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Capital Planning Jobs in Indiana (NOW HIRING)

Aquent

Business Analyst III

Evansville, IN · On-site

$45 - $47/hr

As a key contributor to the financial planning and analysis team, you will play a pivotal role in the strategic development and oversight of capital investments. Your contributions will directly ...

Stellantis

Plant Controller - Kokomo Engine Plant

Kokomo, IN · On-site

$94K - $117K/yr

Capital planning, SOX, internal controls * Development and training of the Finance team, ensuring the Finance Team will have a comprehensive understanding of technical and leadership skills

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Capital Planning information

What does a capital planning do?

A capital planner is responsible for developing long-term investment strategies for a company's or organization's assets, such as infrastructure, equipment, or facilities. They analyze financial data, forecast future needs, and prioritize projects to ensure efficient use of resources and alignment with organizational goals. Skills in financial modeling, project management, and familiarity with budgeting tools are often required.

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

To excel in Capital Planning, strong analytical skills, financial modeling expertise, and a background in finance, accounting, or business are essential. Familiarity with tools like Excel, SAP, Oracle, and budgeting software, as well as certifications such as CFA or CPA, is often required. Exceptional soft skills include strategic thinking, effective communication, and cross-functional collaboration. These skills enable professionals to make informed decisions, align budgets with organizational goals, and drive impactful capital investment strategies.

What are the typical daily responsibilities of someone working in capital planning?

Professionals in Capital Planning regularly analyze financial data, prepare and review capital budgets, and model scenarios for current and future investment projects. They collaborate closely with leaders in finance, operations, and project management to align capital allocation with business objectives. Daily tasks may include forecasting expenditures, presenting recommendations to senior leadership, tracking capital project progress, and ensuring compliance with internal policies. This role requires both a detailed focus on numbers and the ability to communicate complex information to diverse stakeholders, making it dynamic and collaborative.

What is capital planning?

A Capital Planning job involves managing an organization's long-term investment strategy for major assets, such as infrastructure, equipment, and real estate. Professionals in this role analyze financial data, forecast capital needs, and allocate resources to ensure sustainable growth. They collaborate with finance, operations, and leadership teams to prioritize and fund projects. Their work helps optimize financial performance while aligning investments with business objectives.

What are the most commonly searched types of Capital Planning jobs in Indiana?

The most popular types of Capital Planning jobs in Indiana are:

What are popular job titles related to Capital Planning jobs in Indiana?

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

What job categories do people searching Capital Planning jobs in Indiana look for?

The top searched job categories for Capital Planning jobs in Indiana are:

Capital Planning jobs near you
Infographic showing various Capital Planning job openings in Indiana as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution.

Dir Financial Planning (BHS)

Beacon Health System

Granger, IN • On-site

Full-time

Re-posted 5 days ago

Beacon Health System rating

6.7

Company rating: 6.7 out of 10

Based on 143 frontline employees who took The Breakroom Quiz

533rd of 887 rated healthcare providers

Job description

Reports to the Executive Director of Financial Planning. Directs and oversees financial planning activities for operational unit(s) within the Health System. Works with Executive Leadership of the operational unit(s) and Health System. Is responsible for identifying financial trends and analyzing the financial implications of strategic and operational initiatives. Directs, coordinates, and controls the development of annual and long-range financial planning for capital and operations, review of financial viability of existing programs, monthly reporting/variance review, and proforma development. Oversees, quantifies, and drives various revenue enhancement and cost containment initiatives. Directs the process of development and consolidation of entity budgets and capital plans.
MISSION, VALUES and SERVICE GOALS
  • MISSION: We deliver outstanding care, inspire health, and connect with heart.
  • VALUES: Trust. Respect. Integrity. Compassion.
  • SERVICE GOALS: Personally connect. Keep everyone informed. Be on their team.

Directs and oversees financial reporting, financial analysis, provider benchmarking analysis, and improvement opportunities by:
  • Directing the development and analysis of various financial reports to identify areas of improvement opportunity, assess departmental / divisional performance and provide actionable feedback to leadership.
  • Coordinating the preparation of periodic financial analysis reports, program costing, analysis of cost reduction proposals, overtime and FTE usage, lease-purchase analysis, and expense variance analysis statistical reports by directing, developing, coordinating, reviewing assumptions and ensuring reasonableness.
  • Designing and running various computer reports and analyses to identify trends. Providing analysis and recommendations to executive leadership on identified issues.
  • Presenting financial information to executive management, leadership and other designated groups.
  • Reviewing monthly variances against budget to identify, cause and recommend steps to eliminate variances.
  • Maintaining responsibility for the coordination and implementation of strategic rate adjustments in order to maximize cash flow and income by monitoring revenue variances, providing analysis on rate restructuring, analyzing variances, recommending corrective action and notifying departments and outside agencies as required per contractual agreements. Ensuring the accurate coding of patient charge items, maintaining compliance with federal regulations, reviewing and following up on local medical review policies where appropriate.
  • Maintaining responsibility for consolidated cash flow forecasting by reviewing for reasonableness of assumptions.
  • Directing short- and long-term financial planning, including capital as well as operating plans, by coordinating plans, reviewing assumptions and the validity of data and preparing administrative and Board reports.
  • Preparing consolidated financial reports for all entities relating to operating and capital budgeting and long-range plans.
  • Providing technical support in the areas of year-end audit preparation and monthly report development to other financial departments.
  • Providing financial information to numerous outside agencies by gathering data, reviewing for consistency and preparing reports.
  • Developing and producing benchmark data. Also ensuring that such comparative data is reported to management and providers in a timely and useable manner.
  • Providing ongoing technical and financial guidance to leadership related to departmental financial reports.
  • Directing, reviewing and mentoring financial analysts work to ensure timeliness, completeness, and accuracy.
  • Educating, assisting and facilitating the effective use financial reports and analysis.
  • As directed, developing, modeling, recommending, implementing, maintaining and monitoring all aspects of physician compensation and production, including by working closely with Human Resources, Medical Group executive leadership, and the Executive Director on all aspects of physician compensation and incentives.

Directs and oversees the Budgeting process by:
  • Directing the overall process to create the annual budget in cooperation with Health System objectives.
  • Establish timeline and ensure budget work is completed in a timely manner in accordance to budget targets provided by Administration.
  • Ensuring accuracy of overall budget numbers.
  • Monitors and provides input into the development of the 3-year financial and capital plan for operational units within the Health System.

Works cooperatively with the Executive Director of Financial Planning and the Executive Leadership Team by:
  • Taking responsibility for pro forma development of Medical Group and Health System initiatives as needed.
  • Assisting with the business plan development for new and existing program development.
  • Preparing pro forma audits to determine if actual results are in line with expected results.
  • Reviewing, maintaining and conducting financial analysis for managed care contracts.
  • Measure and evaluate impact of entity, divisional and/or departmental financial performance in cooperation with the Health System.
  • Ensuring access to robust reporting tools to provide data analysis, monthly reporting and data as needed for special projects.
  • Works with external partners to evaluate and, when necessary, improve the financial performance of Joint Venture (JV) operations.
  • Completing other job-related duties and other special projects as directed.

Leadership Competencies
  • Drives Results - Consistently achieving results, even under tough circumstances.
  • Customer Focus - Building strong customer relationships and delivering customer-centric solutions.
  • Instills Trust - Gaining the confidence and trust of others through honesty, integrity, and authenticity.
  • Collaborates - Building partnerships and working collaboratively with others to meet shared objectives.
  • Communicates Effectively - Developing and delivering multi-mode communications that convey a clear understanding of the unique needs of different audiences.
ORGANIZATIONAL RESPONSIBILITIES
Associate complies with the following organizational requirements:
  • Attends and participates in department meetings and is accountable for all information shared.
  • Completes mandatory education, annual competencies and department specific education within established timeframes.
  • Completes annual employee health requirements within established timeframes.
  • Maintains license/certification, registration in good standing throughout fiscal year.
  • Direct patient care providers are required to maintain current BCLS (CPR) and other certifications as required by position/department.
  • Consistently utilizes appropriate universal precautions, protective equipment, and ergonomic techniques to protect patient and self.
  • Adheres to regulatory agency requirements, survey process and compliance.
  • Complies with established organization and department policies.
  • Available to work overtime in addition to working additional or other shifts and schedules when required.

Education and Experience
  • The knowledge, skills and abilities as indicated below are normally acquired through the successful completion of a minimum of a Bachelor's Degree in Business with a concentration in Finance or Accounting; a Master's degree is preferred. Certified Public Accountant's license is required or must be obtained within 3 years of hire. A minimum of five to seven years of experience in financial planning (preferably in a healthcare setting) is required.

Knowledge & Skills
  • Requires strong management skills and the ability to multi-task to ensure all priorities are met.
  • Demonstrates the professional accounting knowledge necessary to provide technical direction to ensure the effective and efficient operation of assigned areas of responsibility.
  • Requires the administrative and supervisory skills necessary to organize and direct assigned areas of responsibility.
  • Requires the organization, planning and problem-solving skills necessary to plan and estimate project activities and timelines and identify and resolve problems and deliver viable solutions.
  • Requires knowledge of general accounting principles and accounting systems and the ability to coordinate, organize, and direct reporting of accounting information.
  • Requires the knowledge and ability to model and analyze complex operational or financial proposals while providing recommendations to maximize overall revenue and net contribution.
  • Demonstrates the technical and professional accounting skills and familiarity with data processing capabilities and procedures necessary to perform the essential functions of the position.
  • Requires strong working knowledge of Microsoft applications (Excel, Word, PowerPoint, etc.).
  • Demonstrates a high level of analytical and research skills necessary to analyze and interpret financial and statistical data and report and to solve complex problems.
  • Requires the ability to handle multiple projects and to continually prioritize projects and tasks in order to meet deadlines.
  • Demonstrates the interpersonal and communication skills (both verbal and written) necessary to interact effectively with physicians, management and associates and to make clear, concise and professional presentations.
  • Requires the ability to exercise judgment within generally-defined departmental procedures and practices.

Working Conditions
  • Works in an office environment.

Physical Demands
  • Requires the physical ability and stamina to perform the essential functions of the position.

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