Financial Planning Analyst

Role Overview

• Provide financial assistance by accumulating data, analyzing trends, and preparing analysis for business review
• Coordinates and compiles the monthly and annual budgets
• Provides deviation analysis of performance metrics
• Gather data from various external sources as well as internal applications, programs, and processes to determine the factors affecting or expected to affect revenue, expense, and/or customer experience
• Utilizes data to generate standard or custom reports summarizing energy efficiency program performance
• Analyzes reports, identify exceptions requiring action, identifies opportunities for operational improvements, and offers solutions
• Synthesizes current business intelligence or trend data to support recommendations for action
• Compiles and prepares information in response to data requests
• Manage key vendor contracts and relationships
• Responsible for regulatory report coordination and fulfillment
• Manage internal process for loan program application approval
• Partner with vendors and other state utilities regularly to manage dual fuel energy efficiency projects
• Receive and log vendor invoices, and update vendor billing information as needed
• Responsible for performing special projects to improve process efficiency and performance

Requirements

• Bachelor’s degree with a minimum of 2+ years of relevant experience
• Master’s degree with 0 years of relevant experience
• Equivalent work may be considered in lieu of degree
• Strong communication (written and verbal) and presentation skills
• Detail-oriented with strong time-management skills
• Proficient with Microsoft Office (Excel, Word, PowerPoint, SharePoint)
• Ability to prioritize and organize work in a multi-tasked environment
• Energy efficiency experience (preferred)
• Utility experience (preferred)
• PowerBI experience (preferred)

Benefits

• Flexible vacation, Paid Time Off, and Sick Leave package
• Comprehensive Health, Dental, and Vision Insurance
• Short-term and Long-term Disability Insurance
• 401(k), with generous company match
• Employee Resource Groups to encourage employee engagement, nurture professional development, and foster an inclusive environment.