Corporate & Financial Planning Lead

SDG&E • San Diego, CA

2d

About The Position

SDG&E is not just an energy company, we are the architects of a brighter, cleaner future. Our employees power everyday life for 3.7 million people – bringing the energy to support their passions, ambitions, and the heartbeat of our community.

We call Southern California our home. It’s where we chase our dreams and raise our families. That’s why the people who live here deserve an energy company unlike any other, and that’s why every day, SDG&E employees strive to be at the forefront of innovations to reduce emissions, modernize the electric grid, and enable our customers to make the transition to clean technologies. We’re redefining sustainability, advancing zero-emissions solutions, and driving the electric vehicle revolution.

It takes the best to build the best – join us!

Requirements

• Typically requires a 4 year degree in a relevant field, or equivalent combination of relevant education and experience.
• Typically requires 8 years of related experience.
• Financial Planning - Ability to analyze and evaluate financial plans, budgets, and forecasts to ensure effective resource allocation and support long-term organizational objectives. Skilled in leveraging financial data and predictive models to optimize expenditure, savings strategies, and investment decisions for improved financial performance.
• Financial Analysis - Analyzes the financial statements and data to provide insights about the financial performance and position of the organization over time.
• Financial Regulatory Reporting - Financial reporting is a standard accounting practice that uses financial statements to disclose a company's financial information and performance over a particular period, usually on an annual or quarterly basis.
• Financial Modeling - Designing mathematical models and analyzing data to estimate the financial performance and value of a company or investment, involves analyzing historical financial data, projecting future scenarios, and measuring the variance between projections and actual performance.
• Financial Research - The gathering, analysis and interpretation of financial data, information, and trends to gain insights and make informed decisions regarding investments, financial strategies, risk management, and other financial activities.
• Financial Budgeting - Creating and managing a budget for an organization or a project, analyzing financial data, making informed decisions about resource allocation, and tracking expenses to ensure financial stability and growth.
• Financial Forecasting - A financial forecast is an estimate of future financial outcomes for a company or project, usually applied in budgeting, capital budgeting and / or valuation. Depending on context the term may also refer to listed company (quarterly) earnings guidance.
• Variance Analysis - Analyzing the difference between actuals and some predetermined measure such as a budget, plan or rolling forecast.
• Regulatory Compliance - Ensuring an organization's adherence to laws, regulations, guidelines and specifications relevant to its business processes.
• Business Process Improvements - Analyzes business processes and workflows within the organization and identifies new approaches to redesign business activities or optimize performance, quality and speed of processes.

Responsibilities

• Leads complex financial planning initiatives, applying advanced analytical techniques to develop innovative solutions to support corporate strategy.
• Conducts in-depth analyses of operational effectiveness and capacity utilization, identifying opportunities for optimization and cost savings.
• Develops and refines financial models and forecasts, ensuring accuracy and alignment with organizational objectives.
• Evaluates potential mergers, acquisitions, and divestitures, providing strategic recommendations based on thorough financial and market analysis.
• Collaborates with cross-functional teams and leadership, influencing decisions through data-driven insights and persuasive communication.
• Monitors and interprets market trends and competitor performance, integrating findings into strategic planning processes.
• Leads functional projects or teams, ensuring deliverables meet quality standards and timelines while managing risks effectively.
• Prepares and presents complex financial concepts and recommendations, negotiating with stakeholders to adopt innovative approaches.
• Performs other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level