Lead, Financial Analyst

Overview

Lead-level Financial Analyst role focused on strategic financial analysis, forecasting, financial modeling, and budgeting to support business decisions for the regulated business.

Responsibilities

• Collaborate with business partners to develop and refine forecast assumptions used to model the organization’s strategic financial plan.
• Develop and maintain complex financial models to support financial forecasts used for strategic planning and decision-making.
• Partner with affiliated Operational Finance teams, operations representatives, and other stakeholders to deliver detailed planning and analysis of results (budget, forecast, and actuals).
• Serve as a subject matter expert on financial topics including revenue growth, expense trends, capital expenditure prioritization, and key financial metrics such as net income, return on equity, and cash flows.
• Help develop and implement financial planning governance standards to optimize the planning process and ensure the strategic financial plan achieves defined objectives.
• Identify and recommend process improvements to enhance the accuracy and efficiency of financial reporting and forecasting.
• Drive “best practices” by assessing the ongoing effectiveness of existing business applications and technologies.
• Provide analytical support to management, including ad-hoc reporting.
• Support stakeholder special projects and ad-hoc assignments.

Additional Responsibilities

• Disseminate information from the manager to ensure compliance with organizational goals and strategies.
• Assist with day-to-day workplace continuity across disciplines, work environments, and operations.
• Work collaboratively with a team, communicate essential information, delegate tasks, follow up to support results and meet deadlines.
• Prioritize assigned work and follow up with stakeholders to ensure departmental operational effectiveness.
• Support onboarding, assist in development, and mentor less experienced professionals within the department.

Qualifications

• Proven analytical and problem-solving skills.
• Proven financial analysis, financial modeling, data analysis, and forecasting techniques.
• Ability to make assumptions, draw conclusions, and explain variances between expected and actual results.
• Ability to apply complex trend evaluation and scenario modeling techniques.
• Ability to recommend and implement process improvements; work independently; handle multiple tasks simultaneously.
• Ability to establish and maintain effective working relationships across finance and all levels of management.
• Strong listening and feedback skills to promote open and constructive stakeholder dialogue.
• Demonstrated ability to learn concurrently and multitask while managing time productively.
• Ability to work with large data sets and extract meaningful insights.
• Exceptional attention to detail, strong problem-solving, and critical thinking.
• Excellent communication skills, including presenting complex financial information to non-financial stakeholders.
• Experience working in cross-functional teams and managing multiple projects simultaneously.
• Advanced Excel and PowerPoint skills.
• Accounting concepts and understanding of analytical concepts for financial analysis, including US Generally Accepted Accounting Principles (US GAAP).

Preferred Qualifications

• Broad knowledge of SAP ERP and Hyperion/Oracle Financial Planning systems.
• Detailed understanding of the regulatory environment and detailed knowledge of utility regulations and tariffs in effect in the divisions.

Experience & Education

• Bachelor’s degree in finance, accounting, business, or a closely related field, or an equivalent combination of education and experience.
• Preferred: MBA, MS-Econ, CPA, CFA, or advanced degree(s)/certification(s).
• Minimum of approximately 6-8 years of pertinent FP&A experience required (or relevant experience).
• Proficiency in financial modeling, data analysis, and forecasting techniques.
• Advanced skills in Excel and financial software (e.g., Oracle, SAP).
• Preferred: prior experience in the regulated utility industry.

Compensation & Benefits

• Posted base salary range: $101,490-137, 380.
• Eligibility for annual incentive pay.
• Opportunity for continued salary growth.
• Base salary determination will be based on factors such as market, geography, skills, education, and/or experience.
• Comprehensive benefits package including:
  • 401(k), Defined Contribution Plan, Employee Stock Purchase Plan
  • Medical, prescription, dental, and vision coverage
  • Disability, paid time off, life insurance, voluntary benefits
  • Health and wellness programs and much more
• Learning opportunities and work experiences to support professional growth.

Location

• Position location is flexible;ville, IN or Camden, NJ.
• Minimal travel to key locations will be required to support business and management needs.