Financial Analyst III

The Mom Project is proud to partner with a company that puts people at the center of everything they do.

At the heart of this organization is a commitment to delivering energy that drives progress. They prioritize people, safety, and trust—building strong relationships while powering a better future.

In-office attendance is typically once per quarter or as needed for meetings, with limited need to be onsite

What you’ll be working on…

Financial Planning and Analysis:

• Prepares consolidated summary presentations for senior management’s review: including monthly financial summary results, employee presentations, forecast reports.
• Supports the production of a monthly reporting package with variance analysis against prior year, budget, and forecast, including operating expense and/or gross margin analyses, projections, and reports
• Assists with preparing and reviewing feasibility studies for capital investments.
• Performs detailed analysis of cost allocations and report on changes and trends from budget and period-over-period results.
• Creates and analyzes moderately complex monthly, quarterly, and annual reports and ensure financial information has been recorded accurately and completely.
• Performs moderately complex financial forecasting, financial modeling and trend analysis.
• Captures and reports key performance indicators, highlight notable trends and analyze causes of unexpected variances.
• Completes special financial studies, e.g. cost of service studies, return on equity, capital structure, and depreciation.
• Understands the primary drivers for payroll variances, including changes in allocations (capital vs expense), changes in headcount or related vacancies, and rate differentials.
• Assists in reviewing accounting transactions for financial accuracy

Business Unit Growth & Support:

• Provides leadership, training, and support to Financial Analysts on more difficult and complex assignments
• Assists management with merger and acquisition proforma and analysis.
• Supports preparation of Rate Case filings, specific to revenues and expenses.
• Supports the development of strategic plan, budgets, performance indicators, and target benchmarks.

Stakeholder Communication:

• Responsible for communication with Managers, Directors, and Senior Staff members.
• Conducts thorough research of historical financial data to analyze trends to support executive leadership decisions.
• Partners and liaises with operations and corporate functions to collect the individual pieces of data and information required for filings and/or reports.
• Assists accounting with understanding budgeted and forecasted expenses to understand drivers for variances and the need for accruals.

Process Improvement:

• Continuously identify identifies and implements improvements to financial processes and reporting, enhancing efficiency, accuracy, and decision support.
• Drives best practices within financial planning and analysis areas.

Who you are...

• Minimum of 5-7 years of business planning, financial analysis, or other related finance experience.
• Stronger business partnering and strategic thinking
• Expected to do more complex financial planning and analysis (FP&A)
• Advanced Excel skills (pivot tables, working with millions of rows, data merges)
• Experience with an ERP system (preferably SAP)
• Utilities industry experience preferred
• Knowledge of Utilities International Financial, SAP/S4HANA software is preferred.
• Knowledge of Business Objects and related software.
• Knowledge of company tariffs.
• Strong project management skills to plan, lead, and coordinate initiatives across the business unit and finance
• Must be able to communicate in a clear, concise manner.
• Must have a high level of initiative and be able to be self-directed.
• Must be able to prioritize multiple requests simultaneously.
• Must be able to respond creatively to unique situations.
• Demonstrated ability to seek efficiencies in all areas to streamline and improve overall processes
• Four-year degree in Accounting/Finance or a related business field.

What’s in it for you…

• Flexible work arrangement
• Competitive base salary
• Fantastic opportunities for career growth
• Cooperative, supportive and empowered team atmosphere
• Annual bonus and salary increase opportunities
• Monthly recognition events
• Endless wellness initiatives and community events
• Robust and customizable benefit packages-choose what works best with your life. Options include generous 401k, medical, dental and life insurance, tuition reimbursement, compensated volunteer hours and MORE!
• Paid time off, holidays and a separate bank of sick time!