Financial Analyst Staff
About The Position
The Financial Analyst Staff role expands capacity for complex financial modeling, regulatory analysis, and decision support. The analyst prepares financial forecasts, regulatory filings, and ad hoc analyses of strategic opportunities. The position works closely with operating company and business segment personnel and coordinates extensively across corporate finance, planning and budgeting, accounting and tax, transmission, regulatory, and operating companies. The role applies utility finance and regulatory expertise to financial modeling and analysis, supports executive and Board reporting, and identifies ways to improve processes, reduce costs, and enhance revenue. The analyst may develop and mentor departmental analysts.
Requirements
- Bachelor’s degree in finance, accounting, mathematics, or a related quantitative field.
- At least 8 years of work experience in the energy and/or utility sector.
- Proficiency in Microsoft Office, UI Financial Model Programming, PeopleSoft, and Business Objects.
- Effective leadership and presentation skills.
- Ability to communicate clearly, concisely, and comfortably with all levels of the organization.
- Strategic thinking, relationship-building, adaptability and flexibility, customer focus, and planning and organizing skills.
- Ability to work independently, challenge assumptions, solve complex problems, and communicate findings effectively.
Nice To Haves
- MBA, CPA, CMA, CIA, PE, CFP, or another professional certification.
- Familiarity with AEP accounting.
Responsibilities
- Develop assumptions for financial forecasts in conjunction with operating company and business segment personnel, using corporate financial models and identifying strategic issues and alternative or contingency plans.
- Perform monthly and quarterly analysis of budget-versus-actual and actual-versus-prior-year results at consolidated or segment level to improve forecasts, help operating companies understand results, and support SEC reporting.
- Develop and manage staff where applicable, and act 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.
- Identify and implement process improvements, cost savings, and revenue-enhancement opportunities.
- Develop, maintain, and enhance financial models, including pro forma income statements, scenario modeling, and sensitivity analyses to evaluate financial outcomes, risks, and business drivers.
- Improve financial analysis processes through greater automation, consistency, accuracy, and efficiency, and translate complex financial and operational data into actionable insights.
- Apply utility finance and regulatory expertise, including FERC formula rates and ratemaking, O&M budgeting, cost allocation, and financial impacts of operational and investment decisions.
- Coordinate extensively across corporate finance, corporate planning and budgeting, accounting and tax, transmission, regulatory, and operating companies.
Benefits
- Comprehensive benefits package intended to support and enhance employees’ overall well-being.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
