Senior Financial Analyst FP&A

Full-time - Mid Level

New Rochelle, NY

5,001-10,000 employees

Transit and Ground Passenger Transportation

About the position

The Senior Financial Analyst - FP&A is responsible for supporting the Finance Manager and operational leaders for assigned NY division business units. This role leads monthly financial planning, analysis, and reporting activities with a focus on data-driven analysis. The successful candidate will collaborate closely with operational leaders to drive financial performance, ensure compliance, and deliver insightful analysis to inform strategic decisions. The incumbent is also responsible for general finance functions associated with the analysis of company financial transactions and cost distributions. A significant degree of creativity and latitude, as well as high autonomy to personally drive and deliver projects to completion is required.

Responsibilities

• Conduct monthly and quarterly variance analysis on both operating and capital expenditure; comparing actual financial results to budgeted figures, identifying key drivers of any discrepancies, and offer recommendations for corrective actions and strategies to improve financial performance.
• Prepare detailed financial reports for senior leadership and department heads, highlighting key performance indicators (KPIs), financial trends, opportunities, and risks.
• Continuously assess and improve financial reporting and analysis processes, identifying opportunities for greater efficiency, accuracy, and automation.
• Provide strategic guidance and recommendations based on financial analysis findings, highlighting risks, opportunities, and areas for optimization to drive business performance and value creation.
• Lead preparation of the annual budget for assigned NY business unit. Provides budget recommendations to respond to a wide range of issues and examine budget estimates for completeness, accuracy, and conformance with procedures and regulations.
• Assist in the process of preparing reports filed throughout the year with various internal and external customers by collecting, formatting, analyzing, and explaining information.
• Review operating budgets to analyze trends affecting budget needs and serves as a resource for information regarding the budgeting process.
• Demonstrates proficiency in data compilation, manipulation and analysis, generating financial information to non-financial end-users and addressing internal customer needs.
• Provides on-going support for business units related to financial analysis and planning as well as work with business owners to provide data necessary to support educated business decisions.
• Identification of relevant and usable data sources, selecting appropriate methods of data collection and data analysis, and reporting of conclusions, implications, and recommendations.
• Play an active role in the rate case process to ensure that rate filings accurately present our financial position.
• Maintain awareness and practice safe operating procedures in conformance with OSHA regulations and company safety policies.
• Perform other ad-hoc projects as assigned.

Requirements

• Bachelor's degree in Finance, Accounting, Mathematics, or a related field.
• Advanced degree (e.g., MBA, CFA) preferred.
• Minimum of five years of progressive experience in Financial Analysis.
• Prior utility industry experience highly desired.

Nice-to-haves

• Strong understanding of utility accounting principles, financial reporting standards, financial modeling, forecasting, budgeting, and variance analysis.
• Demonstrated strong analytical skills that allow for interpretation of budgetary, financial, regulatory, and related management information.
• Strong interpersonal skills to interact at all levels and demonstrated ability to communicate very effectively both in writing and orally.
• High sense of urgency and ability to work under strict deadline pressures.
• Ability to identify creative solutions to time sensitive problems by balancing achievement of objectives with practical considerations.
• Highly effective management of data, presentation skill, and data visualization.
• Proven track record of being a 'change agent' and process improvement experience.
• Ability to exercise good judgment and discretion, especially with regards to sensitive or confidential personnel or organizational matters.
• Ability to respond flexibly and positively in all circumstances, and to work calmly under pressure.
• Ability to carry out job responsibilities with minimal supervision.
• Strong organizational skills to work independently and to prioritize a heavy workload under the pressure of competing assignments.
• Demonstrated project management skills.
• Proficient with Google or Microsoft Office Suite. Expert spreadsheet skill is a must.
• Peoplesoft, Hyperion, SmartView knowledge highly desirable.

Benefits

• Paid time off policies
• Health insurance
• Dental insurance
• Vision insurance
• Employer sponsored 401(k) plan