Financial Analyst Sr Staff
About The Position
The Financial Analyst Sr Staff leads the preparation of dynamic financial forecasts and ad hoc analyses of strategic opportunities. This senior role analyzes and makes recommendations on general business strategy, develops and manages staff, and provides leadership and guidance to departmental analysts. The position works across corporate finance, financial planning and analysis, accounting and tax, commercial operations, generation and transmission, regulatory functions, and operating companies. The role prepares reports for executive management and the Board of Directors, evaluates corporate business opportunities such as acquisitions and divestitures, and identifies opportunities for process improvement, cost savings, and revenue enhancement. The position communicates strategic and, where applicable, regulatory matters to senior management and supports the operations of energy assets.
Requirements
- Bachelor's degree in Business, Accounting, Finance, or Engineering.
- At least 10 years of work experience in disciplines related to the required education, including managerial experience.
- Effective leadership and presentation skills.
- Proficiency in Microsoft Office, UI Financial Model Programming, PeopleSoft, and Business Object.
- Ability to communicate clearly, concisely, and comfortably with all levels of the organization.
- Strategic thinking, relationship building, teamwork, adaptability and flexibility, customer focus, and planning and organizing skills.
- Ability to coordinate extensively across corporate finance, financial planning and analysis, accounting and tax, commercial operations, generation and transmission, regulatory functions, and operating companies.
Nice To Haves
- MBA, CFA, CPA, CMA, CIA, PE, CFP, or another professional certification.
- Familiarity with AEP accounting.
Responsibilities
- Initiate, formulate, and develop financial forecast assumptions with operating company and business segment personnel using corporate financial models.
- Identify significant strategic issues and develop alternative or contingency plans.
- Review monthly and quarterly variance reporting and analyses of budget versus actual and actual versus prior-year results at consolidated or segment level, with the aim of improving future forecasts.
- Help operating companies understand their financial results and assist Financial Reporting with SEC reporting.
- Develop and manage staff where applicable, and serve as an example, advisor, and mentor to departmental analysts.
- Prepare and present reports to executive management and the Board of Directors as assigned or required.
- Evaluate strategic corporate business opportunities, including acquisitions and divestitures, and make recommendations based on the evaluations.
- Identify and implement process improvements, cost savings, and revenue enhancements.
- Communicate clearly and confidently with senior management on strategic opportunities and, where applicable, regulatory strategy.
- Provide leadership to a collaborative team supporting the operations of energy assets.
Benefits
- Competitive compensation.
- Comprehensive benefits package intended to support and enhance employee well-being.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
