Financial Analyst - CapEx

Emerald City Associates•Raleigh, NC

About The Position

Green Alpha Property Management, part of ECA, is seeking a Financial Analyst to own capital expenditure (CapEx) tracking, analysis, and bank draw processes while leading the use of AI to modernize the finance team’s work. The role manages the full CapEx draw cycle with lenders, analyzes capital spending against budgets, and supports financial analysis and reporting. It is suited to someone who can identify manual spreadsheet processes and redesign them using AI tools and automation. The Financial Analyst prepares lender draw requests, validates supporting documentation, reconciles requests to budgets and accounting records, and tracks funding and loan availability. The position also provides project-level CapEx analysis and forecasting, supports fixed asset and construction-in-progress records, and contributes to month-end close, budgeting, reporting, audits, and compliance. The role develops and documents AI-enabled workflows, validates their outputs, and trains team members in their use.

Requirements

Bachelor's degree in Business, Accounting, or Finance from a four-year accredited institution.
3–5 years of experience in financial analysis, FP&A, corporate finance, or accounting.
Demonstrated hands-on experience using AI tools such as ChatGPT, Claude, Microsoft Copilot, or similar to automate or improve business processes.
Advanced Excel skills, including lookups, pivot tables, and financial modeling.
Solid understanding of GAAP, fixed assets, and capital accounting.
Strong attention to detail and ability to manage multiple deadlines.
Clear written and verbal communication skills, including communication with lenders and senior leadership.

Nice To Haves

Familiarity with ERP and reporting systems.
Experience with Power BI and Oracle.

Responsibilities

Prepare, compile, and submit CapEx bank draw requests to lenders on schedule.
Gather and validate draw documentation, including invoices, lien waivers, contractor pay applications, and proof of payment.
Reconcile draw requests to project budgets, the general ledger, and loan agreements.
Track draw status, funding receipts, and remaining loan availability by project.
Serve as the day-to-day contact for lenders, inspectors, and internal project teams regarding draw questions.
Track capital spending by project against approved budgets and forecasts.
Analyze variances, identify cost overruns early, and explain drivers to finance leadership.
Build and maintain CapEx forecasts, cash flow projections, and project-level reporting.
Support capital budgeting, including ROI, payback, and NPV analysis for proposed investments.
Maintain accurate fixed asset and construction-in-progress (CIP) records in partnership with accounting.
Identify manual, repetitive finance processes and redesign them using AI tools and automation.
Use AI to improve document review, data extraction, reconciliations, and report preparation, starting with the bank draw process.
Build repeatable prompts, templates, and workflows for use by the finance team.
Validate AI outputs for accuracy and maintain appropriate controls and audit trails.
Document new processes and train team members on AI-enabled workflows.
Measure and report time saved and accuracy gains from process changes.
Support month-end close, account reconciliations, and journal entry preparation as needed.
Prepare monthly financial reports, dashboards, and variance analysis.
Assist with annual budgeting and periodic forecasting.
Respond to ad hoc analysis requests from the VP of Finance and leadership.
Support audit requests and compliance with loan covenants and internal controls.