Finance & Rate Analyst

Reporting

• Reports to:
  
  Manager of Finance
• Supports:
  Manager of Revenue & Reporting, and Controller
• Directs:
  None

• Prepares and updates both short-term and long-range financial forecasts by analyzing historical trends, projected costs, and revenue assumptions.
• Conducts in-depth financial and quantitative analysis to support revenue projections, capital planning, and investment decision-making.
• Calculates and analyzes the Power Cost Adjustment (PCA) on a monthly and annual basis to ensure appropriate cost recovery.
• Assists with the development and evaluation of retail rate structures, including rate design alternatives and member impact analysis.
• Participates in cost of service studies and supports the preparation of rate case filings and regulatory documentation.
• Performs scenario modeling and mock billing to assess the financial and customer impacts of proposed rate changes.
• Develops, maintains, and improves financial models and data tools to support decision-making, forecasting, and performance analysis.
• Provides analytical support for special projects and strategic initiatives, including load forecasting, member program evaluation, and infrastructure investment planning.
• Creates dashboards and reports that summarize financial, operational, and rate-related data for internal stakeholders.
• Assists in the development, coordination, and monitoring of the annual operating and capital budgets, ensuring alignment with strategic goals.
• Ensures data accuracy and system integrity through the implementation and maintenance of quality control measures and validation processes.
• Stays informed of changes in utility regulations, economic conditions, and energy markets that may impact financial and rate planning.
• Works cross-functionally with Engineering, Operations, Member Services, and IT to align financial analysis with system planning and service delivery.
• Collaborates with internal departments and external partners to support the Cooperative’s long-term financial and strategic objectives.
• Provides data and documentation in support of internal and external audits and regulatory inquiries.
• Documents operational workflows, financial procedures, and internal controls to promote consistency, transparency, and compliance.

• Bachelor’s degree in Finance, Accounting, Economics, Mathematics, or related field.
• 2–4 years of experience in financial analysis, utility rate design, or related field preferred.
• Knowledge of utility regulatory practices, cost of service, and cooperative accounting preferred.
• Experience with RUS chart of accounts and SCC regulatory filings is a plus.

• Proficient in Microsoft Office Suite, especially advanced Excel capabilities and data visualization tools.
• Possesses strong analytical skills with proficiency in financial modeling, forecasting, and scenario analysis.
• Capable of interpreting complex datasets and clearly communicating insights in both written reports and presentations.
• Demonstrates exceptional organizational skills with a keen attention to detail and accuracy in all work.
• Ability to independently prioritize tasks, manage multiple projects simultaneously, and meet strict deadlines.
• Maintains professionalism and composure in all situations, including high‑pressure or time‑sensitive scenarios.
• Handles confidential information with discretion and maintains a high level of integrity.
• Ability to collaborate with others while maintaining a proactive, solution‑oriented mindset.
• Shows adaptability in dynamic work environment and a willingness to learn new systems, tools, or regulatory approaches.
• Maintains a valid driver’s license and acceptable driving record and is able to operate SVEC vehicles.
• Must become and remain certified in CPR and first aid. Must also be skilled in the use of safety equipment.

• Participation in SVEC job safety and training programs, relevant workshops, seminars and other SVEC sponsored courses and events.
• Must be able to use office equipment including telephone, computer, and other systems and related software in the performance of position responsibilities.
• Must be able and available, during any and all…