Analyst II, III, Sr. Financial

Southern Company - Naperville Park District, IL

Full-time - Entry Level

Hybrid - Naperville Park District, IL

Utilities

About the position

The Financial Analyst position at Southern Company Gas is designed to provide financial services that support the goals and objectives of the Financial Planning and Analysis department. The role focuses on value creation through analysis, issue identification, financial planning support, and strategy implementation, ensuring timely and accurate management reporting. This position can be filled at various levels (II, III, or Senior) based on the candidate's experience, education, and certifications.

Responsibilities

• Assist in maintenance and preparation of corporate Financial Plan and annual budget.
• 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.
• Support rate case preparation and regulatory strategy.
• Develop and execute strategies to meet the company's overall financial objectives.
• Assist in Treasury related activities including liquidity forecasting and rating agency metric analysis.
• Develop management presentations to communicate various financial updates.
• Assist with the development of the company's capital forecast.
• Analyze financial and non-financial data to help drive business decisions.
• Articulate results, variances and key drivers effectively.
• Develop recommendations and alternatives to meet objectives.
• Demonstrate knowledge of the business and industry in analyses.
• Understand basics of capital forecasting.
• Foster relationships with managers, peers, customers and be a team player.
• Communicate effectively with all levels of business.
• Influence business decisions by sharing analyses and expertise.
• Monitor results versus plan and work with business leaders to achieve desired results.
• Identify process and/or profit improvements.

Requirements

• BS/BA degree in Finance, Engineering, Accounting, Business or other requiring application of analytical techniques.
• 1+ year experience in financial planning, financial analysis, regulatory planning, and/or accounting or related fields (for Financial Analyst II).
• 2+ years experience in financial planning, financial analysis, regulatory planning, and/or accounting or related fields (for Financial Analyst III).
• 3-5 years experience in financial planning, financial analysis, regulatory planning, and/or accounting or related fields (for Senior Financial Analyst).
• Experience with models (Excel or database-driven models) and the ability to troubleshoot issues (for Financial Analyst III and Senior).
• Ability to handle multiple projects with changing priorities.
• Ability to work independently yet keep management informed as appropriate.
• Intermediate proficiency in MS Excel and PowerPoint.
• Strong analytical and financial modeling skills.

Nice-to-haves

• Energy company experience (preferred).
• Basic understanding of utility Finance and/or capital forecasting (preferred).
• Thorough understanding of utility Finance and capital forecasting (preferred).
• Basic understanding of UIPlanner Financial Model (preferred).
• Knowledge of Generally Accepted Accounting Principles (GAAP) (preferred).