Financial Analyst III

Financial Planning and Analysis:

*Prepares consolidated summary presentations for senior management's review: including monthly financial summary results, employee presentations, forecast reports.

*Supports the production of a monthly reporting package with variance analysis against prior year, budget, and forecast, including operating expense and/or gross margin analyses, projections, and reports

*Assists with preparing and reviewing feasibility studies for capital investments.

*Performs detailed analysis of cost allocations and report on changes and trends from budget and period-over-period results.

*Creates and analyzes moderately complex monthly, quarterly, and annual reports and ensure financial information has been recorded accurately and completely.

*Performs moderately complex financial forecasting, financial modeling and trend analysis.

*Captures and reports key performance indicators, highlight notable trends and analyze causes of unexpected variances.

*Completes special financial studies, e.g. cost of service studies, return on equity, capital structure, and depreciation.

*Understands the primary drivers for payroll variances, including changes in allocations (capital vs expense), changes in headcount or related vacancies, and rate differentials.

*Assists in reviewing accounting transactions for financial accuracy

Business Unit Growth & Support:

*Provides leadership, training, and support to Financial Analysts on more difficult and complex assignments

*Assists management with merger and acquisition proforma and analysis.

*Supports preparation of Rate Case filings, specific to revenues and expenses.

*Supports the development of strategic plan, budgets, performance indicators, and target benchmarks.

Stakeholder Communication:

*Responsible for communication with Managers, Directors, and Senior Staff members.

*Conducts thorough research of historical financial data to analyze trends to support executive leadership decisions.

*Partners and liaises with operations and corporate functions to collect the individual pieces of data and information required for filings and/or reports.

*Assists accounting with understanding budgeted and forecasted expenses to understand drivers for variances and the need for accruals.

Process Improvement:

*Continuously identify identifies and implements improvements to financial processes and reporting, enhancing efficiency, accuracy, and decision support.

*Drives best practices within financial planning and analysis areas.

Other:

*When travel is permitted under our corporate policies, travel and visit business locations to gain first hand understanding of business life cycle.

*Knowledge of Utilities International Financial software is preferred.

*Knowledge and experience with SAP/S4HANA

*Proficient knowledge in the Microsoft Office suite of software, namely: *PowerPoint, Excel, and Word.

*Knowledge of Business Objects and related software.

*Knowledge of company tariffs.

*Strong project management skills to plan, lead, and coordinate initiatives across the business unit and finance

*Must be able to communicate in a clear, concise manner.

*Must have a high level of initiative and be able to be self-directed.

*Must be able to prioritize multiple requests simultaneously.

*Must be able to respond creatively to unique situations.

*Demonstrated ability to seek efficiencies in all areas to streamline and improve overall processes