Financial Analyst (Milwaukee)

RevOps Careers; Milwaukee (WI); On-site; USD 65,000 - 95,000; Full time

Job summary

Global Power Components in Milwaukee, WI seeks a Financial Analyst – Capital Planning to support CAPEX budgeting, forecasting, reporting, and fixed asset accounting. You will work with Operations, Facilities, Purchasing, and Accounting to track capital projects and ensure capitalization of assets placed into service.

This role emphasizes collaboration, strong analytics, and improving financial controls, with responsibilities spanning project tracking, month-end close, and capital project

Qualifications

• Bachelor’s degree in Finance, Accounting, or a related field.
• 1-3 years of experience in financial analysis, accounting, project accounting, or fixed asset accounting.
• Experience with financial analysis, account reconciliations, financial reporting, budgeting, or forecasting.
• Experience in a manufacturing, industrial, construction, or other capital-intensive environment preferred.

Responsibilities

• Partner with department leaders to develop and maintain CAPEX budgets, forecasts, and long-range capital plans.
• Support the CAPEX workflow and review requests for compliance with capitalization policies.
• Collaborate with Purchasing, Facilities, Operations, and Accounting to monitor project progress and forecasts.
• Identify and communicate budget, cost, and timing issues to project owners and Finance leadership.
• Prepare CAPEX spending and budget variance reporting for monthly leadership decks.
• Reconcile construction-in-progress balances to schedules and the general ledger.
• Coordinate financial closeout of completed capital projects and capitalization.
• Prepare and record monthly journal entries for asset additions, transfers, and depreciation.
• Maintain fixed asset records, depreciation schedules, and project files.
• Reconcile fixed asset subledger toGL and resolve discrepancies.
• Support fixed asset inventories and asset verification activities.
• Assist project sponsors with ROI, payback, cash flow, and sensitivity analysis.
• Support post-completion reviews and month-end/year-end close activities.
• Maintain CAPEX procedures and internal controls; identify process improvements.

Skills

Financial analysis

Account reconciliations

Financial reporting

Budgeting

Forecasting

Excel

Power BI

ERP systems

Fixed asset accounting

Education

Bachelor’s degree in Finance, Accounting, or related field

Tools

Excel

Power BI

ERP systems

Fixed asset systems

Job description

Title: Financial Analyst – Capital Planning

Company: Global Power Components – www.globalpowercomponents.com

Location: Milwaukee, WI (onsite 5-days/week)

Hire Type: Direct Hire

Position Summary

The Financial Analyst – Capital Planning is responsible for supporting the Company’s capital expenditure (CAPEX) planning, forecasting, reporting, and fixed asset accounting processes. Under the direction of the Finance Manager, his role serves as a primary finance contact for tracking capital projects, monitoring spending against approved budgets, forecasting future capital requirements, and ensuring the timely capitalization of assets placed into service. The position works closely with Operations, Facilities, Purchasing, and Accounting teams to provide accurate financial analysis, maintain capital project schedules, strengthen financial controls, and support strategic investment decisions.

Key Responsibilities

• Partner with department leaders to develop and maintain CAPEX budgets, forecasts, and long-range capital plans.
• Support the CAPEX workflow and review requests for compliance with company capitalization, documentation, and approval policies.
• Collaborate with Purchasing, Facilities, Operations, and Accounting to monitor capital project progress, purchase orders, invoices, commitments, expected in-service dates, and forecast-to-complete amounts.
• Identify and communicate potential project budget, cost, timing, and documentation issues to project owners and Finance leadership.
• Prepare CAPEX spending, project status, cash flow, and budget variance reporting for the monthly leadership reporting deck.
• Reconcile construction-in-progress balances to capital project schedules and the general ledger each month.
• Coordinate the financial closeout of completed capital projects, including final cost review, capitalization, and resolution of outstanding commitments.
• Prepare and record monthly journal entries for asset additions, transfers, disposals, depreciation, and other fixed asset activity.
• Maintain fixed asset records, depreciation schedules, project files, and supporting documentation.
• Reconcile the fixed asset subledger to the general ledger and investigate and resolve discrepancies.
• Support periodic fixed asset inventories and asset verification activities.
• Assist project sponsors with financial justification and analysis, including return on investment, payback period, cash flow, and sensitivity analysis.
• Support post-completion reviews of significant projects by comparing actual spending and benefits with the approved business case.
• Support month-end and year-end close activities and external audit requests related to fixed assets and capital projects.
• Maintain CAPEX procedures and internal controls and identify opportunities to improve data quality, workflow efficiency, and reporting.
• Support ad hoc financial analyses and cross-functional projects as needed.

Qualifications

• Bachelor’s degree in Finance, Accounting, or a related field.
• 1-3 years of experience in financial analysis, accounting, project accounting, or fixed asset accounting.
• Experience with financial analysis, account reconciliations, financial reporting, budgeting, or forecasting.
• Experience in a manufacturing, industrial, construction, or other capital-intensive environment preferred.

Technical Skills

• Strong Microsoft Excel skills, including pivot tables, lookup functions, and data analysis.
• Experience with ERP or fixed asset systems preferred.
• Ability to learn and work with ERP, purchasing, fixed asset, and project-tracking systems.
• Working knowledge of fixed asset accounting, construction-in-progress accounting, and depreciation methodologies preferred.
• General understanding of GAAP principles and internal controls related to capital assets.
• Experience with Power BI or other financial reporting and data visualization tools preferred.

Functional Skills & Abilities

• Strong analytical and problem-solving skills.
• Ability to manage multiple projects, priorities, and deadlines simultaneously.
• High level of attention to detail, accuracy, and follow-through.
• Strong verbal and written communication skills.
• Ability to work effectively with finance, accounting, and operational teams.
• Ability to proactively identify risks, incomplete information, and policy exceptions and communicate issues appropriately.Demonstrated ability to identify process improvement opportunities and implement practical solutions.

Tagged as: Data Analysis, Data Visualization, Excel, Financial Modeling, Forecasting, Power BI, Project Management