Investment Specialist collaborating with analysts and portfolio managers to influence client investment decisions. Representing the investment team in client meetings, supporting sales, and enhancing adviser engagement across the UK.
About the role
- Strategic Project Finance Specialist at EnerSys managing financial clarity in project portfolios and ensuring compliance with accounting policies. Collaborating across departments to optimize financial tracking and governance.
Responsibilities
- Partner with Project Management and executive leadership to evaluate and refine business cases, ensuring financial clarity, ROI viability, and traceability
- Develop financial models aligned with corporate strategy, incorporating sensitivity and risk-adjusted analysis
- Monitor project budgets, forecasts, and actual expenditures across the portfolio; perform monthly variance analysis and reconciliation
- Partner with Project Managers and Accounting to properly classify CapEx vs. OpEx, ensuring compliance with capitalization policy
- Validate and report on cross-charging between departments and legal entities
- Provide portfolio-level insights to PMO leadership, including performance trends and financial risks
- Enforce financial governance and control processes to maintain accuracy and transparency
- Support continuous improvement in financial tracking, reporting, and forecasting tools within the PMO, as well as other related tasks as assigned
- Utilize Planisware, SAP, Baan, and Excel for project portfolio financial management
Requirements
- Bachelor’s degree in Finance, Accounting, or related field required; advanced degree or certification (CPA, CMA, CFA, PMP) preferred
- 5+ years of progressive experience in finance, accounting, or project portfolio management, ideally within engineering, manufacturing, or technology industries
- Expertise in financial modeling, forecasting, and variance analysis
- Familiarity with CapEx vs. OpEx accounting, cross-charging, and project cost allocation
- Experience with enterprise finance and project systems (Planisware, SAP, Baan, Excel required; Power BI a plus)
Benefits
- Hybrid Work Schedule
- Regular/Temporary: Regular
- Full-Time
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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