Senior Financial Planning Analyst

H2O America is actively seeking talented, driven and effective applicants for the position of Senior 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.

Specific Responsibilities

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

• Develop and manage complex forecast models and performance metrics to evaluate potential business transactions, including economic alliances, mergers, acquisitions, capital projects, and divestitures.
• Conduct comprehensive industry and company research to inform strategic decisions.
• Prepare sophisticated financial models and valuation analyses to support executive recommendations.
• Lead due diligence efforts and coordinate cross-functional teams throughout transaction processes.
• Create high-impact presentations and documentation for senior leadership and Board review.
• Track progress and manage deal timelines to ensure timely execution.
• Maintain expertise on M&A trends and developments within the utility sector.

• Deliver advanced financial analysis of monthly and year-to-date results versus budget and prior year, identifying root causes of variances and providing actionable insights.
• Analyze trends and key drivers to recommend strategies for performance improvement.
• Collaborate in preparing monthly and quarterly business performance reviews for CT & ME Water Business Units.
• Partner closely with Business Unit leaders to provide data-driven insights that influence operational and strategic decisions.
• Lead 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 with clear recommendations.
• Develop and implement advanced techniques and models for financial planning and analysis.
• Perform detailed analysis, fact verification, and research on complex subject matters as needed.
• Lead complex financial forecasting studies, including regulated utility models and related regulatory analysis.
• Support other high-priority projects required by senior management.
• Partner with accounting, budgeting, regulatory affairs, legal, and tax teams as appropriate.

• Expert knowledge and application of generally accepted accounting principles.
• Ability to review and analyze complex accounting and financial data at an executive level.
• Ability to identify financial implications of complex agreements and legal documents.
• Advanced financial modeling and analytical skills with proven experience in valuation and scenario analysis.
• In-depth knowledge of financial plan preparation and administration, accounting, and financial reporting; economics, statistical analysis, forecasting techniques, and computer modeling.
• Demonstrated mastery of the financial planning & analysis function within a regulated utility environment.
• Strong mindset for continuous improvement and process optimization.
• Extensive knowledge and experience with regulated utilities and related financial frameworks.

• Listens objectively to various viewpoints, synthesizes complex data quickly, and responds appropriately to diverse stakeholders across multiple communication channels.
• Prepares and delivers compelling, concise, and persuasive presentations for senior leadership and Board audiences.
• Builds and strengthens relationships with stakeholders across Accounting & Finance and other…