Senior Budget & Planning Analyst

Title: Senior Budget & Planning Analyst 
Company: Tampa Electric Company 
State and City: Florida - Mulberry
Shift: 8 Hr. X 5 Days

 

 

POSITION CONCEPT

The Business Planning Analyst Sr Financial Planning & Analysis provides business planning support to successfully operate the utility in a changing environment.  Develops annual and multi-year operations budgets and forecasts.  Supports the development of the annual operations budgets and business plan processes; communication with team members regarding financial matters, compliance, and support decision making.  Provides financial support and business perspectives to assist in the direction of the company, including the relevant accounting treatment of specific items for senior management consideration.

 

PRIMARY DUTIES AND RESPONSIBILITIES

• Independently prepare significant portions of the annual budget and monthly reforecasts, including the preparation of tax sensitive accounts, earnings analysis, and surveillance reports.  Support Director/ Manager and Accounting Department in development of overall financial statements, including income statements, balance sheets and cash flows. Supports Director/ Manager in production of multi-year forecasts and long-term planning efforts. 
• Collaborate with cross-functional teams to gather information and provide financial guidance on various projects and initiatives. Conduct cost-benefit analyses for proposed projects and initiatives to optimize financial strategies. Support regulatory filings by providing accurate and timely financial information and analysis. 
• Independently prepare monthly budget/forecast/actual variance analysis reports, month-end financial results package (including earnings reconciliation), along with other operational/efficiency reports.  Analyze results and prepare events analysis summary and monthly variance explanations.  Work closely with the business unit’s operations staff to ensure accuracy. 
• Prepare charts, graphs, or summaries as needed to support analysis and presentation of results and forecasts. Perform a variety of economic evaluation and planning duties to support acquisition activities, corporate planning, and quality control justification for capital expenditures. 
• Communicate with immediate team members and the broader Senior Management team regarding financial matters, cost management and areas for improvement. Conduct problem solving activities and identify profit and cost control opportunities along with other accounting related activities. 
• Assist the company in its accumulation and decision-making related to all income statements, balance sheet and cash flow components, such as Other Operating Revenue, Below-The-Line transactions, inventory levels, and the level of payables and accruals. 

QUALIFICATIONS

Education

Required:            Bachelor’s Degree in Accounting or related financial field from a regionally accredited college/university. In lieu of a Bachelors degree, an additional 4 years related financial work experience may be considered.

Preferred:           An accredited accounting, or financial designation.

Related Experience

Required:         6 years of accounting/financial experience.

Preferred          Experience with software/systems such as SAP, PowerPlan and work management

Knowledge/Skills/Abilities (KSAs)

Required:        

• Expert knowledge of Microsoft Suite products and data visualization software (i.e. Power BI, Tableau). 
• Familiarity with enterprise specific software solutions and Project management experience.
• Strong knowledge and abilities related to technical accounting principles, cost control, financial and metric analysis, profitability and process improvements and skill to translate into courses of action.
• Strong analytical, written and oral communication skills and proficiency with Microsoft Excel and PowerPoint.
• Possess strong attention to detail.  
• Must be flexible and able to work in a fast-paced, sometimes stressful environment. 
• Effectively exercise judgement while working independently and effectively coordinating multiple projects simultaneously.
• Ability to perform assigned duties independently, often supporting responsibilities held by the Manager and act as a mentor for level I-III Finance Analysts.

Preferred         

• General knowledge of utility operations, utility account