Financial Risk & Forecasting Advisor

Responsibilities

• Project manages efforts and coordinates with various subject matter experts and support organizations for the Operating Unit or enterprise.
• Conducts ad hoc analysis supporting financial planning or strategic analysis workstreams as needed.
• Led the development and validation of complex financial models.
• Validates others' models and ensures accuracy and integrity of results.
• Reviews spending projections and derives utility revenue requirements and related analyses.
• Affirms ongoing capital project business cases and assists in providing recommendations for funding approval to relevant stakeholders by assessing capital structures and performing cost of capital calculations.
• Provides leadership on cross-functional teams on planning activities that have significant financial impact or risk to the Operating Unit or enterprise.
• Delivers financial advisory support to the business including analysis of potential investments, mergers, acquisitions, or divestitures.
• Contributes to the implementation of risk management and internal controls processes that comply with accounting, organizational, and regulatory policies.
• Develops cross-functional relationships and interacts with leaders across the company to provide guidance and lead the financial evaluation and development of business cases for capital projects and programs.
• Identifies and implements ways to improve working processes within the area of responsibility and communicates issues and areas for improvement to enterprise managers.

Requirements

• Seven or more years of experience in financial planning, modeling, and/or forecasting.
• Master's degree in Finance, Economics, Business Administration (MBA), Statistics, Data Analytics, or a related field.
• Experience with commercial credit underwriting/public company financial analysis.
• Experience with automation and predictive analytics, including applying data-driven insights to optimize processes and support strategic decision-making.
• Utility, energy, banking, or treasury experience.
• Experience negotiating and administering collateral/security instruments.

Qualifications

• Minimum seven years of experience in financial planning, modeling, and/or forecasting.
• Preferred Master's degree in Finance, Economics, Business Administration (MBA), Statistics, Data Analytics, or a related field.
• Preferred experience with commercial credit underwriting/public company financial analysis.
• Preferred experience with automation and predictive analytics, including applying data-driven insights to optimize processes and support strategic decision-making.
• Preferred utility, energy, banking, or treasury experience.
• Preferred experience negotiating and administering collateral/security instruments.

Skills

• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Ability to manage multiple tasks and priorities effectively.
• Proficiency in financial modeling software and tools.
• Knowledge of financial regulations and compliance.

Benefits

• Hybrid work schedule.
• Competitive compensation package.
• Health, dental, and vision insurance.
• Retirement savings plan.
• Employee assistance program.
• Professional development opportunities.

Pay

• Competitive salary based on experience and qualifications.

Schedule

• Hybrid work schedule.

Incident Management Team Expected Participation

Employees are expected to support emergency response and/or business continuity efforts, including readiness to serve on an Incident Management Team (IMT) when needed. Employees will participate in an on-call rotation (approximately every four to six weeks), to support IMT activations during emergency events. IMT assignments may differ from an individual’s regular responsibilities.