Financial Planning & Analysis Specialist

Itron, Inc.
$75,000 - $124,500Hybrid

About The Position

This role serves as a strategic finance partner to the Outcomes Research & Development (R&D) organization, enabling innovation and value creation within a technology-driven Utilities & Energy environment. The position provides end-to-end financial planning, analysis, and operational support across actuals, budgets, forecasts, and long-range plans. By delivering clear insights, scalable planning tools, and scenario-based analysis, this role helps R&D leaders make informed, customer-centric investment decisions. The role collaborates closely with the Project Management Office (PMO), engineering, and senior R&D and corporate leaders to support effective resource allocation, portfolio health, and continuous improvement.

Requirements

  • Bachelor’s degree in Finance, Accounting, or a related business discipline.
  • 3–5 years of experience in FP&A, strategic finance, or a related analytical finance role.
  • Demonstrated ability to partner authentically with cross-functional stakeholders and influence decision-making through data-driven insights.
  • Strong analytical and problem-solving skills, with a track record of accountability and attention to detail.
  • Ability to operate effectively in a fast-paced, evolving environment while managing multiple priorities with agility.
  • Clear and confident communication skills, with the ability to present complex financial information to diverse audiences.

Nice To Haves

  • MBA and/or PMP certification.
  • Advanced proficiency in Microsoft Excel, PowerPoint, and Word; experience with Power BI preferred.
  • Advanced working knowledge of Oracle Cloud EPM Planning or a similar cube-based planning and reporting platform.
  • Experience building and managing financial models to drive insight, support scenario planning, and identify optimization opportunities.
  • Comfort challenging the status quo, influencing change, and driving continuous improvement in a collaborative, innovative culture.
  • Strong organizational skills and the ability to drive progress in a hybrid work environment (virtual and in-office).

Responsibilities

  • Act as an accountable finance partner to the global R&D organization, supporting innovation initiatives that deliver long-term customer and business value in the Utilities & Energy sector.
  • Prepare, analyze, and present monthly and quarterly financial reporting for global R&D spend, highlighting key drivers, variances, risks, and opportunities, and recommending agile corrective actions when needed.
  • Lead and support the development of annual budgets, rolling forecasts, and long-range plans for R&D, ensuring alignment with strategic priorities, innovation roadmaps, and customer outcomes.
  • Drive continuous improvement of R&D budgeting, forecasting, and reporting processes, increasing transparency, efficiency, and cross-functional collaboration.
  • Analyze R&D investment profiles at the project and portfolio level, evaluating spend efficiency, portfolio health, and the financial impact of new product development and innovation pipelines.
  • Develop, maintain, and refine financial models that support scenario planning, investment governance, and executive-level decision-making.
  • Partner closely with global R&D leaders, engineering teams, and the PMO to incorporate project updates, resource changes, and timeline shifts into financial plans and forecasts.
  • Collaborate with R&D operating expense owners to ensure accurate forecasting, insightful variance analysis, and disciplined financial management tied to key strategic initiatives.
  • Manage ad hoc reporting and analysis requests, validate data inputs, resolve discrepancies, and uphold high standards of financial accuracy and integrity.
  • Support and lead strategic and operational initiatives related to R&D transformation, resource planning, and investment optimization, acting as a proactive change agent.

Benefits

  • financial, social, health and wellbeing programs
  • paid vacation
  • 401k matching
  • employee stock purchase program
  • hybrid work schedule
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