Capital Analyst

• Preparation of monthly and quarterly reporting and forecasts
• Maintaining and updating capital expenditure tracking systems and dashboards
• Conduct lookback analyses to evaluate returns on investments, identify trends, and inform future investment decisions
• Manage the annual capital budgeting process, including forecasting, prioritization, and variance analysis
• Collaborate with leadership to review departmental budgets to ensure accuracy and understanding of budget information
• Prepare executive-level reporting that highlights key financial insights, capital project updates, and strategic alignment
• Support leadership in financial review and planning activities
• Financial statement modeling
• Perform ad hoc analysis and other duties as needed

• Bachelor’s degree in accounting, finance, or a related field
• 3+ years of experience in accounting and finance
• Experience with Lawson, Perceptive, Oracle/Hyperion products or similar technology
• Experience optimizing financial workflows across capital planning, budgeting, and reporting—emphasizing automation, internal control enhancement, and redundancy elimination
• Advanced proficiency in Microsoft Excel and Powerpoint applications, including formulas, pivot tables, data visualization, and financial modeling
• Exceptional written and verbal communication skills, with the ability to clearly present financial insights to both technical and non-technical audiences
• Excellent analytical and judgment skills
• self-motivated and capable of working independently
• Highly organized, with a strong focus on accuracy, attention to detail, and producing high-quality deliverables
• High level of proficiency in accounting/finance with knowledge of GAAP, capital analysis, and healthcare finance principles
• Ability to evaluate capital project proposals for financial viability, ROI, and strategic alignment
• Skilled in monitoring actual vs. budgeted CapEx and guiding strategic financial decisions
• Proven ability to work cross-functionally with Accounting and Operations to ensure accurate and timely financial reporting
• High level of proficiency working with internal and external auditors

Knowledge of healthcare finance