Finance

Capital Budgeting Analyst

Looking to hire your next Capital Budgeting Analyst? Here’s a full job description template to use as a guide.

About Vintti

Vintti is a staffing agency that acts as an economic enabler. By connecting US-based SMBs, startups, and firms with top-tier Latin American talent, we drive growth on both sides of the equation. For US businesses, we offer access to a pool of highly skilled professionals at competitive rates, allowing for increased efficiency and scalability. For Latin American workers, we provide opportunities to engage with the US market, fostering professional development and economic advancement. Vintti stands at the intersection of global talent and American enterprise, facilitating partnerships that stimulate economic prosperity across borders.

Description

A Capital Budgeting Analyst plays a crucial role in the financial planning and decision-making processes of an organization. This professional is responsible for evaluating investment opportunities and projects to determine their feasibility and potential returns. By analyzing financial data, conducting risk assessments, and utilizing various valuation methods, the analyst provides recommendations on capital investments that align with the company's strategic goals. Their insights help guide resource allocation, ensuring optimal use of funds and contributing to long-term financial stability and growth. The role requires strong analytical skills, attention to detail, and a deep understanding of financial principles.

Requirements

- Bachelor’s degree in Finance, Accounting, Economics, or related field
- Minimum of 3-5 years of experience in financial analysis, capital budgeting, or related field
- Strong proficiency in financial modeling and scenario analysis
- Advanced skills in Excel, including pivot tables, VLOOKUP, and complex formulas
- Experience with financial analysis software and databases
- Excellent analytical and problem-solving skills
- Strong written and verbal communication skills
- Experience with capital budgeting and financial forecasting processes
- Knowledge of accounting principles and financial regulations
- Proven ability to manage multiple projects and meet deadlines
- Strong attention to detail and accuracy
- Ability to collaborate effectively with cross-functional teams
- Understanding of risk assessment and mitigation strategies
- Experience preparing detailed financial reports and presentations
- Ability to perform post-completion project audits to evaluate outcomes
- Familiarity with industry trends and economic indicators
- Strong organizational and time management skills
- Ability to adapt to changing priorities and work independently
- Demonstrated ability to think strategically and align investments with business objectives

Responsabilities

- Analyze potential investment opportunities and projects for feasibility and profitability.
- Conduct financial modeling and scenario analysis.
- Prepare detailed investment recommendations reports and presentations.
- Monitor and ensure capital projects stay within budget and strategic objectives.
- Collaborate with departments to gather relevant data and insights.
- Evaluate historical project performance and identify trends for improvements.
- Assist in the preparation of annual capital budgeting plans.
- Assess risks associated with potential investments and develop mitigation strategies.
- Review and validate financial forecast assumptions and inputs.
- Track and report capital expenditures and variances.
- Participate in cross-functional capital allocation and prioritization meetings.
- Support preparation of business cases for major capital investments.
- Maintain and update capital budget tracking systems and databases.
- Perform post-completion audits on capital projects.
- Stay current with industry trends and economic indicators impacting capital budgeting.
- Liaise with finance, accounting, and other teams to align on budgetary goals.
- Ensure compliance with company policies, procedures, and financial regulations.
- Provide ad-hoc financial analysis and support for special projects or initiatives.
- Develop and refine methodologies for capital project evaluation and reporting.

Ideal Candidate

The ideal candidate for the Capital Budgeting Analyst role will possess a Bachelor’s degree in Finance, Accounting, Economics, or a related field, complemented by 3-5 years of experience in financial analysis and capital budgeting. This individual will exhibit advanced proficiency in Excel and financial modeling, alongside experience with financial analysis software and databases. They will demonstrate exceptional analytical and problem-solving skills, coupled with a high attention to detail and accuracy. The perfect fit will be an effective communicator, with robust report-writing and presentation abilities, capable of collaborating seamlessly across departments. Strong organizational skills and the ability to manage multiple projects while meeting tight deadlines will be paramount. Additionally, the candidate will possess a deep understanding of financial principles, risk assessment, and mitigation strategies, along with a proven ability to ensure compliance with financial regulations. The ideal candidate will be a proactive, strategic thinker who can align investment opportunities with business objectives, maintain high ethical standards, and adapt to changing priorities. Moreover, a resilient focus on continuous learning, keeping abreast of industry trends and economic indicators, will be key. Building strong interpersonal relationships and working independently with a robust sense of initiative will further set this candidate apart, ensuring their contributions significantly enhance the capital budgeting process.

On a typical day, you will...

- Analyze potential investment opportunities and projects for their feasibility and profitability.
- Conduct financial modeling and scenario analysis to support decision-making.
- Prepare detailed reports and presentations on investment recommendations.
- Monitor ongoing capital projects to ensure they stay within budget and align with strategic objectives.
- Collaborate with various departments to gather relevant data and insights.
- Evaluate historical project performance and identify trends for future improvements.
- Assist in the preparation of the annual capital budgeting plan.
- Assess risks associated with potential investments and develop mitigation strategies.
- Review and validate assumptions and inputs for financial forecasts.
- Track and report on capital expenditures and variances.
- Participate in cross-functional meetings to discuss capital allocation and prioritization.
- Support the preparation of business cases for major capital investments.
- Maintain and update capital budget tracking systems and databases.
- Perform post-completion audits on capital projects to assess outcomes against original estimates.
- Stay current with industry trends and economic indicators that may impact capital budgeting decisions.
- Liaise with finance, accounting, and other teams to ensure alignment on budgetary goals and financial targets.
- Ensure compliance with company policies, procedures, and financial regulations.
- Provide ad-hoc financial analysis and support as required for special projects or initiatives.
- Develop and refine methodologies for accurate capital project evaluation and reporting.

What we are looking for

- Strong analytical mindset and attention to detail
- Highly proficient in financial modeling and data analysis
- Effective communicator with strong report-writing and presentation skills
- Ability to work collaboratively with different departments and teams
- Excellent problem-solving abilities and critical thinking
- Strong organizational and time management skills
- Ability to manage multiple projects simultaneously and prioritize effectively
- Proactive and self-motivated with a high level of initiative
- Deep understanding of financial principles and regulations
- Ability to adapt to changing priorities and work independently
- Strategic thinker with an ability to align investment opportunities with business goals
- High level of accuracy and precision in data handling and reporting
- Strong ethical standards and adherence to compliance
- Proven track record of meeting deadlines and delivering high-quality work under pressure
- Keen understanding of risk assessment and mitigation techniques
- Ability to interpret and analyze complex financial data
- Strong interpersonal skills and ability to build relationships across the organization
- Continuous learner who stays current with industry trends and economic indicators

What you can expect (benefits)

- Competitive salary range based on experience and qualifications
- Comprehensive health insurance plans (medical, dental, vision)
- Retirement savings plan with company match
- Paid time off (PTO) and paid holidays
- Flexible working hours and remote work options
- Professional development opportunities and tuition reimbursement
- Employee wellness programs and resources
- Performance-based bonuses and incentives
- Access to company-sponsored training and certification programs
- Opportunities for career advancement and internal promotions
- Employee assistance programs (EAP)
- Life and disability insurance coverage
- On-site fitness center or gym membership reimbursement
- Stock purchase or equity options
- Commuter benefits and transportation reimbursement
- Parental leave and family planning support

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