Senior Financial Analyst/Financial Analyst

Overview

This role may be filled at either the Senior Financial Analyst or Financial Analyst level.

Expected salary ranges:

• Senior Financial Analyst: $97,200 to $108,000 (varies based on experience)
• Financial Analyst: $78,300 to $87,000 (varies based on experience)

Benefits (comprehensive package) may include bonus and 401(k), along with comprehensive medical, dental and vision benefits; disability and life insurance; and paid time off for vacation, holidays, and sick days.

Responsibilities

Senior Financial Analyst

• Provide financial analysis and reporting for management on major capital and O&M cost drivers; forecast performance against goals, plans, and budgets.
• Bring a financial perspective to daily operations.
• Prepare and review month-end, quarterly, and full-year forecast/reports, including executive reporting packages, monthly financial close packages, and quarterly management meeting presentations.
• Lead each monthly financial closing (pre and post close), providing required reporting to corporate center and site management.
• Ensure proper accounting treatment is followed and monitor adherence to corporate policies and procedures.
• Prepare periodic reports to communicate performance in areas such as contracted services, overtime, and other.
• Develop the long-range financial plan.
• Review and process Capital and other Project Request proposals; monitor and report on Project spend.
• Perform cost reporting (planning & tracking).
• Perform periodic ad-hoc reporting and analyses.
• Support and guide junior financial analysts through training and oversight of work product as required.
• Perform complex special projects at the request of management.
• Fulfill ad-hoc requests from various internal and external sources to support decision-making and provide necessary insight to executives, managers, department heads, and line personnel.
• Commit to the time requirements of the position, which may demand extended hours as required.

Financial Analyst

• Actively participate in accurate planning, reporting, and analysis functions.
• Support ad-hoc requests from various internal and external sources to support decision-making.
• Provide direct input and support to directors, department heads, and line personnel in assigned area.
• Prepare month-end, quarterly, and full-year forecast/reports, including reporting packages (executives, internal, other business units), monthly financial close package, monthly scorecard and financial performance indicators, and quarterly management and Board of Directors meeting presentations.
• Ensure capital and EBIT forecasts are properly reflected in planning tools, and work with the financial system team to mitigate/resolve forecasting and planning concerns.
• Assist in preparation of reports and respond to data requests and ad-hoc inquiries for internal and external reporting customers.
• Routinely communicate actual performance compared to budget/plan/goals.
• Function as part of the finance team to ensure a financial perspective is brought to daily operations, proper classification (O&M vs Capital) and treatment is followed, and compliance with managerial policies.
• Serve as a liaison to business units to ensure efficiency and effectiveness of information exchange.
• Participate in the annual budgeting process and assist in updating long-range and budget planning models.

Requirements

Senior Financial Analyst - Minimum Qualifications

• 4-year degree in a business-related field with 5 to 8 years business-related experience and demonstrated success in finance or business operations.
• Effective financial analysis skills, combined with effective written and verbal communication skills.
• Exposure to accounting principles, financial metrics, and financial statement relationships.
• Working knowledge of Business Operations & industry practices.
• Thorough computer-based analytical skills (e.g., Access, Excel, PowerPoint, database management).

Financial Analyst - Minimum Qualifications

• 4-year degree in a financial-related field and 2 to 5 years relevant experience.
• Analytical understanding of finance and accounting.
• Effective written skills.
• Thorough computer-based analytical skills (Microsoft Office).

Preferred Qualifications

Senior Financial Analyst

• MBA/CPA
• Expertise in PeopleSoft and financial systems

Financial Analyst

• MBA/CPA

Compensation & Benefits

• Senior Financial Analyst: Expected salary range of $97,200 to $108,000 (varies based on experience)
• Financial Analyst: Expected salary range of $78,300 to $87,000 (varies based on experience)

Benefits may include:

• Bonus program (eligible employees)
• 401(k) with company match
• Employee stock purchase program
• Comprehensive medical, dental, and vision benefits (including wellbeing programs)
• Disability and life insurance benefits
• Paid time off for vacation, holidays, and sick days

Location

Not specified in the provided description.