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Capital Planning Analyst Jobs (NOW HIRING)

West Fraser

$80 - $100/hr

Bachelor's degree in Finance, Accounting, Business, Engineering, or a related field. * 3+ years of experience in financial analysis, capital planning, project controls, project accounting, or a ...

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Capital Planning Analyst information

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$40.5K

$77.1K

$124K

How much do capital planning analyst jobs pay per year?

As of Sep 9, 2026, the average yearly pay for capital planning analyst in the United States is $77,122.00, according to ZipRecruiter salary data. Most workers in this role earn between $61,000.00 and $90,000.00 per year, depending on experience, location, and employer.

What are some common challenges faced by a capital planning analyst in managing long-term investment projects?

Capital Planning Analysts often encounter challenges such as aligning project proposals with organizational strategic goals, balancing competing priorities for limited capital, and dealing with shifting market or regulatory conditions. They must also ensure accurate forecasting and analysis despite incomplete or changing data, and maintain clear communication with stakeholders from various departments. Successfully navigating these challenges requires strong analytical skills, adaptability, and effective cross-functional collaboration.

What are the key skills and qualifications needed to thrive as a capital planning analyst, and why are they important?

To thrive as a Capital Planning Analyst, you need strong analytical skills, financial modeling expertise, and a degree in finance, economics, or a related field. Proficiency with Excel, financial planning software (such as Hyperion or SAP), and familiarity with budgeting and forecasting tools are typically required. Exceptional attention to detail, effective communication, and the ability to work collaboratively make candidates stand out in this role. These skills ensure accurate financial planning, informed investment decisions, and effective support for an organization's long-term capital strategies.

What is the difference between Capital Planning Analyst vs Financial Analyst?

AspectCapital Planning AnalystFinancial Analyst
Required CredentialsBachelor's degree in finance, economics, or related field; certifications like CFA are a plusBachelor's degree in finance, accounting, or related; CFA or CPA may be preferred
Work EnvironmentCorporate finance departments, project teams, government agenciesCorporate finance, investment firms, banks, or consulting
Employer & Industry UsageUsed in industries with large capital projects, infrastructure, or public sectorWidely used across finance sectors for budgeting, forecasting, and analysis

The main difference is that a Capital Planning Analyst focuses on evaluating and planning large-scale capital investments and projects, while a Financial Analyst handles broader financial data analysis, budgeting, and forecasting. Both roles require strong analytical skills and financial knowledge but serve different strategic functions within organizations.

What does a capital planning analyst do?

A capital planning analyst evaluates and forecasts an organization’s long-term investment needs, such as infrastructure or equipment projects. They analyze financial data, develop budgets, and create strategic plans to ensure capital expenditures align with organizational goals, often using financial modeling tools and industry standards. This role requires strong analytical skills and knowledge of finance and project management.
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What are popular job titles related to Capital Planning Analyst jobs?

For Capital Planning Analyst jobs, the most frequently searched job titles are:

Capital Planning Analyst jobs near you
Infographic showing various Capital Planning Analyst job openings in the United States as of September 2026, with employment types broken down into 1% Internship, 1% As Needed, 86% Full Time, 10% Part Time, and 2% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $77,122 per year, or $37.1 per hour.

Manager, Capital Planning & Analysis

San Jose, CA • On-site

Equity Residential
Real Estate • 5 - 10K employees
Learn more about Equity Residentialexternal

$92K - $154K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 20 days ago

Key responsibilities

  • Lead capital projects from initial concept through project completion

  • Partner with various teams to develop project strategies and conduct due diligence

  • Manage consultants, contractors, vendors, and internal project teams to ensure project execution and monitor financial performance

Equity Residential rating

6.7

Company rating: 6.7 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

137th of 261 rated facilities management

Job description


Manager, Capital Planning & Analysis
Position Type:
Full time
Weekly Scheduled Hours:
40
State:
California
City:
San Jose
Zip Code:
95128
Total Base Pay Range:
$92,800.00 - $154,500.00
Overview:
Vivmark Residential exists to set the mark for what home can be. Formed through the merger of AvalonBay Communities and Equity Residential, Vivmark brings together two industry leaders with a shared commitment to excellence, innovation, and delivering exceptional living experiences. Our vision is to be the most trusted and best-performing rental housing company in America - one that continues to get better as it grows. And we're looking for people who want to help us do it.
As an owner, developer, and manager of more than 180,000 apartment homes in major markets across the US, we have the scale to offer something most companies can't. At Vivmark, team members move up and across functions, markets, and disciplines, building lasting careers. We invest in team members growth, development, and capabilities that make them and us better, and we hold ourselves to the highest standard as an employer.
The best people want to work here. We hope you're one of them.
The Role:
The Manager, Capital Planning & Analysis leads the planning, due diligence, scoping, design, underwriting, execution, and reporting of capital projects across the region. The role is responsible for developing scopes of work, project budgets, schedules, and execution plans that align with asset management and investment objectives.
Key Responsibilities:
  • Lead capital projects from initial concept through project completion
  • Partner with Asset Management, Investments, Design, Residential Services, Engineering, and Operations teams to develop project strategies
  • Conduct due diligence and feasibility assessments for capital improvement opportunities
  • Prepare project scopes, budgets, schedules, and underwriting assumptions
  • Manage consultants, contractors, vendors, and internal project teams
  • Oversee permitting, approvals, and project execution activities.
  • Monitor project financial performance, timelines, risks, and overall results
  • Provide regular reporting and updates to leadership on project status, budgets, and outcomes
  • Ensure projects meet company standards for quality, safety, and resident experience
  • Support long-term capital planning and portfolio improvement initiatives

Qualifications:
  • Bachelor's degree in Construction Management, Engineering, Architecture, Real Estate, Business, or a related field
  • Progressive experience managing capital projects, construction projects, or asset improvement programs
  • Strong project management, budgeting, and financial analysis skills
  • Experience leading cross-functional teams and managing multiple projects simultaneously
  • Strong communication and stakeholder management abilities
  • Proficiency with project management and financial reporting tools

How Vivmark Supports You:
We know that our teams are the beating heart of our success and we re committed to showing our appreciation.
We offer:
  • A competitive benefits package that supports your health, financial well-being, and work-life balance, including medical, dental, and vision coverage, a 401(k) with company match, paid vacation and company holidays, and exclusive team member housing discounts.

Additional Info:
Vivmark Residential is proud to be an equal opportunity employer and is committed to an inclusive and diverse work environment free of discrimination and harassment. We believe that in order to achieve our purpose of creating a better way to live, we must recruit, develop and retain associates with a wide range of backgrounds, experiences and perspectives and create an environment that encourages all voices to be heard, understood and appreciated. With this we know we can do great things.
Vivmark Residential makes employment decisions without regard to a person s race, ethnicity, color, religion, sex, national origin, sexual orientation, gender identity, pregnancy (including childbirth, lactation or related medical conditions), age, physical or mental disability, genetic information (including characteristics or testing), citizenship status, military or veteran status, or any other status protected by the law.
Vivmark Residential will consider for employment qualified applicants with criminal histories in a manner consistent with requirements under the law.
Applications are being accepted on an ongoing basis.
Vivmark Residential does not require or request that you provide any information that identifies your age, date of birth, or dates of school attendance or graduation. Please redact this information prior to the submission of your application and/or leave these fields incomplete on your application.
For California residents, if you elect to apply to Vivmark Residential you accept the Vivmark Residential California Personnel Privacy Notice (https://www.avaloncommunities.com/california-personnel-privacy-notice/)
No Fees Notice & Recruitment Fraud Disclaimer:
Vivmark Residential is aware that there is recruitment fraud activity whereby scammers impersonate Vivmark Residential and offer fake employment opportunities to candidates. These scammers often seek to obtain personal information or money from candidates.
Please note that Vivmark Residential will never charge any candidate a registration fee, hiring fee, or any other fee in connection with its recruitment and hiring process. If you suspect that you are being contacted by a scammer impersonating our company, please report it immediately to our official HR Department (avalonbayhumanresources@avalonbay.com).

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