Sr Financial Analyst, Capital Expenditure

Delta Utilities; New Orleans (LA); On-site; USD 85,000 - 125,000; Full time

Job summary

Delta Utilities is seeking a Senior Financial Analyst – CapEx to lead financial planning, reporting, and analysis of capital investments across the organization. You will partner with project managers, operations, engineering, and accounting to ensure disciplined capital management aligned with strategic objectives.

You will drive annual capital planning, evaluate funding requests, and prepare dashboards for leadership committees.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field (Master’s or MBA a plus).
• 3–5 years of FP&A, corporate finance, or accounting experience with a focus on expense management.
• Strong understanding of accrual accounting and operational expense forecasting.
• Advanced Excel skills; experience with ERP systems (e.g., SAP, Oracle) and planning tools (Adaptive Insights, Anaplan, Hyperion) preferred.
• Excellent analytical, communication, and interpersonal skills.
• Ability to work independently and collaboratively, with a strong attention to detail and deadlines.
• Comfortable managing large datasets and distilling insights for non‑finance stakeholders.

Responsibilities

• Lead tracking, reporting, and forecasting of capital project spending, including monthly variance analysis vs. budget and forecast.
• Provide actionable insights and commentary on budget-to-actual variances across capital initiatives.
• Drive the annual capital planning process, collaborating with business units to develop project budgets and multi‑year investment plans.
• Review and evaluate project funding requests, business cases, and investment justifications to support strategic and financial objectives.
• Prepare detailed reporting and dashboards for leadership and capital steering committees.
• Ensure proper capitalization, asset classification, and compliance with internal accounting policies and GAAP.
• Partner with Accounting to support accurate monthly and quarterly CapEx accruals and fixed asset reconciliation.
• Enhance and maintain CapEx reporting models, tools, and templates to support automation and transparency.
• Support long‑range planning by modeling future capital investment needs and return profiles.

Skills

Accrual accounting

Excel

Planning & forecasting

Analytical skills

Communication

Interpersonal skills

Attention to detail

Stakeholder management

Data analysis

Education

Bachelor's degree in Finance/Accounting/Economics

Master’s or MBA (plus)

Tools

SAP

Oracle

Adaptive Insights

Anaplan

Hyperion

Job description

JOB SUMMARY/PURPOSE

The Senior Financial Analyst – Capital Expenditures (CapEx) is responsible for leading the financial planning, reporting, and analysis of capital investments across the organization. This role partners with project managers, operations, engineering, and accounting teams to ensure disciplined capital management and alignment with the company’s strategic investment objectives.

ACCOUNTABILITIES AND ESSENTIAL FUNCTIONS

• Lead tracking, reporting, and forecasting of capital project spending, including monthly variance analysis vs. budget and forecast.
• Provide actionable insights and commentary on budget-to-actual variances across capital initiatives.
• Drive the annual capital planning process, collaborating with business units to develop project budgets and multi‑year investment plans.
• Review and evaluate project funding requests, business cases, and investment justifications to support strategic and financial objectives.
• Prepare detailed reporting and dashboards for leadership and capital steering committees.
• Ensure proper capitalization, asset classification, and compliance with internal accounting policies and GAAP.
• Partner with Accounting to support accurate monthly and quarterly CapEx accruals and fixed asset reconciliation.
• Enhance and maintain CapEx reporting models, tools, and templates to support automation and transparency.
• Support long‑range planning by modeling future capital investment needs and return profiles.

MINIMUM REQUIREMENTS

Minimum education required of the position

• Bachelor’s degree in Finance, Accounting, Economics, or a related field (Master’s or MBA a plus).

Minimum experience required of the position

• 3–5 years of relevant experience in FP&A, corporate finance, or accounting, with a focus on expense management.

Minimum knowledge, skills and abilities preferred of the position

• Strong understanding of accrual accounting and operational expense forecasting.
• Advanced Excel skills; experience with ERP systems (e.g., SAP, Oracle) and planning tools (e.g., Adaptive Insights, Anaplan, Hyperion) preferred.
• Excellent analytical, communication, and interpersonal skills.
• Ability to work independently and collaboratively, with a strong attention to detail and deadlines.
• Comfortable managing large datasets and distilling insights for non‑finance stakeholders.

Any certificates, licenses, etc. required for the position

• None

Working Conditions

Perform other job‑related duties as assigned, within your scope of responsibilities.

Job duties are performed in a normal and clean office environment with normal noise levels.

Work is predominately done while standing or sitting.

The ability to comprehend, document, calculate, visualise and analyse are required.

Equal‑Opportunity Employment Statement

Delta Utilities and associated entities are equal‑opportunity employers. We do not discriminate against employees or applicants for employment on any legally recognized basis or any protected class under federal, state, or local law.