Financial Analyst

The Capital Analyst on the Project Intake team plays a critical role in evaluating software-related capital projects. This position ensures compliance with internal capitalization policies and supports accurate financial classification of project activities.

Key Responsibilities

• Project Assessment & Intake
  • Review incoming project requests for alignment with capital policy and strategic objectives.
  • Validate completeness of Statements of Work (SOWs) and supporting documentation.
• Capital vs. O&M Analysis
  • Analyze project deliverables and costs to determine proper classification (CapEx vs. OpEx).
  • Provide clear documentation and recommendations for financial coding.
• Stakeholder Collaboration
  • Partner with IT teams, Finance, and project managers to ensure accurate intake and classification.
  • Communicate findings and recommendations in clear, concise language for both technical and non-technical audiences.
• Governance & Compliance
  • Ensure adherence to internal capital software policy and regulatory requirements.
  • Maintain accurate records for audit and reporting purposes.
• Process Improvement
  • Identify opportunities to streamline intake and classification workflows.
  • Leverage automation and AI tools (e.g., Microsoft Copilot) to enhance efficiency and accuracy.

Preferred Skills & Competencies

• Strong analytical and problem-solving skills with attention to detail.
• Ability to exercise independent judgment and initiative in complex scenarios.
• Excellent communication and collaboration skills across cross-functional teams.
• Familiarity with AI and automation tools for process optimization.
• Knowledge of IT project lifecycle and software implementation practices.

Minimum Qualifications

• Bachelor's Degree in Business Administration, Information Technology, or a related field (or equivalent combination of education, training, and experience).
• Experience with fixed assets, capital project management, or capital project budgeting preferred.
• Understanding of CapEx vs. OpEx principles and financial governance.