Financial Planning Analyst

Hunt•Dallas, TX

102d•Hybrid

About The Position

The Financial Planning Analyst position is based in our Dallas, TX office and will report to HEC's corporate finance team. This role will primarily focus on supporting Sharyland Utilities and offers the opportunity to contribute to other affiliated companies as responsibilities expand. The selected candidate will play a key role in developing the annual budget and mid-year forecasts, supporting the preparation of financial reports, and performing ad hoc analyses as required. This position will collaborate closely with Sharyland Operations and Business Development teams, as well as HEC’s broader Finance and Accounting organization, to ensure accurate financial planning and reporting.

Requirements

Advanced proficiency in Excel and financial statement modeling
Effective oral and written communication skills required
High level of discretion and strong analytical skills required
Attention to detail and strong organization skills required
Bachelor’s degree in Accounting or Finance required
Minimum 2+ years of relevant experience in corporate finance, FP&A, accounting, or other related fields

Nice To Haves

Financial analysis experience in the Rate-regulated utility industry preferred
Working knowledge of SAP and reporting software is a plus

Responsibilities

Conduct in-depth financial analysis, including variance analysis, trend analysis, and scenario modeling, to identify key drivers of financial performance
Assist with preparation of annual and mid-year budgeting and forecasting processes
Maintain and update Excel-based financial planning model
Prepare monthly financial statements and assist with the preparation of the monthly management reporting package
Play a key role in the development of departmental budgets for operating and capital expenditures
Prepare cash flow forecasts on an as-needed basis
Provide supporting analysis for presentations to owners, rating agencies, and other capital raise initiatives
Perform ongoing financial analysis, including variances to the annual budget and prior year’s results
Develop relevant financial models to support future decision-making
Collaborate with team members to gather, analyze, summarize, and prepare recommendations regarding financial plans, business analysis, and capital expenditure forecasts
Develop monthly reports, which include key metrics, financial results, and variance reporting
Establish tools for use in analyzing, future planning, and forecasting
Perform cross-functional ad hoc duties and projects as requested

Benefits

401K – 12% employer contribution with no vesting period (6% Match and 6% non-matching contribution)
Highly competitive compensation
Hybrid work options available for most roles
Five to eight weeks of PTO annually, based on years of experience; eleven additional holidays per calendar year
All Medical/Dental/Vision benefits start day one with the company; low employee premiums
Education Assistance Program
Free covered employee parking for Dallas HQ based employees
Free specialty coffee bar in the Dallas HQ
Onsite breakfast and lunch area in the Dallas HQ
Work/Life Balance
Ongoing professional development opportunities
An exceptional employee experience