Financial Analyst III

CUC Corporate Brand•Dover, DE

1d•Hybrid

About The Position

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.

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.)
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
Strong project management skills to plan, lead, and coordinate initiatives across the business unit and finance

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