The Director, Capital Allocation oversees the evaluation of capital investment opportunities, ensuring consistent analysis, cross-functional alignment, and informed executive decision-making. This role partners with operations, finance, real estate, and strategy teams to validate business cases, support governance processes, and ensure investments align with corporate objectives. The Director also promotes stakeholder capability through training and process education.
Responsibilities:
Maintain a centralized pipeline of capital allocation opportunities and provide portfolio-level reporting
Maintain updated product roadmaps for launch timelines for each portfolio brand
Create and maintain the timelines associated with each identified investment opportunity
Coordinate cross-functional stakeholders to ensure timely development of business cases and proposals
Review and challenge operational assumptions, forecasts, and strategic rationale underlying capital requests
Perform independent analyses and quality assurance reviews as necessary
Assist in identifying and documenting risks, caveats, dependencies, and constraints that may impact investment outcomes and/or should be captured as part of legal and regulatory approval processes
Coordinate with Finance and the Corporate Transformation Office to monitor approved investments and conduct post-investment retrospectives to assess performance against original assumptions and expected returns
Other duties as assigned
Qualifications:
Bachelor’s degree in business administration, Finance, Economics, Project Management, Marketing, or a related discipline (required)
Minimum eight (8) years of progressive experience, analyzing capital investments, developing business cases, and supporting strategic initiatives or M&A activities (required)
Knowledge base and experience should include, influencing executive decision making through data-driven recommendations and stakeholder engagement
Strong understanding of portfolio management, capital allocation methodologies, and strategic planning processes
Advanced proficiency in Microsoft Excel and PowerPoint (required)
Familiarity with Smartsheet and other project management tools (preferred)
Independently manage complex tasks and projects
Analyze problems, evaluate alternatives, and implement effective solutions
Present ideas in a compelling and structured format to diverse audiences
Demonstrate refined listening skills and emotional intelligence
Facilitate training sessions and cross-functional meetings
Drive consistent results in a fast-paced environment
Leverage enterprise-level tools and systems to streamline processes
Create new and better ways for the organization to succeed
Align stakeholders to achieve their goals and support organizational success
Navigate complex policies, processes, and organizational dynamics with ease
Work independently, escalating complex or high-impact issues
Drive innovation to improve organizational success
Navigate complex organizational dynamics with confidence
Perform effectively amid uncertainty and ambiguity
Able and willing to:
Communicate, think, learn, and reason
Use computers and computer systems (including hardware and software) to process transactions, store documents, enter data, or perform assigned tasks
Safely ambulate and/or maneuver when on-site at Company locations
Demonstrate and utilize active listening, inductive reasoning, information ordering and category flexibility
Ability to use good judgment, problem-solving and decision-making skills
Ability to maintain confidentiality and manage sensitive information with discretion
Ability to work in a fast-paced environment where deadlines are essential and multiple projects are worked simultaneously
Ability to gain, understand and apply information and data as it relates essential functions of the position
Ability to foster long-term relationships with stakeholders
Work is performed indoors in a climate-controlled environment when on site at assigned company location. Employees must be able to safely ambulate when on company premises.
This position is designated as Remote. Employees must meet minimum technical standards for eligibility and participation.
No travel required
Numbers & Facts
Location
Phoenix, Arizona
Skills
Analysis Skillsunmatched
Business Administrationunmatched
Business Caseunmatched
Business Developmentunmatched
Capital Allocationunmatched
Capital Analysisunmatched
Computer Systemsunmatched
Cross-Functionalunmatched
Data Entryunmatched
Documentationunmatched
Economicsunmatched
Financeunmatched
Inductive Logicunmatched
Investment Analysisunmatched
Investment Capitalunmatched
Investment Managementunmatched
Knowledge Baseunmatched
Legalunmatched
Marketingunmatched
Mergers and Acquisitionsunmatched
Microsoft Excelunmatched
Microsoft PowerPointunmatched
Multitaskingunmatched
Organizational Development/Managementunmatched
Performance Analysisunmatched
Problem Solving Skillsunmatched
Process Developmentunmatched
Process Improvementunmatched
Product Planningunmatched
Product/Service Launchunmatched
Project Management Softwareunmatched
Project/Program Managementunmatched
Quality Assuranceunmatched
Real Estateunmatched
Regulationsunmatched
Risk Analysisunmatched
Sales Pipelineunmatched
Sales Qualificationunmatched
Strategic Planningunmatched
Time Managementunmatched
Transaction Processing/Managementunmatched
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