Finance and Rates Analyst

About the role

Aqua, an Essential Utilities company, seeks a Finance & Rates Analyst in the Bryn Mawr, PA area. The ideal candidate will assist in preparing and supporting regulatory filings, develop financial models, and provide support for strategic business planning.

Responsibilities

• Assists in preparing rate cases by providing general accounting assistance, analysis, and forecasting of rate increases.
• Supports the preparation of base rate case minimum filing requirements as required.
• Assists in the preparation of revenue and billing analysis, rate case support schedules, exhibits, testimonies, and witness litigation processes.
• Interfaces with other departments to determine future rate case adjustments.
• Assists in the preparation of timely and accurate regulatory filings such as: Quarterly DSIC, Earnings Reports, Original Cost Studies, and any Commission directed requests for information.
• Supports the Manager of Rates and Planning and the Regional Controller on potential acquisition due diligence including: financial modeling, valuation analysis, finance and accounting due diligence, tariff and rate design, expense analysis, presentation preparation, application preparation, and original cost study filings.
• Supports the Manager of Rates and Planning with the coordination, preparation, analysis, and consolidation of annual operating budget.
• Supports the Manager of Rates and Planning and the Regional Controller in the preparation, analysis, and submission of its strategic business plan.
• Tracks organization's progress against financial goals.
• Builds and maintains financial models, reports, variance analyses, ad hoc reports, and other complex financial models.
• Continuously streamlines work processes by modifying and automating reports.
• Develops and administers training (as required) to internal stakeholders regarding capitalization, tax repair, and budgeting policies of Aqua Pennsylvania, Inc.
• Researches and performs comparative analyses of public utility issues.
• Identifies trends and developments in competitive environments.
• Prepares forecasts and analysis of trends in finance and general business.
• Collects and analyzes financial information.
• Reconciles accounts.

Qualifications

• Bachelor's Degree required.
• 2-5 years of experience in utility finance or related field.
• Expertise in analytic problem-solving.
• Strong interpersonal skills.
• Advanced level of technical writing ability.
• Proficiency in Microsoft Office Suite: Word, PowerPoint, Excel, Access, and other relevant technologies.
• A clear understanding of cost of service rate-making and utility regulation is an asset.
• High degree of initiative; self-starter.
• Professionalism with internal and external contacts.
• Organized with strong attention to detail and time management skills.
• High degree of confidentiality required.
• Trustworthy; strong personal integrity; emotional maturity.
• Demonstrates high level of accountability and ownership.
• Executes with discipline and urgency.
• Collaborative/team-oriented.

Qualities of a Successful Analyst

• Flexible, logical, accountable, approachable, and passionate about work.
• Maintains positive team-building role during pressure-filled, deadline-driven crunch times.
• Possesses strong organizational/multi-tasking and project-planning skills.
• Exhibits professionalism with internal and external contacts.
• Organized with strong attention to detail and time management skills.
• High degree of initiative; self-starter.
• Communicates with accuracy and precision in writing and speaking.
• High degree of confidentiality required.
• Trustworthy; strong personal integrity; emotional maturity.
• Demonstrates high level of accountability and ownership.
• Executes with discipline and urgency.
• Collaborative/team-oriented.

Benefits

Aqua, an Essential Utilities company, offers a competitive and comprehensive benefits package as well as a commitment to career growth opportunities. We are advocates for the communities we serve and are dedicated stewards of natural lands, protecting more than 7,600 acres of forests and other habitats throughout our footprint.