Capital Planning Analyst
About The Position
The Capital Planning Analyst supports the Director of CapEx Strategy in executing capital planning, budgeting, and reporting processes across the organization. The role is responsible for maintaining accurate capital project data, performing detailed financial and operational analysis, and generating insights that drive effective capital allocation and decision‑making. This position analyzes planned and active capital projects, prepares financial models and reports, monitors budget performance, and collaborates with cross‑functional teams to validate information and identify risks, trends, and opportunities. The analyst also contributes to long‑term capital planning, ensures adherence to internal controls, and prepares materials for senior leadership.
Requirements
- Bachelor's Degree (Required)
- 3 years in of experience in real estate, finance, or analytics (Required)
- Ability to use Microsoft Office Suite (Office, Excel, Word, etc.)
- Demonstrated ability to leverage modern technologies (including AI-enabled tools, data automation, and integrations)
- Ability to remain organized, plan schedules, prioritize duties, and manage multiple competing priorities
- Ability to interact, develop, and maintain positive professional relationships with all levels of stakeholders, both externally and internally
- Ability to track and meet deadlines with minimal supervision
- Ability to collaborate cross-functionally and maintain clear, consistent communication with key stakeholders
- Excellent communication and presentation skills
- Ability to respond outside of normal work hours
- Strong problem-solving skills
- Ability to travel as needed
- Must have a valid driver's license
Responsibilities
- Compiles, reviews, and analyzes data related to planned and active capital projects across the portfolio.
- Maintains and enhances the centralized database of capital projects to support planning, forecasting, and reporting.
- Supports the development and maintenance of long-term CapEx (capital expenditure) plans.
- Performs financial analysis on proposed projects, including return on investment, payback, and prioritization metrics.
- Prepares recurring and ad hoc reports on capital budgets, spend, and project performance.
- Supports budget development and tracks variance to approved capital plans.
- Coordinates with operations, construction services, finance, and third-party partners to gather and validate project information.
- Identifies trends, risks, and opportunities within capital data and recommends actions to the Director.
- Supports review of budget approvals and change orders to ensure alignment with policy.
- Assists in maintaining internal controls related to capital expenditures.
- Prepares materials and analysis for senior leadership presentations.
- Maintains accuracy and integrity of data across systems and reporting outputs.
- Handles confidential information appropriately.
- Other duties as assigned.
Benefits
- Comprehensive Medical and Prescription coverage with 4 plan options
- Comprehensive Dental and Vision Plans
- On-Site Fitness Center
- Voluntary Health and Dependent Care Reimbursement Accounts
- Life, Accidental Death & Dismemberment Insurance and Dependent Life
- Short and Long-Term Disability Coverage
- 401(k) Plan with Sun matching contribution
- Employee Assistance Program
- Identity Theft Insurance
- Legal Assistance Plan
- Pet Insurance
- Tuition Reimbursement program
- Vacation RV Site Discounts
- Team Member Perks & Discounts program
- Up to six weeks of paid parental leave
- Paid Time Off including ten holidays, vacation, personal, sick time, bereavement and pay for jury duty
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
