Financial Analyst at Southern Company

Job description

This position is to provide financial services to support the goals and objectives of the Financial Planning and Analysis department of Southern Company Gas. The focus is on value creation by engaging in analysis, identification of issues, support of the Financial Plan and implementation of strategy with timely and accurate management reporting. This position may be filled as Financial Analyst II, III, or Senior. Individuals who demonstrate advanced skills in terms of work experience, education, and certifications may be eligible for the more advanced position. JOB RESPONSIBILITIES & ACCOUNTABILITIES BY COMPETENCY Functional Expertise: • Assist in maintenance and preparation of corporate 5-yr Financial Plan and annual budget. • Assist in reforecast process throughout the year (3+9, 6+6, and 9+3 reforecasts) • Assess financial performance against target, including risks and opportunities to the Plan. • Maintain and assist in development of corporate UI Financial Model, along with other financial models and tools (including excel and Oracle Planning). • Develop and execute strategies to meet the company’s overall financial objectives. • Assist in Treasury related activities including liquidity forecasting, issuing long-term debt and rating agency metric analysis. • Develop management presentations to communicate various financial updates. • Support rate case preparation and regulatory strategy. • Assist with the development of the company’s capital forecast Business Acumen: • Analyzes financial and non-financial data to help drive business decisions. • Articulates results, variances and key drivers effectively. • Develops recommendations and alternatives to meet objectives. • Demonstrates knowledge of the business and industry in analyses. • Understands basics of capital expenditure forecasting. Engagement: • Fosters relationships with managers, peers, customers and is a team player. • Communicates effectively with all levels of business. • Influences business decisions by sharing analyses and expertise. Driving Results: • Monitors results versus plan and works with business leaders to achieve desired results. • Identifies process and areas for improvements. QUALIFICATIONS Education, Certifications/Licenses: Required: • BS/BA degree in Finance, Engineering, Accounting, Business or other requiring application of analytical techniques. Preferred: • Energy company experience. Related Work Experience: FINANCIAL ANALYST II – GRADE 3 Required: • 1+ year experience in financial planning, financial analysis, regulatory planning, and/or financial strategy/valuation or related fields. Preferred: • Utility, natural gas or other energy industry experience. FINANCIAL ANALYST III - GRADE 4 Required: • 2+ years experience in financial planning, financial analysis, regulatory planning, and/or financial strategy / valuation or related fields. • Experience with financial analysis / valuation models (Excel or database-driven models) and the ability to troubleshoot issues. Preferred: • Basic understanding of utility Finance (revenue requirements) and/or capital forecasting. • Utility, natural gas or other energy industry experience. SENIOR FINANCIAL ANALYST - GRADE 5 Required: • 3-5 years experience in financial planning, financial analysis, regulatory planning, and/or financial strategy / valuation or related fields. • Experience with financial analysis / valuation models (Excel or database-driven models) and the ability to troubleshoot issues. Preferred: • Thorough understanding of utility Finance (revenue requirements) and capital forecasting. • Utility, natural gas or other energy industry experience. Applicants may possess a combination of equivalent education and work experience. Specific Skills & Knowledge: Required: • Ability to handle multiple projects with changing priorities. • Ability to work independently and keep management informed of shifting priorities. • Intermediate proficiency in MS Excel and PowerPoint. • Strong analytical and financial modeling skills. • Strong critical thinking and problem-solving skills • Knowledge of Generally Accepted Accounting Principles (GAAP) • Identify process improvements Preferred: • Basic understanding of UIPlanner Financial Model • Basic understanding of Oracle Planning Working Conditions/Physical Requirements: • Current hybrid work model with 4 days in the office (Monday-Thursday) and 1 day (Friday) work from home unless deliverables require team to be in the office. • Conditions may change due to Company policy.

Requirements

Must-haves

This position may be filled as Financial Analyst II, III, or Senior. Individuals who demonstrate advanced skills in terms of work experience, education, and certifications may be eligible for the more advanced position.
JOB RESPONSIBILITIES & ACCOUNTABILITIES BY COMPETENCY
Assist in maintenance and preparation of corporate 5-yr Financial Plan and annual budget.
Assist in reforecast process throughout the year (3+9, 6+6, and 9+3 reforecasts)
Assess financial performance against target, including risks and opportunities to the Plan.
Maintain and assist in development of corporate UI Financial Model, along with other financial models and tools (including excel and Oracle Planning).
Develop and execute strategies to meet the company’s overall financial objectives.
Assist in Treasury related activities including liquidity forecasting, issuing long-term debt and rating agency metric analysis.
Develop management presentations to communicate various financial updates.
Support rate case preparation and regulatory strategy.
Assist with the development of the company’s capital forecast
Analyzes financial and non-financial data to help drive business decisions.
Articulates results, variances and key drivers effectively.
Develops recommendations and alternatives to meet objectives.
Demonstrates knowledge of the business and industry in analyses.

Nice-to-haves

Energy company experience.
Utility, natural gas or other energy industry experience.
Basic understanding of utility Finance (revenue requirements) and/or capital forecasting.
Utility, natural gas or other energy industry experience.
Thorough understanding of utility Finance (revenue requirements) and capital forecasting.
Utility, natural gas or other energy industry experience.
Applicants may possess a combination of equivalent education and work experience.
Basic understanding of UIPlanner Financial Model
Basic understanding of Oracle Planning

Application prep

Use the role’s language and application details while tailoring your materials.

Platform: oracle-cloud
Effort: medium