Manager, Capital Allocation & Governance

Circle K Stores Inc.; Charlotte (NC); On-site; USD 100,000 - 140,000; Full time

Job summary

Circle K Stores Inc. is seeking an experienced finance professional to lead enterprise capital portfolio analysis and support strategic investment decisions in Charlotte, NC.

You will coordinate Investment Board processes, prepare executive materials, and provide actionable insights to senior leadership. The role demands advanced Excel, PowerPoint, and experience with Power BI; strong communication and stakeholder management are essential.

Qualifications

• Bachelor's degree in Accounting, Finance, Business Administration, or a related field.
• A recognized professional designation or relevant graduate degree is considered an asset.
• 5 to 7 years of progressive experience in finance, FP&A, capital planning, investment analysis, or related fields.
• Experience managing complex processes or cross-functional initiatives.
• Experience presenting to senior leadership and supporting decision-making.
• Advanced Excel and PowerPoint; Power BI, data visualization, automation, or AI tools is a plus.
• Strong analytical, quantitative, and communication skills; ability to synthesize data into insights.

Responsibilities

• Lead the preparation and coordination of the Investment Board process, including agendas and executive materials.
• Own consolidated analysis for the enterprise capital portfolio and track deployment and returns.
• Develop portfolio reviews and recommendations for capital allocation and prioritization.
• Perform ROCE, scenario, and sensitivity analyses to guide investment decisions.
• Assess capital requests by reviewing financial assumptions and business cases; challenge where needed.
• Partner with Finance to redeploy unutilized capital to higher-priority initiatives.
• Translate complex information into concise executive presentations and recommendations.
• Drive improvements in capital planning, reporting, and decision-support with automation and AI tools.
• Build relationships across a global, cross-functional stakeholder network.

Skills

Financial analysis

Capex evaluation

Excel

PowerPoint

Power BI

Communication

Forecasting

Stakeholder management

SQL

Education

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

Graduate degree or professional designation (asset)

Tools

Power BI

Excel

SQL

Job description

ESSENTIAL DUTIES

The position includes, but is not limited to, the following essential job duties, responsibilities and requirements:

• Lead the preparation and coordination of the Investment Board process, including agendas, executive materials, decision framing, meeting follow-ups, and tracking of conditions and commitments.
• Own consolidated analysis for the enterprise capital portfolio, providing clear visibility into deployment, financial returns, execution readiness, risks, and emerging opportunities.
• Develop portfolio reviews and recommendations that support capital allocation, prioritization, and reallocation decisions across business functions and investment categories.
• Perform ROCE, return, value creation, scenario, and sensitivity analyses to evaluate portfolio performance and strengthen investment decisions.
• Assess capital requests and business cases by reviewing financial assumptions, strategic alignment, implementation plans, and expected benefits; identify issues requiring further challenge or clarification.
• Partner with Finance and business leaders to identify opportunities to redeploy uncommitted or underutilized capital toward higher-priority initiatives.
• Translate complex financial and operational information into concise executive presentations, decision papers, and practical recommendations for senior leadership.
• Drive continuous improvement in capital planning, investment review, portfolio reporting, and decision-support processes through standardization, automation, advanced analytics, and AI-enabled tools.
• Build effective relationships across a global, cross-functional stakeholder network and provide guidance on capital portfolio requirements, analyses, and decision processes.

JOB REQUIREMENTS

• Bachelor's degree in Accounting, Finance, Business Administration, or a related field.
• A recognized professional designation or relevant graduate degree is considered an asset.
• 5 to 7 years of progressive experience in finance, FP&A, capital planning, investment analysis, strategic planning, consulting, portfolio management, or a related field.
• Demonstrated experience managing a complex process, program, or cross-functional initiative.
• Prior people-management experience is not required.
• Experience developing executive-level analyses and presentations and supporting senior leadership decision-making.
• Experience evaluating business cases, investment proposals, capital programs, or portfolio performance is strongly preferred.
• Strong financial, analytical, and quantitative capabilities, with the ability to connect detailed analysis to strategic and operational implications.
• Sound business judgment and the confidence to challenge assumptions constructively, identify trade-offs, and recommend a clear path forward.
• Ability to synthesize complex and sometimes incomplete information into concise, decision-ready insights for senior leaders.
• Advanced Excel and PowerPoint skills; experience with Power BI, data visualization, automation, or AI-enabled tools is considered an asset.
• Experience working with large and complex datasets and maintaining a high standard of accuracy and attention to detail.
• Strong stakeholder management and communication skills, with the ability to influence without direct authority across functions and levels.
• Proactive, organized, and solution-oriented, with the ability to manage competing priorities and deliver high-quality work in a dynamic environment.
• Comfortable working independently while collaborating with diverse teams in an international organization.
• Advanced proficiency in French and English, both spoken and written, is required because the role involves regular communication and collaboration with global teams.

PHYSICAL REQUIREMENTS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Complete physical activity inventory of the position includes: Work requires frequent sitting, standing, walking and use of keyboard/computer. Work requires occasional bending, reaching and lifting/moving up to 35 pounds. Work is subject to tight deadlines and interruptions can be stressful. Travel to store locations as necessary. Sit for long periods of time. Operate computer keyboard and mouse for data entry. View computer monitor Hear and speak via telephone. Reach forward and/or overhead.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Working conditions inventory of the position includes: The noise level in the work environment is usually moderate at a normal range. The lighting will include natural light from the outside as well as fluorescent lighting throughout the work areas. Work with minimum direction and periodic supervision.

JOB DESCRIPTION ACKNOWLEDGMENT

This Job Description indicates the general nature and level of work to be performed in this position and it is not intended to contain or be interpreted as a comprehensive inventory of all the duties, responsibilities, functions and qualifications required of the position. The incumbent may be asked to perform other duties and will be evaluated, in part, on performance of the tasks listed in this job description. As with all positions, the responsibilities and duties of this position may change. The Company reserves the right to revise this Job Description at any time with or without notice. This Job Description does not constitute a contract for employment and either the incumbent or the Company may terminate employment at any time, for any reason, with or without notice.

OUR MISSION & CULTURE

Our mission at Circle K is to make people's lives a little easier every day. Our global family of 150,000 people in over 17,300 stores and 27 countries makes that possible for our millions of clients worldwide, which is why we are committed to helping them achieve their goals and grow with us. We set ourselves apart by our culture and values: in our people and their development, in serving others, what we've built and what we are striving to achieve. No matter where you come from or where you are heading in your career, there is a place for you to grow at Circle K. When you grow, we grow - together.

Circle K is an Equal Opportunity Employer. The Company complies with the Americans with Disabilities Act (the ADA) and all state and local disability laws. Applicants with disabilities may be entitled to reasonable accommodation under the terms of the ADA and certain state or local laws as long as it does not impose an undue hardship on the Company. Please inform the Company’s Human Resources Representative if you need assistance completing any forms or to otherwise participate in the application process.