About The Role:

Supports the capital planning process by monitoring updates and adjustments to the capital portfolio, approving project workflows in Oracle, evaluating project spend, and preparing materials and analyses for the monthly and annual planning cycles.


  • Perform manual adjustments to the capital portfolio as needed.
  • Assist with the monthly and annual capital planning process by collaborating with Finance and other business partners to obtain support and financial analyses required for meetings.
  • Ensure capital projects have materialized by evaluating total spend and project outcomes.
  • Prepare presentation materials and content for the monthly and annual planning cycles.
  • Assist with design and implementation of new Tech-Based solutions for capital planning.
  • Develop a positive working relationship with all business partners in Operations, Commercial, Finance, and Technology and provide training in using and understanding the capital reporting system.
  • Provide support to Real Estate team by assisting with key initiatives targeting effective internal and client-facing activities.
  • Miscellaneous activities and responsibilities as assigned by manager.

Candidate Requirements:

  • Must be at least 18 years of age.
  • Currently enrolled in an undergraduate or graduate degree program in Finance, Engineering, Economics, Statistics, Computer Science, Mathematics or Business Analytics or a related major field of study from an accredited institution.
  • Cumulative minimum GPA of 3.0 (based on a 4-point scale).
Job Overview
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