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Capital Planning Analyst Jobs (NOW HIRING)

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Planning Analyst

Irwindale, CA

... and capital equipment review/analysis Support the Quality group with the supplier pre-audit forms and ASL issues Additional Information Planning Analyst, supply chain,supplier, inventory, Purchase ...

Cushman & Wakefield

Capital Planning Manager

$110K/yr

The Capital Planning Manager Interacts and coordinates with building management, engineers, the performance, and analytics team, as well as the project and space management teams. Responsibilities

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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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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.

Capital Planning Manager

Morristown, NJ • On-site

Atlantic Health System
Hospitals • 5 - 10K employees
Learn more about Atlantic Health Systemexternal

$61.18 - $107.69/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Atlantic Health System rating

8.0

Company rating: 8.0 out of 10

Based on 276 frontline employees who took The Breakroom Quiz

90th of 898 rated healthcare providers

Job description


The Capital Planning Manager is responsible for managing the system-wide capital planning and governance process from initial request through final approval. The role collaborates with cross-functional stakeholders to develop and maintain replacement schedules, inform annual capital allocations and long range cashflow projections, and support strategic decision-making through financial analysis and reporting. The Capital Planning manager facilitates the capital governance processes, including committee agenda management and prioritization frameworks, while clearly communicating requirements across the organization.
Primary Responsibilities:
  • Facilitate the Atlantic Health system-wide capital planning process from request intake through capital allocation approvals through project completion.
  • Maintain capital request approval workflows.
  • Manage capital reporting from capital allocation to capital commitment to tracking spend against approved capital approved projects.
  • Manage the agenda and material preparation for the system capital allocation committee. Ensure completeness of each capital request package as designated by the request type.
  • Partner with key stakeholders including Information Services and Support (ISS), Facilities, Clinical Engineering and Finance leadership to develop and maintain replacement capital schedules according to clear timelines.
  • Collaborate with capital planning stakeholders including hospital foundations to evaluate funding strategies for major projects.
  • Support the capital budgeting and long-range planning process by outlining long range cash flow impacts.
  • Maintain all related capital request policy and process documentation.
  • Maintain a thorough understanding of business processes, data sets and knowledge of operations to develop capital prioritization matrices.
  • Clearly communicate the capital process and assessment requirements to all relevant stakeholders
  • Regularly exercises discretion and judgment in the performance of essential job functions.
  • Perform other related duties as assigned.

Qualifications
  • Bachelor's degree required in Healthcare Administration, Public Health, Business Administration or related field. Master's preferred.
  • Seven to ten years of work experience in healthcare administration, sourcing, supply chain, operations management, or finance.
  • Strong communication and project management skill sets required.
  • Provide excellent customer service for stakeholders with a strong attention to detail, effective organizational and interpersonal skills, and demonstrating good judgement
  • Self-motivation with initiative to act independently while maintaining communication open across project teams as necessary

About Us
At Atlantic Health, our promise to our communities is; Anyone who enters one of our facilities will receive the highest quality care delivered at the right time, at the right place, and at the right cost. This commitment is also echoed in the respect, development and opportunities we give to our more than 22,000 team members. Headquarters in Morristown, New Jersey, we are one of the leading non-profit health care systems in the nation. Our facilities and sites of care include:
  • Atlantic Health Morristown Medical Center, Morristown, NJ
  • Atlantic Health Overlook Medical Center, Summit, NJ
  • Atlantic Health Newton Medical Center, Newton, NJ
  • Atlantic Health Chilton Medical Center, Pompton Plains, NJ
  • Atlantic Health Hackettstown Medical Center, Hackettstown, NJ
  • Atlantic Health Goryeb Children's Hospital, Morristown, NJ
  • Atlantic Health CentraState Healthcare System, Freehold, NJ
  • Atlantic Medical Group
  • Atlantic Visiting Nurse
  • Atlantic Mobile Health
  • Atlantic Rehabilitation

We have more than 900 community-based healthcare providers affiliated through Atlantic Medical Group.
We have received awards and recognition for the services we have provided to our patients, team members and communities. Below are just a few of our accolades:
  • Chosen for 17 years by Fortune as one of the magazine's "100 Best Companies to Work For."
  • Atlantic Health Morristown and Atlantic Health Overlook Named by Newsweek as two of the "World's Best Hospitals" in 2026.
  • Atlantic Health Morristown and Atlantic Health Overlook ranked within the top three hospitals in New Jersey by U.S. News & World Report's 2025-2026 Best Hospital rankings.
  • Atlantic Health scored four "A" grades by The Leapfrog Group in its Fall 2025 Hospital Safety Grades, performance measures reflecting errors, accidents, injuries and injections, as well as systems hospitals have in place to prevent harm.
  • Atlantic Health Morristown and Atlantic Health Overlook are New Jersey's only hospitals to be named among America's 50 Best hospitals by Healthgrades in 2026.
  • Named by Becker's Healthcare as one of the "165 Top Places to Work in Healthcare - 2026.
  • Atlantic Health Morristown, Atlantic Health Overlook, Atlantic Health Chilton and Atlantic Health Newton all Forbes Top Hospitals for 2026.
  • Named by Newsweek as one of America's Greatest Workplaces for Inclusion & Diversity 2025.
  • Atlantic Health rated LEVEL 9 - 2025 CHIME Digital Health Most Wired.

Atlantic Health offers a competitive and comprehensive Total Rewards package that supports the health, financial security, and well-being of all team members. Offerings vary based on role level (Team Member, Director, Executive). Below is a general summary, with role-specific enhancements highlighted:
Team Member Benefits
  • Medical, Dental, Vision, Prescription Coverage (22.5 hours per week or above for full-time and part-time team members)
  • Life & AD&D Insurance.
  • Short-Term and Long-Term Disability (with options to supplement)
  • 403(b) Retirement Plan: Employer match, additional non-elective contribution
  • PTO & Paid Sick Leave
  • Tuition Assistance, Advancement & Academic Advising
  • Parental, Adoption, Surrogacy Leave
  • Backup and On-Site Childcare
  • Well-Being Rewards
  • Employee Assistance Program (EAP)
  • Fertility Benefits, Healthy Pregnancy Program
  • Flexible Spending & Commuter Accounts
  • Pet, Home & Auto, Identity Theft and Legal Insurance

Note: In Compliance with the NJ Pay Transparency Act (effective Sunday, June 1, 2025), all job postings will include the hourly wage or salary (or a range), as well as this summary of benefits. Final compensation and benefit eligibility may vary by role and employment status and will be confirmed at the time of offer.
EEO STATEMENT
Atlantic Health, Inc. is an equal employment opportunity employer and federal contractor or subcontractor and therefore abides by applicable laws to protect applicants and employees from discrimination in hiring, promotion, discharge, pay, fringe benefits, job training, classification, referral, and other aspects of employment, on the basis of race, color, religion, sex (including pregnancy, gender identity and sexual orientation), national origin, citizenship status, disability, age, genetics, or veteran
About the Team
Atlantic Health System is at the forefront of medicine, setting standards for quality health care powered by a workforce of more than 18,000 team members and 4,800 affiliated physicians dedicated to building healthier communities, the system offers more than 400 sites of care, including eight award-winning medical centers. Specializing in cardiovascular care, cancer care, orthopedics, neuroscience, pediatrics, women's health and rehabilitation medicine. Atlantic Medical Group, comprised of 1,000 physicians and advanced practice providers, represents one of the largest multi-specialty practices in New Jersey and includes finance, legal, marketing, human resources, talent acquisition, ISS and more. Caring for our patients, our team members and the communities we serve is our central mission.

What Atlantic Health System employees say

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About Atlantic Health System

Sourced by ZipRecruiter

Atlantic Health System aims to deliver the highest quality, safety and care combined the best experience for our patients and their families. We are confident that you will find success within Atlantic Health System, which has been named for the 14th year in a row to Fortune's "Top 100 Best U.S. Companies to Work For" list. We believe you will find that our culture of collaboration and care exemplifies the value we place on our patients, their families and our employees.

Industry

Hospitals

Company size

5,001 - 10,000 Employees

Headquarters location

Morristown, NJ, US

Year founded

1996

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