Financial Analyst III

Chesapeake Utilities Corporation•Dover, DE

1d•Hybrid

About The Position

This role prepares consolidated summary presentations for senior management, supports strategic planning, budgets, performance indicators, and target benchmarks. The Financial Analyst III will also support the production of a monthly reporting package with variance analysis, perform complex financial forecasting, modeling, and trend analysis, and capture/report key performance indicators. Additional responsibilities include preparing feasibility studies for capital investments, analyzing cost allocations, completing special financial studies (e.g., cost of service, return on equity, capital structure, depreciation), researching historical financial data to support executive decisions, reviewing accounting transactions for accuracy, and assisting with merger and acquisition proforma and analysis. The role involves partnering with operations and corporate functions, identifying and implementing improvements to financial processes, and driving best practices within financial planning and analysis.

Requirements

Four-year degree in Accounting/Finance or a related business field.
Minimum of 5 years of business planning, financial analysis, or other related finance experience.
Experience with modern ERP’s and analytical tools (SAP or similar, Power BI, Qlik, Tableau, etc.) is required
Regular driver’s license
Basic accounting knowledge (accruals, GAAP, etc.)
Strong project management skills to plan, lead, and coordinate initiatives across the business unit and finance
Must be able to communicate in a clear, concise manner with Managers, Directors, and Senior Staff members.
Proficient knowledge in the Microsoft Office suite of software, namely: PowerPoint, Excel, and Word.
Must have a high level of initiative and be able to be self-directed.
Must be able to prioritize multiple requests simultaneously.
Must be able to respond creatively to unique situations.
Demonstrated ability to seek efficiencies in all areas to streamline and improve overall processes

Nice To Haves

Experience in the utility industry or relevant experience in a Financial Planning and Analysis role is preferred

Responsibilities

Prepares consolidated summary presentations for senior management’s review
Supports the development of strategic plan, budgets, performance indicators, and target benchmarks.
Supports the production of a monthly reporting package with variance analysis against prior year, budget, and forecast, including operating expense and/or gross margin analyses, projections, and reports
Performs complex financial forecasting, financial modeling and trend analysis.
Captures and reports key performance indicators, highlight notable trends and analyze causes of unexpected variances.
Prepares feasibility studies for capital investments.
Performs detailed analysis of cost allocations and report on changes and trends from budget and period over-period results.
Completes special financial studies, e.g. cost of service studies, return on equity, capital structure, and depreciation.
Conducts thorough research of historical financial data to analyze trends to support executive leadership decisions.
Assists in reviewing accounting transactions for financial accuracy
Assists management with merger and acquisition proforma and analysis.
Partners and liaises with operations and corporate functions to collect the individual pieces of data and information required by required filings and/or reports.
Continuously identifies and implements improvements to financial processes and reporting, enhancing efficiency, accuracy, and decision support.
Drives best practices within financial planning and analysis areas.
Performs all other duties as assigned by Manager