Financial Planning Analyst Intermediate

South Jersey Industries • Atlantic City, NJ

3d • Onsite

About The Position

The Financial Analyst is responsible for providing financial and analytical expertise to support the achievement of business goals and strategic objectives of SJG Sales. In this role, the Financial Analyst supports the day-to day management of the department’s financial plan, budgets, forecasts, O&M accounts, commissions and After Tax Margin calculations and monitors operational performance against these measures. In addition to performing financial and operational modelling, the Financial Analyst is expected to leverage Business Intelligence tools to analyze and optimize Sales performance.

Requirements

• Bachelor’s degree with 2 years of relevant experience, or Master’s degree with 0 years of relevant experience. Equivalent work experience may be considered in lieu of degree.
• Two or more years’ experience in performing financial or operational analysis and reporting, in a sales environment is preferred.
• Advanced to expert level of use of Microsoft Office Suite of applications, specifically Excel, (including pivot tables and charts), Outlook, Word and PowerPoint.
• Basic Understanding of financial statements.
• Exposure to using Business Intelligence dashboards to analyze and optimize performance.
• Strong research, analytical, and problem-solving skills.
• Superior attention to detail.
• Demonstrated time-management and multi-tasking skills coupled with a keen ability to prioritize assignments.
• Demonstrated ability to collect, synthesize and present data from multiple enterprise systems.
• Excellent communication, interpersonal and presentation skills.
• Experience working with senior decision makers.

Nice To Haves

• Proficiency in use of CRM software including Salesforce, Maximo, and Oracle Utilities Customer Care and Billing.
• Experience working with senior decision makers.

Responsibilities

• Coordinate and manage annual financial plan and customer growth budgets and monthly forecasts with Sales Management.
• Lead the day-to-day management and forecasting of the department’s O&M accounts, including processing invoices, tracking expenditures, reconciling accounts, and explaining variances to Sales Management, accounting and financial planning.
• Prepare and oversee monthly Sales commissions and monthly Sales Results Report on customer growth and margin performance.
• Perform Sales’ accounting functions including: accruals, accounts payable and expense reports.
• Compile and prepare information in response to data requests and/or regulatory reporting needs.
• Assist Major Account Managers in rate/revenue calculations, large account billing analyses and service agreement preparation and communication.
• Provide business analysis support to identify opportunities and positively impact growth while assisting in the continuous improvement of existing reporting processes.
• Performs other duties as assigned.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level