JOB SUMMARY/PURPOSE
The Senior Financial Analyst – Capital Expenditures (CapEx) is responsible for leading the financial planning, reporting, and analysis of capital investments across the organization. This role partners with project managers, operations, engineering, and accounting teams to ensure disciplined capital management and alignment with the company’s strategic investment objectives.
ACCOUNTABILITIES AND ESSENTIAL FUNCTIONS
- Lead tracking, reporting, and forecasting of capital project spending, including monthly variance analysis vs. budget and forecast.
- Provide actionable insights and commentary on budget-to-actual variances across capital initiatives.
- Drive the annual capital planning process, collaborating with business units to develop project budgets and multi-year investment plans.
- Review and evaluate project funding requests, business cases, and investment justifications to support strategic and financial objectives.
- Prepare detailed reporting and dashboards for leadership and capital steering committees.
- Ensure proper capitalization, asset classification, and compliance with internal accounting policies and GAAP.
- Partner with Accounting to support accurate monthly and quarterly CapEx accruals and fixed asset reconciliation.
- Enhance and maintain CapEx reporting models, tools, and templates to support automation and transparency.
- Support long-range planning by modeling future capital investment needs and return profiles.
MINIMUM REQUIREMENTS
Minimum education required of the position
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Bachelor’s degree in Finance, Accounting, Economics, or a related field (Master’s or MBA a plus).
Minimum experience required of the position
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3–5 years of relevant experience in FP&A, corporate finance, or accounting, with a focus on expense management.
Minimum knowledge, skills and abilities preferred of the position
- Strong understanding of accrual accounting and operational expense forecasting.
- Advanced Excel skills; experience with ERP systems (e.g., SAP, Oracle) and planning tools (e.g., Adaptive Insights, Anaplan, Hyperion) preferred.
- Excellent analytical, communication, and interpersonal skills.
- Ability to work independently and collaboratively, with a strong attention to detail and deadlines.
- Comfortable managing large datasets and distilling insights for non-finance stakeholders.
Any certificates, licenses, etc. required for the position
Working Conditions
The Physical Demands described here are representative of those that must be met by an employee to successfully perform the Accountabilities and Essential functions of the job. Reasonable accommodations may be made to enable an individual with disabilities to perform the essential functions.
- Perform other job-related duties as assigned, within your scope of responsibilities.
- Job duties are performed in a normal and clean office environment with normal noise levels.
- Work is predominately done while standing or sitting.
- The ability to comprehend, document, calculate, visualize and analyze are required.
About Delta Utilities
Delta Utilities is a natural gas utility headquartered in New Orleans that provides safe, reliable natural gas service across Louisiana and Mississippi. We understand the value of dependable energy and our important role in building stronger, more resilient communities. Once all announced transactions are complete, Delta Utilities is a $1.7 billion organization representing 600,000 customers and among the top 40 natural gas utilities in the United States.
Delta Utilities acquired CenterPoint Energy's natural gas utility operations in Louisiana and Mississippi in April 2025 and acquired Entergy's natural gas utilities in Baton Rouge and New Orleans in summer 2025.
Delta Utilities is regulated by the Louisiana Public Service Commission, the Mississippi Public Service Commission, and the New Orleans City Council. We work closely with our regulatory agencies to deliver safe and reliable natural gas service and maintain fair rates for our customers.
Learn more at https://deltautilities.com.
Delta Utilities and associated entities are equal-opportunity employers. We do not discriminate against employees or applicants for employment on any legally recognized basis or any protected class under federal, state, or local law.
