Financial Planning Analyst Intermediate
About The Position
A career in Financial Planning in Energy Efficiency at South Jersey Industries (SJI) offers the opportunity to engage in the budget process, monitor and report on performance against the Energy Efficiency plan, and manage ongoing rolling forecast updates. This role involves developing and refining complex financial models that cover all aspects of the business, facilitating effective decision-making for the Energy Efficiency program portfolio and budget. Key responsibilities also include establishing, tracking, and monitoring critical operating metrics to achieve Energy Efficiency program targets, as well as conducting ad-hoc analyses to inform business strategy, enhance efficiency, and maximize customer participation and energy savings. Individuals in Financial Planning in Energy Efficiency are expected to deliver impactful business analysis, contribute significantly to insightful business decisions and strategy, and partner with business units to keep leadership informed of actual and projected performance, while interpreting business trends, changes, and new initiatives.
Requirements
- Bachelor’s degree with a minimum of 2+ years of relevant experience.
- Master’s degree with 0 years of relevant experience.
- Equivalent work may be considered in lieu of degree.
- Strong communication (written and verbal) and presentation skills
- Detail-oriented with strong time-management skills
- Proficient with Microsoft Office (Excel, Word, PowerPoint, SharePoint,)
- Ability to prioritize and organize work in a multi-tasked environment
Nice To Haves
- Energy efficiency experience
- Utility experience
- PowerBI experience
Responsibilities
- Provide financial assistance by accumulating data, analyzing trends, and preparing analysis for business review.
- Coordinates and compiles the monthly and annual budgets.
- Provides deviation analysis of performance metrics.
- Gather data from various external sources as well as internal applications, programs, and processes to determine the factors affecting or expected to affect revenue, expense, and/or customer experience.
- Utilizes data to generate standard or custom reports summarizing energy efficiency program performance.
- Analyzes reports, identify exceptions requiring action, identifies opportunities for operational improvements, and offers solutions.
- Synthesizes current business intelligence or trend data to support recommendations for action.
- Compiles and prepares information in response to data requests.
- Manage key vendor contracts and relationships.
- Responsible for regulatory report coordination and fulfillment.
- Manage internal process for loan program application approval.
- Partner with vendors and other state utilities regularly to manage dual fuel energy efficiency projects.
- Receive and log vendor invoices, and update vendor billing information as needed.
- Responsible for performing special projects to improve process efficiency and performance.
Benefits
- Flexible vacation, Paid Time Off, and Sick Leave package
- Comprehensive Health, Dental, and Vision Insurance
- Short-term and Long-term Disability Insurance
- 401(k), with generous company match
- Employee Resource Groups to encourage employee engagement, nurture professional development, and foster an inclusive environment.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
