WBS, a subsidiary of WEC Energy Group, is seeking a Financial Planning Analyst in our Milwaukee, Wisconsin location.
Job SummaryThe Financial Planning & Analysis Analyst is a member of the FP&A team within the Finance department of WEC Energy Group's (WEC) WEC Business Services business unit. The analyst is responsible for preparing WEC's monthly & long-term financial forecasts, reviewing & analyzing key metrics, and supporting senior management in their decision making. A strong candidate combines a strong analytical mindset with technical ability and excellent people skills.
This is a job family posting (Associate Analyst, Analyst, Senior Analyst, Lead Analyst) and experience will be the determining factor.
Job Responsibilities- Assist in preparation and communication of the Company's monthly & long-range financial forecasts
- Assist in preparation & review of key metrics, rate case filings, various one-off requests
- Maintain & enhance the UI Forecasting model
- Modify existing reports and calculations as needed to reflect changes in requirements and / or assumptions
- Communicate forecast results to key stakeholders including senior leadership
- Work with departments across the company to ensure accuracy of data and validity of information
- Lead and support process improvement initiatives
- Position will be expected to apply knowledge of interrelationships in processes and utilize problem solving skills to recommend process improvements.
Minimum Qualifications- Must have a minimum of 18 months relevant experience.
- Bachelor's degree in Accounting, Economics, Business Administration, Information Systems, or related discipline is required
- Able to work effectively in an environment that requires collaboration with individuals across functional boundaries to achieve goals
- Able to recognize and handle confidential information in a discreet manner
- Able to coordinate and manage data analysis requests of varying size and scope
- Strong attention to detail and ability to work with high degree of accuracy
- Excellent communication skills, both written and verbal, with the ability to convey complex information to a broad audience
Preferred Qualifications- 2 Year's Experience in Accounting or Finance
- Forecasting or financial analysis, including exposure to forecasting software
- Ability to learn and grasp new concepts quickly
- Demonstrate strong oral and written communication skills, strong interpersonal, problem-solving and analytical skills
- Comfortable providing analysis and presenting to various members of Management
- Ability to work well independently and as a member of a multi-locational team
- Attention to detail, a strong initiative, and a results-orientation are critical
- Experience with Microsoft Excel is essential
- UI Planner Experience is a plus
- SAP Experience is a plus
End Date: 07/17/2026
Pay Range Minimum: $59,510.36
Pay Range Maximum: $135,761.08
The pay range reflects the minimum and maximum for the position at the time of posting and may be modified in the future. The starting salary/pay within the pay range will be based on several factors, as applicable, but not limited to, relevant education, qualifications, certifications, experience, skills, geographic location, shift, travel requirements, collective bargaining agreements, and business and organizational needs. At WEC Energy Group, it is not typical for an individual to be hired at or near the top of the range for their role.
WEC Energy Group benefits
We reserve the right to modify the application deadline or discontinue accepting applications for any position if deemed necessary.
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