Trimac Transportation Inc.
Summary
Reporting to the Director of Financial Analysis, the Capital Planning Analyst position will be a broad role responsible for financial planning, forecasting, budgeting, operational analysis, margin analysis, and other financial and non-financial analysis that contributes to the achievement of organizational growth and profitability goals.
Essential Duties/Responsibilities
- Conduct analysis for planning activities including capital long-range planning processes
- Assists with supplementary project evaluations on capital, corporate benchmarking, and metrics
- Reports on the impact of capital.
- Prepare internal and external financial analyses on projects and formulate recommendations.
- Review and help prioritize profit-generating projects in each business segment.
- Define and periodically revise strategy for prioritizing sustaining capital projects, which are risk, asset strategy, and business strategy.
- Guide all stakeholders through the resource planning process.
- Mentor Head Office administrators and analysts to encourage skills development and improve efficiency.
- Assess current return on capital to support capital budgeting and asset allocation.
- Support special projects including internal development and strategic planning.
- Assist in the construction of financial budgeting, forecasting, and valuation models.
- Assist in the completion of short-term and long-term forecast.
- Assist in the modeling of cash flow requirements.
- Assist in the evaluation and refinement of the costing process and the pricing model.
- Identify financial and operational trends in business product lines.
- Complete monthly SG&A analysis.
- Prepare, analyze, and select methods of presenting various data.
- Present key findings in written and verbal form.
- Assist with the preparation of quarterly and board materials.
- Interact with management at all levels to facilitate information gathering.
- Manage and oversee the resolution of all third-party transportation audit claims.
- Ad hoc financial and operational analysis as required.
Knowledge/Skills
- Bachelor’s degree in Finance, Accounting, Economics, or a related field of study, required.
- Three (3) years in planning, evaluation, business, and transportation; high-potential individuals could be considered with fewer years of relevant experience
- Proficient in Microsoft Office Applications.
- Advanced written and verbal communication skills.
- Ability to plan, prioritize, and coordinate a diverse set of activities to meet targets.
- Analytical and problem-solving abilities along with solid attention to detail.
- Ability to work successfully in a team environment as well as independently.
Education/Experience
The minimum education or formal training for this position includes the following Provincial/State or other vocational or professional certification, trade license, apprenticeship or degree:
- Mandatory High School Diploma
- Mandatory Bachelor’s Degree
At least three years of relevant internships, work placements, and post-graduate education will be considered when assessing the amount of work experience required.