Financial Analyst - Corporate Analytics

About the role

The Financial Analyst II - Corporate Analytics is a professional position within Cleco, a company committed to powering a cleaner, smarter future for Louisiana through innovative energy solutions. This role involves creating financial models, supporting strategic projects, and contributing to the development of ISO market models.

Responsibilities

• Create financial models for decision support and in-depth analysis with a working knowledge of Cost of Service theory, revenue requirements fundamentals, market fundamentals, and corporate finance
• Provide direct support to high priority strategic projects, collaborating with the lead analyst or advisor for thought-provocation, implementation, and execution
• Contribute to production cost modeling analyses and support modeling efforts for recurring and ad hoc specialized projects
• Proactively assist with communication efforts with teams across the organization to inform, educate, and implement strategies as market insight dictates
• Absorb and contribute to the development, calibration, and maintenance of ISO market models, and support the organization’s MISO reporting functions
• Prepare presentation materials incorporating results of the analysis and ensure materials are shown and explained in a manner tailored to the audience
• Collaborate with other functions within Corporate Analytics as a support and cross-training function
• Develop relationships to be an effective business partner with assigned business functions or subject matter professionals to support Corporate Analytics business objectives
• Actively engage in process improvement initiatives to enhance Corporate Analytics service delivery and processes; identify areas for automation to reduce routine manual tasks
• Stay up to date with all department software with a continued focus on utilizing tools to improve accuracy and efficiency of Corporate Analytics; participate in the integration of current systems (e.g., SAP) and analytical techniques to enhance/streamline current operations
• Champion a corporate culture that emphasizes transparency, integrity, safety, environmental responsibility, employee development, sense of belonging, customer service, and operational excellence

Qualifications

• Bachelor’s and/or Master’s degree in Finance, Accounting, Business, or related field
• 3+ years of related experience
• Experience with Microsoft tools and applications required
• Strong analytical, problem-solving, planning, and project management skills
• Strong interpersonal, communications, writing, speaking, listening, and storytelling skills
• Strong understanding of how economic trends, political situations, policies, and regulations may affect analysis
• Willingness and aptitude for innovative, creative, and new thought
• Willingness and ability to learn new technologies on the job
• Ability to exercise judgment with little direction/guidance but also knows when to escalate to the Director, Corporate Analytics
• Proven ability to function effectively within a team environment, present ideas, and opinions in a respectful and collegial manner
• Progression to this level is strictly restricted based on critical individual capabilities and business requirements; must be supported by market survey data
• CFA preferred

Key Competencies

• Behavioral competencies: Building Partnerships, Leading Teams, Business Acumen, Communication, Courage, Building Self-Insight, Driving for Results, Energizing the Organization, Driving Execution, Building Trusting Relationships, Driving Innovation, Planning and Organizing, Safety, Establishing Strategic Direction
• Tech competencies: Governance and Internal Control, Financial Reporting and Data Analysis, Industry and Business Knowledge, Financial Systems, Planning, Forecasting & Budgeting, Business Partnering, M&A Analysis, Project and Change Management