires hands-on collaboration and operational duties and is conducted fully in person.

Travel

Some out-of-state travel may be required. The successful candidate should maintain reliable transportation to fulfill responsibilities.

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Sr FP&A Analyst Roofing

Erie Home Toledo, OH

1mo ago

$115k - $125k/yr Full time Analyst Budgeting & Forecasting Capital Budgeting

Analyst Budgeting & Forecasting Capital Budgeting

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Job Description

About Erie Home

Erie Home is powered by people united to simplify homeownership. We’ve assembled a top-tier team to make a meaningful impact and win every day. Alongside serving customers, Erie Home is dedicated to creating a welcoming, inclusive workplace. We hold Great Place to Work® certification and have been recognized as a Top Workplace for multiple years. Our benefits span from competitive medical plans to committees focused on women, diversity and inclusion, and VetConnect, underscoring our commitment to a workplace where you can thrive. We invite you to grow your career with us.

Why Erie Home

We Win — A daily mindset focused on delivering success.
People Powered — Recognized as a top Ohio and U.S. workplace by Great Place to Work®, Energage, and more.
Family Feel with Enterprise-Level Resources — You matter, and we provide the resources of a large organization.
Support — A culture centered on inclusion, sustainability, and reliability.
Personal Growth — Resources and encouragement dedicated to your career development.
Mobility — Locations across the U.S. and Canada, with ongoing expansion.

Position Summary

The Sr. FP&A Analyst serves as a strategic ally to Erie Home’s Operations, Pricing, and Expansion leadership. The role delivers analytics to guide decision-making, uncovers profitability opportunities, and fosters cross-functional alignment to meet short- and long-term goals. You will partner closely with the Roofing Installation Operations team to provide actionable insights on profitability, cost management, productivity, capital deployment, and growth. The ideal candidate is highly analytical, curious about operations, and capable of translating complex financial data into clear, practical recommendations. This position reports to the Sr. Director of FP&A, Flagship Brands. Acting as a strategic partner rather than a traditional analyst, this role leverages data-driven insights, business sense, and influence to help Erie Home’s Roofing Operations scale profitably.

Essential Duties and Responsibilities

Operational Finance & Decision Support
Serve as a trusted finance partner to regional and branch operations leaders, supporting both day-to-day and strategic decision-making. Assess and maintain standard costs to reflect changes in key cost inputs. Analyze job-level, branch-level, and regional profitability, including labor, material, and overhead performance. Develop and monitor KPIs related to margin, productivity, backlog, capacity utilization, and cost control. Identify operational inefficiencies and margin improvement opportunities, quantify the financial impact, and support execution. Evaluate incentive compensation for the operations team to drive performance and clarity. Evaluate capital project and equipment investment requests (vehicles, roofing equipment, facility improvements, and operational infrastructure). Build financial models to assess ROI, payback periods, IRR, and cash flow impact of proposed capital investments.
Reporting & Analysis
Prepare and deliver recurring financial reporting packages for operations leadership, including variance analysis vs. budget, forecast, and prior periods. Conduct deep-dive analyses on drivers such as labor efficiency, material inflation, waste, and service costs. Support the monthly close by reviewing operational results and accruals related to operations. Prepare materials for Board of Director presentations.
Budgeting & Forecasting
Assist with the annual budgeting and rolling forecast processes for operations, covering volume, revenue, labor, and cost assumptions. Collaborate with operations to develop realistic forecasts aligned with backlog, seasonality, and market conditions. Monitor performance against budget and forecast, proactively identifying risks and opportunities.

Cross-Functional Collaboration

Work closely with Operations, Acco

Location

Toledo, OH 43617

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Capital Control & Finance Engineering Leader

Kimberly-Clark Neenah, WI

1mo ago

$128k - $158k/yr Full time Budgeting & Forecasting Capital Capital Budgeting

Budgeting & Forecasting Capital Capital Budgeting

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Job Description

You’re not inclined to settle for any role. We share that mindset, because our mission is to deliver Better Care for a Better World. This requires dedicated people and teams focused on meaningful impact. In this role, you’ll bring your expertise, talent, and drive to shape and oversee a portfolio of iconic, groundbreaking brands, contributing to better care for billions around the globe. The opportunity starts with you.

Location: Neenah, WI

Overview

Responsible for robust financial governance and cost discipline across major capital projects, while establishing standardized practices, tools, and frameworks that enable consistent execution within the Enterprise Capital Engineering team. The role ensures alignment between enterprise capital investment priorities and project execution, promoting transparency, efficiency, and value delivery.

Financial Controls & Governance

Establish and uphold financial control frameworks for large capital initiatives, including budgeting, forecasting, variance analysis, and risk mitigation.
Collaborate with Capital Governance and Finance teams to ensure compliance with corporate policies and regulatory requirements.
Implement cost-tracking tools and dashboards to deliver real-time visibility into project financials.
Conduct financial reviews and audits to confirm adherence to approved budgets and identify opportunities for cost optimization.

Work Practices & Tools Development

Design and deploy standardized processes, templates, and digital tools for capital project planning, execution, and financial reporting.
Lead continuous improvement initiatives to boost efficiency, transparency, and accountability in capital project delivery.
Train and mentor the broader Enterprise Capital Engineering team on best practices for financial management and project governance.
Develop knowledge-sharing platforms to ensure consistent application of financial and operational standards globally.

Strategic Alignment

Ensure financial strategies align with enterprise capital investment priorities and long-term asset strategies.
Support decision-making by providing financial insights and scenario modeling for major projects.
Collaborate with engineering leadership to integrate financial considerations into technology and asset strategies.

Risk & Compliance

Monitor and manage financial risks associated with capital projects, including currency fluctuations, inflation, and supply chain impacts.
Ensure adherence to safety, environmental, and regulatory standards in all financial and operational practices.

About Us

Huggies®. Kleenex®. Cottonelle®. Scott®. Kotex®. Poise®. Depend®. Kimberly-Clark Professional®. You know our world‑class brands—and so does the global community. Millions rely on Kimberly-Clark products every day. Our success stems from talented professionals like you.

At Kimberly-Clark, you’ll be part of a team dedicated to driving innovation, growth, and impact. With a legacy spanning over 150 years of market leadership, we continuously seek new and better ways to perform—opening doors of opportunity. Led by Purpose. Driven by You.

About You

You perform at the highest level and thrive in a performance culture fueled by genuine care. You value sustainability, inclusion, wellbeing, and ongoing career development. You love what you do, especially when it makes a difference. We embrace constant exploration of new ideas on how, when, and where we can achieve results. In our professional environment, you’ll experience Flex That Works—flexible (hybrid) arrangements that empower purposeful time in the office while collaborating with your leader to balance flexibility with business needs.

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Sr. Operations Accountant

KARL STORZ Endoscopy - America Charlton, MA Hybrid

1mo ago

Full time Accountant Accounting Budgeting

Accountant Accounting Budgeting

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Job Description

Position Overview

The Senior Operations FP&A Business Partner serves as a crucial link between operational performance and financial results. This role collaborates closely with manufacturing, supply chain, and finance leaders to deliver accurate financial planning, transparent operational metrics, and actionable insights. It emphasizes strong cost accounting fundamentals—budgeting, forecasting, and variance analysis—paired with analytical support that drives efficiency, profitability, and informed strategic decisions.

Core Responsibilities

Financial Planning & Accounting
- Lead and support the annual operating and capital budgeting process to ensure alignment with company goals.
- Manage recurring financial forecasts and reconcile actuals through detailed variance analysis.
- Apply cost accounting principles to monitor, analyze, and report on manufacturing performance, COGS trends, inventory effects, and key operational cost drivers.
- Develop financial models to support scenario planning, operational forecasting, and capital investment decisions.
Operational Analytics & Reporting
- Establish and maintain operational KPIs tied to cost, efficiency, throughput, and quality.
- Provide data-driven insights that highlight risks, opportunities, and their financial impact.
- Maintain dashboards reporting key financial and operational metrics (Tableau, Power BI).
- Convert complex financial and operational data into concise recommendations for leaders.
Business Partnership
- Serve as the primary finance partner for operations and supply chain teams, promoting financial discipline and cost transparency.
- Support business cases for equipment investments, process improvements, and strategic initiatives, including ROI, payback, and NPV modeling.
- Communicate performance results and strategic insights to both finance and non-finance stakeholders.
Continuous Improvement
- Identify opportunities to streamline reporting, automate workflows, and improve data accuracy.
- Enhance forecasting processes, operational cost analysis, and financial governance across the organization.

Required Skills & Experience

Education: Bachelor’s degree in Accounting, Finance, Business, Engineering, or a related field.
Experience: 5+ years in FP&A, operations finance, or financial analysis; manufacturing or supply chain experience strongly preferred.
Accounting Knowledge: Strong understanding of cost accounting, standard costing, inventory accounting, and financial planning cycles (budget, forecast, variance).
Technical Skills: ERP experience (SAP, Oracle preferred; SAP data structures a plus); data visualization (Tableau, Power BI); advanced Excel and financial modeling capabilities.
Communication: Ability to simplify financial concepts and influence operational decisions.
Analytical Skills: Proven ability to analyze large datasets and translate findings into actionable business steps.
Leadership & Adaptability: Capacity to manage multiple priorities in a fast-paced operational environment.

Preferred Qualifications

MBA or advanced financial degree.
Hands-on experience with standard costing, variance decomposition, and manufacturing finance.
Background in capital investment modeling and operational ROI analysis.
Experience building dashboards for KPIs, cost structures, OPEX/CAPEX, and operational trends.
Strong data storytelling skills and experience presenting to senior leadership.

Essential Functions

Partner with operations and supply chain leaders to strengthen cost controls and operational accountability.
Deliver timely financial and operational performance insights to the leadership team.

Location & Work Arrangement

Location: Hybrid remote in Charlton, MA 01507.

The selected candidate must reside in the Worcester, MA or Charlton, MA area. This role requires in-office presence three days per week at the Charlton, MA location.

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Capital Budgeting Finance Jobs

Financial Analyst / Finance Business Partner : Advisor

Sr. Finance, Planning and Analysis Specialist

Controller

Sr FP&A Analyst Roofing

Capital Control & Finance Engineering Leader

Sr. Operations Accountant

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