Senior Financial Analyst

Coda Search│Staffing; North Carolina; On-site; USD 110,000 - 140,000; Full time

Job summary

The Senior FP&A Analyst role at Coda Search Staffing in North Carolina leads enterprise-wide capital planning within the Corporate FP&A team. You will drive business cases, investment approvals, depreciation forecasting, and post-investment performance analysis to ensure strategic alignment and strong financial returns.

Collaborating with cross-functional partners, you will standardize capital reporting, strengthen forecast accuracy, and support the CIC with thorough analysis and concise

Qualifications

• Bachelor’s degree in Finance, Economics or related field.
• MBA, CPA or CFA preferred.
• Strong financial modeling, forecasting, and analytical skills.
• Ability to develop and evaluate business cases and investment proposals.
• Experience with capital planning, depreciation forecasting, and reporting.

Responsibilities

• Lead business partners through the full business case process with rigorous financial analysis.
• Review pro forma business cases for completeness and accuracy.
• Prepare and consolidate presentations for the Capital Investment Committee (CIC).
• Maintain approval records, documentation, and investment tracking in Oracle.
• Coordinate project setup documentation in Oracle and align with Accounting.

Skills

Financial modeling

Forecasting

Analytical skills

Communication

Presentation skills

Cross-functional collab

Education

Bachelor's degree in Finance

MBA/CPA/CFA preferred

Tools

Oracle

Power BI

Job description

We are seeking a highly motivated and analytical Senior FP&A Analyst to lead enterprise-wide capital planning within the Corporate FP&A team. This role is responsible for supporting the prioritization, approval, and financial management of capital investments to ensure alignment with strategic priorities and realization of expected financial returns.

The Senior FP&A Analyst will support the full capital investment lifecycle, including business case development, investment prioritization and approval through the Capital Investment Committee (CIC), depreciation forecasting, and post-investment performance analysis.

The ideal candidate brings strong financial analysis skills and the ability to translate complex business initiatives into robust, actionable business cases. This role will also play a key part in strengthening forecast accuracy, standardizing capital reporting, and enabling effective cross-functional collaboration with business partners across the organization.

Essential Duties and Responsibilities

Duties may include, but are not limited to, the following:

Capital Approval Process

• Lead business partners through the full business case process, ensuring rigorous financial analysis, clear articulation of benefits, and alignment with strategic priorities.
• Review pro forma business cases for completeness, investment assumptions, financial accuracy, and alignment with capital allocation criteria.
• Prepare and consolidate presentations and executive summaries for the Capital Investment Committee (CIC) to support investment decision-making.
• Maintain accurate approval records, documentation, investment tracking, and system entries in Oracle or other capital tracking systems.
• Coordinate project setup documentation in Oracle and ensure accurate submissions to Accounting.

Capital Forecasting & Reporting

• Own capital and depreciation forecasting for all reporting cycles, including periodic, quarterly, annual, and Board of Directors presentations.
• Track actual capital spend and analyze variances against forecasts.
• Partner with business teams to validate forecast updates, assumptions, and key drivers.
• Maintain accurate project-level information, including capital type, depreciation timing, ownership, and key financial metrics such as revenue, operating income (OI), NPV, and IRR.
• Collaborate with the Power BI and Analytics teams to ensure data consistency across dashboards, forecasts, and source systems.
• Manage depreciation forecasting, including capital schedules, timing, and related financial impacts.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below represent the knowledge, skills, and abilities required for the role. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• MBA, CPA, or CFA preferred.
• Strong financial modeling, forecasting, and analytical skills.
• Ability to develop and evaluate business cases and investment proposals.
• Strong understanding of capital planning, capital allocation, and depreciation forecasting.
• Excellent communication and presentation skills, with the ability to work effectively with cross-functional business partners and senior leadership.
• Strong attention to detail and ability to manage multiple priorities in a deadline-driven environment.
• Experience with Oracle, Power BI, or other financial planning and capital tracking systems preferred.