Sr Business Planning Analyst

Atmos Energy•Dallas, TX

About The Position

The Sr Business Planning Analyst researches, develops, and maintains business plan models and reporting systems aligned with corporate strategy, using financial and business information relevant to comparable natural gas industry public companies. The role supports the Business Unit’s Five Year Business Plan, advises Business Unit Officers and Shared Service Unit heads on plans and detailed budgets, and provides analysis for internal management and executive decision-making. The analyst maintains monthly capital and depreciation models; develops depreciation, amortization, and fixed asset forecasts; analyzes capital spending variances; and updates rolling cash flow forecasts. The role evaluates capital projects and other business decisions through investment, sensitivity, scenario, and economic analyses, and supports annual CapEx budgets and long-term capital plans. It also models regulated rate base components and works with Regulatory Affairs, Tax, and Accounting to align forecasts and assumptions. The position coordinates operating and capital budget information, plans improvements to budgeting and planning systems, and evaluates and implements new technologies in the planning and budget process. It prepares executive reporting and provides financial, business, securities, and due diligence analyses, including long-term forecasts that support financing and evaluation of corporate development opportunities. The work is performed in an office environment.

Requirements

Master’s degree in Accounting, Finance, or Business Administration and four years of professional experience in financial analysis; or a bachelor’s degree in one of those fields and five years of professional experience in financial analysis.
Ability to communicate, persuade, and/or influence internal or external customers, including senior management, on technical or complex matters.
Ability to perform algebraic, trigonometric, and geometric operations and/or moderately complex statistical or accounting methods.
Advanced knowledge of software applications used to create spreadsheet models, documents, reports, and graphics.

Nice To Haves

Certified Public Accountant certification preferred.

Responsibilities

Research, develop, and maintain business plan models and reporting systems consistent with corporate strategy and relevant natural gas industry information.
Prepare comparative analyses based on company statistics and industry norms for internal management.
Develop, perform, and analyze business plan models supporting the Business Unit’s Five Year Business Plan; advise Business Unit Officers and Shared Service Unit heads on plans and detailed budgets.
Perform economic and business analyses of special projects and proposals; advise management on analytical approaches, prepare statistical analyses, and interpret results.
Coordinate the gathering of detailed operating and capital budget information from Business Units and Shared Service Units.
Coordinate modifications to existing planning and budgeting systems and lead evaluation and implementation of new planning and budget technologies.
Provide financial, business, and securities analysis and due diligence studies to executive management regarding potential development opportunities.
Develop economic models and forecasting scenarios to support evaluation of business decisions.
Forecast long-term financial results for the company and corporate development opportunities to support financing from banks and other lending institutions.
Maintain and enhance monthly capital and depreciation models using actual results, forecast updates, project timing changes, and long-range planning assumptions.
Develop depreciation, amortization, and fixed asset forecasts for annual budgets and multi-year financial plans.
Perform monthly and quarterly capital-spending variance analysis, update rolling cash flow forecasts, and identify key drivers.
Conduct investment, sensitivity, and scenario analyses for major capital projects, asset acquisitions, lease-versus-buy decisions, and capital allocation strategies.
Support development, monitoring, and governance of annual CapEx budgets and long-term capital plans, including evaluations that may use NPV, IRR, payback, and ROIC.
Model, track, and forecast regulated rate base components, including net plant, ADIT, inventories, prepayments, deferred balances, and working capital requirements.
Partner with Regulatory Affairs, Tax, and Accounting to align capital forecasts, rate case assumptions, fixed asset accounting, and regulatory recovery requirements.
Prepare executive reporting, dashboards, and performance analyses on capital investment, depreciation trends, and financial results.