The Financial Analyst, Electrification & National Accounts, is responsible for developing and running forecasting models to align projected sales and capital expenditures for department initiatives. This role will provide crucial support in the Salesforce integration of current financial tools, enhance existing Excel-based tools for improved user-friendliness, and drive customer segmentation analyses. The Financial Analyst will be a key liaison, providing timely and accurate financial updates to system planning and financial business partners, and ensuring Operating Company budgets are aligned with forecasted capital and O&M spend. This position will also work closely with the account management, sales, construction, and operations teams to assist with their financial reporting and identify efficiency gains to deliver value across the Electrification and National Accounts portfolio.

Job Duties/Responsibilities

Financial Modeling & Forecasting:

• Develop, maintain, and run forecasting models to align projected sales with capital & O&M expenditures across the Electrification portfolio and updating P&L.
• Analyze financial data to identify trends, patterns, and potential issues, using this information to inform decision-making.
• Forecast revenue and profitability, considering factors such as pricing, customer demand, and market trends.

Financial Alignment & Stakeholder Communication:

• Provide regular financial updates and reports to systems planning and financial business partners.
• Collaborate with various departments, including sales, construction, and operations teams, to ensure accurate and timely financial reporting.
• Align Operating Company budgets with forecasted capital and O&M spend for Electrification projects.
• Translate complex financial analysis into concise and impactful presentations for various stakeholders, including executive leadership.
• Communicate insights and recommendations to leadership to inform strategic financial decision-making.
• Generate regular financial reports, such as revenue, O&M and capital, to track the product's financial performance and collaborate with the finance team to ensure accurate and timely financial reporting.
• Analyze financial data to identify trends, patterns, and potential issues, and using this information to inform decision-making.
• Evaluate the financial viability of potential product enhancements, upgrades, or new features.

Business Case Development

• Leverage data, market intelligence, learnings from the existing portfolio, and stakeholder subject matter expertise and feedback to develop business cases for various electrification products and services.
• Continuously iterate on business cases to refine assumptions and inputs, incorporate feedback, and increasingly improve precision.

Product Performance Tracking:

• Develop and maintain dashboards and reports to track the performance of the electrification portfolio of products, including key metrics such as customer satisfaction, adoption, revenue, and regulatory compliance.
• Identify areas for improvement and provide recommendations to the product team.

Customer Segmentation and Data Analysis:

• Drive customer segmentation analyses to identify key customer groups and inform targeted sales and product strategies.
• Segment the utility's customer base based on various factors, such as usage patterns, demographics, and preferences.
• Develop detailed customer profiles to help the product management team tailor products and services to specific customer needs.

Process Improvement & Risk Mitigation:

• Identify and analyze efficiency gains within the Electrification product delivery process to help reduce costs and accelerate delivery to customers.
• Support operational teams in understanding financial impacts of process changes and improvements.
• Support the development and management of the operating budget for Electrification & National Account initiatives.
• Identify and assess financial risks associated with projects, such as changes in market conditions or regulatory requirements, and propose mitigation strategies.
• Edit and improve existing Excel-based financial tools to enhance user-friendliness, efficiency, and accuracy.
• Streamline data collection and reporting processes through automation and improved tool design.

Cross-Functional Collaboration:

• Work closely with the product team, customer insights and journey, market intelligence and analytics, marketing, sales, operating company customer service teams, and others to provide data-driven insights and support product-related initiatives.
• Effectively communicate findings and recommendations and create presentations to various stakeholders, including senior management.

Minimum Requirements Minimum education required of the position: Bachelor's Degree in Finance, Accounting, Economics, Engineering or related technical or business-related field or equivalent work experience. Minimum experience required of the position:

• Proven (typically 5+ years) progressive experience with real business impact (related experience)
• • Analyst II: 2-4 years of relevant professional experience
  • Analyst III: 4-6 years of relevant professional experience
  • Analyst Sr: 6+ years of relevant professional experience

Minimum Technical Skills:

• Proficiency in Microsoft Excel and PowerPoint; experience with SQL, Python, Power BI a plus
• Project management experience with ability to manage time and schedules to meet aggressive deadlines
• Experience in business case development
• Business domain expertise and/or IT expertise
• Excellent interpersonal and communication skills
• Ability to communicate effectively and persuasively both to internal and external stakeholders

Any certificates, licenses, etc. required for the position: None #LI-AH1

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