Financial Planning Analyst
About The Position
WBS, a subsidiary of WEC Energy Group, is seeking a Financial Planning Analyst in our Milwaukee, Wisconsin location. WEC Energy Group is one of the nation’s largest electric generation and distribution and natural gas delivery holding companies serving 4.7 million customers across the Midwest. We are committed to providing clean, reliable, and affordable energy in an environmentally sustainable manner. Customers are the heart of our business, and we work every day to help grow and support communities where we provide vital energy services. As a Fortune 500 company, we value and develop our employees who are making a difference in a mission that matters. We don’t just offer a job; we provide fulfilling careers where safety and well-being are paramount. Join our team and experience first-hand our commitment to your success. We offer competitive pay and benefits to recognize your hard work and dedication. If you’re talented, energetic and ready for a career with a future, we want you on our team. We are powered by a diverse and inclusive workforce fueled by the pride in what we do. If you're driven by the passion to change lives, this is the place for you.
Requirements
- Must have a minimum of 18 months relevant experience.
- Bachelor’s degree in Accounting, Economics, Business Administration, Information Systems, or related discipline is required
- Able to work effectively in an environment that requires collaboration with individuals across functional boundaries to achieve goals
- Able to recognize and handle confidential information in a discreet manner
- Able to coordinate and manage data analysis requests of varying size and scope
- Strong attention to detail and ability to work with high degree of accuracy
- Excellent communication skills, both written and verbal, with the ability to convey complex information to a broad audience
Nice To Haves
- 2 Year’s Experience in Accounting or Finance
- Forecasting or financial analysis, including exposure to forecasting software
- Ability to learn and grasp new concepts quickly
- Demonstrate strong oral and written communication skills, strong interpersonal, problem-solving and analytical skills
- Comfortable providing analysis and presenting to various members of Management
- Ability to work well independently and as a member of a multi-locational team
- Attention to detail, a strong initiative, and a results-orientation are critical
- Experience with Microsoft Excel is essential
- UI Planner Experience is a plus
- SAP Experience is a plus
Responsibilities
- Assist in preparation and communication of the Company’s monthly & long-range financial forecasts
- Assist in preparation & review of key metrics, rate case filings, various one-off requests
- Maintain & enhance the UI Forecasting model
- Modify existing reports and calculations as needed to reflect changes in requirements and / or assumptions
- Communicate forecast results to key stakeholders including senior leadership
- Work with departments across the company to ensure accuracy of data and validity of information
- Lead and support process improvement initiatives
- Position will be expected to apply knowledge of interrelationships in processes and utilize problem solving skills to recommend process improvements.
Benefits
- competitive pay and benefits
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
