THIS JOB DESCRIPTION DOES NOT ATTEMPT TO LIST ALL OF THE DUTIES THAT ARE OR MAY BE PERFORMED IN THIS POSITION
This position primarily focuses on O&M. This person will manage the O&M budget for several cost centers, including forecasting and projecting current year, and budgeting for the next fiscal year. This will also include meeting with department heads to review their projections individually.
Primary Duties
1. Directs and conducts complex and strategic financial analyses and research in such areas as revenue and expense performance, capital spending, depreciation, net investment, and other special projects. Knows and uses advanced financial analysis concepts, practices and procedures.
2. Retrieves data from company databases and reporting systems. Compiles complex data and prepares clear, transparent reports, graphs and presentations for management. Develops financial or economic models. Reviews reports for accuracy and completeness.
3. Manages revenue and expense forecasts, and projections of capital spending and rate base. Provides forecasting scenarios to support and recommend business decisions. Forecasts long term financial results and development opportunities for the Company.
4. Primary contact with internal partners such as Operations, Engineering, Marketing, Rates & Regulatory, Corporate Accounting and other Divisions when gathering financial information for budgets and forecasts. May represent the department on enterprise teams.
5. Provides guidance to regions / departments in the formulation of their annual expense and capital budgets. Regularly conduct meetings and initiatives for the finance team. Provides input on annual revenue budget. Oversees annual budget input into reporting system and reconciles output to budget targets.
6. Identifies and recommends financial options or strategies when evaluating business opportunities.
7. Conducts audit of financial records. Recognizes missing or incomplete information and inconsistencies or anomalies in financial research. Identifies business process problems, makes decisions and finds solutions based on interpretation of policies and procedures.
8. Provides guidance and support for less-experienced financial staff members.
9. Performs work with minimal guidance and a high level of independent decision-making.
MINIMUM REQUIREMENTS
Educational/Experience Level:
Requires a Bachelor's degree in Finance, Accounting, and/or Economics and a minimum of five years' experience in financial analysis or accounting; or equivalent.
Communication Skills:
Requires the ability to communicate, persuade and/or influence internal and external partners at a high level such as senior management on matters of a technical and/or complex nature.
Requires excellent verbal and written communication and interpersonal skills.
Numeric Skills:
Requires the ability to perform analyses using complex statistical, financial and accounting methods.
Requires strong analytical skills and ability to perform independent analysis using complex statistical, financial and accounting methods.
Computer Skills:
Requires ability to utilize the Company's database systems and available resources for data entry, reference and/or retrieval tasks.
Requires advanced knowledge of various software applications such as MS Word, Excel, Access and Power Point to create complex financial documents, reports, graphs and presentations.
Physical Demands:
Requires performing activities including, but not limited to, sitting, standing, using office equipment, bending, stooping, grasping, reaching, twisting, turning, and/or lifting.
Work Conditions:
Works in an office environment.
May require travel to other offices, including possible overnight travel.
Job Family:
Financial Services
