Business Planning/Budget Analyst Sr or Lead

Title: Business Planning/Budget Analyst Sr or Lead    
Company: Peoples Gas System
State and City: Florida   -  Tampa
Shift: 8 Hr. X 5 Days| 4 daysonsite and 1 day remote

 

Help Shape the Financial Future of a Growing Utility

Peoples Gas is seeking an experienced Senior or Lead Business Planning Analyst to support operational excellence in a dynamic, highly regulated utility environment. In this role, you will influence critical Operations & Maintenance (O&M) and Capital planning decisions, partner closely with business leaders, and help guide the company through short‑ and long‑term financial planning.

 

This opportunity is ideal for a strategic financial professional who enjoys working across the business, turning data into insight, and influencing decisions that matter.

 

Level will be determined based on experience, depth of expertise, and demonstrated leadership capability.

 

What You’ll Do

You’ll play a key role in annual budgeting, forecasting, and long‑range planning, with increasing scope and leadership at the Lead level.

 

Core Responsibilities (Senior & Lead)

• Prepare and coordinate significant portions of the annual budget and monthly forecasts, primarily supporting O&M and/or Capital portfolios
• Lead efforts to develop multi‑year forecasts and long‑term financial plans across multiple departments
• Partner with operations leaders on cost tracking, cost management, and forward‑looking forecasts
• Create and maintain financial models, dashboards, and analytical tools to support operational decision‑making
• Prepare monthly variance analyses, financial reporting packages, and executive‑ready summaries highlighting risks and opportunities
• Perform economic evaluations and capital/O&M justification analyses to support investment decisions
• Communicate financial insights clearly to business partners and leadership, identifying areas for efficiency and improvement

 

Additional Scope at the Lead Business Planning Analyst Level

• Serve as a primary financial advisor to complex and high‑impact business areas
• Mentor and guide senior and junior analysts; act as a delegate for the Manager, Business Planning as needed
• Lead cross‑functional planning efforts with a high degree of independence
• Influence enterprise‑level financial strategy and continuous improvement initiatives

 

 

What Success Looks Like

• Accurate, timely budgets and forecasts trusted by business leaders
• Clear financial insights that shape operational and capital decisions
• Strong partnerships with operations, strategy, regulatory, and finance teams
• Proactive identification of risks, opportunities, and cost‑control strategies

 

 

What We’re Looking For

 

Required Qualifications

• Bachelor’s degree in Accounting, or a related field from a regionally accredited college/university
• Senior Analyst: 5+ years of accounting or financial experience
• Lead Analyst: 7+ years of financial or accounting experience
• Advanced proficiency with Microsoft Excel and PowerPoint
• Strong analytical, communication, and problem‑solving skills
• Ability to manage multiple priorities independently in a fast‑paced environment
• Sound judgment, attention to detail, and comfort working with senior leaders

 

Preferred Qualifications

• CPA (active or in progress)
• Experience with systems such as SAP, PowerPlan, and/or OneStream
• Knowledge of utility operations, utility accounting, or regulatory environments

 

Skills That Will Help You Thrive

• Financial modeling & variance analysis
• Budgeting, forecasting & long‑range planning
• Cost control & profitability analysis
• Executive‑level communication & data storytelling
• Cross‑functional collaboration & influence
• Strategic thinking in complex environments

 

Why Join Peoples Gas?

We proudly offer a competitive total rewards package and other perks to help