Analyst Financial Services 4

Pay Grade

16*

*Qualifications may warrant placement at a different job level

Position Summary

Performs complex account reconciliations and associated financial analysis, technical accounting research to determine proper implementation of complex accounting standards and prepares various auditing schedules. Prepares, analyzes and distributes financial reports and cash flow models to determine present and future budgeting, debt, and rate requirements. Ensures all the requirements for the CPS Energy debt program are met. Responsibilities may include working in departments such as Controller or Finance.

Tasks and Responsibilities

Core responsibilities focus on operational/tactical aspects of the organization and limited, if any, strategic focus.
Prepares, analyzes and distributes various financial and statistical reports, to include variance explanations utilizing cost tracing and root-cause analysis.
Prepares schedules and supporting documents for annual external audit.
Updates department dashboards, including calculating ratios and graphing trends.
Works within financial objectives/budget set by management.
Monitors benchmarks and analyzes variances to those benchmarks.
Performs reconciliations to ensure accuracy of data.
Interprets and applies organizational policy and recommends changes in procedures.
Performs technical research and writes position papers to ensure documentation of implemented policies and procedures.
Develops, maintains and presents process guidelines.
Collaborates with management in managing financial efficiency.
Utilizes the SAP system for research, analysis and report writing.
Develops alternative solutions for decision-making which support organizational goals/objectives and budget constraints.
Create automated financial and project management reports and validate the output.
Communicates, both in writing and verbally, to all levels of CPS Energy and external parties on theory and concepts that impact the organization.
Supports process improvement initiatives in the areas of cost and margin enhancement, risk mitigation, and operational effectiveness.
Plans and assigns lower level analysts to given projects or tasks.
Participates in storeroom and fuel inventories and performs inventory reporting and analysis.
Provides input and/or assists with the review and evaluation of lower level personnel.
Performs analyses supporting the monthly financial forecast, and assists with the development and tracking of gap closing measures as needed to meet organizational financial and operational targets.
Develops and conducts training classes when necessary.

Minimum Skills

Minimum Knowledge and Abilities

Preferred Qualifications

• Master’s degree
• CPA designation
• Extensive experience with financial and operational analytical support.
• Extensive knowledge and experience in Microsoft Excel.
• Proficient in SAP, PeopleSoft, or Hyperion.
• Extensive experience in supporting the electric or gas utility industry.

Competencies

Minimum Education

Required Certifications

Working Environment

Physical Demands