Financial Analyst - CapEx

Green Alpha Property Management; Raleigh (NC); On-site; USD 75,000 - 105,000; Full time

Benefits offered by this job

401(k) with Matching

Medical / Dental / Vision / Life 보험

Paid Time Off

Short term disability

Job summary

Green Alpha Property Management, part of ECA, seeks a Financial Analyst to own CapEx tracking, bank draw processes and AI-driven finance improvements. This in-office role is based at our Raleigh headquarters and involves partnering with lenders and the finance team to deliver insights and ensure control.

You will automate repetitive workflows, build CapEx forecasts and support budgeting, month-end close, and reporting. Strong Excel, AI, and ERP/BI skills are essential.

Qualifications

• Bachelor's degree in Business, Accounting or Finance from a four-year accredited institution.
• 3–5 years of experience in financial analysis, FP&A, corporate finance or accounting.
• Hands-on experience using AI tools to automate or improve business processes.
• Advanced Excel skills, including lookups, pivot tables and financial modeling.
• Familiarity with ERP and reporting systems; Power BI and Oracle a plus.

Responsibilities

• Own CapEx tracking, analysis and bank draw processes with lenders.
• Manage full CapEx draw cycle and document control.
• Develop AI-driven automation of finance workflows.
• Prepare monthly financial reports, dashboards and variance analysis.
• Support budgeting, forecasting and month-end close.
• Coordinate with lenders, inspectors and project teams on draw questions.

Skills

Advanced Excel

AI automation

Financial modeling

Power BI

ERP systems

GAAP knowledge

Education

Bachelor's degree in Business, Accounting or Finance

Tools

Oracle

ERP systems

Job description

This position is fully in office out of our corporate headquarters in Raleigh, NC.

Have you ever desired to work at a company that is positively impacting the lives of a wide array of individuals through various avenues? At Green Alpha Property Management (part of ECA), everything that we do is centered around the goal of improving the lives of each of our stakeholders.

ECA is seeking a Financial Analyst to own capital expenditure (CapEx) tracking, analysis and bank draw processes, while leading the use of AI to modernize how our finance team works. You will manage the full CapEx draw cycle with our lenders, deliver clear analysis of capital spending against budget, and support core financial analysis and reporting.

This role is built for someone who sees a manual spreadsheet process and immediately thinks about how to automate it. Hands-on AI experience is required: you will identify repetitive, manual finance workflows and redesign them with AI tools to improve speed, accuracy and visibility.

Key Responsibilities

This position is fully in office out of our corporate headquarters in Raleigh, NC.

• Prepare, compile and submit CapEx bank draw requests to lenders on schedule.
• Gather and validate supporting documentation, including invoices, lien waivers, contractor pay applications and proof of payment.
• Reconcile draw requests to project budgets, the general ledger and loan agreements.
• Track draw status, funding receipts and remaining loan availability by project.
• Serve as the day-to-day contact for lenders, inspectors and internal project teams on draw questions.

CapEx analysis and reporting

• Track capital spending by project against approved budgets and forecasts.
• Analyze variances, identify cost overruns early and explain drivers to finance leadership.
• Build and maintain CapEx forecasts, cash flow projections and project-level reporting.
• Support capital budgeting, including ROI, payback and NPV analysis for proposed investments.
• Maintain accurate fixed asset and construction-in-progress (CIP) records in partnership with accounting.

AI-driven process improvement

• Identify manual, repetitive finance processes and redesign them using AI tools and automation.
• Use AI to speed up document review, data extraction, reconciliations and report preparation, starting with the bank draw process.
• Build repeatable prompts, templates and workflows that others on the finance team can use.
• Validate AI outputs for accuracy and maintain appropriate controls and audit trails.
• Document new processes and train team members on AI-enabled workflows.
• Measure and report time saved and accuracy gains from process changes.
• Support month-end close, account reconciliations and journal entry preparation as needed.
• Prepare monthly financial reports, dashboards and variance analysis.
• Assist with annual budgeting and periodic forecasting.
• Respond to ad hoc analysis requests from the VP of Finance and leadership.
• Support audit requests and compliance with loan covenants and internal controls.

Required Qualifications

• This position is fully in office out of our corporate headquarters in Raleigh, NC.
• Bachelor's degree in Business, Accounting or Finance from a four-year accredited institution.
• 3–5 years of experience in financial analysis, FP&A, corporate finance or accounting.
• Demonstrated hands-on experience using AI tools (such as ChatGPT, Claude, Microsoft Copilot or similar) to automate or improve business processes.
• Advanced Excel skills, including lookups, pivot tables and financial modeling.
• Solid understanding of GAAP, fixed assets and capital accounting.
• Strong attention to detail and the ability to manage multiple deadlines.
• Clear written and verbal communication skills, including with lenders and senior leadership.
• Familiarity with ERP and reporting systems; experience with Power BI and Oracle a plus.
• 401(k) with Matching
• Medical / Dental / Vision / Life insurance
• Paid Time Off
• Short term disability

ECA is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other protected characteristic.