Financial Specialist

This position is responsible for performing advanced analysis utilizing in-depth knowledge of finance concepts, principles and practices. Manages the development of budgets, long term financial plans, cost of service, pricing, and/or any other finance related task. Solves complex problems within established parameters and recommends responses to new and unusual circumstances. Performs expense, revenue, budgetary and other management analyses. Provides reporting, continuous and accurate information, and real time data.

Compiles data, analyses, forecasts and appropriate schedules as required. Maintains JEA policies, agreements, tariffs and other documentation as it relates to finance. Develops a variety of financial reports and analyses for JEA management, the Senior Leadership Team, and Board of Directors. Collaborates and communicates with individuals across to all levels of the organization. Ensures efficient and effective application to provide continuous and accurate information, in conformance with governing standards to include Code of Federal Regulation (FERC) and National Association of Regulatory Utility Commissioners (NARUC).

• Develops Finance deliverables, which may include Operating and Capital budgets, Long-term financial plans, Cost of Service studies, Pricing, Treasury and Cash Operations, and/or other accounting matters.
• Performs in-depth organizational studies, including feasibility and cost/benefit analyses.
• Develops and maintains computer spreadsheet models, data mining, and databases to support data analysis; analyzes data to discover patterns or discrepancies and presents findings and recommendations to management.
• Prepares ad hoc financial analysis, variance reports, forecasting, and financial projection models.
• Ensures procedures include appropriate internal controls.
• Maintains accounting and financial documents for reporting purposes by reviewing and/or preparing financial transactions to ensure that transactions are processed in accordance with policy, applicable laws and regulations, and sound business practices.
• Develops and maintains pricing related documentation to ensure its in accordance with policy, applicable laws and regulations, and sound business practices.
• Works independently to obtain facts and information, analyze problems and reach sound conclusions.
• Collects and analyzes information; interviews subject matter experts (SMEs), and uses knowledge of business systems to develop solutions to business problems.
• Develops and reviews operational procedures and methods; maps current business processes; defines and analyzes business activities; conducts benchmarking activities to identify best practices; and recommends changes for improvement.
• Analyzes issues to identify impact on current work processes and suggests alternatives, as appropriate.
• Tracks and collects performance information and data for reporting and planning processes.
• Provides internal consulting services to assigned process organization(s).
• Prepares and delivers presentations to internal and external stakeholders.
• Stays abreast of industry trends and complies with local, state, and federal legal requirements by studying existing and new legislation.
• Provides leadership and example in meeting JEAs safety and wellness goals.
• Operates standard office equipment and uses required software applications.
• Performs other job-related work as assigned.

EDUCATION: A bachelor's degree in finance, accounting, business, economics or related. CPA, MBA, or master's degree in a related field is preferred.

EXPERIENCE: Five (5) years of professional experience with budget, economic or financial analysis. Experience in the utility business or governmental budgeting/accounting is preferred.

OR

An equivalent combination of education, experience and/or training.

LICENSES/CERTIFICATIONS/REGISTRATIONS: None