What are the responsibilities and job description for the Financial Analyst - Budgeting position at Cleco Corporate Holdings LLC?
At Cleco, we're not just poweringlives-we're powering a cleaner, smarter future for Louisiana.With bold investments in innovativeenergysolutions, we're transforminghow we power ourcommunities: smarter, cleaner, and more sustainable.This is a long-term commitmentto our people and our communities because our future-and the future of generations to come-depends on it. If you're ready to make an impact where it matters most, join us at Cleco-where we're Energizing Your Tomorrow.
The Financial Analyst II - Budgeting is an experienced professional with aptitude for and some knowledge of analytic principles, practices, concepts, and theories. The incumbent contributes to the development of Cleco's corporate budget and financial forecast; provides technical and business analytical support to the planning process; provides reporting with variance analysis, financial analysis and financial sensitivities. The incumbent assists with model execution, maintenance and contributes to modeling improvements for accurate and efficient processes and procedures; collaborates with team members and other stakeholders for product consistency and individual development.
Key Responsibilities
- Participate in the development of financial business plan that aligns with the strategic business goals and business planning schedule of Cleco
- Provide analytical, forecasting, reporting, and project support to FP&A leadership team
- Create monthly and ad hoc reports, which include key metrics, financial results, and variance reporting
- Learn and provide technical assistance in the daily updates and maintenance of FP&A planning applications
- Develop models, analyze and interpret financial data, and create financial models to support decision making
- Analyze past results, perform variance analysis, identify trends, and make recommendations for improvements
- Build and maintain strong internal relationships with business partners, team members, and senior management to effectively contribute to strategic decisions that require coordination across multiple business functions
- Responsible for self-development and continuous learning, to deliver successful project outcomes with a customer-centric approach
- Collaborate with team members and prioritize deliverables to achieve project objectives as scheduled
- Use data and analytics to support continuous improvement to reduce cost and improve program quality; identify areas to automate routine manual tasks
- Participate in the integration of current systems (e.g., SAP) and analytical techniques to enhance/streamline current operations
- Learn and stay up to date on company GAAP, regulatory accounting methods, understanding of SAP settlement rules and the use of relevant applications primarily Microsoft Office (Power Point, Excel - advanced techniques) and SAP (BPC, Analysis for Office, EPM, WEBI Reporting, PPM); develop a thorough understanding of SAP settlement rules
- Champions a corporate culture that emphasizes transparency, integrity, safety, environmental responsibility, employee development, diversity and inclusion, customer service, and operational excellence
Qualifications
Required Education, Skills & Experience
- Bachelor's degree in Accounting, Finance, Business or related field
- 3-5 years of related experience
- Working knowledge of relevant state, federal, and local regulations
- Business acumen pertaining to the utility industry
- Knowledge of leading practices in FP&A
- Planning and project management skills
- Willingness and ability to learn new technologies on the job
- Proficient at functioning effectively within a team environment, presenting ideas and opinions in a professional and collegial manner
- Progression to this level is strictly restricted based on critical individual capabilities and business requirements; must be supported by market survey data.
Key Competencies
BEHAVIORAL
- Building Partnerships
- Leading Teams
- Business Acumen
- Communication
- Courage
- Building Self-Insight
- Driving for Results
- Energizing the Organization
- Driving Execution
- Building Trusting Relationships
- Driving Innovation
- Planning and Organizing
- Safety
- Establishing Strategic Direction
TECHNICAL
- Financial Reporting & Data Analysis
- Planning, Forecasting, Budgeting
- Industry and Business Knowledge
- Risk Management
- Financial Modeling
- Business Partnering
- M&A Analysis
May perform other duties as assigned.
Salary dependent on experience, skills, education, and training.
Individuals seeking employment are considered without regards to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, or sexual orientation and gender identity. You are being given the opportunity to provide the following information in order to help us comply with federal and state Equal Employment Opportunity/Affirmative Action record keeping, reporting, and other legal requirements.