Senior Financial Analyst, Capex

Lineage Logistics Services; Novi (MI); On-site; USD 95,000 - 135,000; Full time

Job summary

Lineage seeks a Senior Financial Analyst, CapEx to join the Finance & Transformation organization. You will own global CapEx consolidation, tracking, and analysis to support up to $1B annual spend, for internal and external reporting.

The role partners with Finance leadership, Network Optimization, Field Finance, Engineering, Operations, and Accounting to deliver accurate, timely insights. You will drive Close, data integrity, variance analysis, and executive deliverables while advancing Workday

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• 3-5 years of progressive FP&A, accounting, or capital/project finance experience.
• Advanced Excel and financial modeling skills; proficiency with PowerPoint, Word, and Outlook.
• Experience in ERP environments, preferably Workday.
• Strong analytical skills with ability to solve problems and improve processes.
• Excellent written and verbal communication for senior audiences.
• Proven ability to lead cross-functional, matrixed teams without direct authority.
• Strong organizational skills and attention to detail; fast-paced environment.

Responsibilities

• Lead monthly global capital project consolidation and CapEx reporting.
• Reconcile and analyze global CapEx; build financial models and reporting packages.
• Explain variances with regional teams; provide decision-ready CapEx data.
• Prepare executive-level financial materials and respond to inquiries.
• Prepare CapEx content for MD&A and Forms 10-Q/10-K.
• Ensure CapEx policy compliance and internal controls; train stakeholders.
• Maintain CapEx documentation and the CapEx Knowledge Center.
• Drive forecasting into Workday Adaptive; optimize system capabilities.
• Build automated reporting tools and dashboards using Workday, Adaptive, Power BI.
• Develop and maintain capital deployment models; standardize allocations.
• Foster collaboration with operating and functional leaders.

Skills

Bachelor's degree in Finance, Finance

Financial planning & analysis

Advanced Excel

Financial modeling

PowerPoint/Word/Outlook

Analytical skills

Communication skills

Leadership in cross-functional teams

Education

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

Tools

Workday

Workday Adaptive Planning

Power BI

ERP reporting tools

Job description

Lineage is seeking a Senior Financial Analyst, CapEx to join our Finance & Transformation organization and serve as the global point of contact for capital expenditure reporting and analysis. You will own the consolidation, tracking, and analysis of global capital spend, supporting a capital program up to $1 billion dollars annually, for both internal management and external public company reporting.

This is a high-visibility role for a finance professional who pairs strong technical and modeling skills with a drive to improve processes, and you will partner with Finance leadership, Network Optimization and Capital Deployment, Field Finance, Engineering, Operations, and Accounting. Your work will give senior executives the accurate, timely information they need to deploy capital with confidence.

KEY RESPONSIBILITIES

Reporting, Consolidation & Analysis

• Global Close: Lead the monthly consolidation of global capital project actuals and forecasts and serve as a global finance point of contact for CapEx spend in line with the Lineage close timeline and policy.
• Data integrity: Reconcile and analyze global capital expenditures; build and maintain financial models and reporting packages, including variance analysis by region and reporting segment.
• Variance and insight: Partner with regional finance teams to explain variances and their underlying drivers, giving senior management accurate, decision-ready CapEx data.
• Executive deliverables: Prepare executive-level financial materials and respond to inquiries from senior leadership.

External Reporting & Compliance

• SEC reporting: Prepare CapEx content for Management's Discussion & Analysis (MD&A) in the company's external financial statements, including Forms 10-Q and 10-K.
• Policy and controls: Ensure global CapEx compliance with internal accounting policies and external reporting requirements; define and enforce policies and standards, and develop and monitor internal controls that support accuracy, completeness, and audit readiness.
• Knowledge and training: Maintain CapEx documentation, including job aids and the CapEx Knowledge Center, and train and support stakeholders to drive consistent application of processes.

Systems, Automation & Capital Planning

• Workday Adaptive transition lead: Drive forecasting process into Adaptive to become the official system of record for CapEx spend, and design efficient processes that maximize system capabilities and ensure complete, accurate reporting.
• Automation and dashboards: Increase productivity by building automated reporting tools, dashboards, and KPIs using Workday, Adaptive Planning, and Power BI and by identifying untapped Workday functionality.
• Investment evaluation: Develop and maintain capital deployment project model to assess the financial effectiveness of potential capital projects and ensure global standardization of capital allocation.
• Partnership: Build collaborative, trusting relationships with operating and functional leaders at all levels of the organization.

QUALIFICATIONS

Required

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• 3-5 years of progressive experience in financial planning and analysis, accounting, or capital/project finance.
• Advanced Excel and financial modeling skills; proficiency with PowerPoint, Word, and Outlook.
• Experience developing reports or processes in an ERP environment, preferably Workday.
• Strong analytical skills, both quantitative and qualitative, with the ability to solve practical problems and improve processes.
• Excellent written and verbal communication skills, with the ability to convey complex information crisply to senior and executive audiences.
• Proven ability to lead and influence cross-functional, matrixed teams without direct authority.
• Strong organization and attention to detail, with a bias for action and comfort in a hands-on, fast-paced environment.

Preferred

• Experience with Workday Adaptive Planning, or other planning and BI tools.
• Familiarity with capital project accounting, SEC reporting, or internal controls (such as SOX) at a public company.
• Background in logistics, real estate, supply chain, or other capital-intensive industries.

Why Lineage?

This is an excellent position to begin your career path within Lineage! Success in this role enables greater responsibilities and promotions! A career at Lineine starts with learning about our business and how each team member plays a part each and every day to satisfy our customers' requirements. Beyond that, you'll help us grow and learn on our journey to be the very best employer in our industry. We'll ask you for your opinion and ensure we do our part to keep you developing and engaged as we grow our business. Working at Lineage is energizing and enjoyable. We value respect and care about our team members.

Lineage is an Equal Employment Opportunity Employer and is committed to compliance with all federal, state, and local laws that prohibit workplace discrimination and unlawful harassment and