Job Description

Job Description

Job Description

POSITION DEFINITION

Under the direction of the Financial Planning and Analysis Manage, the Senior Financial Analyst assists in the preparation of annual budgets, conducts monthly actual vs. budget flux analyses, develops and maintains 5-year forecast, and assists in completion of quarterly reports, and analyzes new businesses. This position requires a well-rounded background in accounting and finance and work well with other areas of the company. The Senior Financial Analyst interfaces with various internal departments and must work exceptionally well with employees of all levels. The incumbent in this position is responsible for embracing and utilizing available technology as communication and data gathering tools in performing routine and complex duties for the financial planning team. Accountability As a skilled employee and responsible professional, the incumbent must work independently, exercise initiative and judgment in the performance of a broad range of administrative support responsibilities in an environment of routinely sensitive and confidential issues. Therefore, the employee must have strong organizational and interpersonal skills to deal effectively with all levels of the company’s management staff, visitors and vendors.

Key Responsibilities

• Interfaces with various business owners to complete annual capital and operations budget

• Responsible for the development of company budget matrix

• Responsible for the monthly flux write up between actual versus budget/prior year

• Provides insightful analyses on trended Return on Equity and Rate of Return for both actual and budget

• Assists in the preparation of quarterly board package

• Works closely with the Financial Planning & Analysis Manager and Regulatory Affairs Department to assess impact of general rate cases, CPUC decisions and other actions. Among other things, this would include understanding the impact of general rate case decisions on the regulated utilities and affiliated company’s 5-year forecast

• Supports Manager in analyzing acquisitions and new business opportunities

• Assists in updating and modifying company’s financial forecast model and provides insightful what if scenarios

• Responsible for providing gap analysis between Street Analysts EPS expectation versus company’s internal budget

• Calculates and Tracks Company and peer group stock performance

• Assists Manager with data compilation for the rate case filings and responsible for the data compilation on the quarterly audit requests

• Assists operations and general office departments as needed

• Prepares and maintains policies and procedures to ensure internal controls

• Performs other duties as assigned

QUALITIES OF A SUCCESSFUL ANALYST IN THIS POSITION

• Flexible, logical, accountable, approachable, and passionate about work

• Maintains positive team-building role during pressure-filled, deadline-driven crunch times

• High degree of initiative; self-starter

• Communicates with accuracy and precision in writing and speaking

• High degree of confidentiality required

• Trustworthy; strong personal integrity; emotional maturity

• Demonstrates high level of accountability and ownership

• Executes with discipline and urgency

• Collaborative/Team oriented

Other Required Skills:

• Proficiently uses technology and re-evaluates processes to increase efficiency, accuracy and appropriate level of documentation through the skilled application of technology tools; must be proficient in MS Excel, able to work independently and synthesize large amounts of information.

• Organized with strong attention to detail and time management skills

• Exhibits professionalism with internal and external contacts

• Possesses strong organizational/multi -tasking and project-planning skills

• Able to conduct and carries job functions with minimum supervision

MINIMUM POSITION QUALIFICATIONS:

• Bachelor’s Degree in Economic, Finance, and Accounting or related discipline

• Seven years of progressively responsible experience in financial analysis, budget/projection, and financial model

• Ability to read and analyze financial reports and present information

• Advanced Excel skills • Ability to effectively communicate and establish working relationships with other departments and personnel

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