Manager, Financial Planning & Analysis

Delta Utilities Services•New Orleans, LA

11d•Onsite

About The Position

The Financial Planning & Analysis Manager is responsible for budgeting and forecasting to ensure financial health and regulatory compliance. This role involves collaboration with cross-functional teams to support strategic financial planning and decision-making and requires a strong analytical mind and excellent communications skills. The FP&A Manager will also be familiar with financial statements prepared in accordance with generally accepted accounting principles and regulatory accounting principles in order to develop and build various modeling scenarios.

Requirements

A bachelor’s degree in finance, accounting, economics, or a related field is required; a combination of experience and education that clearly demonstrates comparable knowledge, skills, and abilities may be suitable
5+ years of experience in financial modeling within the utilities sector.

Nice To Haves

Familiarity with financial planning and modeling software, ERP systems, and data visualization tools (e.g., Power BI, Tableau)
Proficiency in developing and maintaining advanced financial models, including scenario analysis and long-range forecasting techniques
Working knowledge of regulatory environments and rate-making processes within the utilities industry
Understanding of GAAP and regulatory accounting principles and their application to financial planning and reporting
Strong analytical and problem-solving skills with a demonstrated ability to interpret complex financial data and provide actionable insights
Effective written and verbal communication skills with the ability to present financial information clearly to cross-functional stakeholders and leadership
Strong organizational and time management skills with the ability to manage multiple priorities, meet deadlines, and maintain a high level of accuracy
Ability to work collaboratively in a team-oriented environment while also operating independently to support financial planning initiatives
Relevant certifications, such as Certified Public Accountant (CPA) or Certified Corporate Financial Planning & Analysis Professional (FPAC)

Responsibilities

Oversee the budgeting process, including the preparation of budget templates, consolidation of departmental budgets, and variance analysis
Develop, maintain, and refine complex financial models to support strategic decision-making within the regulated utilities sector
Create detailed financial forecasts with various scenarios and models to aid in long-term financial planning
Identify opportunities to improve financial processes and implement best practices to enhance efficiency and accuracy
Present detailed financial reports for management, highlighting key performance indicators to executives
Conduct in-depth financial analysis to identify trends, risks, and opportunities, providing actionable insights and recommendations to executive management to support strategic initiatives and decisions
Work closely with cross-functional teams, including operations, legal, and regulatory affairs, to ensure alignment and accurate financial planning
Continuously evaluate and improve budget and forecasting processes, tools, and methodologies to enhance efficiency and accuracy
Ensure all financial activities comply with relevant regulations, accounting standards, and internal policies
Manage, mentor, and develop a team FP&A professionals, fostering a culture of accountability, collaboration, and continuous learning. Establish performance expectations, provide coaching and feedback, and support career development for direct reports.