Senior Analyst, Financial Planning & Reporting for Capital Projects

LUMA Energy•Santurce - Lucchetti, PR

13d•Onsite

About The Position

Prepares advanced financial analysis, portfolio insights, and performance reporting using Power BI, Power Apps, and advanced Excel to support budgeting, forecasting, KPI monitoring, and executive level decision making. Interprets complex financial and operational data to deliver actionable insights for senior leadership and cross functional partners while ensuring compliance with internal policies, data governance standards, and regulatory requirements.

Requirements

Bachelor’s degree in Accounting, Finance, Business Administration or related field.
5 years’ experience in data analysis, reporting, process improvement, and business strategic support (interpreting key performance indicators (KPIs), metrics, forecasting, and statistical results) and other analytical functions, with demonstrated experience leading complex analytical projects or mentoring junior analysts.
6 years’ experience in financial analysis, accounting or related fields.
Experience in Utility or regulated industry environment.
Experience using business systems or analytic platforms required.
Experience with Oracle EBS and capital project accounting.
Advanced experience in Power BI, Power Apps, Power Automate, and Excel.
Associate’s degree in Accounting, Finance, Business Administration or related field may substitute when accompanied by a minimum of 7 years of experience performing similar functions and at least 5 years of experience performing a previous Analyst role.
High School diploma or equivalent (GED) when accompanied by a minimum of 10 years of experience performing similar functions and at least 7 years of experience performing a previous Analyst role.

Nice To Haves

Master's degree preferred.
Certificate in Analytics, Automation, Power App, Power BI, BI Tools, KPI Reporting, Excel Advanced or Data Management.

Responsibilities

Analyzes financial reporting and performance by preparing accurate management reports, evaluating portfolio results, investigating variances, identifying trends, and highlighting risks and opportunities.
Prepares budgeting and forecasting insights by supporting annual plans, reforecasts, financial modeling, scenario analysis, and monitoring actuals versus budget/forecast with timely stakeholder communication.
Develops and compiles automated reporting tools, including advanced Excel models, Power Query, Power Pivot, and Power BI dashboards, to enhance visibility, decision‑making, and data accuracy across portfolios.
Reviews and ensures data integrity by extracting, transforming, validating, reconciling, and documenting large datasets from Oracle, Asset Suite, and other internal systems while resolving data issues with IT/Finance.
Corroborates cross‑functional metrics and reporting needs by partnering with Engineering, Operations, Finance Business Partners, Technology, and other teams to align definitions, governance standards, and regulatory or audit requirements.
Provides strategic insights and communication through clear executive‑level presentations, interpreting financial and operational data into recommendations that support business strategy and continuous improvement.
Documents and supports governance and operational excellence by contributing to regulatory reviews, process improvements, and business initiatives that strengthen reporting transparency and organizational alignment.
Follows established company policies, procedures, and standards to ensure full compliance with applicable laws and industry regulations.
Participates in storm restoration tasks and assigned drills to contribute to the safe and reliable recovery of services.
Performs additional tasks aligned with role expectations and qualifications to support team goals and operational flexibility.