Analyst Financial Services 3

Pay Grade

GRADE: 11, 12, 14, 15*
*Qualifications may warrant placement in a different job level*
DEADLINE TO APPLY: May 17, 2023

Position Summary

The Financial Analyst 2 - 4, Corporate Finance & Long-Range Planning helps support the 25-year financial planning efforts and assists in the creation of reporting and dashboards that help the organization’s financial decision-making efforts. This includes helping to performing analysis, organize meetings, and assistance in creating schedules or proformas to support the corporate finance analytics initiatives. This position will also support the scoping and implementation of new technology and investment to improve the Company’s propriety cash flow model. Additionally, support of the Financing Forecasting department as needed, is also a critical portion of this role. This position reports directly to the Sr. Manager of Corporate Finance & Long-Range Planning.

Tasks and Responsibilities

• Supports the long-term financial plan up to 25 years, and assists in the creation of long-term financial forecast efforts that are provided to external stakeholders.
• Learns the detailed Cash Flow model and draft procedures around recurring processes.
• Supports the production of the annual Budget Book that is published 60 days after Board approval of the fiscal year budget.
• Supports the creation of Gas Business Unit financials on a quarterly basis.
• Collaborates with other areas to understand business modeling requirements and financial analysis needed to support key corporate strategic initiatives, including asset valuation.
• Provides analytical support of the monthly financial forecast as needed.
• Supports the analytics around assessing the LE process: analyze trends and predictive forecasts to provide more accuracy on revenue/sales, financial metrics including,
• Create and maintain procedures and internal control documents and risk registers.
• Organize FP&A server to facilitate document and data retrieval.
• Supports where needed, providing information, reporting on rate requests, budget development to CoSA and City Council, where needed.
• Performs other duties and serves on special project teams as assigned.

Minimum Skills

Minimum Knowledge and Abilities

Preferred Qualifications

• MBA or pursuit of MBA with a concentration in Accounting, Finance, Economics or related field.
• CFA or pursuit of (Chartered Financial Analyst), CMA (Certified Management Accountant), FP&A certification or comparable professional designation.
• Experience with Enterprise Resource Planning solutions (e.g., SAP, BPC, PeopleSoft, or Hyperion).
• Experience with the electric or gas utility industry gained through experience at an electric / gas utility, consulting agency, or other professional service provider serving the industry.
• Experience with modeling and simulation, data mining, general data analytics.
• Experience with Data Visualization software and techniques (e.g., Tableau).

Competencies

Minimum Education

Required Certifications

Working Environment

Physical Demands