Financial Planning & Analysis Analyst OR Senior
This position is based at Headquarters in Johnson City, TX.
Position open until filled.
Financial Planning & Analysis Analyst
Position
Summary:
This position is responsible for supporting the Cooperative s Financial Planning and Analysis (FP&A) functions. The FP&A Department is responsible for the Cooperative s budgeting, financial analysis, financial planning, and reporting activities.
Essential Duties and
Responsibilities:
- Support the efforts during the Annual Budget for the Cooperative
- Prepare financial modeling and analysis for new and current Cooperative initiatives
- Support and guide Cooperative departments in preparing business cases for new and current spending initiatives
- Prepare reports and analysis explaining financial results
- Assist with preparation of monthly report for the Board of Directors
- Assist with the completion of general cost studies including but not limited to cost of service, depreciation, and transmission cost of service
- Support the reporting needs of the Cooperative
- Support internal initiatives of the Finance department
- Maintain the security of confidential information
- Demonstrate regular and prompt attendance
- Other duties as assigned
Supervisory and/or Leadership Responsibilities:
- None
Knowledge, Skills and Abilities:
- Knowledge of using computer systems, which may include setting up and using hardware and software programs, entering data, processing information, or Microsoft Applications such as Excel
- Knowledge of business and management principles including strategic planning, resource allocation, and budgeting
- Basic knowledge in Generally Accepted Accounting Principles (GAAP), Federal Energy Regulatory Commission (FERC) Accounting preferred, and financial statements
- Knowledge of principles and processes for providing customer service
- Skilled in anticipating, identifying, analyzing, and resolving conflict and problems
- Skilled in time management and managing changing priorities
- Skilled in effective verbal and written communication
- Highly self-motivated and driven for results
- Great team player prepared to help and lead others to achieve department goals
Minimum Qualifications (Education, Experience, Certification, & Licensure):
- Bachelor s degree in related field
- Three years related work experience
Physical Demands and Work Environment:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
- The employee may be required to stand; reach with hands and arms, stoop and kneel
- The employee may be required to sit or stand for long periods of time
- The employee may be required to lift, carry, push, pull or move up to 25 pounds
- The employee may be required to travel
- Exempt employees receive a fixed bi-weekly salary to compensate them for all hours worked during each pay period
- This position may be required to work more than 40 hours per week
Financial Planning & Analysis Analyst Senior
Position
Summary:
This position is responsible for supporting with limited supervision the Cooperative s Financial Planning and Analysis (FP&A) functions. The FP&A Department is responsible for the Cooperative s budgeting, financial analysis, financial planning, and reporting activities.
Essential Duties and
Responsibilities:
- Assist with the preparation and management of the Annual Budget for the Cooperative
- Prepare and/or review financial modeling and analysis for new and current Cooperative initiatives
- Support and guide Cooperative departments in preparing business cases for new and current spending initiatives
- Prepare and/or review reports and analysis explaining financial results
- Prepare the monthly report for the Board of Directors
- Collaborate with cross-functional teams for the completion of general cost studies including but not limited to cost of service, depreciation, and transmission cost of service
- Calculate Capital Credits in compliance with GAAP and Cooperative policies
- Support the reporting needs of the Cooperative
- Support internal initiatives of the Finance department
- Maintain the security of confidential information
- Demonstrate regular and prompt attendance
- Other duties as assigned
Supervisory and/or Leadership Responsibilities:
- Develop, mentor and provide technical directions and instruction to team members
Knowledge, Skills and Abilities:
- Knowledge of using computer systems, which may include setting up and using hardware and software programs, entering data, processing information, or Microsoft Applications such as Excel
- Knowledge in Generally Accepted Accounting Principles (GAAP), Federal Energy Regulatory Commission (FERC) Accounting preferred, and financial statements
- Knowledge of principles and processes for providing customer service
- Skilled in anticipating, identifying, analyzing, and resolving conflict and problems
- Skilled in time management and managing changing priorities
- Skilled in effective verbal and written communication
- Highly self-motivated and driven for results
- Great team player prepared to help and lead others to achieve department goals
- Ability to develop and mentor team members
Minimum Qualifications (Education, Experience, Certification, & Licensure):
- Bachelor s degree in related field
- Five years related work experience
- Certified Public Accountant (CPA) or Chartered Financial Analyst (CFA) preferred
- Electric Utility industry experience preferred
Physical Demands and Work Environment:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
- The employee may be required to stand; reach with hands and arms, stoop and kneel
- The employee may be required to sit or stand for long periods of time
- The employee may be required to lift, carry, push, pull or move up to 25 pounds
- The employee may be required to travel
- Exempt employees receive a fixed bi-weekly salary to compensate them for all hours worked during each pay period
- This position may be required to work more than 40 hours per week
Pedernales Electric Cooperative is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected Veteran status, sexual orientation and gender identity.
Estimated Salary: $20 to $28 per hour based on qualifications.
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