Financial Analyst I/II - FBO

Our present and future success depends on the creative and dedicated people of our company who demonstrate the principles outlined in the APS Promise: Design for Tomorrow, Empower Each Other and Succeed Together.  

Summary

The Financial Analyst I/II, FBO - Participates in a variety of financial analysis, corporate finance projects or functions including cash position forecasting, liquidity management, evaluation and implementation of cash management products and services.

What your day will be like: 

• Performs a variety of routine research and studies on topics that may include rates of return, working capital, investments, cost analysis, budgeting, forecasting, financial modeling, corporate finance, cash management, financial targets and financial and expense comparisons.

• Prepares routine reports of findings and recommendations to more senior financial analysts or appropriate Manager

• Supports strategic planning and analysis.

 

 

Minimum Requirements

Financial Analyst I

• Degree in finance, accounting economics, mathematics or related field. 

• In lieu of degree, an equivalent combination of formal education and prior directly related experience totally four (4) years is required.  

• Basic knowledge of finance or economic analysis & Generally Accepted Accounting Principles, (GAAP). 

• Good research and effective communication.

• Good word processing and spreadsheet skills.

Financial Analyst II

• Degree in business, finance, accounting, economics, engineering, information technology, mathematics or an equivalent combination of education and experience from which comparable knowledge, skills and abilities have been achieved.

• PLUS two (2) years directly related experience in financial analysis, accounting, economic analysis or data analytics in any industry, OR degree and two (2) years business operations related experience in the utility or energy services industry.

• Knowledge of finance and economic analysis, utility operations, corporate finance, utility regulation.

• In lieu of degree, an equivalent combination of formal education and experience totally six (6) years is required.

• Knowledge of Generally Accepted Accounting Principles (GAAP) desirable.

• Strong research, data management and effective communication skills a must.

Major Accountabilities

1) Performs corporate financial tasks such as day-to-day treasury work process, level financial, sales, and peak load forecasting, as budgeting, accruals, variance analysis, and short and long-term forecasting for the business, working under limited supervision.

2) Collaborate with department staff in the evaluation of financial business scenarios. Develop ad hoc models to support unique scenarios or limited scope analysis with the various work streams O&M, Capital, corporate finance, sales and revenue forecasting, tax planning, regulatory, and accounting. Provide support in the formulation of model inputs and processing of data through financial models.

3) Supports the monthly accounting close process by performing accruals and variance analysis, and preparation of variance explanations and communication to management.

Ensures financial events and transactions are reported to Accounting for proper financial statement recording and accounting treatment.

4) Partners in administering department programs/plans by maintaining knowledge of each and preparing ongoing analyses of specific topics.

5) Ensures compliance by maintaining appropriate documentation, files, records, systems, or desk procedures.

6) Participates in the development of limited scope financial and operational decision support and business unit planning projects and initiatives. Advises mid-level business leadership on financial performance and priorities.

7) Provide support in the development, compilation, presentation and communication of performance of monthly financial report packages for management reporting including identification of significant findings and conclusions through the use of existing technology and strong understanding of business unit financial and operations related data.

8) Maintains Develop knowledge of the primary emerging issues facing the industry and company business specifics.

9) Develops general knowledge of c