Capital Portfolio Analyst

Agilus Work Solutions; Calgary; On-site; CAD 69,000 - 83,000; Full time

Job summary

Agilus Work Solutions in Calgary, Alberta seeks a Capital Portfolio Analyst to enhance capital portfolio visibility, strengthen spend governance, and provide meaningful business insights. You will work with finance, operations, engineering, and leadership to forecast, budget, and monitor performance across multiple projects.

The role requires strong analytical skills, experience in capital planning and project controls, and advanced Excel.

Qualifications

• Bachelor's degree in Business, Finance, Accounting, Economics, Engineering, or related discipline.
• Experience in capital planning, capital portfolio management, project controls, cost control, operations finance, or similar analytical role.
• Strong budgeting, forecasting, variance analysis, spend governance, and capital investment processes.
• Hands-on experience preparing or supporting AFEs, capital approvals, and project financial tracking.
• Advanced Excel skills for financial modeling.

Responsibilities

• Forecasting, budgeting, variance analysis, and financial reporting.
• Analyze data from multiple sources to deliver actionable insights.
• Develop, monitor, and distribute KPIs, cost reports, and dashboards.
• Collaborate with finance, operations, engineering, and leadership on workforce planning and cost management.
• Identify opportunities to improve reporting processes, cost controls, data quality, and efficiency.
• Support capital portfolio governance with accurate spend tracking and AFE workflows.
• Track capital programs, budgets, commitments, and expenditures across projects.

Skills

Capital planning

Budgeting

Forecasting

Variance analysis

Financial modeling

Data analysis

Excel

KPIs reporting

Communication

Education

Bachelor's degree in Business, Finance, Accounting, Economics, Engineering

Tools

Workday

JD Edwards

Power BI

Job description

Are you a highly analytical professional with experience in capital planning, cost control, budgeting, and portfolio governance within asset-intensive industries? We are looking for youAgilus by Synergie is recruiting for a Capital Portfolio Analyst in the oil and gas industry in Calgary, Alberta.

In this role, you will work closely with finance, operations, engineering, and leadership teams to enhance capital portfolio visibility, strengthen spend governance, support forecasting activities, and deliver meaningful business insights.

This opportunity is ideal for someone who can quickly step into a fast-paced environment, work independently, and make an immediate impact.

A day in the life:

• Perform forecasting, budgeting, variance analysis, and financial reporting activities
• Analyze data from various business systems and sources to provide actionable business insights
• Develop, monitor, and distribute KPIs, operational cost reports, G&A reporting, and performance dashboards
• Collaborate with finance, operations, engineering, and leadership teams to support workforce planning, labour allocations, and cost management initiatives
• Identify opportunities to improve reporting processes, cost controls, data quality, and operational efficiency
• Maintain and support capital portfolio governance processes, ensuring accurate tracking of actual and forecasted spend
• Prepare and coordinate Authorization for Expenditure (AFE) documentation and approval workflows
• Track maintenance capital programs, budgets, commitments, and expenditures across multiple projects

Successful candidates will have:

• Bachelor's degree in Business, Finance, Accounting, Economics, Engineering, or a related discipline
• Experience in capital planning, capital portfolio management, project controls, cost control, operations finance, or a similar analytical role
• Strong understanding of budgeting, forecasting, variance analysis, spend governance, and capital investment processes
• Hands-on experience preparing or supporting AFEs, capital approvals, and project financial tracking
• Advanced Microsoft Excel skills, including complex formulas, data analysis, and financial modeling
• Experience within energy, midstream, utilities, infrastructure, mining, manufacturing, or other asset-intensive industries is highly preferred
• Workday preferred. JD Edwards and Power BI are assets

Soft skills:

• Strong communication and stakeholder management skills with the ability to work across multiple business functions
• Ability to work independently with minimal supervision and quickly adapt to new environments

Total rewards:$50.00 - $60.00 hourlyPay rate based on experience: $50-$60 T4, $61-75 as an incorporate Hybrid: 4 days a week in office

Gain experience supporting large capital portfolios and operational spending programs

Location: Downtown, Calgary

Opportunity to contribute to process improvements and operational efficiencies

This posting is for an active opening.