Capital Planning Analyst

Csx; Atlanta (GA); On-site; USD 70,000 - 95,000; Full time

Job summary

CSX is seeking a Capital Planning Analyst to support the capital planning process through analytical review and implementation of improvement opportunities. The role includes compiling the annual plan and monthly forecasts and partnering with Finance, Operations, Sales & Marketing, and Technology to drive informed capital decisions.

Candidates should have a bachelor’s degree and 1+ year in finance/analytics, with strong Excel and PowerPoint skills and the ability to develop financial models and

Qualifications

• Bachelor's Degree in Finance, Economics, Engineering, or a related field.
• 1+ year of experience in finance, accounting, engineering, economics, statistics, or business analytics.
• Strong Excel and PowerPoint skills with ability to build financial models.

Responsibilities

• Review and approve Authority for Expenditures (AFE) ensuring alignment with the capital plan.
• Analyze requests for capital adjustments and provide feedback to Finance partners.
• Coordinate monthly and annual capital planning processes and timelines.
• Prepare executive presentations for Capital Committee and Board meetings.

Skills

Excel

PowerPoint

Financial analysis

Data analysis

Forecasting

Stakeholder communication

Education

Bachelor's Degree

Tools

Capital planning software

Job description

Job Summary

The Capital Planning Analyst provides support to the capital planning process through analysis and implementation of improvement opportunities. In addition, this role helps lead the compilation for the annual plan and monthly forecast processes. To be successful, one must establish a business partnership and effectively communicate with key stakeholders in the capital decision process.

Primary Activities and Responsibilities

• Review and approve Authority for Expenditures (AFE) ensuring requests are consistent with the approved capital plan or current allocation.
• Review and analyze support for request capital adjustments, provide feedback or questions to Finance business partners, and update the capital portfolio with monthly adjustments.
• Assist in coordinating the monthly capital planning process, including scheduling monthly meetings and sending out timelines to Finance.
• Assist in coordinating the annual capital planning process, including scheduling annual meetings, ensuring process stays on track and key milestones are met.
• Compile executive presentation materials for monthly and annual Capital Committee meetings and Board presentations as requested by the CFO.
• Develop a positive working relationship with all business partners in Operations, Sales & Marketing, Finance, and Technology.
• Provide training in using and understanding the capital reporting system.
• Work autonomously in an individual contributor role.
• Miscellaneous activities and responsibilities as assigned by manager.

Minimum Qualifications

• Bachelor's Degree/4-year Degree.
• At least 1 year of experience in Finance, Accounting, Engineering, Economics, Statistics, or Business Analytics focused on financial and economic analysis.

Preferred Qualifications

• Graduate Degree.
• 3 or more years of experience in Finance, Accounting, Engineering, Economics, Statistics, or Business Analytics focused on financial and economic analysis.

Knowledge and Skills

• Microsoft Office Skills (especially Excel and PowerPoint).
• Analytical, quantitative, and problem solving skills.
• Written and oral communication skills.
• Ability to understand and develop financial models and processes.
• Time management and organizational skills.Ability to manage several projects simultaneously.
• Ability to communicate effectively and build working relationships at all levels of an organization.
• Ability to design and deliver presentations for various audiences.
• Ability to do independent research.
• Growth mindset and creative thinking skills.
• Knowledge of financial concepts, discounted cash flow models, and statistical analysis.

Leadership

The CSX Leadership Model is the foundation of our Talent Strategy and is what drives CSX performance. CSX accordingly selects and develops talent based on each of the following: producing results, creating change, and inspiring excellence.

Job Requirements

Work hours may vary in length and schedule (may include a non-standard work week).