Position Details

Type Not Specified

Experience entry

Exp. Years Minimum of 18 months relevant experience

Education Bachelor's degree in Accounting, Economics, Business Administration, Information Systems, or related discipline

Category Finance & Accounting

About this role

This Financial Analyst (FP&A) role supports the FP&A team by preparing monthly and long-range financial forecasts and analyzing key metrics to inform senior management decisions. The analyst also maintains and enhances the UI Forecasting model, reviews rate case filings, and drives process improvement initiatives.

Key Responsibilities

Assist in preparation and communication of the Company's monthly & long-range financial forecasts
Assist in preparation & review of key metrics and rate case filings
Maintain & enhance the UI Forecasting model
Modify existing reports and calculations as needed for changing requirements/assumptions
Work across departments to ensure accuracy of data and lead process improvement initiatives

Technical Overview

The technical scope is financial modeling and forecasting operations within FP&A, including maintaining a forecasting model (UI Forecasting model) and updating reports/calculations based on shifting requirements and assumptions. It requires cross-department data validation and effective communication of forecast results to stakeholders.

Ideal Candidate

The ideal candidate is an analyst for the FP&A team with at least 18 months of relevant experience and a Bachelor’s degree in Accounting, Economics, Business Administration, Information Systems, or a related discipline. They are strong in preparing and communicating monthly and long-range financial forecasts, analyzing key metrics (including rate case filings), maintaining a forecasting model (UI Forecasting model), and driving process improvements while handling confidential data discreetly.

Must-Have Skills

18 months relevant experienceBachelor's degree in AccountingEconomicsBusiness AdministrationInformation Systemsor related disciplineprepare and communicate the Company's monthly & long-range financial forecastsreview and analyze key metricsrate case filingsmaintain & enhance the UI Forecasting modelmodify existing reports and calculationscommunicate forecast results to key stakeholderswork with departments across the company to ensure accuracy of data and validity of informationlead and support process improvement initiativesrecognize and handle confidential information in a discreet mannercoordinate and manage data analysis requests of varying size and scope

Tools & Platforms

UI Forecasting model

Required Skills

FP&Afinancial forecastingmonthly forecastslong-range forecastskey metrics analysisrate case filingsUI Forecasting modelfinancial planning and analysisprocess improvementdata accuracystakeholder communicationconfidential information handling

Hard Skills

monthly financial forecastslong-term financial forecastskey metricsrate case filingsone-off requestsUI Forecasting modelforecasting model maintenancereports and calculations modificationdata analysisfinancial planning & analysis (FP&A)maintain & enhance forecasting modelcommunicate forecast resultsstakeholder communicationreview and analyzing key metricsinterrelationships in processesprocess improvement initiatives

Soft Skills

excellent analytical mindsetexcellent people skillscollaboration across functional boundariescommunicate forecast results to key stakeholderswork effectively in cross-functional environmentlead and support process improvement initiativesrecommend process improvementshandle confidential information in a discreet manner

Industry & Role

Industry Energy

Job Function Perform FP&A forecasting, metrics analysis, and forecasting model maintenance to support executive decision-making

Role Subtype Financial Analyst

Keywords for Your Resume

Financial AnalystFinancial Planning & Analysis AnalystFP&AFP&A Analystmonthly financial forecastslong-range financial forecastslong-term financial forecastskey metricsrate case filingsone-off requestsUI Forecasting modelforecasting modelreports and calculationsforecast resultsstakeholderssenior leadershipdata accuracyvalidity of informationprocess improvement initiativesinterrelationships in processesproblem solving skillsconfidential informationBachelor's degree in AccountingEconomicsBusiness AdministrationInformation Systemsrelevant experience18 months relevant experience

Deal Breakers

Bachelor's degree required (Accounting, Economics, Business Administration, Information Systems, or related), Minimum 18 months relevant experience required, Must be able to maintain & enhance the UI Forecasting model, Must be able to coordinate and manage data analysis requests of varying size and scope

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