Business Planning Specialist

KellyMitchell Group; City of Rochester (NY); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Medical, Dental, & Vision Insurance

Employee-Owned Profit Sharing (ESOP)

401K offered

Job summary

KellyMitchell Group in Rochester, NY is seeking a Business Planning Specialist who will create and monitor appropriation requests across the capital funding cycle, maintain accurate capex records, and support financial reporting and month-end close activities in collaboration with construction teams.

You will use SAP, Ariba, and Microsoft Office to prepare reports, reconcile vendor statements, manage accruals, and respond to internal and external inquiries with professionalism and timeliness.

Qualifications

• Experience supporting accounting, finance, accounts payable, capital spending, or related business operations.
• Ability to create, track, and maintain financial and capital expenditure records.
• Experience supporting purchase orders, accruals, reconciliations, and financial reporting.
• Proficiency with Microsoft Office, particularly Excel and Word.

Responsibilities

• Create and monitor appropriation requests through all stages of the capital funding process.
• Support construction teams with capital project spending questions and training needs.
• Utilize SAP, Ariba, and internal systems to process capital projects.
• Assist with accounts payable functions and process purchase orders in preparation for expected spending.
• Support monthly accrual and expense/capital reclassification processes.
• Assist with the monthly financial close process.
• Prepare and maintain daily, weekly, and monthly reports related to capital spending.
• Verify and reconcile monthly vendor statements to ensure assigned accounts remain in good standing.
• Use Microsoft Excel, Word, and other Microsoft Office applications for reporting and analytical needs.
• Respond to internal, external, and vendor inquiries in a timely and professional manner while meeting established service-level requirements.
• Escalate issues to management when appropriate and ensure assigned tasks are completed accurately and on time.

Skills

Capital spending

Accounts payable

Financial reporting

Microsoft Excel

Microsoft Word

Written communication

Time management

Tools

SAP

Ariba

Job description

Job Summary

Our client is seeking a Business Planning Specialist is responsible for creating and monitoring appropriation requests throughout the capital spending process, maintaining accurate capital expenditure records, and providing updates on capital spending activity. This role partners closely with construction teams to support capital expenditures associated with various projects and assists with financial reporting, accounts payable, and month-end close activities.

Core Responsibilities

• Create and monitor appropriation requests through all stages of the capital funding process
• Support construction teams with capital project spending questions and training needs
• Utilize SAP, Ariba, and internal systems to process capital projects
• Assist with accounts payable functions and process purchase orders in preparation for expected spending
• Support monthly accrual and expense/capital reclassification processes
• Assist with the monthly financial close process
• Prepare and maintain daily, weekly, and monthly reports related to capital spending
• Verify and reconcile monthly vendor statements to ensure assigned accounts remain in good standing
• Use Microsoft Excel, Word, and other Microsoft Office applications for reporting and analytical needs
• Respond to internal, external, and vendor inquiries in a timely and professional manner while meeting established service-level requirements
• Escalate issues to management when appropriate and ensure assigned tasks are completed accurately and on time

Required Skills/Experience (Must-Haves)

• Experience supporting accounting, finance, accounts payable, capital spending, or related business operations
• Ability to create, track, and maintain financial and capital expenditure records
• Experience supporting purchase orders, accruals, reconciliations, and financial reporting
• Proficiency with Microsoft Office, particularly Excel and Word
• Strong organizational skills with the ability to manage daily, weekly, and monthly responsibilities
• Strong written communication skills and the ability to professionally respond to internal, external, and vendor inquiries
• Ability to consistently complete assigned work accurately and within established deadlines

Preferred Skills/Experience (Nice-to-Haves)

• Experience working with SAP and Ariba
• Experience supporting capital projects or capital expenditure processes
• Experience partnering with construction or project-based organizations
• Ability to identify process improvements and opportunities to increase efficiency

Work Environment

Location: Rochester, New York

Work Model: Onsite

Key Competencies & Behaviors

• Capital Expenditure Management
• Financial Reconciliation
• Accuracy
• Procurement Systems Proficiency
• Reporting & Record Maintenance
• Stakeholder Collaboration
• Vendor Relationship Management
• Financial Close Coordination

Compensation & Benefits

Pay Range: The approximate pay range for this position is between $42,000 and $62,000 annually. Please note that the pay range provided is a good faith estimate. Final compensation may vary based on factors including but not limited to background, knowledge, skills, and location. We comply with local wage minimums.

• Medical, Dental, & Vision Insurance Plans
• Employee-Owned Profit Sharing (ESOP)
• 401K offered

About KellyMitchell

At KellyMitchell, our culture is world class. We’re movers and shakers! We don’t mind a bit of friendly competition, and we reward hard work with unlimited potential for growth. This is an exciting opportunity to join a company known for innovative solutions and unsurpassed customer service. We're passionate about helping companies solve their biggest IT staffing & project solutions challenges. As an employee-owned, women-led organization serving Fortune 500 companies nationwide, we deliver expert service at a moment's notice.