Senior Financial Analyst

Job Description

Performs the quantitative and qualitative analyses related to the production of short-, mid- and long-term financial plans for PSE and its parent companies, as well as analytics associated with corporate performance drivers.  Leads the development of interdepartmental consensus on analytical assumptions and approaches leveraged for financial planning purposes. 

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.

Demonstrates commitment to conduct business honestly, ethically and consistent with our core values and Code of Conduct.  Ensures duties are performed in accordance with all regulatory compliance obligations.

Job Responsibilities

• Provides critical budget and forecast information, analysis and documentation for making strategic financial and resource allocation decisions.
• Evaluates and analyzes financial results and proactively addresses issues and opportunities.
• Assists in the implementation, testing and maintenance of software applications to facilitate accurate and efficient reporting, planning and analysis processes.
• Partners with and provides support to budget planners in providing Monthly, Quarterly, YTD, Actual vs Last Year and budget variance analysis.
• Aids management at all levels in controlling costs and in improving efficiency in the utilization of the organization's resources.
• Advises and provides technical assistance in preparing budgets, providing training, direction, and assistance to less experienced staff, as requested.
• Works on cross-functional teams to develop forecast information.
• Conducts, coordinates and participates in complex financial projects, as requested.
• Provides Rate Case data request support.
• Calculates and implements corporate overhead rates.
• Subject matter experts on SAP planning module – includes testing and implementing new/updated versions of software.
• Develops quantitative models independently with strong logic that demonstrate a clear understanding of the problem prior to sharing.
• Performs other duties as assigned.
• Company & Industry Acumen - Consistently applies industry knowledge when developing analysis; understands the key stakeholders are and circulates findings accordingly; leverages knowledge to drive cross-functional solutions.
• Collaboration - Collaborates with relevant stakeholders to achieve business objectives and leads projects to completion with the appropriate amount of urgency.
• Customer Focus - Articulates customer needs and works collaboratively to exceed expectations and improve the customer experience.
• Innovation & Process Improvement - Takes ownership of responsibilities while identifying and recommending improvements to processes, procedures and systems; that appropriately considers stakeholder feedback.  Manages time to create capacity to focus on value added work.  Ensures individual knowledge and skills are up to date with current industry standards and actively shares knowledge with others.
• Strategic – Uses strategic thinking and critical reasoning to create solutions and drive value within business and team to meet strategic objectives.
• Influence – Uses analysis to provide cross-functional feedback that supports and drives business decisions.
• Leadership - Leads by example, provides guidance and may assist with training of junior staff.
• Performs other duties as assigned.

Minimum Qualifications

• Bachelor’s Degree in Business, Finance, Accounting or related field
• 3+ years of relevant experience 
• Effective verbal and written communication skills
• Outstanding attention to details, problem solving, and analytical skills

Desired Qualifications

• Master's Degree in a quantitative field or MBA 
• Applicable Finance Certification (CFA, CPA, CTP)
• 3+ years of experience working in the gas and/or electric industry
• Demonstrated ability to manage multiple projects and create capacity
• Ability to drive solutions/decisions beyond area of expertise and proactively addresses potential issues

Additional Information