Financial Planning Analyst

H2O America is actively seeking talented, driven and effective applicants for the position of Financial Planning Analyst to join our dynamic team. We offer a challenging and rewarding work environment along with a competitive salary and an excellent benefits package.

H2O America is the parent organization of the following subsidiary companies:
San Jose Water, Connecticut Water, Maine Water, and Texas Water. We sustain life by delivering high-quality water and exceptional service while investing in the health and vitality of the communities we serve.

Reporting to the Director of Financial Planning & Analysis, this individual will perform Financial Planning and Analysis and will assist with the Company’s strategic business plan and budgeting processes, financial analysis, business development transaction analysis, and special projects. The ideal candidate will have a strong understanding of financial modeling, valuation, and due diligence as well as corporate FP&A activities. They will provide financial consulting and strategic support to senior management, including preparing financial presentations, capital expenditure analysis, industry/peer group comparisons, new business opportunity analysis, acquisition analysis, and other special projects requested by senior management.

• Assist in financial studies and multi-company financial planning and analyses, including merger & acquisition evaluation, strategic planning, business development, and operational efficiency/savings analyses.
• Support budgeting and forecasting for H2O America’s CT & ME Water, supports shared services or other subsidiaries as needed.

• Build forecast models and metrics to evaluate the outcome of potential business transactions, including but not limited to economic alliances, mergers, acquisitions, capital projects, and divestitures.
• Conduct industry and company research.
• Prepare financial models and valuation analyses.
• Assist with due diligence.
• Create presentations and documentation.
• Track progress and manage deal timelines.
• Stay up to date on M&A trends and developments.

• Provide key financial analysis of monthly and year-to-date results vs. budget and prior year, identifying causes of deviations and providing actionable insights. Analyze trends and key drivers and recommend strategies for improvement.
• Collaborate to prepare monthly and quarterly business performance reviews for the CT & ME Water Business Units.
• Work closely with Business Unit leaders in CT & ME Water, providing them with data‑driven insights.
• Assist in the preparation of the 5‑year strategic plan and associated cash flow modeling.
• Conduct analyses related to operations and future capital programs or other assigned projects; prepare reports and presentations pertaining to research and recommendations concerning analyzed subjects.
• Develop effective techniques and models for financial planning and analyses.
• Perform detailed analysis, fact verification, and research on subject matters as needed.
• Assist in complex financial forecasting studies, including utility regulated model and related regulatory analysis.
• Support other special projects required by senior management.
• Partner with accounting, budgeting, regulatory affairs, legal, and tax as appropriate.

• Knowledge and skill in the application of generally accepted accounting principles.
• Ability to review and analyze complex accounting and financial data.
• Ability to identify financial implications of complex agreements and legal documents.
• Advanced financial modeling and analytical skills.
• Knowledge of the principles and practices of financial plan preparation and administration, accounting, and financial reporting; economics, statistical analysis, forecasting techniques, and computer modeling.
• Demonstrate extensive knowledge of the financial planning & analysis function.
• Mindset for continuous improvement.
• Knowledge and experience with regulated utilities.

• Listens objectively to various viewpoints, quickly synthesizes new data, and responds appropriately to…