Job Description
Job Description
POSITION DEFINITION : Financial Analyst
Under the direction of the Finance Svcs & Treasury Mgr., the Financial Analyst conducts general
analysis of various financial reports to ensure budgets and quarterly forecasts are completed on a
timely basis and represents management goals and expectations for the year. Key to this
position include the ability to perform monthly flux analysis between actual and budget, taking
initiative and ownership on the tasks assigned, and well-rounded background in accounting and
finance.
Accountability
As a skilled employee and responsible professional, the incumbent must work independently,
exercise initiative and judgment in the performance of a broad range of administrative support
responsibilities in an environment of routinely sensitive and confidential issues. Therefore, the
employee must have strong organizational and interpersonal skills to deal effectively with all
levels of the company’s management staff, visitors and vendors.
Summary of Responsibilities :
The Analyst interfaces with various internal departments and must work exceptionally well with
employees of all levels. The person in this position is responsible for embracing and utilizing
available technology as communication and data gathering tools in performing routine and
complex a duties for the financial planning team. Core responsibilities include the following :
- Conducts annual capital and operations budget-related functions and ensures the integrity
of budget information
Performs monthly flux analysis between actual and budgetProvides insightful analyses on trended Return on Equity and Rate of Return for bothactual and budget
Updates and modifies, when appropriate, the Company’s financial forecasting modelSupports Manager in analyzing acquisitions and new business opportunitiesPrepares, maintains, analyzes and publishes financial and key matrixes reportsAssists Manager with data compilation for the rate case filings and responsible for thedata compilation on the quarterly audit requests
Updates Sarbanes-Oxley document and ensures control compliance; cooperates withinternal and external auditors with information requested
Performs other duties as assignedQUALITIES OF A SUCCESSFUL ANALYST IN THIS POSITION
Flexible, logical, accountable, approachable, and passionate about workMaintains positive team-building role during pressure-filled, deadline-driven crunch timesHigh degree of initiative; self-starter, capable of reviewing previous work papers, applying knowledge, skills and due diligence to perform requirements accurately and timelyCommunicates with accuracy and precision in writing and speakingHigh degree of confidentiality requiredTrustworthy; strong personal integrity; emotional maturityDemonstrates high level of accountability and ownershipExecutes with discipline and urgencyCollaborative / Team orientedOther Required Skills :
Competently uses technology and re-evaluates processes to increase efficiency, accuracy and appropriate level of documentation through the skilled application of technology tools; must be proficient in MS Excel, able to work independently and synthesize large amounts of information.Organized with strong attention to detail and time management skillsExhibits professionalism with internal and external contactsPossesses strong organizational / multi -tasking and project-planning skillsAble to conduct and carries job functions with minimum supervisionMINIMUM POSITION QUALIFICATIONS :
Bachelor’s Degree in Economic, Finance, and Accounting or related discipline or seven years of progressively responsible experience in financial analysisFour plus years of related experience in the Accounting / Finance DepartmentAbility to read and analyze financial reports and present information and respond to questions from internal / external auditorsAdvanced computer skillsAbility to effectively communicate and establish working relationships with other departments and personnelPrior experience with JD Edwards and Adaptive Insights is highly preferredZRFON
