What are the responsibilities and job description for the Financial Analyst II position at The Mom Project?
The Mom Project is proud to partner with a well-known utility company in their search for an experienced Financial Analyst II to join their team.
What Makes Them Great
At the heart of their Company is a dedication to delivering energy that drives progress. We put people first, work to keep them safe and build trusting relationships.
Your Role In Their Success
This role will serve as the day-to-day contact and key financial partner to the management team, driving insights that improve the understanding of financial results and the ability to forecast future periods more accurately. The incumbent will leverage their understanding of critical financial systems & reporting tools (ie. SAP, UI, Power BI) to provide strong financial analysis, models and reports. The Financial Analyst II must be able to present data analysis and interpretation in clear, compelling ways to facilitate decision making by finance and operations personnel.
What You'll Be Working On
What Makes Them Great
At the heart of their Company is a dedication to delivering energy that drives progress. We put people first, work to keep them safe and build trusting relationships.
Your Role In Their Success
This role will serve as the day-to-day contact and key financial partner to the management team, driving insights that improve the understanding of financial results and the ability to forecast future periods more accurately. The incumbent will leverage their understanding of critical financial systems & reporting tools (ie. SAP, UI, Power BI) to provide strong financial analysis, models and reports. The Financial Analyst II must be able to present data analysis and interpretation in clear, compelling ways to facilitate decision making by finance and operations personnel.
What You'll Be Working On
- Supports the production of a monthly reporting package with variance analysis against prior year, budget, and forecast, including operating expense, headcount, capital and various KPIs.
- 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, highlights notable trends and analyze causes of unexpected variances.
- Conducts thorough research of historical financial data to analyze trends to support executive leadership decisions.
- Prepares executive-level presentations and reports that translate complex data into key points and actionable insights.
- Completes special financial studies, e.g. cost of service studies, return on equity, capital structure, and depreciation.
- Maintains & updates all financial forecast data (expense, capital, headcount etc.) in the planning systems (UI, PowerPlan, SAP) of record based on feedback from shared service stakeholders.
- Prepares and presents various executive level dashboards with critical financial data and KPIs.
- Performs all other duties as assigned by Manager, Financial Analysis.
- Bachelor’s degree in Accounting, Finance, or related quantitative field.
- Three (3) years’ business planning, financial analysis or other related finance experience required.
- Regular Driver’s License
- Proficient knowledge in basic accounting knowledge (accruals, GAAP, etc.)
- Ability to communicate in a clear, concise manner.
- Proficient knowledge in the Microsoft Office suite: PowerPoint, Excel, and Word.
- Knowledge of the Epicor suite or related software.
- Knowledge of Utilities International Financial software or related.
- Knowledge of Business Objects or related software.
- High level of initiative and be able to be self-directed.
- Ability to prioritize multiple requests simultaneously.
- Ability to seek efficiencies in all areas to create overall process improvement.
- Ability to respond creatively to unique situations.
- 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!