A career in Financial Planning will provide the opportunity to lead the annual operating budget process, track, and report on performance relative to plan, and manage ongoing rolling forecast updates. This typically includes building and iterating on complex financial models covering all aspects of the business that will enable effective decision making regarding the company's revenue growth strategy, cost structure, and capital expenditures. Additionally, it includes establishing, tracking and monitoring key operating metrics used to drive the business to greater efficiency as well as creating ad-hoc analyses to drive business strategy, improve efficiency and maximize ROI and helping drive finance discipline, fact-based decision-making, and financial visibility are all key facets to this group. This also includes consolidating, cash flow forecasting, independently leading automation initiatives, driving efficiency, and preparing financial reports to the Board. Roles within Financial Planning are responsible for delivering impactful business analysis and playing a key part in driving insightful business decisions and strategy. It also involves playing a key role in partnering with the business and informing leadership of actual and projected performance, as well as analyzing business trends, changes, and new initiatives.
Essential Functions:
Roles and responsibilities for this position include, but are not limited to: • Independently planning and executing complex tasks that support non-routine activities and project goals • Guiding selection of appropriate methods and techniques in performing tasks • Possibly designing new techniques and applying advanced level of understanding project goals and methods • Maintaining high level of expertise through familiarity with processes and structures and applying appropriately to projects • Leading group meetings. Presenting results of work, interpreting data, and drawing conclusions regarding presented material and nature of work
This role will have broad expertise or unique knowledge and use skills to contribute to development of company objectives and principles and to achieve goals in creative and effective ways. You will work on significant and unique issues where analysis of situations or data requires an evaluation of intangibles. It is expected that you will exercise independent judgment in methods, techniques and evaluation criteria for obtaining results. Additionally, you will create formal networks involving coordination among groups and lead finance automation, consolidation and rolling forecast initiatives.
It is expected that your role leads projects that enable the department/ group/team to meet and achieve goals. You will guide the successful completion of cross-functional programs. Additionally, it is expected that you will make decisions that have a long-term impact. You will act independently to determine methods and procedures on new or special assignments. You may supervise the activities of others. Your role typically reports to Managers/ Directors.
Additionally, the level and nature of interaction of your role includes: • Managing work of other associates and having oversight on quality of work produced • Leading projects with manageable risks and resource requirements
This is a role that contributes through own efforts and application of expertise, skills, or tasks.
Qualifications/Skills:
Bachelor's degree in Finance, Accounting, Business Administration, or a related field with 10 years of relevant experience, or Master's degree with 8 years of relevant experience.
Equivalent work experience may be considered in lieu of degree.
Minimum of 3 years of leadership experience.
Advanced proficiency in Microsoft Excel and other financial software applications.
Strong understanding of the three financial statements and ability to analyze and project financial data.
Excellent communication skills, with the ability to present complex financial information to non-financial stakeholders.
Proven leadership skills with the ability to manage and develop a team of financial analysts.
Strategic mindset with the ability to think critically, problem-solve, and drive business performance improvements.
Energy or Utility industry knowledge and experience with Hyperion system preferred.