Senior Financial Planning Analyst
$111,200–$124,300 year
HybridCleveland, Ohio, United States
Job Summary
Develop and maintain long-range financial models, including utility operating and rate models, to support budgeting, regulatory filings, and management decision-making. Prepare annual multi-year budgets, monthly rolling forecasts, and valuation reports for revenues, operating expenses, and capital projects across business units. Coordinate monthly variance reporting and financial consolidation, analyzing actual results against budget/forecast to explain variances for internal and regulatory reporting. Provide regulatory support by organizing data requests, preparing statistical reports, and supporting rate case research. Participate in month-end accounting close by preparing journal entries, running billing processes, and maintaining audit and tax working papers. Identify opportunities to standardize data and improve reporting efficiency. This role reports to the Financial Planning & Analysis Manager in a hybrid setting in Cleveland, OH.
Required Qualifications
- 5+ years' related experience in Accounting and/or Finance
- Degree in Accounting or Finance
- Completion of a recognized professional program, such as CPA, CFA, CA, CGA, CMA, MBA or equivalent
Desired Qualifications
- Highly motivated individual that can work well in a fast-paced environment
- Ability to influence and drive results across the business without formal authority
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