Financial Analyst

JOB DESCRIPTION

Analyzes and reconciles accounts. Prepares and annotates variance reports. Works with operating plans to create supporting financial forecasts and budgets. Performs research to understand the accounting consequences of alternative approaches. Responsible for conducting financial analysis projects (e.g. capital versus expense, ROI, resource allocations, budget preparation, etc.) and special statistical studies. Analyze performance returns for accuracy, communicate and review results with investment professionals. Role requires a thorough knowledge of accounting and finance principles, excellent verbal and written communication skills and the ability to present financial analysis to management. Must be proficient in the use of Microsoft Excel/Word/PowerPoint software and have a working knowledge of popular financial management applications.Project Overview & Scope of Work Major IT infrastructure upgrade with 4 parallel tracks and 170+ personnel involved. The Financial Analyst will support financial tracking and forecasting across multiple SOWs, vendors, and internal labor. Responsibilities include:

• Monthly forecasting and accrual management
• Vendor coordination for forecasts and actuals
• Excel-based financial modeling and variance analysis
• Ensuring accuracy within a ±5% tolerance on a ~$2.5M monthly burn rate
• Supporting capital forecasting (O&M not included)
• Collaborating with workstream leads and financial controller

Day-to-Day Responsibilities

• Use Business Objects and SharePoint to gather actuals and forecasts
• Maintain and update Excel templates for financial tracking
• Coordinate with vendors to collect forecast data and accruals
• Finalize forecasts by business day 5 each month
• Analyze variances between actuals and forecasts
• Ensure compliance with accrual deadlines and internal processes

Team & Environment Small, collaborative team (currently 1 Financial Analyst). Supportive culture with opportunities for growth and cross-functional exposure. New hire will be trained by the current analyst and Greg Rogers. Long-term project running through 2028 with extensions re-evaluated annually. Candidate Profile Required Skills & Qualifications:

• 1–3 years of financial or accounting experience
• Strong proficiency in Microsoft Excel
• Demonstrated experience in team environments, meeting deadlines, and delivering

accurate work

• Comfortable with ambiguity and detail-orientedPreferred Backgrounds:

Roles requiring precision and process management. Please see attached SAMPLE RESUME.

• Not industry-specific; utilities experience not requiredSoft Skills:
• Effective communicator
• Motivated and willing to learn
• Comfortable with repetitive tasks and validating work multiple times
• Able to handle corrective conversations professionally

Education: No specific degree required; financial acumen is more important Red Flags:

• Candidates with a history of short-term roles (<6 months) without clear external reasons

may not be a fit due to the ramp-up investment