Director of Financial Planning & Analysis

Job Description

• Lead the budgeting, forecasting, long‑term planning, implementation, and business strategic analysis of the financial team.
• Conduct financial analysis, modeling, forecasting and reporting efforts to ensure efficient financial operations.
• Develop insightful suggestions for investment, sourcing, and cost reduction.
• Lead strategic business decisions.
• Create functional strategies and specific objectives for departmental sub‑functions.
• Develop budgets, policies, and procedures.
• Lead the preparation of the monthly and quarterly business performance reviews for the operating business units as well as the consolidated group.
• Assist the external reporting team in the preparation of the actual to actual quarterly and annual analysis in the management and discussion sections of the 10‑Qs and 10‑Ks.
• Lead the preparation of the balance sheet variance analysis and analytics SOX controls.
• Lead the preparation of the financial analysis included in the press release and CFO report to the Board of Directors.
• Lead the execution of the annual budgeting process.
• Lead deployment and upgrade of technology tools to support effective and efficient budgeting and forecasting processes.
• Work closely with state presidents, department heads and operations to provide them with data‑driven insights.
• Support Accounting & Finance leadership with additional projects as needed.

• Bachelor’s degree in Finance or Accounting.
• MBA and/or CPA preferred.
• Minimum 10 years of experience in public accounting, publicly traded companies, or a mix of both with a focus on financial planning, budgeting, forecasting, etc.
• 3 to 5 years managerial experience.
• Strong analytical skills and ability to question status‑quo.
• Knowledge of business and management principles involved in financial planning and management for regulated utilities, preferably water utilities.
• Demonstrated deep knowledge of previous management of the financial planning & analysis function including departmental sub‑functions.
• Ideal candidates will demonstrate a history of building and creating a strong financial planning & analysis culture in previous work experience.
• Previous experience in the implementation or upgrade of a financial planning software.
• Mindset for continuous improvement.
• Communication
  
  Skills:
  • Listens objectively to various viewpoints, quickly synthesizes new data, and responds appropriately to various stakeholders across multiple communication channels.
  • Prepares and delivers compelling, concise, persuasive presentations.
  • Assertively leverages and expands relationships with stakeholders in the Accounting & Finance department and other departments and groups.

I - Indoor

This role may report out of any of the subsidiary locations of H2O America, listed below.

• Connecticut Water:
  Clinton, CT
• Maine Water:
  Saco, ME
• Texas Water:
  New Braunfels, TX
• San Jose Water:
  San Jose, CA

Grade 12 - Salary: $ – $

Final compensation will be determined based on factors such as experience, qualifications, and location. This role is eligible for our comprehensive benefits package, which includes health insurance, retirement plans, paid time off, and other offerings.

Our company provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, pregnancy, gender, gender identity, sexual orientation, marital status, protected veteran or other status protected by federal, state, and local laws.