Finance and Rate Analyst

The Finance and Rate Analyst will play a key role in supporting the cooperative’s financial strength and long-term sustainability through data-driven analysis, financial forecasting and rate design. This position is critical in evaluating cost recovery, supporting the annual budget process and assisting with rate case development to ensure financial decisions are informed, accurate and aligned with member interests. The ideal candidate will have a strong foundation in financial modeling, utility rate structures, and regulatory principles, along with a collaborative mindset to work across departments.

This role is instrumental in maintaining the financial integrity of the cooperative and advancing rate strategies that promote fairness, transparency and long-term value for members.

Reports to: Manager of Finance

Supports: Controller and Manager of Revenue & Reporting

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…