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Intermediate Financial Planning Analyst

Job in Atlantic City, Atlantic County, New Jersey, 08400, USA
Listing for: Jobtailor
Full Time position
Listed on 2026-07-31
Job specializations:
  • Business
    Financial Analyst, Business Intelligence
  • Finance & Banking
    Financial Analyst
Salary/Wage Range or Industry Benchmark: 55000 - 90000 USD Yearly USD 55000.00 90000.00 YEAR
Job Description & How to Apply Below
  • Provide financial assistance by accumulating data, analyzing trends, and preparing analysis for business review.
  • Coordinates and compiles the monthly and annual budgets.
  • Provides deviation analysis of performance metrics.
  • Gather data from various external sources as well as internal applications, programs, and processes to determine the factors affecting or expected to affect revenue, expense, and/or customer experience.
  • Utilizes data to generate standard or custom reports summarizing energy efficiency program performance.
  • Analyzes reports, identify exceptions requiring action, identifies opportunities for operational improvements, and offers solutions.
  • Synthesizes current business intelligence or trend data to support recommendations for action.
  • Compiles and prepares information in response to data requests.
  • Manage key vendor contracts and relationships.
  • Responsible for regulatory report coordination and fulfillment.
  • Manage internal process for loan program application approval.
  • Partner with vendors and other state utilities regularly to manage dual fuel energy efficiency projects.
  • Receive and log vendor invoices, and update vendor billing information as needed.
  • Responsible for performing special projects to improve process efficiency and performance.
Requirements
  • Bachelor’s degree with a minimum of 2+ years of relevant experience
  • Master’s degree with 0 years of relevant experience
  • Equivalent work may be considered in lieu of degree.
  • Strong communication (written and verbal) and presentation skills
  • Detail-oriented with strong time-management skills
  • Proficient with Microsoft Office (Excel, Word, PowerPoint, SharePoint)
  • Ability to prioritize and organize work in a multi-tasked environment
  • Energy efficiency experience (Preferred)
  • Utility experience (Preferred)
  • PowerBI experience (Preferred)
Hard Skills
  • data analysis
  • budgeting
  • performance metrics analysis
  • report generation
  • operational improvement
  • business intelligence
  • vendor management
  • regulatory reporting
  • process efficiency
  • energy efficiency
Soft Skills
  • communication skills
  • presentation skills
  • detail-oriented
  • time-management
  • organizational skills
  • multi-tasking
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