Manager, Financial Planning & Analysis

JOB SUMMARY/PURPOSE

The Financial Planning & Analysis Manager is responsible for budgeting and forecasting to ensure financial health and regulatory compliance. This role involves collaboration with cross-functional teams to support strategic financial planning and decision‑making and requires a strong analytical mind and excellent communication skills. The FP&A Manager will also be familiar with financial statements prepared in accordance with generally accepted accounting principles and regulatory accounting principles in order to develop and build various modeling scenarios.

• Oversee the budgeting process, including the preparation of budget templates, consolidation of departmental budgets, and variance analysis
• Develop, maintain, and refine complex financial models to support strategic decision-making within the regulated utilities sector
• Create detailed financial forecasts with various scenarios and models to aid in long‑term financial planning
• Identify opportunities to improve financial processes and implement best practices to enhance efficiency and accuracy
• Present detailed financial reports for management, highlighting key performance indicators to executives
• Conduct in-depth financial analysis to identify trends, risks, and opportunities, providing actionable insights and recommendations to executive management to support strategic initiatives and decisions
• Work closely with cross‑functional teams, including operations, legal, and regulatory affairs, to ensure alignment and accurate financial planning
• Continuously evaluate and improve budget and forecasting processes, tools, and methodologies to enhance efficiency and accuracy
• Ensure all financial activities comply with relevant regulations, accounting standards, and internal policies
• Manage, mentor, and develop a team of FP&A professionals, fostering a culture of accountability, collaboration, and continuous learning
• Establish performance expectations, provide coaching and feedback, and support career development for direct reports

• A bachelor’s degree in finance, accounting, economics, or a related field is required; a combination of experience and education that clearly demonstrates comparable knowledge, skills, and abilities may be suitable

• 5+ years of experience in financial modeling within the utilities sector

• Familiarity with financial planning and modeling software, ERP systems, and data visualization tools (e.g., Power BI, Tableau)
• Proficiency in developing and maintaining advanced financial models, including scenario analysis and long‑range forecasting techniques
• Working knowledge of regulatory environments and rate‑making processes within the utilities industry
• Understanding of GAAP and regulatory accounting principles and their application to financial planning and reporting
• Strong analytical and problem‑solving skills with a demonstrated ability to interpret complex financial data and provide actionable insights
• Effective written and verbal communication skills with the ability to present financial information clearly to cross‑functional stakeholders and leadership
• Strong organizational and time‑management skills with the ability to manage multiple priorities, meet deadlines, and maintain a high level of accuracy
• Ability to work collaboratively in a team‑oriented environment while also operating independently to support financial planning initiatives

• Preferred:
  Relevant certifications, such as Certified Public Accountant (CPA) or Certified Corporate Financial Planning & Analysis Professional (FPAC)

• Able to operate a personal computer, either desktop or laptop
• Able to sit for extended periods of time
• Able to operate a copy machine, fax machine, calculator, telephone and other miscellaneous office equipment
• Able to exert up to 10 lbs. of force occasionally, and/or a minimal amount of force frequently to lift, carry, push or otherwise move objects

The…