Supervisor, Financial Planning and Analysis

LCEC•North Fort Myers, FL

8h•Onsite

About The Position

The Supervisor, Financial Planning & Analysis provides leadership for the organization’s financial planning and analysis function, including budgeting, forecasting, long-range financial planning, financial performance analysis, power supply financial analysis, rates and cost-of-service activities, revenue assurance, and cooperative financial strategy. The role leads complex financial analyses and initiatives, provides financial information and recommendations to management, and promotes accurate, consistent, and timely financial planning and reporting. The Supervisor establishes team priorities, reviews work products, and supports employee development. LCEC provides reliable, cost-competitive electricity to more than 260,000 members across a five-county service territory in Southwest Florida. It employs approximately 485 people and is one of more than 900 electric distribution cooperatives in the United States.

Requirements

Bachelor’s degree in finance, accounting, economics, business administration, or a related quantitative field.
7–10 years of progressively responsible experience in financial planning and analysis, accounting, or a related finance function, including budgeting, forecasting, financial modeling, and performance analysis.
At least 3 years of supervisory or team leadership experience, including assigning work, reviewing deliverables, and developing employees.
Experience preparing financial analyses and reports for management or executive-level audiences.
Meaningful electric utility finance experience involving purchased power, utility revenue and load forecasting, rate analysis, and cost-of-service or rate design activities.
Advanced knowledge of budgeting, forecasting, financial modeling, variance analysis, and long-range financial planning.
Knowledge of utility financial and operating drivers, including purchased power, load and sales forecasting, revenue requirements, rate structures, cost-of-service principles, and capital requirements.
Ability to evaluate complex financial information, identify significant issues, and develop practical recommendations.
Ability to supervise employees, establish priorities, review work, provide feedback, and support employee development.
Ability to communicate complex financial information clearly to technical and nontechnical audiences.
Advanced proficiency with Microsoft Excel and PowerPoint, and experience with ERP, financial planning, business intelligence, or reporting systems.
Ability to coordinate cross-functional work and interact effectively with management, consultants, lenders, legal counsel, and other stakeholders.

Nice To Haves

Master’s degree in finance, accounting, business administration, economics, or a related field.
Electric cooperative finance experience involving debt, liquidity, equity, capital credits, or financial covenant analysis.
Ability to leverage AI and automation to improve financial planning, analysis, reporting, and process efficiency while ensuring accuracy, confidentiality, and compliance with organizational controls and AI governance requirements.
CPA, CMA, CFA, FPAC, or another relevant finance or accounting certification.

Responsibilities

Oversee annual operating and capital budgeting, including assumptions, department submissions, review, consolidation, and preparation of management and Board materials.
Coordinate long-range financial planning and forecasting for revenue, expenses, cash flow, capital requirements, and key financial measures.
Review financial performance and variance analyses, identify significant trends, risks, and opportunities, and provide recommendations to management.
Lead Finance’s wholesale power financial analysis and coordinate with consultants and legal counsel on complex wholesale power agreement matters, including contract economics, billing and rate or tariff provisions, load and sales assumptions, power cost recovery, and financial and member impacts.
Lead rate design and cost-of-service activities by developing and maintaining analyses and models, evaluating rate alternatives and their financial and member impacts, building internal capability, coordinating complex matters with consultants and legal counsel, and coordinating implementation of approved rate and tariff changes with Billing and other stakeholders.
Oversee revenue analysis and testing of billed and unbilled revenue, rate applications, riders, adjustments, and related revenue streams, including SurgeSENSE and net metering, to support revenue accuracy, completeness, and financial controls.
Lead analysis and strategy related to debt, liquidity, financing alternatives, lender requirements and covenants, equity targets, capital credit allocation and retirement strategies, and discounting and present-value analyses; coordinate complex matters with financial consultants and legal counsel.
Develop and review financial models, business cases, benchmarking, and return-on-investment analyses for proposed investments, contracts, and initiatives.
Prepare and present financial results, forecasts, and recommendations to management, executive leadership, the Board, and other stakeholders, as assigned.
Maintain consistent analytical standards, financial models, controls, and data-validation practices, and recommend improvements to planning and reporting processes.
Supervise Financial Planning & Analysis staff by establishing priorities, assigning and reviewing work, providing coaching and feedback, supporting employee development, and monitoring team deliverables.
Maintain effective working relationships throughout LCEC, support smooth operations and productive communication, and provide accurate information to internal and external customers and management promptly and professionally.
Support storm restoration when needed, including working long hours of more than 12 hours per day for many continuous days or weeks during emergency storm situations such as hurricanes.
Perform other duties as assigned.