Senior Capital Planning Specialist

We're Hiring: Senior Capital Planning Specialist

Location: United Arab Emirates (Remote)

Employment Type: Full-Time

Experience Level: Senior

Work Arrangement: Fully Remote

About Us

We are a globally focused organization committed to disciplined financial management, sustainable growth, capital efficiency, and long-term business performance across diverse markets.

Our Finance, Treasury, and Strategy teams collaborate across FP&A, Accounting, Risk, Investments, Operations, Commercial, and senior leadership to assess capital requirements, allocate financial resources, evaluate investments, and maintain strong financial resilience.

The Role

We are seeking an experienced Senior Capital Planning Specialist to lead capital planning, capital allocation, funding analysis, investment planning, scenario modelling, and long-term financial resource planning.

The ideal candidate will provide forward-looking analysis of capital requirements, assess competing investment and funding priorities, develop capital plans and scenarios, monitor capital utilization, and provide senior management with clear recommendations to optimize the deployment and preservation of financial resources.

Key Responsibilities

• Develop and maintain comprehensive capital-planning frameworks aligned with organizational strategy and financial objectives.
• Lead annual and multi-year capital planning processes across business units and functions.
• Assess current and projected capital requirements based on strategic plans, operating forecasts, investments, projects, and business growth.
• Consolidate capital requirements across entities, business units, geographies, and investment programs.
• Develop rolling capital plans and update requirements based on changing business conditions.
• Coordinate capital-planning submissions with Finance, FP&A, Treasury, Operations, Commercial, Procurement, and business leaders.
• Establish standardized methodologies for evaluating capital requirements and investment proposals.
• Review proposed capital expenditures for strategic alignment, financial viability, affordability, and expected returns.
• Analyze capital expenditure requests and assess their impact on cash flow, profitability, liquidity, and long-term financial capacity.
• Develop business cases for major capital investments, expansion programs, technology initiatives, infrastructure projects, and strategic investments.
• Evaluate return on investment, internal rate of return, net present value, payback periods, and other relevant investment measures.
• Perform sensitivity and scenario analysis on capital investment assumptions.
• Assess the financial impact of inflation, interest rates, foreign-exchange movements, demand changes, cost escalation, and project delays.
• Develop base-case, upside, downside, and stress scenarios for capital requirements.
• Identify potential capital constraints and recommend prioritization strategies.
• Establish capital allocation principles and prioritization criteria.
• Evaluate competing investment opportunities based on strategic value, financial returns, risk, urgency, capacity requirements, and available funding.
• Support senior management in determining capital allocation across business units and strategic initiatives.
• Monitor approved capital budgets and compare actual expenditure against approved plans.
• Analyze capital expenditure variances and investigate material deviations.
• Track project commitments, purchase orders, contracts, invoices, accruals, and expected future capital requirements.
• Monitor capital expenditure phasing and identify potential timing changes affecting liquidity and funding plans.
• Coordinate with Treasury to assess funding availability and financing requirements for capital programs.
• Incorporate debt capacity, liquidity, financing costs, and funding constraints into capital-planning decisions.
• Support analysis of debt funding, internal funding, equity requirements, and other capital sources where applicable.
• Evaluate the impact of capital decisions on leverage, liquidity, financial resilience, and funding capacity.
• Monitor capital structure assumptions and identify opportunities to improve financial efficiency.
• Coordinate with Accounting on capitalization policies, fixed assets, construction-in-progress, depreciation, and asset accounting implications.
• Work with Procurement and Project teams to monitor major capital contracts, commitments, and cost forecasts.
• Partner with Operations and Engineering teams to understand asset requirements, capacity expansion, maintenance investment, and infrastructure needs.
• Assess lifecycle costs and long-term financial implications of major assets and capital projects.
• Support portfolio-level analysis of capital projects and investment programs.
• Develop capital investment dashboards and management reports.
• Track capital allocation, utilization, project progress, expected returns, and financial performance.
• Establish key performance indicators for capital planning and investment effectiveness.
• Monitor capital project performance against approved business cases and investment assumptions.
• Identify projects with declining returns, cost overruns, delays, or changing strategic relevance.
• Recommend corrective actions, reprioritization, additional funding, or project suspension where appropriate.
• Conduct post-investment reviews to compare actual outcomes against approved business cases.
• Capture lessons learned from completed capital projects and incorporate them into future planning.
• Support strategic planning and long-range financial modelling.
• Integrate capital plans with annual budgets, rolling forecasts, liquidity plans, and corporate financial models.
• Assess the long-term impact of strategic initiatives on capital requirements and financial capacity.
• Develop capital allocation scenarios to support acquisitions, market expansion, new facilities, technology investments, and major transformation programs.
• Support mergers, acquisitions, divestments, and restructuring initiatives with capital-impact analysis where applicable.
• Monitor regulatory, contractual, operational, and financial requirements that may create additional capital needs.
• Support capital adequacy and financial resilience assessments where relevant to the organization's operating model.
• Maintain accurate capital-planning models, assumptions, schedules, approvals, and supporting documentation.
• Establish appropriate governance over capital-planning submissions, approvals, changes, and reporting.
• Ensure capital plans are consistent with approved financial policies and delegation-of-authority requirements.
• Support internal and external audits by providing capital-planning models, investment analyses, approvals, and supporting documentation.
• Improve capital-planning processes through automation, standardized models, data integration, and enhanced analytics.
• Evaluate emerging financial planning and investment analytics tools that can improve capital allocation decisions.
• Present capital plans, investment recommendations, scenarios, risks, and performance analysis to senior management.
• Translate complex financial analysis into clear recommendations for non-finance stakeholders.
• Mentor junior finance and capital-planning professionals and provide technical guidance.

Key Performance Indicators

• Capital plan accuracy
• Capital expenditure forecast accuracy
• Capital budget adherence
• Capital allocation efficiency
• Capital utilization rate
• Capital project delivery performance
• Capital project ROI
• Investment return accuracy
• NPV and IRR analysis accuracy
• Payback-period accuracy
• Capital project forecast variance
• Capital expenditure variance
• Capital commitment accuracy
• Capital project cost-control performance
• Capital project schedule adherence
• Capital expenditure phasing accuracy
• Funding requirement forecast accuracy
• Capital funding availability
• Funding-cost optimization
• Capital structure efficiency
• Leverage performance
• Liquidity impact of capital investments
• Capital prioritization effectiveness
• Strategic investment alignment
• Business-case quality
• Investment approval cycle time
• Post-investment review completion
• Investment benefit realization
• Cost-saving or value-creation realization
• Capital project risk identification
• Scenario-planning coverage
• Sensitivity-analysis quality
• Capital stress-test completion
• Capital planning cycle efficiency
• Capital data accuracy
• Capital reporting timeliness
• Management reporting quality
• Capital governance compliance
• Approval and delegation compliance
• Capital project variance resolution
• Underperforming project identification
• Capital reallocation effectiveness
• Audit finding resolution
• Process automation adoption
• Stakeholder satisfaction
• Continuous-improvement delivery

Ideal Candidate

The successful candidate should have strong experience in capital planning, corporate finance, FP&A, investment analysis, financial modelling, treasury, strategic planning, or capital allocation, preferably within a multinational, project-based, asset-intensive, infrastructure, real estate, industrial, technology, or complex commercial environment.

The candidate should demonstrate:

• Strong understanding of capital planning and capital allocation principles.
• Proven experience managing annual and multi-year capital-planning processes.
• Strong financial-modelling and investment-analysis capabilities.
• Experience evaluating capital expenditure proposals and strategic investments.
• Strong knowledge of NPV, IRR, payback analysis, ROI, and sensitivity modelling.
• Experience developing business cases for major investments and capital projects.
• Strong understanding of cash-flow, liquidity, funding, and capital-structure implications.
• Experience integrating capital plans with budgets, forecasts, and long-range financial models.
• Strong understanding of capital expenditure, project commitments, and asset investment cycles.
• Experience monitoring capital budgets, project costs, and investment performance.
• Strong scenario-planning and stress-testing capabilities.