Sr Business Planning Analyst

Atmos Energy•Dallas, TX

2d•Onsite

About The Position

The Sr Business Planning Analyst develops and maintains business plan models and reporting systems aligned with corporate strategy, and provides financial and business analysis to support planning, budgeting, capital investment, and executive decision-making. 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 analyzes special projects, proposals, and potential development opportunities. The position maintains capital and depreciation models; develops depreciation, amortization, and fixed asset forecasts; analyzes capital spending and cash flow; evaluates investment scenarios and capital allocation; and supports annual CapEx budgets and long-term capital plans. It also forecasts regulated rate-base components and partners with Regulatory Affairs, Tax, and Accounting to align forecasts, rate case assumptions, fixed-asset accounting, and regulatory recovery requirements. The analyst prepares executive reporting and forecasts long-term financial results to support corporate financing needs. The role coordinates the collection of operating and capital budget information and helps plan and implement changes to planning and budgeting systems and technologies. Work is performed in an office environment. This job description does not attempt to list all duties that may be performed.

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 these 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 moderately complex statistical and/or accounting methods.
Advanced knowledge of software applications used to create spreadsheet models, documents, reports, and graphics.
Ability to occasionally perform physical activities including bending, stooping, grasping, reaching, twisting, turning, and/or lifting.

Nice To Haves

Certified Public Accountant certification.

Responsibilities

Research, develop, and maintain business plan models and reporting systems consistent with corporate strategy and relevant natural gas industry information.
Prepare comparative analyses using company statistics and industry norms for internal management.
Develop, perform, analyze, and provide business plan models supporting the Business Unit’s Five Year Business Plan.
Advise Business Unit Officers and Shared Service Unit heads in developing plans and detailed budgets.
Perform economic and business analyses of special projects and proposals from company departments, and advise management on analytical approaches and interpretation of results.
Coordinate collection of detailed operating and capital budget information from Business Units and Shared Service Units.
Plan modifications to existing planning and budgeting systems and lead evaluation and implementation of new planning and budget technologies.
Provide financial, business, securities analysis, and due diligence studies to executive management regarding potential development opportunities.
Develop economic models and forecasting scenarios to support business decisions.
Forecast long-term company financial results 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 analyses, update rolling cash flow forecasts, and identify key drivers.
Conduct investment, sensitivity, and scenario analyses for 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 relevant investment evaluations.
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.