Financial Analyst - CapEx

Role overview

CapEx bank draws

• Prepare and submit CapEx draw requests to lenders, validating invoices, lien waivers, contractor pay applications, and proof of payment.
• Reconcile requests to project budgets, the general ledger, and loan agreements; track funding status and remaining loan availability.
• Coordinate draw-related questions with lenders, inspectors, and internal project teams.

CapEx analysis and reporting

• Track capital spending against project budgets and forecasts, analyze variances, and explain cost drivers.
• Prepare CapEx forecasts, cash flow projections, and project reporting; support ROI, payback, and NPV analysis.
• Maintain fixed asset and construction-in-progress records with accounting.

AI process improvement

• Redesign repetitive finance workflows using AI and automation, starting with bank draws.
• Use AI for document review, data extraction, reconciliations, and report preparation; validate outputs and maintain controls and audit trails.
• Create reusable prompts, templates, and workflows; document processes and train colleagues.
• Measure and report time saved and accuracy gains.

General financial analysis

• Support month-end close, account reconciliations, journal entries, monthly reports, dashboards, and variance analysis.
• Assist with annual budgeting, periodic forecasting, ad hoc leadership analysis, audit requests, loan covenant compliance, and internal controls.

Required qualifications

• Bachelor's degree in Business, Accounting, or Finance from a four-year accredited institution.
• 3–5 years in financial analysis, FP&A, corporate finance, or accounting.
• Hands-on experience using AI tools to automate or improve business processes.
• Advanced Excel skills, including lookups, pivot tables, and financial modeling.
• Understanding of GAAP, fixed assets, and capital accounting.
• Strong attention to detail, deadline management, and written and verbal communication skills, including with lenders and senior leadership.
• Familiarity with ERP and reporting systems; Power BI and Oracle experience is a plus.

Benefits

• 401(k) with matching, medical, dental, vision and life insurance, paid time off, and short-term disability.