Financial Planning Analyst

Nexus Water Group is a leading regulated water and wastewater utility serving more than 1.3 million people across 12 U.S. states and 2 Canadian provinces.

"Nexus" means connection. Through the essential water and wastewater services we deliver, we have a very personal connection to the people, businesses, and communities we serve. This is why our operations are locally led and managed. Every day, over 1,200 professionals deliver vital, safe, and reliable service through over 670 water systems and 360 wastewater systems.

• Paid Time Off: Start with 3 weeks of paid time off annually, plus 11 company-paid holidays.
• Health and Wellness Benefits:Beginning on the first day of the month after your start date, you'll have access to health, dental, prescription, and vision benefits to help you stay well.
• 401(k) Program with Matching Contribution:We offer a 100% match on contributions up to 4% of your salary, plus an additional non-elective employer contribution.
• Grow With Us:Professional development opportunities through training, professional certifications, and an education allowance.
• Additional Benefits:Other great benefits include company-provided life insurance and an Employee Assistance Program, just to name a few.
• Employee Resource Groups (ERGs):Voluntary employee groups that form based on shared characteristics or backgrounds and are sponsored by the organization.

This role is primarily based at our office in Sugar Land, TX. Occasional local travel may be required between company offices, facilities, or other business locations.

• Coordinate preparation of the quarterly Board of Directors presentation, including building the shell from prior materials, setting the deliverable calendar, following up on deliverables, and confirming governance calendar items are addressed.
• Prepare Corporate FP&A content for Board materials, including the leadership dashboard, financial update slides, and the key initiatives appendix tracker.
• Manage monthly internal management presentations, including confirming agendas and coordinating with various corporate departments.
• Prepare monthly and quarterly shareholder reporting.
• Maintain monthly operating metrics reporting, including call center, safety, and compliance metrics.
• Reconcile and cross-reference all financial materials to ensure consistency of data and formatting across Board, management, and shareholder reporting.

• Support the annual corporate overhead budget and five-year long-range plan, including the overhead presentation template and bridges by executive leadership area.
• Serve as the primary point of contact for all budgeting, forecasting, and financial planning inquiries for assigned groups.
• Build and maintain payroll and headcount models for assigned functions.
• Coordinate with business unit FP&A teams regarding budget guidance from corporate.
• Identify and quantify corporate risks and opportunities for inclusion in budget and forecast materials.

• Prepare direct charges by business unit and analyze vendor cost structures, including reconciling contract terms to actual billing.

• Collaborate with the Accounting team to review monthly results, ensure expenses are accurately coded against the budget, and coordinate necessary reclasses or corrections for precise management reporting.
• Support ERP and planning-system transitions, including account mapping and troubleshooting between SAP and Adaptive Planning.
• Track costs and forecast-versus-budget performance for major technology programs.
• Partner with Accounting on capitalized labor, corporate office capital allocation, and the treatment of transaction-related costs.

Reasonable Accommodations Statement

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

• 2+ years of experience in financial planning and analysis, corporate finance, financial analysis, accounting, or a related field.
• Experience working with financial data to develop forecasts, analyze performance, identify trends, or support business decisions.
• Advanced proficiency with Microsoft Excel and experience working with large or complex datasets.

• Bachelor's degree…