PRIMARY PURPOSE OF POSITION
The Sr. Financial Analyst has the lead day-to-day responsibility for managing and controlling O&M and capital costs.
This role will support accurate planning, reporting and analysis of operations. This position entails increased scope and complexity including fleet wide special projects. Must be able to fulfill ad hoc requests from various internal and external sources to support decision-making and provide necessary insight to executives, managers, department heads and line personnel.
Individual must be flexible, proactive and able to work with ambiguity. Individual must be able to commit to the time requirements of this position, which may demand extended hours as required.
PRIMARY DUTIES AND ACCOUNTABILITIES
1 Provide financial analysis and reporting for management on major capital and O&M cost drivers. Work with personnel to control and manage costs. Forecast performance against goals, plans and budgets. Bring a financial perspective to daily operations. Prepare and review month-end, quarterly and full-year forecast/reports up to and including: executive reporting packages, monthly financial close packages, quarterly management meeting presentations
2 Lead each monthly financial closing (pre and post close work), providing all required reporting to corporate center and site management. Ensure proper accounting treatment is followed and monitor adherence to corporate policies and procedures. Prepare various periodic reports to communicate performance in areas such as contracted services, overtime and other.
3 Develop the long-range financial plan.
4 Review and process Capital and other Project Request proposals. Monitor and report on Project spend.
5 Perform cost reporting - planning & tracking
6 Perform periodic Ad-hoc reporting and analyses.
7 Work with Manager to develop and oversee the work product of more junior financial analysts in the group and provide training and guidance as required. Perform complex special projects at the request of Management.
4 year degree in a business-related field with 5 to 8 years business-related experience and demonstrated success in finance or business operations.
Effective financial analysis skills, combined with effective written and verbal communication skills.
Exposure to accounting principles, financial metrics and financial statement relationships
Working knowledge of Business Operations & industry practices.
Thorough computer-base analytical skill (e.g. Access, Excel, Power Point, database management)
Expertise in PeopleSoft and financial systems
Position reports to Manager
Acts as a resource for colleagues with less experience; may direct the work of other staff members
Solves moderately complex problems.
The preceding position description is intended to provide the general nature and level of work to be performed by employees within this classification. It is not intended to be a detailed description of the position or a comprehensive listing of all duties, responsibilities, and qualifications required of employees assigned to this position, nor is it intended to indicate the exact amounts of time an individual will perform various position duties.
Pepco Energy Services