Lead Capital Planning Analyst

Role Overview

The Lead Capital Planning Analyst plays a critical role in shaping enterprise capital strategy by leading monthly capital reporting, reallocation, and variance analysis. This position partners closely with senior, executive, and state-level leadership to deliver clear insights, recommendations, and scenario analysis that support strategic investment decisions. The role also oversees asset inventory prioritization and capital planning risk data, consolidates the annual capital plan, and provides regulatory, rate case, and ad hoc analytical support.

This is a highly visible role requiring strong analytical expertise, cross-functional leadership, and the ability to translate complex data into actionable insights.

Key Responsibilities

• Lead monthly, cross-functional capital reallocation and reporting processes; prepare and present results to senior and state-level leadership

• Deliver monthly capital variance analysis with concise explanations and recommendations

• Own asset inventory prioritization and/or capital planning risk software inputs, ensuring accurate data and risk scoring across all proposed capital investments

• Lead consolidation of the annual capital plan, including financial analysis, scenario modeling, and development of leadership-facing materials

• Perform capital portfolio scenario analysis and facilitate data-driven discussions with leadership to inform strategic decisions

• Produce capital plan deliverables to support FP&A, regulatory filings, rate cases, and other key business needs

• Partner with work planning and project controls teams to validate annual plan assumptions and forecasts

• Track, manage, and respond to internal and external data requests in a timely manner

• Independently lead ad hoc analyses and special projects as business needs arise

• Train, coach, and mentor Analysts and Senior Analysts, providing technical guidance and leadership

Required Qualifications

• Bachelor's degree

• 7-9 years of advanced experience in Microsoft Excel (or equivalent tools), including complex data manipulation, integration, and reporting

• 4-6 years of experience in financial planning, accounting, enterprise risk, or engineering-related financial analysis

• 4-6 years of experience leading or project-managing cross-functional initiatives with multiple stakeholders

• Strong foundation in forecasting, annual planning, financial reporting principles, and best practices

• Demonstrated ability to manage multiple workstreams simultaneously, prioritize effectively, and communicate clearly at all levels of the organization

• Proven leadership skills, including situational leadership, stakeholder influence, conflict resolution, and team development

Preferred Qualifications

• Experience developing or reviewing project estimates, building capital budgets, and analyzing project schedules

• Experience in large-scale industrial or infrastructure capital environments

• Experience using capital planning and/or asset risk management software

The preceding description is not designed to be a complete list of all duties and responsibilities required of the position.

As a public utility, NiSource is required to provide continuous service to customers at all times. To ensure we fulfill that obligation, employees may be required to work outside their normal work hours and perform tasks outside of their normal responsibilities in support of emergency operations.

Work Authorization

Authorized to work in the United States without requiring sponsorship.

Workplace Connection
Value inclusion within your day to day responsibilities by respecting others perspectives/convictions, engaging others opinions, creating a safe environment where people, ideas, and opinions are valued within your Team/Customers and external partners.

Respect the unique lived experiences within your Team/Customers and external work partners by valuing different world views, challenges, and cultures that represents all walks of life and all backgrounds.

Treat others with respect and consideration. Actively participate in creating and contributing to a positive work environment.

Equal Employment Opportunity
NiSource is committed to providing equal employment opportunities in each of its companies to all employees and applicants for employment without regard to race, color, religion, national origin or ancestry, veteran status, disability, gender, age, marital status, sexual orientation, gender identity, sex (including pregnancy, lactation, childbirth or related medical conditions), genetic information, citizenship status, or any protected group status as defined by law. Each employee is expected to abide by this principle.

By applying, you may be considered for other job opportunities.

ADA Accommodations

If you need a reasonable accommodation to participate in any part of the hiring process or to perform the essential functions of the position, please contact OneHR at OneHR@nisource.comor 1-888-640-3320

E-Verify

NiSourceparticipates in the U.S. Department of Homeland Security's E-Verify program. As part of this process, we provide the following notices to all job applicants: These documents inform you of your rights and responsibilities under U.S. law. You can view or download them using the links below:

• E-Verify Poster(English and Spanish) E-Verify Participation Poster English and Spanish
• Right to Work Poster(English and Spanish) If you have the right to work, don't let anyone take it away

Salary Range*:

*The salary offered to a candidate is based on several factors including but not limited to the candidate's skills, job-related knowledge, and relevant experience, as well as internal pay equity.

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