Supervisor Financial Planning & Analysis

Job Description

Puget Sound Energy (PSE) is looking for a Supervisor to join our Corporate Financial Planning & Analysis team. In this role you will lead a team responsible for short and mid-term financial planning, analysis, and forecasting activities. A successful candidate will oversee the development and delivery of accurate financial models and performance reports, while effectively communicating strategic insights to senior leadership. The Supervisor will also champion process improvements and system enhancements to optimize accuracy, team efficiency, and work product quality.

You are expected to uphold 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

• Employee Safety, Development & Team Building - Provides employees with coaching, feedback, and developmental opportunities and building effective teams:
  • Demonstrates a passion for safety. Promotes and supports a culture of total safety including eliminating at-risk behaviors by conducting safety audits and inspections, eliminating hazards and near misses, and attending safety meetings.
  • Sets clear expectations and holds employees accountable for performance as well as safety goals/targets where applicable.
  • Oversees training and development of employees directly and indirectly managed and makes effective staffing decisions. Ensures required training is successfully completed.
  • Challenges and inspires employees to achieve business results.
  • Accountable to ensure employees adhere to legal and operational compliance requirements, as well as safety standards.
  • Conducts and ensures the completion of performance reviews.
  • Provides coaching, direction and leadership support to team members in order to achieve employee, business, customer and safety results.
• Defines, creates and maintain the corporate spending authorization and the executive strategy, in order to ensure that the business case funding applications are aligned and creating value for customers, employees and shareholders.
  • Supports business case creation, program/project management facilitation, problem solving and value creation to drive toward stated outcomes.
  • Leads due diligence reviews of business case with cross-functional contributors across the organization.
  • Collaborates with executive leadership and business initiative owners to complete the business case analysis in the 5-year plan; including both quantitative and qualitative decision making information regarding the business opportunity, benefit justification, risk quantification and mitigation, assumptions, 5-year plan financial impact, alternatives analysis, regulatory implications and implementation scope, cost and schedule details.
• Works collaboratively with leadership and directly manages development of the department’s long-term and short-term budgets, this includes entry of the budget into the corporate financial systems.
• Directly supervises department’s processes for accounting, procurement, payables, and labor classification to ensure compliance with all FERC accounting rules and corporate policies.
• Directly supervises and is responsible for the accuracy and timeliness of all reporting related to the financial operations of the department, including forecasts and metrics.
• Develops and maintains all financial models and people plans as needed to provide analysis and guidance to department leadership.
• Identifies and initiates improvements in the budget, forecast, payable, and reporting processes to enable the group to function more efficiently and effectively.
• Directly supports department leadership with detailed financial analysis and planning, this includes monitoring and reporting on the immediate and long term financial impacts of projects.
• Monitors, analyzes and manages workload to ensure optimal use of staff. 
• Supports the accuracy and timeliness of key financial metrics for the department dashboard.
• Collaborates with leadership to develop and implement shared-cost models on technology related projects that span other departments.
• Performs other duties as assigned.

Minimum Qualifications

• Bachelor’s degree in accounting, finance, or business, or an equivalent combination of education and experience, with experience in budgeting and payables. 
• 5 years of progressive responsibility in financial planning, budgeting or related area.
• Demonstrated strong analytical skills.
• Excellent written and oral communication skills.
• Proven experience in budget tracking and forecasting using SAP BPC, and other corporate budgeting tools as applicable.
• Working knowledge of accounting rules and experience with account classification.
• Able to work independently in a fast paced environment.
• Strong leadership, mentorship, and coaching skills.
• Strong PC skills (including Excel, Word, Access, PowerPoint).

Desired Qualifications

• Two (2) years of direct supervisory experience.
• CPA, MBA, or post graduate degree.
• Experience with cash flow modeling, multi-year budgets.
• Experience using UI Solutions software.
• Experience working in the gas and/or electric industry.

Additional Information