Principal Financial Analyst

Job Description

PSE  is looking for a Principal Treasury Analyst to support the Treasury team on our short-, mid-, and long-term liquidity management activities as well as enhance our outreach to the financial community. This analyst will be responsible for updating forecasts and dashboards, performing quantitative and qualitative analyses, and tracking credit metric performance to ensure timely and prudent management of cash flow and support corporate capital market activities, such as debt issuances, credit facility renewals, creation or payoff of other debt instruments, and financing optimization in the five-year financial plan. This person will be responsible for developing compelling presentations and materials for rating agencies, fixed-income investors, and senior leadership, with the ability to craft clear narratives that effectively communicate PSE's corporate strategy, operational performance, and financial performance. 

This person possesses strong analytical capabilities paired with advanced financial modeling skills and meticulous attention to detail, with the ability to seamlessly navigate between detailed accounting issues and high-level financial forecasts. The ideal candidate will excel at translating complex financial data into accessible insights that build investor confidence and support PSE's capital market objectives. The successful candidate demonstrates exceptional written and verbal communication skills, with proven ability to distill complex financial concepts into clear, actionable insights for diverse audiences including investors, rating agencies, and internal stakeholders.

 
Upholds the safety compliance standards inherent in PSE’s operating and/or field procedures related to work responsibilities. Promotes and supports a culture of total safety.

Job Responsibilities

• Updates, analyzes, and provides actionable insights on the periodic liquidity forecast and treasury management dashboard to support Treasury and Finance leadership in the optimization of cash management, debt financing needs, and financial performance of key internal and external credit metrics and financial covenant ratios 
• Works with debt capital markets managers, Treasury, and/or Financial Planning and Analysis teams to:
  
  • Update credit metrics analysis on a routine basis for financial budgeting, outlook reporting processes, rating agency presentations and communications, and senior executive / board support
  • Develop dividend budget and forecasts for mid- and long-term financial forecasts, ensuring various internal, regulatory, and legal metrics are met. Continue to refine forecasts throughout the year as financial performance changes
  • Develop recommendations and strategies for capital structure management, including refining timing and sizes of debt and/or equity needs
  • Understand and review financial plans and models for accuracy and issues identification
• Engages with banking partners and works with them as appropriate to understand and analyze market dynamics, debt instruments, and pricing details
• Provides analytic support in preparation for debt issuances and/or negotiations, etc., including financial modeling, contract reviews, compliance documentation, and other forms of due diligence
• Helps to efficiently execute financial transactions 
• Performs quantitative analysis of the bond and capital markets, develops financial models relating to the company’s capital structure and strategic plan
• Works with internal and external partners to resolve treasury or banking issues
• Develops compelling presentations to senior leadership, the board, rating agencies and the investment community to effectively communicate PSE's corporate strategy, operational performance, and financial performance
• Participates in rate cases via testimony support, drafting of data request responses and analyses
• Performs other duties as assigned.

Minimum Qualifications

• Bachelor’s Degree in Business, Finance, Accounting or related field and/or equivalent experience with progressively increasing level of responsibility
• 5+ years in finance roles with progressively increasing levels of responsibility
• Excellent communication, writing and presentation skills with the ability to interface effectively with all levels of management
• Ability to work effectively without direct supervision in a fast paced, stressful, and multitasking environment

Desired Qualifications

• Master's Degree in a quantitative field or MBA
• Applicable Finance Certification (CFA, CPA, CTP)
• 5+ years of experience in the gas and/or electric industry
• Experience with financial statement analysis and credit metric forecasting and reconciliation
• Experience in investors relations, rating agencies or corporate banking 
• Excellent communications skills and the ability to develop high-quality presentations to external audiences
• Keen attention to detail, deep curiosity, and desire to understand complex utility concepts 
• Demonstrated ability to manage multiple projects and create capacity
• Ability to adapt and react to unforeseen business decisions and situations
• Experience leading and delivering projects under tight deadlines

Additional Information