Financial Analyst II

NextEra Energy•Juno Beach, FL

About The Position

NextEra Energy Marketing is a leading electricity and natural gas marketer operating in U.S. and Canadian energy markets. The Financial Analyst II supports energy commodity settlements and accounting, financial analysis, and decision-making across the trading organization and related finance teams. The role reconciles and settles third-party energy commodity purchases and sales, commissions, clearinghouse activity, and ISO power transactions. It investigates transaction discrepancies with internal teams and counterparties, processes settlement invoices, supports timely payments and collections, and maintains accurate transaction records and documentation. The position also supports month-end close, including review of estimates and actuals for financial instruments, prepayments, and deferred revenue. It performs settlement and accounting activities in accordance with SOX processes, supports audits, and contributes to settlement-system, process, and control improvements, including automation requirements, user acceptance testing, and transition of tasks to MXDC. More broadly, the position supports management decision-making through financial modeling and analysis, including revenue requirements, customer bill impacts, discounted cash flow analysis, and financial statement modeling. It communicates financial impacts and proposed strategies, provides financial-analysis support and training, conducts analyses requested by management or regulatory bodies, and prepares presentations for senior and executive management. Other job-related duties may be assigned by the manager.

Requirements

  • High school graduation or GED.
  • Bachelor’s degree or equivalent experience.
  • At least 1 year of experience.

Nice To Haves

  • Bachelor’s degree in Accounting or Finance.
  • Master’s degree in Accounting or Finance.

Responsibilities

  • Reconcile, settle, record, and report clearinghouse activity and financial and ISO power transactions.
  • Prepare and process settlement invoices, including non-standard invoices for activities not handled by MXDC.
  • Research transaction discrepancies and coordinate their resolution with counterparties, Trade Support, the Pricing Group, clearinghouse personnel, and the PMI/EMT front office.
  • Review physical and financial transaction data and resolve data issues and disputes.
  • Review open accounts receivable and accounts payable before month-end and follow up on outstanding items to support timely payments and collections.
  • Assist with month-end close, including reviewing estimates and actuals for financial instruments and reviewing prepayments and deferred revenue for appropriate contract-month recognition.
  • Maintain accurate transaction records and supporting documentation for settlement and accounting activities.
  • Perform settlement and accounting work in accordance with applicable SOX processes; reconcile invoices processed through trading-system auto-posting and verify required documentation before posting.
  • Identify and report compliance issues and data discrepancies, and provide timely, accurate support for audit requests.
  • Assist with developing and enhancing settlement systems, processes, and controls; support automation requirements and perform User Acceptance Testing.
  • Facilitate the transition of ETA tasks to MXDC through training, monitoring, and ongoing guidance.
  • Analyze and communicate financial impacts on the company’s financial structure, profitability, financial integrity, and competitive position using relevant analytical methods or forecasting models.
  • Provide financial-analysis support for projects, including calculating revenue requirements, net present value, and customer bill impacts.
  • Provide financial expertise, support, and training to company departments.
  • Perform financial analyses requested by management or regulatory bodies.
  • Prepare PowerPoint presentations for Senior and Executive Management.
  • Support additional projects and perform other job-related duties as assigned by the manager.

Benefits

  • NextEra Energy offers a wide range of benefits to support employees and their eligible family members; details are provided through the company’s benefits information link.
  • Relocation provided if applicable.
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