About the Role
This role will primarily support Balance Sheet forecasting, planning, and analysis, with an initial focus on balance sheet and capital expense planning.
The team is looking for someone who can work effectively in a relatively manual and evolving environment, help establish and improve processes, and build a more structured approach to capital planning.
The individual will work closely with Treasury and Fixed Assets teams to support forecasting, reporting, and variance analysis.
In addition, the role will support Total Cost of Labor (TCOL) reporting and analysis, including workforce planning, compensation, human capital metrics, and related financial reporting.
The position requires strong analytical skills and the ability to partner across Finance, Human Resources, Treasury, and other business functions to deliver meaningful insights and support strategic decision-making.
Key Responsibilities
- Lead capital planning, forecasting, and investment analysis processes.
- Develop and maintain financial models supporting capital allocation, balance sheet optimization, and long-range planning.
- Deliver recurring and ad hoc reporting on capital expenditures, balance sheet performance, and key financial metrics.
- Analyze balance sheet trends, risks, and opportunities, providing actionable recommendations to leadership.
- Work as a strategic partner as the organization explores opportunities to reduce capital expenses within run-the-business expenses.
- Support the Total Cost of Labor (TCOL) planning process, including forecasting, reporting, variance analysis, and scenario modeling.
- Identify opportunities to improve financial processes, reporting capabilities, and analytical insights.
- Partner within the FP&A team to prepare executive-level presentations and communicate financial results, risks, and recommendations to senior leadership.
Required Qualifications
- Bachelor''s degree.
- 5+ years of finance or analytics experience.
- Experience in balance sheet and capital planning.
- Experience with workforce planning and cost of labor.
- Strong technical expertise with a proven ability to build reports.
- Strong Excel skills.
- SQL skills.
Preferred Qualifications
- Tableau and/or Power BI experience.
- Oracle experience.
Ideal Candidate Experience
The ideal candidate will have experience with:
- Balance sheet
- Fixed assets
- Capital planning
- Workforce planning
- Total Cost of Labor (TCOL)
- Creating processes and building out projects
- Identifying and implementing process improvement opportunities
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