Product Development Capital Investment Planning Specialist
About The Position
The Product Development Capital Investment Planning Specialist plans, monitors, analyzes, and reports capital expenditures related to non-new model investments. The role supports accurate budget forecasting, project tracking, financial reporting, and governance of capital investment activities across manufacturing, facilities, equipment, and infrastructure improvement projects. The specialist works with finance, engineering, facility operations, procurement, and project management teams to support decision-making and optimize capital spending. The position develops capital plans, tracks project financial and schedule performance, analyzes spending and investment returns, coordinates project reviews, and maintains capital records and tracking systems. It also supports audit documentation and continuous improvement of capital management processes.
Requirements
- Bachelor’s degree or higher in Finance, Accounting, Business Administration, Engineering, Project Management, or a related field.
- At least 8 years of experience in capital planning, financial analysis, project controls, or investment tracking.
- Strong proficiency in Microsoft Excel, Power BI, SAP, Oracle, or similar financial systems.
- Experience managing budgets, forecasts, and financial reporting.
- Strong analytical and problem-solving skills.
Nice To Haves
- Experience in manufacturing, automotive, industrial, or facilities management.
- Project Management Professional (PMP) certification or equivalent.
- Experience with capital authorization and investment approval processes.
- Advanced data visualization and reporting skills.
- Financial analysis and forecasting.
- Capital expenditure management.
- Budget planning and control.
- Project tracking and reporting.
- Data analysis and dashboard development.
- Attention to detail.
- Cross-functional collaboration.
- Communication and presentation skills.
- Continuous improvement mindset.
Responsibilities
- Develop and maintain annual and multi-year capital investment plans.
- Coordinate with business units to identify, prioritize, and justify capital investment opportunities.
- Support preparation of capital authorization requests and investment proposals.
- Ensure investment plans align with corporate objectives and financial targets.
- Monitor capital project budgets, forecasts, commitments, and actual expenditures.
- Track project performance against approved schedules, scope, and financial targets.
- Maintain capital investment databases, trackers, and reporting systems.
- Generate weekly, monthly, quarterly, and annual capital expenditure reports.
- Identify budget variances and recommend corrective actions.
- Analyze capital spending trends and forecast future expenditures.
- Support ROI, payback, NPV, and other investment analyses.
- Assist with financial evaluations for equipment upgrades, facility improvements, and operational enhancement projects.
- Ensure proper capitalization and compliance with accounting policies.
- Collaborate with engineering, maintenance, operations, finance, and procurement teams throughout project lifecycles.
- Monitor project milestones and highlight risks that may affect timing or budget.
- Facilitate project reviews and management reporting meetings.
- Support audit requests and documentation requirements.
- Maintain accurate records of project approvals, expenditures, and status updates.
- Ensure data integrity within capital planning and tracking systems.
- Develop and improve investment tracking tools, dashboards, and performance metrics.
- Support continuous improvement initiatives related to capital management processes.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
