Senior Financial Analyst, Capex

Lineage Logistics•Farmington Hills, MI

About The Position

Lineage is seeking a Senior Financial Analyst to join its Finance & Transformation organization as the global point of contact for capital expenditure reporting and analysis. The role owns the consolidation, tracking, and analysis of global capital spend, supporting a capital program of up to $1 billion annually for internal management and external public company reporting. It partners with Finance leadership, Network Optimization and Capital Deployment, Field Finance, Engineering, Operations, and Accounting to provide senior executives with accurate, timely information for capital deployment decisions. The position leads global monthly capital project close and forecasting, reconciles and analyzes expenditures, maintains financial models and reporting packages, explains variances, and prepares executive-level materials. It also supports SEC reporting, policy compliance, internal controls, documentation, and stakeholder training. The analyst leads the transition of forecasting into Workday Adaptive as the official CapEx system of record, develops automated reporting tools and dashboards, and maintains a capital deployment model to evaluate potential investments and standardize capital allocation.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, or a related field.
3–5 years of progressive experience in financial planning and analysis, accounting, or capital/project finance.
Advanced Excel and financial modeling skills.
Proficiency with PowerPoint, Word, and Outlook.
Experience developing reports or processes in an ERP environment, preferably Workday.
Strong quantitative and qualitative analytical skills, with the ability to solve practical problems and improve processes.
Excellent written and verbal communication skills, including the ability to convey complex information clearly to senior and executive audiences.
Ability to lead and influence cross-functional, matrixed teams without direct authority.
Strong organization and attention to detail, a bias for action, and comfort in a hands-on, fast-paced environment.

Nice To Haves

Experience with Workday Adaptive Planning or other planning and BI tools.
Familiarity with capital project accounting, SEC reporting, or internal controls such as SOX at a public company.
Background in logistics, real estate, supply chain, or other capital-intensive industries.

Responsibilities

Lead monthly consolidation of global capital project actuals and forecasts in accordance with the company close timeline and policy.
Serve as the global finance point of contact for capital expenditure spend.
Reconcile and analyze global capital expenditures and maintain financial models and reporting packages, including variance analysis by region and reporting segment.
Partner with regional finance teams to explain variances and underlying drivers and provide decision-ready CapEx information to senior management.
Prepare executive-level financial materials and respond to senior leadership inquiries.
Prepare CapEx content for MD&A in external financial statements, including Forms 10-Q and 10-K.
Ensure global CapEx compliance with internal accounting policies and external reporting requirements; define and enforce policies and standards and develop and monitor internal controls.
Maintain CapEx documentation, job aids, and the CapEx Knowledge Center, and train and support stakeholders.
Lead the transition of forecasting into Workday Adaptive as the official system of record for CapEx spend and design efficient reporting processes.
Build automated reporting tools, dashboards, and KPIs using Workday, Adaptive Planning, and Power BI, and identify opportunities to use Workday functionality.
Develop and maintain a capital deployment project model to evaluate potential capital projects and standardize global capital allocation.
Build collaborative, trusting relationships with operating and functional leaders across the organization.