Corporate Planning Analyst

Chariot Energy•Houston, TX

5d•Onsite

About The Position

The Corporate Planning/Financial Analyst is responsible for supporting the Chariot Corporate Planning team through annual and long-term financial planning, budgeting, forecasting, and management reporting activities for Chariot Energy. This role requires close collaboration with stakeholders across all business segments to support financial and strategic decision-making. The Planning Analyst will be involved in reporting to Headquarters (HQ) in South Korea. The regular deliverables include monthly KPI tracking, annual budgets, quarterly and monthly forecasts, and long-term planning. Furthermore, this position will assist with the creation, management and updating of long-term financial planning models for Chariot Energy, for stronger strategic planning and cash forecasting. In addition, this role will support and lead various cross-functional corporate projects, coordinating with internal and external stakeholders to ensure successful execution of strategic initiatives. This position will also support broader corporate administration and operational management functions across the organization. Responsibilities include facilitating market expansion through management of Public Utility Commission (PUC) and Utility registrations. This role is located in Houston Texas. This is an onsite required role. The ideal candidate will be within commutable distance to the Chariot Energy Houston office location.

Requirements

Bachelor’s Degree in Accounting, Finance or related field; MBA or Financial Certification is a plus.
Minimum of 3+ years of experience in Finance, FP&A, or corporate accounting is a plus.
Proficiency in SQL and database management tools (e.g., SSMS) is a plus
Budgeting experience and corporate financial modeling
Bilingual: Fluency in English & Korean language is a plus.
Strong oral/written skills to be able to communicate complex analytical concepts to the executive team.
Advanced experience with Microsoft Office Suite Apps: Excel, Access, PowerPoint, Word.
Strong knowledge of budgeting, cash flow forecasting and long-term financial planning.
Experience in electricity retail industries or gas – is a plus.
Proactive and willing to be involved in projects outside of comfort level.
Detail-oriented with excellent analytical and implementation skills; and Highly driven, quick thinker and problem-solver; high integrity and a strong personal work ethic.
Strong communication skills, both verbal and written, with the ability to clearly articulate ideas and strategies.
Comfortable working in a fast-moving dynamic environment.
Eligible to work in the USA for any employer without sponsorship.

Nice To Haves

MBA or Financial Certification is a plus.
Minimum of 3+ years of experience in Finance, FP&A, or corporate accounting is a plus.
Proficiency in SQL and database management tools (e.g., SSMS) is a plus
Bilingual: Fluency in English & Korean language is a plus.
Experience in electricity retail industries or gas – is a plus.

Responsibilities

Support the Annual and Mid-to-Long-Term Business Plan Development and Planning for Retail business.
Key role participant in the budgeting, forecasting, and long-term planning for Chariot Energy.
Support all Chariot Energy stakeholder teams by conducting financial analysis, budgeting, forecasting and management reporting.
Demonstrate proficiency in management reporting and variance analysis, including the ability to identify and explain variances between actual and budgeted / forecasted figures, detecting trends, anomalies, and areas for improvement.
Continue to improve processes and create efficiencies to consolidate reporting to Executive Management and HQ that may be currently performed by different business segments.
Coordinate with the internal and external stakeholders as a project manager in strategic initiative
Facilitate market expansion into PJM and other deregulated markets by managing registrations with market organizations, utilities, and regulatory agencies.
Work with confidential data, which, if disclosed, might have a significant internal effect or minor external effect.
Ensure compliance with the financial procedures of the organization.
Work at an expert level in SQL and database management tools (e.g., SSMS) preferred.
Have a working knowledge of PowerPoint/Word for internal and external management reporting.
Partner with other departments and help support the annual strategic planning process and execution/implementation plans.