Senior Financial Analyst

Job Description

Job Description

Job Title : Senior Financial Analyst

Work location : Oakland, CA (Hybrid)

Description :

Local candidate preferred but HM is open if there is an exceptional candidate that is non-local

Role is hybrid, per the HM, they ask their team members to come into the office 2+ times per month

TOP THINGS :

• Financial professional experienced with accounting and financial concepts
• Prior regulated utility experience, experience with rate cases a plus
• Proficient with MS Office Suite and familiar with other financial tools such as SAP

Department Overview :

The Revenue Requirements and Cost Recovery department is an integral part of client's Finance organization. We play a pivotal role in financial analysis, financial modeling, and cost recovery.

Our vision is to provide value-added financial insights and regulatory expertise to client and our customers. Our team prepares forecasts, regulatory proposals, and testimony for timely recovery of approximately $20 billion in costs annually across multiple regulatory jurisdictions.

We take pride in enabling informed decision making for our partners across client through robust financial modeling and strategic analysis.

Our team is also in the unique position to interface with CPUC and FERC staff, and other external stakeholders.

We are passionate about creating a team culture with rewarding work experiences. We build and maintain trusted relationships in an exciting and fast-paced environment.

Position Summary :

We are seeking a highly motivated, capable Senior Analyst to work in our Expense Recovery group. This is an excellent opportunity to highlight your analytical skills and work in a cross-functional environment where you can contribute and be recognized.

The Senior Analyst should have strong analytical skills and be detail oriented and self-directed. He or she should have excellent oral and written communication skills including the ability to present information in a clear and persuasive manner.

The candidate is expected to develop critical analysis, validate forecast assumptions and recorded expenses, contribute to cost recovery proposals, and participate in process improvement initiatives.

Responsibilities :

• Develop financial analytics and recommendations related to expense forecast and recovery for regulatory proceedings by collaborating with client's functional areas.
• Analyze spending profiles and cost categories to understand how various costs and trends impact financial results and future cost of service.
• Review and analyze third party testimony, regulatory proposals, pleadings, agreements, and decisions; participate in development of strategies to rebut testimony, help design of new proposals and performance of analyses for submittal in regulatory proceedings.
• Serve as witness, witness assistant or subject matter expert for moderately complex cost recovery issues, including developing compelling testimony, workpapers, and discovery responses.
• Produce impactful analysis to support critical workstreams including settlement negotiations, workshops, and external requests.
• Create and own financial control files and regulatory adjustments that support regulatory filings and revenue requirement calculations.
• Implement, analyze, and develop the General Rate Case expense regulatory values in accordance with the CPUC decisions.
• Provide analytical support to key regulatory compliance filings.
• Develop and provide training to business partners.
• Develop effective presentation materials for leadership to make decisions or bring awareness to key issues.
• Develop and document processes, guidelines, standards, and models. Drive continuous improvement projects that include partnering with peers on process efficiencies and controls.
19 days ago