Job Summary:
The Financial Analyst provides value-added financial services to both internal and external customers related to the preparation and filing of the SEC 10-Q and 10-K. The incumbent may assume responsibility for financial activities, including but not limited to reviewing and interpreting the impact of financial reporting proposals promulgated by governing bodies; preparing analytical studies on historical, forecast, and pro-forma financial data; developing comprehensive financial data reports for both internal and external customers; and providing other needed expertise and reporting to accurately reflect and manage financial matters.
Principal Duties and Responsibilities:
Identifies and understands issues, problems, and opportunities; compares data from different sources to draw conclusions; uses effective approaches for choosing course of action or developing appropriate solutions; takes action that is consistent with available facts, constraints, and probable consequences. (Professional Judgment)
Compiles, organizes and formats data, including qualitative analysis required for internal and external reporting. Identifies and researches reporting issues, provides recommendations, assists with the adoption of new reporting requirements. (Reporting)
Recognizes situations where the regulatory framework and rate case outcomes drive our business; Supports regulatory initiatives by gathering data and preparing regulatory schedules and/or preparing pro-forma calculations, testimony and data requests; Assists with review and analysis of regulatory documents; Appreciates the application of the regulatory construct to our business. (Regulatory)
Understands terminology and developments. Knows when to and can apply technical knowledge to processes, procedures, and tasks. (Technical/Professional Knowledge and Skills)
Demonstrates a working knowledge of financial statements, metrics and measures, and key strategic business initiatives; Understands and utilizes economic and industry data as it relates to job responsibilities. (Business Acumen)
Demonstrates a working knowledge of the operating plan and role in the F&A organization; Has a general knowledge of other departments' role in the F&A organization; Collaboratively develops solutions between corporate and business units. (Understanding F&A)
Demonstrates our commitment to quality by documenting work fully and accurately. (Documentation of Work Performed)
Takes action to identify, analyze and improve existing processes within our organization to maximize opportunities for efficiency and effectiveness and meet new goals and objectives. (Continuous Process Improvement)
Qualifications:
Undergraduate degree in accounting (CPA preferred).
Experience: 4+ years with experience in regulated utilities or other energy sector experience preferred.
Required Qualifications for Position:
Requires four year degree in business discipline
Requires knowledge of PC applications
Prefer CPA
Four years or more experience in finance, accounting, regulatory or a related field
Requires multiple functional experience
Regulatory Finance Acumen - Understand how we make money and how changes to the financial statements flow through and impact customer bills and client EPS.
Building Partnerships - Developing and leveraging relationships within and across work groups to achieve results.
Decision Support - Recommends the most effective course of action after evaluating options against decision criteria.
Influencing - Gain others' commitment to take action that will enhance value for business partners and/or customers.
Continuous Improvement - Originating action to improve existing conditions and processes; identifying improvement opportunities, generating ideas, and implementing solutions.
Notes:
Ideal candidate will be able to commute Tuesday - Thursday each week into the office. Remote candidates will be considered.
8:00 AM - 5:00 PM
Mon - Fri
