Sr Mgr Business Planning

TECO Energy•Tampa, FL

About The Position

The Sr Mgr Business Planning leads Tampa Electric’s Business Planning function and oversees the development, coordination, execution, and accounting support for other operating revenue, O&M expenses, capital expenditures, and related balance sheet accounts across one or more business units. The role provides strategic financial insight to senior and business unit leadership through reporting, analysis, planning, and accounting expertise, supporting operational and strategic decision-making. It is accountable for accurate, complete, and timely financial information and planning deliverables, and contributes to forecast accuracy, regulatory support, internal controls, and cost management. The position identifies financial risks and opportunities, collaborates with Accounting, Tax, Operations, Regulatory, and other partners, develops scenario analyses, and drives continuous improvement. It leads Business Planning team members through performance management, coaching, professional development, and resource and priority alignment. The role manages monthly financial and operational reporting and closeout activities; annual and long-term O&M and capital budgets; forecasting and planning processes; cost accounting and compliance; and financial support for regulatory cost recovery clauses, storm-related costs, rate case testimony, and Florida Public Service Commission filings. It may require reporting to locations in an operating environment and participating in emergency and storm response activities.

Requirements

Bachelor’s degree in Accounting, Finance, or a finance-related field.
At least 8 years of progressive experience in accounting, financial budgeting, forecasting, cost control, and/or financial planning.
Demonstrated experience leading complex financial processes, partnering with business leaders, and developing recommendations for management decision-making.
At least 3 years of team supervision or project leadership experience.
Working knowledge of U.S. GAAP and FERC regulatory accounting.
Strong facilitation and communication skills and financial acumen.
Proficiency with financial analysis techniques, including budgeting, forecasting, variance analysis, cost accounting concepts, and development of clear business recommendations.
Ability to translate financial, operational, or cost management goals into a course of action.
Working knowledge of Tampa Electric capital, O&M, and clause procedures.
Flexibility to work in a fast-paced, deadline-driven environment.
Ability to comply with Company and OSHA safety requirements when reporting to operating-environment locations.
Ability to participate in emergency and disaster response or recovery activities as a condition of employment.

Nice To Haves

Master’s degree in Accounting or Finance, or an MBA.
CPA or other professional finance certifications.
Proficiency with SAP, BPC/EPM, and PowerPlan financial systems.
Knowledge of electric utility operations and work management systems.
Thorough understanding of utility accounting and regulatory procedures and policies.

Responsibilities

Manage monthly financial and operational performance reporting, month-end closeout activities, review of actual results, accruals, journal entry support, cost transfers, and variance analyses.
Partner with business unit and operational leaders to explain performance drivers, identify risks and opportunities, and develop contingency plans for O&M expenses and capital expenditures.
Lead development and maintenance of routine and ad hoc reporting tools and processes, ensuring results and deliverables are timely, accurate, complete, and useful for decision-making.
Review and approve business planning deliverables, variance explanations, and financial analyses before submission to Finance leadership, business unit leadership, auditors, or regulatory stakeholders.
Manage and develop annual and long-term O&M expense and capital budgets, forecasts, plans, and scenario analyses aligned with business strategy, operational priorities, regulatory requirements, and financial targets.
Facilitate budget and forecast review sessions with Finance senior leadership, business unit senior leadership, and operational management.
Develop and maintain financial planning methodologies, forecasting assumptions, performance metrics, and governance processes.
Provide guidance on accounting procedures, cost tracking systems, intercompany cost allocations, month-end closeout activities, and financial reporting standards.
Evaluate complex financial, accounting, regulatory, and operational matters, including capitalization, cost recovery, forecast reasonableness, accrual support, cost transfers, and financial risk mitigation.
Ensure planning, reporting, and closeout processes comply with SOX requirements, internal controls, GAAP, regulatory accounting requirements, and company policies.
Manage implementation and monitoring of cost tracking and closeout procedures to support accuracy, audit readiness, and regulatory defensibility.
Lead, coach, and develop Business Planning Managers, Supervisors, and Analysts; establish priorities, allocate resources, and oversee performance management and succession planning.
Improve process efficiency, data quality, documentation, and reporting consistency across the Business Planning function.
Provide financial leadership and analytical support for cost recovery clauses, including ECRC and SPP, and support related filings, submissions, and audit responses with the Florida Public Service Commission.
Manage financial storm-related activities, including cost estimation, stakeholder coordination, and accounting and tracking of recoverable storm costs, O&M expenses, and capital expenditures.
Support rate case testimony, budgeted test-year financial assumptions, and post-storm cost recovery filings; ensure analyses and documentation are accurate, controlled, and defensible.
Participate in emergency and disaster response or recovery activities, performing normal job duties or other assigned activities to maintain customer service.