Financial Analyst II, III or Sr.

JOB SUMMARY

This position is located within the Financial Planning & Analysis organization at Southern Company Gas. The focus of the role is to support the development of Gas’ strategic regulatory plan through the development and maintenance of strategic long-range regulatory and financial planning models. This role also supports strategic growth decisions within Gas’ regulated businesses through project analysis, revenue requirement modeling and rate case support.  

 

Functional Expertise:

• Supports annual planning process, monthly forecasts and periodic internal reporting 
• Supports regulatory policy, rate, and compliance filings
• Develops and maintains long-range financial models for regulated companies 
• Develops financial analysis to support strategic growth objectives for regulated companies
• Develops management presentations highlighting rate case timing, revenue recovery mechanisms, pipeline investment opportunities and finance related matters 
• Supports financial objectives by measuring performance against set targets 

Business Acumen:

• Ability to synthesize complex financial data into actionable information 
• Analyzes financial and non-financial data to help drive business decisions
• Maintains an in-depth understanding of regulatory rules and frameworks 
• Experience with cash flow and special project financial modeling standards 
• Capable of interpreting, summarizing and presenting strategic results to management 

Engagement: 

• Fosters relationships with managers, peers, customers and is a team player
• Communicates effectively with all levels of business 
• Influences business decisions by sharing analysis and expertise

Driving Results: 

• Ensures regulatory planning models are accurate and up to date 
• Ensures stakeholders are informed of regulatory planning and policy issues 
• Ensures ethics and compliance issues stemming from or related to regulatory policy or planning activities are appropriately addressed
• Identifies process and areas for improvements 

 

Education, Certifications/Licenses:  

Required: Bachelor’s degree in finance, accounting, economics or related 

Preferred: Utility, natural gas or other energy industry experience 

 

Related Work Experience: 

Required: 

Financial Analyst II

• Up to 2 years’ experience in financial planning, financial analysis, regulatory planning, accounting, and/or financial strategy / valuation or related fields

Financial Analyst III

• 2-4 years’ experience in financial planning, financial analysis, regulatory planning, accounting, and/or financial strategy / valuation or related fields
• Experience with financial analysis / valuation models and the ability to troubleshoot issues

Financial Analyst Sr 

• 5+ years’ experience in financial planning, financial analysis, regulatory planning, accounting, and/or financial strategy / valuation or related fields
• Experience with financial analysis / valuation models and the ability to troubleshoot issues

Preferred: 

• Thorough understanding of revenue requirements

 

Specific Skills & Knowledge: 

Required: 

• Ability to handle multiple projects with changing priorities
• Ability to work independently yet keep management informed as appropriate
• Strong verbal and written communications skills 
• Strong analytical and financial modeling skills
• MS Excel – intermediate to advanced proficiency 

Preferred: 

• Knowledge of regulatory theory and practice as they relate to a local distribution company
• Oracle planning or Hyperion experience 

Working Conditions/Physical Requirements: 

• The incumbent works in an office environment 4 days per week (Mon thru Thurs) at 10 Peachtree Place, Atlanta, GA and/or as additionally required 
• The incumbent may be required to travel on an infrequent basis (0-5%). Trips may require air travel and/or overnight stays away from home for one or more nights 

 

Disclaimer: 

This information describes the general nature and level of work performed by employees in this job. The description is not designed to be a comprehensive inventory of duties, re