Capital Planning Automation Specialist

As a Capital Planning Automation Specialist/Analyst, you will play a crucial role in designing, implementing, and enhancing automation solutions within the capital planning and financial forecasting processes. Your primary focus will be on improving efficiency, accuracy, and scalability of capital expenditure (CAPEX) planning through the utilization of digital tools, analytics, and process optimization. Key Responsibilities: - Support end-to-end capital planning cycles including budgeting, forecasting, and variance analysis - Analyze CAPEX data to identify trends, risks, and optimization opportunities - Partner with Finance, Strategy, and Business teams to align capital allocation with business priorities - Design and implement automation solutions for capital planning workflows - Replace manual processes with automation tools such as Excel (VBA, Power Query), Power BI/Tableau, and RPA tools (UiPath, Automation Anywhere, Power Automate) - Standardize data collection, reporting, and validation processes - Develop interactive dashboards and reports for leadership using BI tools - Maintain and enhance capital planning databases and models - Collaborate with IT and digital teams to implement planning tools and platforms - Engage with cross-functional teams to translate business requirements into technical automation solutions - Provide training and documentation for end users Qualifications Required: - Bachelor's degree in Finance, Accounting, Economics, Engineering, or related field; MBA or relevant certification (CFA, CPA, etc.) is a plus - 37 years of experience in Financial Planning & Analysis (FP&A), Capital planning, or Finance transformation/automation roles - Strong Excel skills with advanced formulas and VBA knowledge - Experience with BI tools such as Power BI and Tableau - Familiarity with automation tools like Power Automate, UiPath, and Alteryx - Knowledge of ERP systems like SAP, Oracle, Hyperion, and Anaplan - Basic programming knowledge in Python and SQL is advantageous - Strong financial modeling and data analysis capability - Problem-solving mindset with focus on efficiency improvements - Excellent communication and stakeholder management abilities - Ability to work in a fast-paced, cross-functional environment with attention to detail and high accuracy The company prefers candidates with experience in digital finance transformation initiatives, exposure to cloud-based planning tools like Anaplan and Adaptive Insights, and knowledge of data visualization and storytelling. As a Capital Planning Automation Specialist/Analyst, you will play a crucial role in designing, implementing, and enhancing automation solutions within the capital planning and financial forecasting processes. Your primary focus will be on improving efficiency, accuracy, and scalability of capital expenditure (CAPEX) planning through the utilization of digital tools, analytics, and process optimization. Key Responsibilities: - Support end-to-end capital planning cycles including budgeting, forecasting, and variance analysis - Analyze CAPEX data to identify trends, risks, and optimization opportunities - Partner with Finance, Strategy, and Business teams to align capital allocation with business priorities - Design and implement automation solutions for capital planning workflows - Replace manual processes with automation tools such as Excel (VBA, Power Query), Power BI/Tableau, and RPA tools (UiPath, Automation Anywhere, Power Automate) - Standardize data collection, reporting, and validation processes - Develop interactive dashboards and reports for leadership using BI tools - Maintain and enhance capital planning databases and models - Collaborate with IT and digital teams to implement planning tools and platforms - Engage with cross-functional teams to translate business requirements into technical automation solutions - Provide training and documentation for end users Qualifications Required: - Bachelor's degree in Finance, Accounting, Economics, Engineering, or related field; MBA or relevant certification (CFA, CPA, etc.) is a plus - 37 years of experience in Financial Planning & Analysis (FP&A), Capital planning, or Finance transformation/automation roles - Strong Excel skills with advanced formulas and VBA knowledge - Experience with BI tools such as Power BI and Tableau - Familiarity with automation tools like Power Automate, UiPath, and Alteryx - Knowledge of ERP systems like SAP, Oracle, Hyperion, and Anaplan - Basic programming knowledge in Python and SQL is advantageous - Strong financial modeling and data analysis capability - Problem-solving mindset with focus on efficiency improvements - Excellent communication and stakeholder management abilities - Ability to work in a fast-paced, cross-functional environment with attention to detail and high accuracy The company prefers candidates with experience in digital finance transformation initiatives, exposure to cloud-based planning tools like Anaplan and Ada