Lead Financial Analyst

Role Overview

• Coordinate and prepare SPC’s cost management reporting, variance analysis, year-end projections for Corporate ROCR, Executive financial summaries and other financial presentations as needed.
• Coordinate the month-end close activities.
• Prepare and or review and post journal entries (accruals and corrections).
• Provide financial, accounting, and business management analytical support to various levels of management and business partners.
• Analyze data, identify and correct errors to ensure accuracy and integrity of financial information.
• Oversee, monitor and modify as appropriate all SPC allocation steps.
• Coordinate, prepare and or assist in research and providing answers for all various requests: internal/ external audits, rate case and regulatory filings/audits, etc.
• Serve as a resource for technical expertise, guidance, and assistance for questions and problems related to financial business management to all business partners, peers and teammates.
• Coordinate the overall budget and business planning process (the annual budget development and long-range planning process). Including communication of budget guidance, assumptions, timeline, 5-year plans for O&M & Capital.
• Coordinate review and preparation of annual budgets utilizing One Stream and Power Plan/LRP for projects.
• Ensure accounting cost treatments and cash flows for the budgets loaded are accurate.
• Ensure adherence to GAAP & internal company financial policies and procedures (i.e. O&M, Capital, CIAC, etc.)
• Facilitation/participation of Financial Oversight meetings (FOM), Monthly Financial Results Review Meetings, Jurisdictional Executive Meeting (JET) and/or any other meetings as needed.
• Ensure timely communication and effective collaboration with business partners for inquiries/governance issues and to effectively resolve any issues in a timely manner.
• Maintain good working knowledge of accounting policies and impacts as required.
• Prepare and or update SOX controls and perform SOX testing.
• Coordinates and collaborates across all FP&A groups and all levels of management/staff on business unit specific accounting issues that involve SPC.
• Achieve financial performance targets by providing financial, accounting, and business management analytical insight to executives and senior leaders.
• Proactively help identify cost reduction opportunities through independent analysis.
• Effectively provide guidance to team on complex accounting issues and complex problems and interpret internal or external business issues and recommend solutions.
• Lead, coordinate and or assist with special projects and initiatives & and ad hoc requests as required.

Requirements

• Bachelor’s degree in (Accounting/Finance/Economics) OR a Bachelor’s degree in a similar discipline with prior (accounting/finance/economics) work experience
• Six (6) years or more of increasingly diverse or complex experience in related field in addition to degree
• CPA, CIS, CFA or CMA Certifications (or working toward certification)
• Master’s in Accounting, Finance or Business Administration
• General understanding of GAAP accounting principles and internal controls.
• Experience in effectively interfacing with executive leadership
• Excellent oral and written communication skills including negotiating
• Excellent organization skills including ability to manage time, work load and competing priorities
• Broad knowledge of utility environment
• specific expertise in supporting business units as well as understanding of processes.
• Ability to effectively perform at the lead level by serving as a subject matter expert, developing and implementing process improvements, recommending best practices based on expertise & knowledge, training and guiding peers, leading and coordinating projects (i.e. budget process, monthly close etc.)
• Ability to analyze and understand financial information, recognize significant variances, trends, and irregularities and summarize clearly and concisely to management.
• Ability to work in a team environment & foster good relationships with teammates & business partners at all levels of the organization
• Ability to meet stated deadlines and respond quickly to changing needs through a teamwork approach.
• Proficient use Microsoft products such as Excel (i.e. pivot tables, PowerPivot), Word, & Power Point and use of Power BI.

Benefits

• friendly work environment
• opportunities for growth and development
• recognition for your work
• competitive pay and benefits