The Role
The CAPEX Analyst is responsible for ensuring the financial control, monitoring, and optimization of capital investment project budgets. This role provides financial visibility, supports governance compliance, identifies budget risks, and enables strategic decision-making through timely analysis and accurate reporting. By maintaining financial discipline across the CAPEX portfolio, the position directly contributes to business profitability and operational efficiency.

What You'll Do (Impact Areas)
CAPEX Financial Planning & Control
- Monitor project spending against approved budgets and track presente versus planned expenditures.
- Support the planning, development, monitoring, and control of capital investment project budgets.
- Validate purchase orders, commitments, and expenses against available project budgets.
- Establish and maintain project budget baselines and financial assumptions.

Forecasting & Financial Analysis
- Prepare quarterly and rolling project forecasts.
- Perform variance analysis to identify cost overruns, savings opportunities,



and critical deviations.
- Analyze project financial performance and forecast accuracy.
- Support Estimate at Completion (EAC) reviews and updates with Project Managers.

Reporting & Governance
- Prepare monthly CAPEX close reports, including actuals, forecasts, KPIs, and executive summaries.
- Develop financial dashboards and maintain internal trackers using ERP systems and reporting tools.
- Monitor compliance with CAPEX governance requirements, including CAR documentation and approval processes.
- Consolidate financial status updates across multiple capital projects and portfolios.

Project & Stakeholder Support
- Provide day-to-day financial support to Project Managers on budget availability, commitments, and project spending.
- Participate in CAPEX portfolio reviews and annual budget planning processes.
- Collaborate with Finance, Controlling, Engineering, and Project teams to ensure alignment and reporting

📌 Project Financial Analyst (Celaya)
🏢 Clarios
📍 Celaya